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Beyond Insights
Beyond Insights
78 episodes
6 days ago
This podcast is about all things accounting, business, and tech! Hosted by members of the Syft Analytics team, the podcast dives into useful tips and tricks and interesting stories, going beyond insights into the key drivers of business in the modern world.
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Business
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All content for Beyond Insights is the property of Beyond Insights and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This podcast is about all things accounting, business, and tech! Hosted by members of the Syft Analytics team, the podcast dives into useful tips and tricks and interesting stories, going beyond insights into the key drivers of business in the modern world.
Show more...
Business
Episodes (20/78)
Beyond Insights
From Boardroom to Shop Floor: Making AI Practical for Non-Technical Teams

Today, we’re tackling a question that every leader and manager is asking: how do you make AI practical and usable for the people actually running your operations — the leaders who aren’t coders and the teams on the shop floor? Hoping to help us tackle this question is today’s guest, Derek Crager. Derek is the founder of Practical AI and creator of Pocket Mentor which happens to be the world’s first voice-accessible, industry 4.0 - customer support system. In this episode, we’ll explore how voice-first AI is reshaping industrial support, transforming knowledge transfer, and making AI a tool everyone can actually use.


Rapid-fire recommendations

  • Software: ChatGPT the project mode
  • Book: The Journeyer by Gary Jennings
  • What is the most valuable lesson about building a business: You can’t do it alone. You need partners and help. They will understand your "missing link" and cover the additional skill sets you lack.
  • Key takeaway: Don’t be afraid of AI. Understand that there are ways to implement AI that don’t cost capital expenditure.
Show more...
6 days ago
30 minutes 15 seconds

Beyond Insights
The Invisible Levers That Drive Sky-High Exit Prices

When it comes to selling a business, most founders obsess over top line revenue — but buyers are looking at much more than just the numbers. There are hidden drivers of enterprise value that can dramatically change an exit price, and they’re often overlooked until it’s too late. In this episode, we dig into those invisible levers that can make or break a deal.

And to dive into the details, we speak to Mark Osborne, the Founder of Modern Revenue Strategies. Mark has more than 25 years of experience delivering hundreds of millions of dollars of revenue for B2B SaaS, Tech and Professional Services Firms leading to successful acquisitions and exits. He’s also a bestselling author and host of “The B2B Growth Blueprint Podcast”.


Rapid-fire recommendations

  • What’s one piece of software that you can’t live without?

    • ChatGPT

  • What’s the best book you’ve read recently? 

    • The Science of Scaling by Benjamin Hardy and Blake Erickson

  • What trends in B2B marketing and sales do you think will have the biggest impact on enterprise value in the next 5 years?

    • Your ability to build the processes and systems so that you can then layer in the tools, like AI and automation. Companies often fail to take advantage of technology innovations because they don’t think about creating the systems and processes, capturing the data and structuring the data in a way that they can then take advantage of the technology innovation and solutions. There’s a revolution happening in the AI and automation space right now, and only the companies that have taken the time to build those systems and processes will be able to take advantage of it. 

  • If there’s one thing you want listeners to take away from today’s episode, what would it be?

    • Systems set you free. They aren't restrictive; rather, they provide a foundation upon which you can build.

  • Download Mark’s book at: modernrevenuestrategies.com/freedownload

  • Show more...
    1 week ago
    31 minutes 17 seconds

    Beyond Insights
    Advisory Unlocked: How Accountants Are Moving Beyond Compliance

    One of the biggest topics of discussion for accountants at the moment is making the move from traditional compliance services to more value-added services such as advisory work.


    In this episode, we chat with Jason Robinson, the Director of Future Advisory and co-host of The Numbers Game Podcast, to discuss this important topic. We chat about how Jason made the transition to offering advisory services, along with what worked well and what didn’t, so that you can take this next step in your practice.




















    Show more...
    2 weeks ago
    42 minutes 7 seconds

    Beyond Insights
    The 'Why' and 'How': A Google Engineer's View on Application Modernization

    This episode covers something that's on the mind of every business leader and IT professional: application modernization. From the 'why' to the 'how,' we get an insider’s perspective on the journey to the cloud and what it takes to build a truly modern enterprise.


