Beyond Insights

What Makes a Future-Proof Accountant?

In this episode, we talk to David Leary CPA, the co-host of The Accounting Podcast! The discussion covers what you need to be a future-proof accountant, with some new and unconventional perspectives along the lines of:Turning the idea of "grunt work" on its head - and why ensuring your bookkeeping is on point it so importantWhy AI is critical but also overhyped - and thought about in the wrong wayWhat "higher value" work really looks like in the era of AIWhat small businesses really want and how they thinkThe challenges that new CPAs will face as they enter the world of workWhy it's important to "stay in the weeds" of accounting workAnd how a cooking vs. baking analogy works well when thinking of when to use - or not use - AI

Prof. Benjamin Rosman on Turning Financial Data into Strategic Action

Time's Top 100 Influential Voice in AI, Benjamin Rosman, returns to Beyond Insights to discuss the latest trends, efficiencies, and decisions in the world of artificial intelligence.

AI as Your Silent Business Partner

In this episode, we are joined by Steven Werley, Owner of Closable.ai, to discuss how AI can serve as your silent business partner - handling repetitive tasks, client communication and more. Rapid-fire recommendations:Software: GoHighLevel, a marketing and Customer Relationship Management (CRM) combination that allows users to manage their entire sales pipeline, call bookings, and create marketing pages.Best podcast: The best SEO podcast.Most valuable lesson about building a business: Execute and don't make it perfect; "done is better than perfect".Key takeaway: Don't "sleep on AI" and don't view it as a "big horrible terrible thing". There are many ways to use AI, even to help with simple tasks, and it can serve as a "silent business partner". If you haven't started using AI, "just start now".Learn more about Steven and his business at: https://closable.ai/

Blueprints for Longevity: What We Can Learn from 100-Year-Old Companies

In this episode, we explores why Japan has over 33,000 companies that have endured for more than a century. Our guest is Angad Soin, the Managing Director of ANZ and Global Chief Strategy Officer at Xero. Soin helps lead global strategy for the fintech platform and oversees operations across Australia and New Zealand.The discussion focuses on six Zen-inspired business principles that promote longevity. The core takeaway from these principles is the importance of reinvention.The Six Zen-Inspired Business Principles Sharing Your Vision and Priorities: It's important to couple a vision with underlying values that provide "actionability" and guide employee behavior. For instance, Nintendo's vision of providing entertainment allowed them to evolve from a card trading company to a digital games and merchandising giant.Having a Long-Term Vision: A vision should be enduring, actionable, and tangible. A long-term vision guides investments and choices over many years, enduring through multiple strategy cycles. For founders who want a lasting legacy, their vision should initially seem unachievable.Your Employees and Your Customers Come First: The treatment of customers and employees must align with the long-term vision. Small business owners should build in time—quarterly, half-yearly, or yearly—to reflect on their written purpose and strategy to ensure their hiring and client choices are aligned. Course correction can involve difficult decisions, such as parting ways with a long-term employee no longer aligned with future goals.The Harmony of Tradition and Innovation: This principle involves balancing a company’s original successful elements (tradition) with the need to evolve (innovation). The core promise—such as value, quality, or differentiation—should remain consistent even as the product changes.Being Frugal: Frugality is not about not spending, but about allocating capital and time wisely. It also means maintaining cash reserves to have flexibility and "optionality" to make the right decisions during challenging times.Building a System for Succession of Culture: For a lasting legacy, the company's operating principles must be systematized and passed down. This system must be built into the company's behaviors and systems, not relying on a single individual or just saying the words. New employees should be able to understand why things are done a certain way, not just that "we've always done it that way".Rapid-Fire Recommendations Choose the Right Investors: Businesses should select investors who are committed to the long-term vision and strategy, even if it means losing money along the way. This ensures alignment and minimizes surprises.The Accountant's Role: Accountants and bookkeepers play an important role in advising clients on these principles. By asking clients about their "why" (e.g., whether they want a quick exit, a sale, or to hand the business down), they can tailor advice on entity structure and capital.

Kill Your Distractions: A Film Producer's Guide to Deep Work for Accountants and SMEs

This episode features Steven Puri, a speaker and serial entrepreneur, who is the CEO of The Sukha Company, a flow state app. Steven has a unique background, having been a senior executive at film studios, running tech companies, and raising over $20 million in venture capital. Steven discusses what makes remote work successful and shares insights on achieving focus, mindset, and intentionality for knowledge work in a world full of distractions. He explains how to apply high-performance patterns from film and business to daily work life.Rapid-Fire Recommendations: Software : The Sukha Company app.Best Lesson on Building a Business: Respect your natural rhythms. One Key Takeaway: Begin your day with intention.