The Power of Mobile Apps for Progressive Accounting Firms - Success in Accounting

Episode 16

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Published on:

10th Sep 2018

The Power of Mobile Apps for Progressive Accounting Firms

Dan Richards

Dan Richards is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in apps for accountants and bookkeepers.

He is passionate about helping firms maintain a key role in the always-on app environment which plays such an important part in our daily lives. He is particularly keen to raise awareness of the threats posed to accountants and bookkeepers by 3rd parties and even the Government. Without a firms’ own App, it really has no way to serve within, benefit from or control the environment where so many clients and prospects now spend their time each day.

With 90% mobile penetration, MyFirmsApp recognise that unless accounting firms have their own app, they will cede control over their clients. Accountants can now have an affordable and effective app that will help them remain the anchor in this mobile relationship. That means accountants can protect their client database, save time, generate referrals and create new client relationships.

Dan has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to apps for accountancy firms.

He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and Insight webinars, and regularly speaks for the professional bodies and membership organisations. Listen in and hear gems such as:

  • Sales is simply winning business, which for accountants means serving clients and attracting the right buyers
  • The two big things that turn a good firm into a great one – culture and technology
  • The influence accountants have with clients is enormous, and a great opportunity to make a difference
  • Technology and apps increase adoption of great cloud-based services and software, which keeps the firm anchored in the centre of the relationship
  • The plan for success at a huge ‘noisy’ accounting event like Accountex
  • The biggest challenge firms face if they want to grow – making decisions quickly and developing agility
  • Example of how large firms can make quick, smart decisions using RSM (Australia)
  • What an old flip up Nokia phone can teach us about the evolution of sales and marketing
  • The importance of being present in the everyday lives of your clients
  • How innovation has made MyFirmsApp a world leading company in the accounting world
  • Dan’s view on the worst advice being put out in the accounting profession
  • The dangers of AI, big data and automation – cutting the human engagement out of technology
  • Thoughts on the hiring policy for large accounting firms who want to grow
  • What do you love most about what you do? Hear what two things Dan Richards loves
  • Continuous learning and surrounding yourself with wise people are the secrets for success
  • The influence of legends like Paul Dunn and David Oliver in the accounting profession worldwide
  • How Christianity and historical figures can keep us humble as we learn and grow
  • The two things that frustrate Dan Richards about his global sales and exec role with MyFirmsApp
  • How MyFirmsApp is making a difference in the lives of accountants and their clients
  • The questions accounting firms need to ask themselves in deciding whether they need a mobile app
  • The best piece of advice for success according to Dan Richard (in less than 10 words!)

In his early days, Dan spent most of his time mountaineering and was fortunate enough to undertake expeditions in places such as The Himalayas, Alps, Alaska, Papua New Guinea, Norway and others. Now he enjoys the outdoors as much as possible with his family and friends as well as being active in the leadership of a local church.

To contact Dan: 07879 654 191  Liked your Top 100 Club Podcast Interview with Rob Brown" target="_blank">email him directly>>

MyFirmsApp Website or linkedin.com/in/danielrichards1

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About the Podcast

Success in Accounting
Insights, interviews and commentary for accounting, CPA, bookkeeping and finance professionals
SUCCESS IN ACCOUNTING is a weekly podcast for accountants, CPAs, bookkeeping and finance professionals, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them.

The show is hosted by Rob Brown and Martin Bissett who are founders of the Accounting Influencers Roundtable (AIR) and have many years of experience serving the accountancy profession. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular topics and themes covered include:

☑ leadership, executive presence, trust, integrity & reputation
☑ M&A, business models, future proofing, drivers of change & disruption
☑ performance, values, culture, vision & strategy
☑ employer brand, gen z/millennials & talent - succession, recruitment and retention
☑ industry trends, statistics and patterns
☑ growth, marketing, differentiation & positioning
☑ pricing & profitability
☑ digitisation, cloud, technology & automation
☑ advisory services, niches & emerging markets
☑ environmental & social governance ESG
☑ diversity, equity & inclusion DEI
☑ professionalism, career development & CPE/CPD
☑ business acumen & commercial awareness

Sources and guests come from:
★ EXPERTS - influencers, disrupters, consultants, gurus, podcasters and broadcasters in accounting and fintech
★ EVENTS - live coverage and interviews from exhibitions, conferences and a range of industry events
★ MEDIA - newspapers, online outlets, commentators, writers, bloggers and authors
★ VENDORS - suppliers and providers of accounting apps, platforms, fintech and software
★ REGULATORS - professional accounting bodies, institutes and associations
★ NETWORKS - alliances, associations, networks and communities of professional firms and accounting practices
★ SOCIAL MEDIA - opinion pieces, high engagement posts and controversial conversations

Hosts Martin Bissett and Rob Brown are founders of the Accounting Influencers Broadcast Network. Martin is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide. Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, Martin has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises a range of accounting practitioners and fintech companies at board level.

Rob Brown is a renowned presenter, facilitator and chair of high level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities.

He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, executive presence, referrals, networking and winning new business. He is also the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 320K times on YouTube.
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About your hosts

Martin Bissett

Profile picture for Martin Bissett
Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago. Martin now advises both accounting practitioners and FinTech companies alike, at board level.

Rob Brown

Profile picture for Rob Brown
Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting and fintech profession.

Rob is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts the world’s most popular accounting and fintech podcast: Accounting Influencers.

Throughout the pandemic, he chaired 24 virtual panels with leaders of global accounting networks and alliances to discuss the key issues and challenges. Rob is retained by several associations and vendors to chair their events and provide high-level interview content for their communities.

He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 300K times on YouTube.