    Our guest is Jonathan Davidson, a Cloud Solutions Architect and Customer Engineer from Google. Jonathan helps companies move from the old to the new, transforming their legacy systems into nimble, powerful, and secure applications.


    Rapid-fire recommendations:

    • Software: Agentspace
    • Key takeaway: If we’re thinking about the world of modernization, try to start small, learn the ropes, tread that path, and start to get a comfort feel for new technologies. Take that first step but take it slowly.
    Show more...
    3 weeks ago
    29 minutes 57 seconds

    Beyond Insights
    The In-House Counsel's Guide to Scaling (and Thriving)

    In today's episode, we're stepping out of the traditional boardroom and into the legal landscape. We know that as a business scales, managing legal risk is no longer just a "nice-to-have" – it's a critical component of growth.


    That's why we're joined today by Gifty Okonkwo, Senior Legal Counsel at Xero UK and the winner of In-House Rising Star 2023 at the British Legal Awards. We'll be talking about how a company in the accounting tech space effectively manages legal risk, from protecting intellectual property to navigating data privacy regulations.

    And for those of you considering a career in law, we'll also be getting a unique look at a part of the legal profession that many young entrants may not consider – the crucial role of in-house counsel in the tech world.

    So whether you’re a business owner, an accountant or a future lawyer, get ready to gain a new perspective on the intersection of law, business, and technology.


    Rapid-fire recommendations

    • Software: ChatGPT
    • Book: Atomic Habits by James Clear
    • Podcast: The Diary of a CEO
    • One piece of legal advice for a scaling organization: Think repeat, think automate. Any document you make, make it a one-size-fits-all document if possible and make it automated. Make it easy to get it reviewed and signed quickly. 
    • Key takeaway: Lawyers are one of your best tools; they’re not the thorn in your side. They’re the people riding with you into battle and handing you your spear and shield, not the people getting in the way and stopping you mid-gallop.
    Show more...
    1 month ago
    24 minutes 34 seconds

    Beyond Insights
    Not Everyone Should Be A Leader

    Today, we’ll be diving into what it takes to be a good leader, and why not everyone is necessarily cut out for the job. To help us in our discussion, we have Sam Ducker, the People Experience Director at Xero, for the UK and EMEA regions.


    Rapid-fire recommendations:

    • Favorite Software: Asana & Spotify
    • Best book: Leaders Eat Last by Simon Sinek
    • Key takeaway: There’s no right or wrong path to take as a career. Only you will know what gives you energy, a sense of reward and purpose. Whatever you decide to take, challenge yourself to master whatever it is that you want to do.
  • Show more...
    1 month ago
    34 minutes 43 seconds

    Beyond Insights
    Stop Leaving Value on the Table: Work Smarter with your Account Manager

    In this episode, we’ll unpack how to build a productive, strategic relationship with your account manager so you're not just getting answers to your questions, but unlocking real value, insights, and opportunities.

    From communication tips to goal alignment and everything in between, we’re covering what it really means to get the most out of this key partnership.

    Today we are speaking to Junaid Steele. Junaid is a Senior Account Manager at Xero, South Africa, with expertise in cloud-based business management.


    Rapid-fire recommendations


    • Software: Slack or Spotify
    • Best podcast: The Diary of a CEO & Pivot - and a shoutout to Nerves of Steel (Junaid’s podcast)
    • The most valuable lesson learned about helping people build a business: Business owners want more than just the numbers. They want insights into how they can make their business work. They want their dream to flourish. Accountants and account managers play a key role in helping business owners understand their numbers and drive success.

  • Show more...
    1 month ago
    29 minutes 49 seconds

    Beyond Insights
    New school year, new lessons: What working at Syft has taught us

    September is upon us. In South Africa, that means spring time and the association of new beginnings, rebirth, flowering. In the Northern Hemisphere, where many of our customers are based, this means autumn and the start of the new school year. So, we thought this was a good time to think about the start of something new.


    In this special episode, we sit down with several members of the Syft Analytics team to discuss new chapters - whether that be starting a new job or going to university. We also consider books that have influenced the way we think and made an impact on our lives. From senior engineers to designers, product engineers, and members of our customer-facing teams, we dive into a variety of insights on business and life for you to enjoy.

