Strategy and the Virtual Controller

By Penny Breslin & Damien Greathead

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Category: Management

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Episodes: 80

Description

Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow. Nothing discussed will be rocket science, instead they'll be discussing 'how' firms have successfully, and not so successfully, pursued growth. Penny and Damien will be sharing their insights on how firms can be successful by focusing on their people (clients included), their technology, and their processes and systems. Ultimately how successful an accounting business will be depends largely on how the owners manage change, which alongside taxes appears to be the only constant. We do want to acknowledge David Maister's great read Strategy and the Fat Smoker: Doing what's obvious but not easy as the inspiration for our title. Buy it on Amazon - https://amzn.to/3dhcUFC Subscribe today for an upbeat and practical conversation about what's working and what's not in accounting businesses around the world.

Episode Date
Smart Ways to Streamline Your Accounting Firm
Aug 09, 2024
Outsourcing Your Accounting: Tips and Strategies
Jul 26, 2024
Podcast Marketing: Why Do It?
Jun 14, 2024
Data-Driven Advisory Success with James Childress
May 24, 2024
Navigating Cyber Threats with Christophe Reglat
Apr 19, 2024
Transforming Accounting: Embracing Change for Sustained Success
Mar 22, 2024
Balancing the Books and Life: Transforming Your Accounting Practice for Joy and Profit with Amanda Gascoigne
Mar 08, 2024
Strategic Journey to Dext with Rachel Fisch
Feb 21, 2024
Symptoms Versus Causes
Feb 06, 2024
Maximizing Efficiency: The Power of Daily Standups
Jan 15, 2024
Strategizing in the Digital Age: Insights from Damien and Penny
Dec 28, 2023
Global Perspectives in Accounting and Advisory
Dec 06, 2023
How to Build a Business with Intention ft. Dawn W. Brolin, CPA, CFE and More! Live at QuickBooks Connect in Las Vegas
Dec 01, 2023
CAS, what does it take? With Jan Haugo
Nov 14, 2023
The Future of Accounting and Revolutionizing Tax Filing with AI
Oct 27, 2023
Expert Cybersecurity Tips for Accountants
Sep 25, 2023
Reinventing the Traditional Accounting Firm
Sep 15, 2023
How to Implement an Effective Training Program
Aug 18, 2023
Carving Out Time To Achieve Anticipated Results
Jul 28, 2023
“Scaling New Heights” With AI Technology
Jul 14, 2023
Streamline Your Workflow And Organize Chaos
Jun 23, 2023
Enhancing Efficiency With AI Automation
Jun 09, 2023
Exploring The Frontier Of Artificial Intelligence
May 25, 2023
Setting Clear Expectations with Clients
Apr 21, 2023
Regularly Reviewing Your Tech Stack for Business Growth and Success
Apr 13, 2023
Unlocking Valuable Relationships And Opportunities In The Accounting Industry
Mar 30, 2023
Navigating The Challenges Of Outsourcing
Mar 28, 2023
Growth And Transformation Through Technology and Coaching
Mar 16, 2023
Special Episode: Celebrate International Women's Day
Mar 08, 2023
Say (YES to saying) No to new clients**
Feb 28, 2023
Live in Las Vegas
Jan 21, 2023
It's time to say yes
Jan 19, 2023
No need to wait until January
Dec 05, 2022
Capturing the context in a remote world
Nov 28, 2022
Marketing is not a dirty word!
Nov 10, 2022
Tax season pre-season
Nov 03, 2022
Getting specific: MFA for a virtual workforce
Oct 19, 2022
W is for workflow
Sep 29, 2022
Who’s driving this bus anyway?
Sep 11, 2022
Change will cause tension (and that's OK)
Aug 24, 2022
When to call a turkey a turkey
Aug 17, 2022
Onsite visit, in the trenches
Aug 07, 2022
Where are all the good accounting grads?
Aug 01, 2022
Every Firm Needs a 'Beth'
Jul 18, 2022
Is it CAS or CAAS? What's it matter?
Jul 06, 2022
On the road again - key lessons from recent conferences
Jun 26, 2022
Can technologists be taught accounting
Jun 04, 2022
Conferences IRL
May 25, 2022
When Tech Goes Down...
May 08, 2022
We Don't Have All Your Answers
May 02, 2022
Bad clients? Take a look at your onboarding
Apr 25, 2022
Proposing for the work
Apr 11, 2022
Post Tax Season Review - A how to guide
Apr 06, 2022
Pricing: How do you price your value?
Apr 01, 2022
Why niches make sense
Mar 28, 2022
Onboarding and why it's critical in Tax Season
Mar 03, 2022
Pricing: Moving to Fixed Pricing
Feb 18, 2022
1099s are late and tax season starts early
Feb 11, 2022
Pricing: Don't Trash the Time Sheet...Yet
Feb 03, 2022
The (over)promise of AI
Jan 28, 2022
Hiring your office enforcer
Jan 21, 2022
Keeping good people
Jan 18, 2022
Skipping the Tax Season Chaos
Jan 10, 2022
That awkward post-Thanksgiving, pre tax season feeling
Dec 05, 2021
Building out the LBD
Nov 22, 2021
Putting it into Practice - Special Guest
Nov 12, 2021
Introducing the Little Black Dress
Oct 25, 2021
Building the BOS(S) team
Oct 12, 2021
Square Pegs and Round Holes
Oct 01, 2021
Avoiding an Attack of the Clones
Sep 24, 2021
Defining advisory - A deeper dive
Sep 17, 2021
Overcoming sabotage
Sep 09, 2021
We have guests 🎉 And technical difficulties 😕
Aug 24, 2021
Attempt #1 at defining advisory
Jul 23, 2021
There's No I in Team
Jul 16, 2021
Who's playing quarterback?
Jul 06, 2021
Bonus Episode: Digital Bookkeeper Conference Wrap
Jun 27, 2021
Deciding on what YOU want to do
Jun 25, 2021
Doing what's obvious, but not easy
Jun 17, 2021
Introducing Strategy and the Virtual Controller Podcast
Jun 01, 2021