Welcome to another episode of Accountants' Success Secrets, the podcast that shines a light on the stories of real accountants and bookkeepers making a difference in the profession. In this milestone 75th episode, hosts Mark Lee and Philippa Haynes sit down with Andrew Coombs, who shares his unique journey from financial services to taking the reins at Kings Oak Accountancy—his family’s practice in Somerset.

You'll hear Andrew’s honest reflections on stepping into succession, expanding the business, and building a results-only, flexible team culture (with no timesheets in sight!). He reveals how his focus on client relationships and technology helped double the business after his father retired, the lessons learned from tricky clients, and why he now only takes on the right kind of work.

From building team loyalty to the pitfalls of overcomplicated software, Andrew’s story is packed with practical insights, humour, and real-world advice any accountant or bookkeeper could use. Plus, there’s a nod to the future—business advisory, automation, and what’s next for small practices.

So, whether you’re just starting out or looking to refresh your approach, tune in for inspiration, lessons from the field, and a few birthday jokes for Philippa along the way!

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

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