The Firm
by The Firm
Ashley Rhoden - How To Succeed With M&A Integration Before The Deal…
About this podcast
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.
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Episodes
The newest 20 of 32 episodes
- Ashley Rhoden - How To Succeed With M&A Integration Before The Deal Is Done · 37 min · Season 2 Episode 8In 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…
- Anthony Casey - The Secret to Thriving: ETL's Unique Accounting Model Revealed! · 47 min · Season 2 Episode 7In 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…
- Alan Whitman - How Baker Tilly Grew from $500M to $1.5B · 56 min · Season 2 Episode 6What 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…
- Julie Wilkinson - Selling Your Accounting Firm? Avoid These 3 Costly Mistakes · 45 min · Season 2 Episode 5Thinking of selling your accounting firm? In this episode of M&A Diaries, host James sits down with acquirer and exit strategist Julie Wilkinson to unpack what really makes a…
- Shiv Shah - M&A Models for Accounting Firms: Which One’s Right for You? · 1 h 4 min · Season 2 Episode 4Should you sell your accountancy firm, stay independent, or take investment? In this episode of M&A Diaries, host James sits down with Shiv Shah, Director of M&A at TC Group, to…
- Luke Farren - Are You Sale Ready? How Tech Drives Firm Valuations · 55 min · Season 2 Episode 3On this episode of M&A Diaries, host James speaks with Luke Farren, founder of The Modern Firm, about how accountancy practices can unlock growth and exit opportunities through…
- Lucy Cohen - Scaling Smart: Why Mazuma Buys Firms Others Ignore · 55 min · Season 2 Episode 2Mazuma Co-Founder Lucy Cohen joins James on M&A Diaries to share how she revolutionised accounting with the first-ever subscription model—despite industry pushback, gender bias…
- Paul Forsyth - Why Every Accounting M&A Needs a Corporate Lawyer · 50 min · Season 2 Episode 1In this episode of M&A Diaries, James sits down with corporate lawyer Paul Forsyth to break down the legal essentials every accounting firm owner must know before buying…
- Why adaptable accountants are poised to thrive in a tech-driven future · 13 minIn this episode, Kerry Agiasotis, President of The Access Group Asia Pacific, discusses how technologies like AI and The Access Group’s Evo platform are transforming workflows…
- AI in accounting: Fear it or embrace it? · 8 minAI is shaking up the accounting world—but is it a threat or an opportunity? 🤔 In this eye-opening conversation, Adam Tiberi, VP of Product and Engineering at The Access Group…
- What every accountant needs to know about innovation and leadership · 12 minIn a rapidly evolving profession, how can accountants stay ahead of the curve? In this episode, David Boyar, General Manager of ChangeGPS, shares his journey from virtual CFO to…
- The Internet Changed Accounting. Web3 Will Do It Again · 35 min🎙️ Episode Summary In this debut episode, host Trent McLaren sits down with Electra Frost, a pioneering Web3 accountant and founder of ElectraFi, to explore how blockchain and…
- Building Client Advisory Services: Start Small, Scale Big · 45 minHow do you build a successful client advisory service from the ground up? In this episode of Mastering CAS, Trent sits down with David Ross, CEO of Direction Staffing Solutions…
- Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms · 48 min🧠 Episode Summary Kieran James catches up with Kelvin Gieck as they dive into the hard truths about scaling a professional services firm and why many owners unknowingly become…
- How to use the “Right People, Right Seats” strategy to build thriving teams · 42 minEpisode Summary In this episode of Traction Talks, Kieran James (CEO of Stride Accountancy) chats with Kelvin Gieck CFA, founder of TwentyEighty — a fractional finance firm…
- Unlocking EOS: How accountants can scale & systemise their firms · 48 min🎙 Episode Summary In the first episode of Traction Talks, Kieran James sits down with Kat Wellum-Kent to unpack the fundamentals of EOS (Entrepreneurial Operating System) and why…
- Why ‘Click a Button’ Advisory is a Dangerous Lie with David Ross · 43 minEpisode Summary: In the debut episode of Master Client Advisory Services (CAS), Trent McLaren sits down with David Ross, a seasoned accountant and business coach, to explore why…
- Why Accountants Need to Embrace TikTok and Build Personal Brands Now with Nat Lennon of Two Sides · 46 min · Episode 8Episode Summary In this episode of Statement Brand with Chad Barnier, we explore how accountants can embrace TikTok and personal branding to elevate their firms with Natalie…
- Why every accountant needs a podcast and purpose · 45 min · Episode 7Episode Summary In this episode, Jason Robinson, Director of Future Advisory and host of The Numbers Game Podcast, shares invaluable insights on personal branding, niching…
- Stop Faking It: How Authenticity Builds the Strongest Personal Brands · 1 h 13 min · Episode 6Episode Summary In this episode of Statement Brand, Andrew Van De Beek and Chad Barnier delve into the power of authenticity in personal branding. They discuss how staying true…