    Show more...
    1 month ago
    50 minutes 23 seconds

    Beyond Insights
    What They Don't Teach You in Business School

    Most business advice follows a familiar script — play it safe, scale slowly, stick to the numbers. But what if some of the best growth strategies for SMEs go against conventional wisdom? Today’s guest, Kate Hayward, the UK Managing Director at Xero, shares the bold bets, overlooked insights, and counterintuitive lessons that have helped businesses punch above their weight.


    Rapid-fire recommendations

    • Software: Cozi & Notion

    • Book: The Women by Kristin Hannah

    • Key takeaway: Tough on problems, nice on people


    Show more...
    2 months ago
    25 minutes 39 seconds

    Beyond Insights
    Accounting isn't just about the numbers anymore

    In an industry being reshaped by automation and AI, the real competitive edge isn’t just technical expertise — it’s communication. How well can you explain the ‘why’ behind the numbers? How closely are you aligned with your client’s goals? And how do you stay relevant in a world that’s changing fast? 

    In this episode, we speak with Stuart Grosvenor, Partner and Director at HB&O, about why good communication might just be the most important skill for the modern accountant — and how it opens the door to deeper client relationships, better advisory work, and long-term success.



    • Software: Xenon 
    • Podcast: Football podcasts!
    • Valuable lesson learned about building a business: Do it with people you like. You’ve got to get on with the people you work with. You’ve got to have the same goals and outlook on life. If you don’t like them, it’s a long journey.
    • Key takeaway: Your focus should be on your relationship with your clients. If you get that right, you’ll get a lot of other things right. You’ve got to enjoy your clients and that gives you motivation to help them succeed.
  • Show more...
    2 months ago
    37 minutes 33 seconds

    Beyond Insights
    Seeing is scaling: How smart visuals drive SME success

    In today’s fast-paced business environment, data is everywhere – but turning that data into actionable insights is where the real value lies. For small and medium-sized enterprises (SMEs), being able to see their business clearly through well-designed visualizations and reports isn’t just a nice-to-have – it’s a powerful driver of growth. It’s not about pretty charts; it’s about making smarter, faster decisions that lead to long-term success.

    Whether you’re an entrepreneur trying to understand your cash flow at a glance, or an accountant helping clients move beyond static spreadsheets, visual reporting helps bridge the gap between raw data and real strategy.

    To unpack how SMEs – and the advisors who support them – can harness the power of visual tools to unlock opportunities and enhance performance, we’re joined by Keith Barrett, an accounting and technology specialist with over 25 years of experience in financial management and software support.


    Rapid-fire recommendations:

    • Best book: The Subtle Art of Not Giving a F*ck by Mark Manson
    • The most valuable lesson learned about starting a business: Don't give up. Tenacity is key. Grit and perseverance will get you where you need to go.


    Show more...
    2 months ago
    33 minutes 5 seconds

    Beyond Insights
    Vitals check: The KPIs that keep your business alive

    In this episode, we discuss the importance of analyzing KPIs for your business. KPIs are Key Performance Indicators - quantifiable measures of performance over time for a specific objective. They help provide targets for teams to aim for, milestones to measure progress, and insights to assist members of the organization in making better decisions. So, what KPIs should you be considering for your business and why?


    To assist us in considering this topic, we are speaking with Laurika Steenekamp, a CA(SA) and our Head of Customer Experience at Syft. Laurika is our resident expert on creating KPI Scorecards on Syft, tools that help you to analyse and interpret your KPIs, and she’s helped many Syft users with this process.

    Show more...
    2 months ago
    24 minutes 37 seconds

    Beyond Insights
    Why Cloud Isn’t Just Tech – It’s a Business Model

    What's the deal with cloud technology? How does it actually work, what do people get wrong about cloud strategy and optimization, and why should we be treating cloud as a business model, rather than a technology project?

    In this episode, we break down the costs, consider optimization in practice, chat about the role of culture and accountability, and look towards the future.

    We are joined by Karind Ori, a tech entrepreneur and cloud strategist who believes cloud isn’t just tech – it’s a business model.

