The Profitable Accountant Podcast

In this episode, I reveal the one skill that has been worth multi-millions to me over the last ten years.It’s not technical.And most accountants are doing everything they can to avoid it.I break down:The skill I kept being told to learn back in 2016, and why I put it offWhy the typical accountant personality makes it feel so uncomfortableWhy introverts can actually have the advantageThe “stop pause” technique a speaking coach taught me to cut out filler words and sound more confidentWhy your first 50 to 100 attempts will feel cringe, and why that’s the price you payThe unlikely place I recorded some of my best early content (great light, great sound, nobody watching)The simple clicker hack that turns everyday client questions into marketingHow an ad campaign I recorded in Oman is now bringing in leads every single dayWhy, in a world drowning in AI-generated content, this is the one thing nobody can copyA 3-hour challenge to get you started this weekI also get honest about my A level grades and the ACA retake that nearly got me sacked from PwC, and why none of that stopped me.This episode is sponsored by Karbon, the practice management platform we recently moved to after 12 years on our previous system.If you’ve ever avoided getting on camera because it feels uncomfortable, this episode is for you.If you’ve enjoyed my podcasts, here’s how you can get more value from me:Free stuffGet a free copy of my book The Four Pillars from hereWatch a short 8 min video on how you can win new clients whilst you sleep hereMy inner-circleJoin 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to meIf you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675And if you haven't already, here's a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.

This week I'm back from a week in the mountains of Oman.And I want to show you how AI has completely changed the gap between having an idea and actually getting it done.Inside this episode you'll discover:How I recorded an ad on a hotel balcony and had it edited, approved and ready to upload before the end of the dayWhy I no longer wait 10 days to 3 weeks for an editor to turn work aroundThe lead magnet that's bringing us some of the highest quality leads we've ever hadWhy we deliberately add friction to our forms (and why it works)The building blocks you need in place before you spend a penny on adsHow my AI chief of staff and assistants decide what actually needs my attention each morningThe simple inbox habit that will save you hours every weekWhy some people on your team may not be on the right bus anymoreThe one question to ask AI that paid for itself almost straight awayI also share how we're using AI to give my team feedback on every sales call, and why your role as a firm owner is shifting from doer to architect.This episode is sponsored by Karbon, the practice management platform we recently moved to after 12 years on our previous system.If you've ever felt there aren't enough hours in the day to do everything you want in your firm, this episode is for you.If you’ve enjoyed my podcasts, here’s how you can get more value from me:Free stuffGet a free copy of my book The Four Pillars from hereWatch a short 8 min video on how you can win new clients whilst you sleep hereMy inner-circleJoin 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to meIf you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675And if you haven't already, here's a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.

This week, I share the message I gave my managers in a meeting yesterday.AI can now do most of what we do day to day in an accounting firm.The real challenge isn’t the technology. It’s getting your team to use it.I break down:The DOCTORS framework Claude helped me build for sales calls, and why prescription without diagnosis is malpracticeWhy accountants keep giving away free advice on sales calls, and what to do insteadWhy you need to start planning your exit years before you actually want outThe maths behind why I’d happily pay £1,000 to win a single clientThe £1,000 referral offer we make to our existing clients, and how to get a copy of the emailThe video I added to our thank you page to warm up cold leads before we ever speak to themWhat happened when I asked Claude to prepare a full set of accounts whilst I picked my daughter up from swimmingWhy “rules-based and repetitive” describes most of the work happening in your firm right nowHow I’m getting experienced, sceptical managers to treat AI like an employee, not a chatbotWhy autonomy without accountability means you’ll keep tolerating missed targetsWhy I think a pod of 2 could soon look after 200 clients, and which layer of the firm is most at riskI also share how I’ve built my second brain across Fathom, SharePoint and Notion so every AI tool I use has the context it needs. And if your firm is at or close to £1m in fees and you’re thinking about an exit, message me on LinkedIn.This episode is sponsored by Karbon, the practice management platform we recently moved to after 12 years on our previous system.If you’ve ever wondered how much of your firm’s work AI could already be doing, this episode is for you.If you’ve enjoyed my podcasts, here’s how you can get more value from me:Free stuffGet a free copy of my book The Four Pillars from hereWatch a short 8 min video on how you can win new clients whilst you sleep hereMy inner-circleJoin 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to meIf you’re going to create an account and use OnlineJobs.ph use my affiliate link here and i’ll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675And if you haven’t already, here’s a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.

In this episode, I lift the lid on something I haven’t enjoyed admitting.The Google enquiries that built Capture Accounting have taken a nosedive.So I’m doing something I’ve avoided recommending to accountants for years. Running paid ads again.I break down:Why our enquiries dropped from 5 to 7 a week to just 1 or 2 in the last 6 monthsWhy SEO isn’t dead, it’s become search everywhere optimisationWhy tactics without strategy is just noise, and the question to answer before you pick a platformWhat a fish in a puddle and Amazon selling books can teach you about nichingThe 3 systems behind a predictable pipeline of high quality enquiriesWhy someone searching on Google is a very different prospect to someone who sees your adWhat’s changed in the ad algorithms, and why your copy now does the targeting for youThe maths behind a book ad I’ve been running for 2 years (look out for the balloon)Why I give my book away rather than sell it on AmazonHow adding friction to our lead form is weeding out the tyre kickers, and what a qualified enquiry is costing us so farI also share how Claude edited our Dubai ad videos in a few hours, a job that used to mean a week or two of back and forth with my editor.And if you want a place on the next Power Positioning Accelerator in 2027, message me on LinkedIn. There are only 12 spaces and the waiting list is already building.This episode is sponsored by Karbon, the practice management platform we recently moved to after 12 years on our previous system.If you’ve ever struggled to get a steady flow of enquiries into your firm, this episode is for you.If you’ve enjoyed my podcasts, here’s how you can get more value from me:Free stuffGet a free copy of my book The Four Pillars from hereWatch a short 8 min video on how you can win new clients whilst you sleep hereMy inner-circleJoin 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to meIf you’re going to create an account and use OnlineJobs.ph use my affiliate link here and i’ll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675And if you haven’t already, here’s a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.

This week, I'm tackling something every firm owner hears on repeat."We're busy."But busy doing what? And is it productive busy, or inefficient busy?I break down:Why timesheets won't tell you who's really productive (and what will)The revenue allocation tracker we use to split every client fee across the teamThe exact percentages we give each role, starting with 35% to the client managerThe 3x salary benchmark every team member should be hittingWhat it means when someone isn't even covering their own costWhy "it's not fair, I'm working all hours" usually points to a pricing problemWhy firms turning over £1m to £4m still keep pricing in the owner's headWhy your PDF proposal is losing you clients, and what to do insteadThe 2 steps to building a pricing system and repricing your existing clientsHow one client went from £16,000 to £40,000 a year, and what he said when we told himI also share an update from Doha, why we've restructured the practice into pods, our new client manager hire, and how Power Pricing is moving faster than ever with a small team and AI doing the heavy lifting.This episode is sponsored by Karbon, the practice management platform we recently moved to after 12 years on our previous system.If you've ever struggled to work out where capacity really sits in your firm, this episode is for you.If you’ve enjoyed my podcasts, here’s how you can get more value from me:Free stuffGet a free copy of my book The Four Pillars from hereWatch a short 8 min video on how you can win new clients whilst you sleep hereMy inner-circleJoin 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW!For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to meIf you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction 🙂 http://store.onlinejobs.ph/?aid=377675And if you haven't already, here's a link to sign up to Fathom AI for your video calls so you can generate those transcripts to help in your content writing.