The Firm Podcast Por The Firm arte de portada

The Firm

The Firm

De: The Firm
Escúchala gratis

The Firm brings you exclusive, peer-led content designed for accountants and bookkeepers looking to thrive in an evolving industry. Featuring a collection of shows, including 'Statement Brand,' 'M&A Diaries,' and more, our podcast provides in-depth exploration into the technical, leadership, and strategic aspects of accounting today.


From navigating mergers and acquisitions to building a standout firm brand, each episode connects you with the real experts—accountants, industry leaders, and consultants—who share their stories, insights, and practical advice. No fluff, just real, actionable knowledge you can use to shape your practice and stay ahead of emerging trends.


Statement Brand dives into the intersection of branding, marketing, and accounting, helping you build a personal or firm identity that stands out. M&A Diaries takes you behind the scenes of mergers and acquisitions in the accounting world, offering honest discussions on what works, what doesn’t, and how to navigate the complexities of scaling your firm.


Whether you’re a firm owner, a sole practitioner, or just getting started in the field, The Firm is here to democratise industry knowledge, put accountants in the spotlight, and help you take your career to the next level.


Subscribe now and join the conversation that’s reshaping the accounting industry.

Hosted on Acast. See acast.com/privacy for more information.

The Firm Economía Exito Profesional Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • Ashley Rhoden - How To Succeed With M&A Integration Before The Deal Is Done

    Ashley Rhoden - How To Succeed With M&A Integration Before The Deal Is Done
    Oct 10 2025

    In this insightful episode of "M&A Diaries," host James speaks with expert Ashley Rhoden about the crucial strategies for effectively integrating accounting firms during mergers and acquisitions. Discover the essential steps to ensure a smooth transition and maintain client relationships post-acquisition.


    ✅ Integration starts before the Letter of Intent (LOI).

    ✅ People and culture are the heart of successful acquisitions.

    ✅ Align technology and systems to streamline operations.

    ✅ Proactive communication can alleviate employee concerns.

    ✅ Establish a clear integration roadmap with a 100-day checklist.

    ✅ Build trust and rapport with your sellers for smoother transitions.


    Join us as Ashley shares her unique insights and experiences that can help firm owners navigate the intricacies of M&A successfully.

    #Accounting #MandA #FirmGrowth #IntegrationSuccess

    Hosted on Acast. See acast.com/privacy for more information.
    Más Menos
    37 m
  • Anthony Casey - The Secret to Thriving: ETL's Unique Accounting Model Revealed!

    Anthony Casey - The Secret to Thriving: ETL's Unique Accounting Model Revealed!
    Aug 7 2025

    In this episode of "M&A Diaries", host James Gosling speaks with guest Anthony Casey about the transformative benefits of joining the ETL network for accounting firms in Ireland. Discover how ETL empowers firms to thrive while maintaining their independence and focuses on client satisfaction.


    ✅ Learn about Noon Casey's successful journey and the strategic growth of their practice.

    ✅ Discover the importance of succession planning and how ETL facilitates smooth transitions.

    ✅ Understand the unique model of ETL that prioritises client-focused service.

    ✅ Explore the current trends in the Irish accounting market and how firms can adapt.

    ✅ Get insights on talent retention and the impact of foreign investments on the industry.


    Join us as we delve into the future of accounting in Ireland and the opportunities available through ETL!

    Hosted on Acast. See acast.com/privacy for more information.
    Más Menos
    47 m
  • Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

    Alan Whitman - How Baker Tilly Grew from $500M to $1.5B
    Jul 8 2025

    What does it really take to grow an accounting firm from $500M to $1.5B in revenue? In this episode of M&A Diaries, host James speaks with Alan Whitman, former CEO of Baker Tilly, to unpack the strategy, discipline, and cultural clarity that drove their rapid rise. If you're considering acquisitions, private equity, or scaling your firm beyond a lifestyle business, this is essential listening.


    ✅ Why organic growth still trumps acquisitions—and how to reignite it

    ✅ How to spot cultural alignment before you sign the deal

    ✅ A people-first playbook for post-acquisition integration

    ✅ What smaller firms can learn from billion-dollar growth journeys

    ✅ Why “discipline equals freedom” when leading innovation

    ✅ The honest truth about PE, globalisation, and the future of accounting


    Alan doesn’t hold back—sharing battle-tested insights and stories from over 20 M&A deals, including how Baker Tilly evaluated targets, avoided cultural misfires, and built a high-performance firm without losing its soul.


    #Accounting #MandA #FirmGrowth #PrivateEquity

    Hosted on Acast. See acast.com/privacy for more information.
    Más Menos
    56 m
Todavía no hay opiniones