    Rapid-fire questions

    • Software: My banking app
    • Book: The Art of Resilience by Ross Edgley
    • The most valuable lesson learned about building a business: You can’t build a business alone. You need a team of likeminded individuals to help you build and scale your business successfully.
    • Key takeaway: Form your own opinions. There’s a sense of anxiety of what GenAI and the future of AI holds. Through all the hype, there’s a lot of fiction, there’s a lot of information you’ve got to sift through, and it’s very easy to act on what someone else says or what the crowd does or what your competitors do. But, if you just take some time to apply yourself, you can form your own opinion. This will force you to do your own research, ask the right questions, and network with likeminded people and experts. Your own opinion matters and taking the time to form your own opinion can significantly reduce the risks involved in making technological decisions.

  • Show more...
    3 months ago
    26 minutes 18 seconds

    Beyond Insights
    Sales chaos to sales system: The power of leverage in building predictable revenue

    What really drives revenue? How can you improve your sales, no matter what industry you're in? That's what we cover in this episode with our guest, Doug C. Brown, the CEO of CEO Sales Strategies.


    In this episode, we discuss:

    • The common sales problem that most companies experience - unpredictable revenue - and how to solve this.

    • How to overcome the idea of sales as an undesirable profession and why we should change our perspective.

    • The importance of understanding the business of client acquisition, rather than simply considering your product or service deliverables.

    • The key ingredients for creating a predictable and scalable sales system.

    • What top performers do differently from the rest of us.

    • When to put together a sales team for your organization.

    • The importance of measuring the metrics.

    • The importance of perspective in sales - looking from the outside in vs. inside out.


    Rapid-fire recommendations

    • Book: The Laws of Success by Napoleon Hill

    • Piece of advice: When you improve yourself, you improve your business.

    • Key takeaways: 

      1. No matter where you are, start today, take a little step forward, and keep stepping forward. It will likely take you 3 times longer and cost you 3 times more than you expect. Just keeping going!
      2. Ask yourself what is within your control and take action on that today.
      3. All the failures you’ve experienced are building blocks for the rest of the way.
      4. Don’t let anybody talk you out of what you really want to do.
    Show more...
    3 months ago
    1 hour 4 minutes 38 seconds

    Beyond Insights
    Building Blockbuster Revenue Teams: A Quick Deep Dive

    In this episode, we discuss a topic that's on every business leader's mind: creating high-performing revenue teams. We don't just talking about hitting targets, but about building sustainable, thriving teams that deliver consistent results without burning out. Some of the topics we cover include:Building a successful teamTreating your revenue team like a sports teamThe importance of attitudeAnd to help us in this discussion, we have Matt Lowry, the Chief Revenue Officer at ApprovalMax.


    Rapid-fire recommendations

    • Software: Spotify
    • Book: A Little Life by Hanya Yanagihara
    • Podcast: The Revenue Leadership Podcast with Kyle Norton
    • Piece of advice: Treat your revenue team/s like a sports team
    • Key takeaway: It's all about customer centricity. Review your CI calls and review your processes, asking yourself if they are truly customer-centric.


    Show more...
    3 months ago
    27 minutes 47 seconds

    Beyond Insights
    What does the future of AI hold?

    We've all felt the pervasive hype around AI. Now that the initial excitement has settled, it's time to tackle more critical questions, such as AI's exponential growth means for us as individuals, communities, and society? In this episode, we’ll investigate some of these questions alongside an expert in AI and machine learning - Prof. Benjamin Rosman from the School of Computer Science and Applied Mathematics at the University of the Witwatersrand.


    In this episode we consider the following topics:

  • • The evolution of AI

  • • How we can make the most of AI from a business perspective

  • • The broader implications of AI


  • Rapid-fire recommendations

  • • Authors: Yuval Noah Harari & Terry Pratchett

  • • Software: ChatGPT for general purposeness 

    • Key takeaway: There are a few values that are more important now than they have ever been - Curiosity & Who you want to be as a person that is not tied to your work


  • Show more...
    3 months ago
    38 minutes 37 seconds

    Beyond Insights
    The Data Whisperers: How Modern Finance Leaders Translate Numbers into Strategic Growth

    In this episode, we explore a critical shift in the business world. While data is abundant, the real power lies in transforming raw numbers into compelling narratives and clear strategic direction. We're witnessing the rise of a new kind of leader: the 'Data Whisperer.' These are the individuals who can take complex financial figures and make them speak, guiding businesses toward smarter decisions and sustained growth.


