Episode 5

full
Published on:

16th Jul 2021

There's No I in Team

We're focusing today's episode on bringing your team along for this ride. Your success is dependant on your team delivering an exceptional level of service day in day out and remember they're the ones who will be using these tools, implementing new workflows, and a whole lot more. But don't forget that change is hard, so you'll need to be clear and consistent when you communicate what you're doing and why you're doing it.

As you bring your team together recognize that we're all created differently, and cloning more accountants won't help you towards your goal. People have different skills, likes and dislikes and just as you went through a process of getting clarity about what you want and don't want to do, you should do the same thing with your team. In fact you'll probably want to do the same thing with your clients at some time, to help them get clarity on their 'why'. We also touch on how to spot a saboteur in your firm and how to handle such team members.

Building a high performing team is a challenging and rewarding process - remember to keep your vision front and center.

Good luck and remember to find us on LinkedIn and send over your questions for us to discuss on the next episode.

Be sure to check out the book that gave us the inspiration for this podcast: Strategy and the Fat Smoker. Buy it on Amazon.

If you'd like outside help on this process or have questions about anything discussed in this episode, please do get in touch.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

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About the Podcast

It's not Just the Numbers
Focused on CAS, this accounting podcast helps firm owners build their accounting and bookkeeping business with intention
It’s Not Just the Numbers is a podcast for accounting firm owners, leaders, and professionals building modern firms beyond compliance.

Hosted by Damien Greathead and Penny Breslin, the show explores what it really takes to create a sustainable, advisory-driven accounting practice in a profession undergoing rapid change. From technology, systems, workflow, and pricing strategy to leadership, client experience, staffing, and the future role of the accountant — this podcast goes beyond the spreadsheets and into the real conversations shaping the profession.

Each episode features practical insights, honest discussions, and lessons from firm owners, industry experts, technology leaders, and operators working at the forefront of modern accounting.

Whether you’re building a Client Advisory Services (CAS) practice, refining your operations, navigating AI and automation, or simply trying to build a better firm, It’s Not Just the Numbers delivers thoughtful conversations grounded in real-world experience.

Because the future of accounting isn’t just about compliance.

It’s about strategy.
It’s about relationships.
It’s about systems.
It’s about leadership.
And ultimately, it’s not just the numbers.

A Beyond Numbers podcast.

About your hosts

Penny Breslin

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Penny Breslin is the founder of MoneyPenny, a consulting firm specializing in helping accounting firms and other businesses embrace the power of technology to simplify their operations and increase their profit margins.

Drawing on her years of experience and her knowledge of what it takes to run a successful business, Penny oversees the development of back office processes for her client firms. From the initial evaluation of the firm’s workflow, to technology selection, and assisting in the on-boarding of the firm’s clients, Penny works with her clients to maximize the benefits of a paperless and cloud-based firm.

Damien Greathead

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Damien has been working in the accounting industry for more than 15 years. In addition to getting his hands dirty preparing tax returns and doing bookkeeping, but the bulk of his experience comes from consulting to both accounting firms and the technology companies that serve the industry.

He set up 2020 Group USA which was a membership group for small and medium sized accounting firms and then went on to set up Receipt Bank (now Dext) in North America.

He regularly speaks to industry bodies on technology, marketing and change management.