    Join us as we chat with Gavin Simpson, CEO and Founder of Cloud Finance & Accounting in Edinburgh, UK. We'll delve into how forward-thinking finance leaders are becoming "data whisperers," equipped with the tools and mindset to understand complex financial information and communicate its story clearly across the organization. 


    Rapid-fire recommendations

    • Software: Fireflies Notetaker

    • Book: The Almanac of Naval Ravikant: A Guide to Wealth and Happiness 

    • Podcast: The Tim Ferriss Show

    • Key takeaway: How can I get the numbers of my business to tell me a story of the past, but, more importantly, of the future?


    Show more...
    3 months ago
    18 minutes 53 seconds

    Beyond Insights
    So many apps, so little clarity: Making cloud solutions work

    Today we are joined by Michele Hili, the Finance Solutions Team Lead at Scope Solutions, to discuss how accountants and business owners can find powerful technological solutions to their business challenges.

    We consider the role of app stacks and how apps work together, the potential of AI and how it's changing the space, and why it's important to remain open to change and innovation as an accountant or business leader.


    Rapid-fire recommendations

    • Book: Ikigai by Francesc Miralles and Hector Garcia

    • Key takeaway: Watch Light & Magic on Disney+ to learn about implementing technological innovations.

    Show more...
    4 months ago
    44 minutes 6 seconds

    Beyond Insights
    Old systems, new tech: Digitizing community finance

    Our guest today is Mkuzo Kuwani, the co-founder of ComGrow, a Zambian fintech startup that’s digitizing Africa’s most trusted community finance systems, namely savings groups, village banks, tontines, and chamas. ComGrow’s argument is that these groups have always worked; they’re just making them better. 

    We discuss:

    • What community finance is all about
    • How community finance could be digitized and why this has great potential
    • Enhancement vs. reinvention in tech



    • Software: ChatGPT and Fireflies Notetaker
    • Podcast: The FT News Briefing, the Global News Podcast, and 20 VC
    • The most valuable lesson learned about building a business in Africa: Africa is so big and diverse. It’s maybe four to five different types of economies in one. In southern Africa, things move at a very different pace to the rest of the world. You need patience and resilience. It’s not as straightforward or as black and white as you might think when you begin your journey. It’s important to have faith in the mission, remain patient and resilient. A lot of the challenges you face are actually opportunities for you to take. If you can make it here, it’s a walk in the park in the rest of the world. 
    • Key takeaway: Back yourself. It’s a very difficult world to be an entrepreneur. If you don’t have conviction in what you’re doing, there’s not much to ride on when things get tough. You need to be in your own corner.
  • Show more...
    4 months ago
    48 minutes 42 seconds

    Beyond Insights
    The Bookkeeping Shift with The 6 Figure Bookkeeper

    Jo Wood and Zoe Whitman are the powerhouse duo behind The 6 Figure Bookkeeper. As international speakers, best-selling authors, and hosts of an industry-leading podcast, they’re on a mission to transform the way bookkeepers grow their businesses.

    They also co-founded Hey Monika, an AI-powered software that gives aspiring bookkeepers practical, confidence-boosting experience with real tools and real-world tasks - bridging the gap between training and doing.

    In this episode, we discuss some of the ways in which bookkeepers can grow their practices by offering value-added services, aided by the right tech.


    Rapid-Fire Recommendations:

    • Software: Zapier & Xero
    • Book: Let Them Theory by Mel Robbins & Traction: Get a Grip on Your Business by Gino Wickman
    • Most valuable lesson they've learned about building a business: Know when your energy is high and plan your business around this and around what you value in your life.
    • Key takeaways: Build the business that you want. Keep the focus on why you’re doing it and what you want it to do for you. And know that you’re valuable.


    Show more...
    4 months ago
    37 minutes 15 seconds

    Beyond Insights
    This podcast is about all things accounting, business, and tech! Hosted by members of the Syft Analytics team, the podcast dives into useful tips and tricks and interesting stories, going beyond insights into the key drivers of business in the modern world.