Accountants' Success Secrets

This week’s episode welcomes Beth Jackson, co-founder of Two Sisters Accounting in Dorking, Surrey.
Beth’s journey is a story of entrepreneurial energy, honest learning curves, and a refreshing approach to building a practice as part of a family team.
Starting out in payroll and tax straight from school, Beth gained a stack of qualifications (CIPP, AAT, CIPD), and hands-on experience in everything from payroll bureaus to global business, before finding her sweet spot in personal tax and supporting small business owners.
Together with her sister Jessie, Beth set up Two Sisters Accounting after one too many “whinge sessions” about uninspiring jobs. Their different personalities, complementary skills, and a “we’ll give anything a go” mindset have seen them build a thriving firm fuelled by authenticity, flexibility, and a healthy dash of sibling banter.
What’s in store this week? Co-hosts Philippa Haynes and Mark Lee get Beth to open up about:
How Facebook groups and gut instinct landed their first clients—and why she wouldn’t recommend it now
The biggest mistakes accountants make with staffing and why hard conversations are sometimes the kindest
Why showing your personality on LinkedIn and Instagram leads to better-fit clients and fewer nightmare emails
Beth’s story is a must-listen for any accountant wondering how to make a practice both successful and genuinely enjoyable—especially if you’ve ever questioned whether you’re “conventional” enough for this profession.
Tune in to pick up real-world tips on recruitment, marketing, surviving change, and making “being yourself” a winning business strategy.
Don’t forget to subscribe, leave a review, and share the podcast with any accountants who need a dose of honesty and laughter!
The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

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Interested in becoming a Patreon for exclusive content for just the price of a coffee?  
Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

This week’s episode features Melanie Grant-Coey, the unstoppable founder of M Squared Accountancy in Lisburn.
Melanie’s journey is packed with resilience, resourcefulness, and a genuinely refreshing approach to building a values-led practice. Facing redundancy, divorce, and the challenge of juggling tiny children, Melanie swapped corporate life for entrepreneurship – and never looked back. Now, after growing her practice, mentoring entrepreneurs, and authoring an Amazon bestseller (“Unlock the Entrepreneur Within”), she’s known for her warm blend of business insight and Northern Irish determination.
Co-hosts Philippa Haynes and Mark Lee dig into:
• Turning crisis into opportunity – how Melanie landed her very first client in the same week she was made redundant
• Building a client base through networking that feels more coffee morning than cold-calling hell
• Growing a practice on your own terms: why boundaries, values, and saying “no” lead to better clients and calmer days
If you’ve ever wanted practical inspiration on navigating fee conversations, keeping your sanity through growth and change, or backing yourself when doors close, Melanie’s story is a must-listen.
Don’t forget to subscribe, leave a review, and share the podcast with a fellow accountant who could use a dose of encouragement!
The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

_________________________________________________________________
Interested in becoming a Patreon for exclusive content for just the price of a coffee?  
Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

This week’s episode of Accountants’ Success Secrets is a reflections special! Co-hosts Philippa Haynes and MARK LEE FCA are looking back over five recent interviews with forward-thinking accountants—each with their own unique story and approach to building a thriving practice.
From Yorkshire to North London, Manchester to the meetings of the Sole Practice Club, Philippa and Mark distil the best ideas, thought-provoking mistakes, and light-bulb moments shared by their recent guests, including AAT-licensed accountants, digital trailblazers, niche practitioners, franchise pioneers, and multi-business owners.
Headliners to listen out for:
Fee Increases Without the Fear: How to stop having awkward conversations after five years of frozen prices
Finding (and Attracting) Your Ideal Client: Why one guest quit chasing every sector and still built a booming business
The Outsourcing Toolkit: From virtual assistants to offshoring payroll and specialist tax advice, who’s delegating what (and why you should too)
If you missed any recent interviews, want to sidestep common pitfalls, or just need practical, honest, and sometimes hilarious advice to keep your practice growing, this is your essential catch-up.
Settle in for real-world insights and relatable stories that every UK accountant can use. Subscribe, rate us, and share the wisdom with your fellow practitioners!
The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

_________________________________________________________________
Interested in becoming a Patreon for exclusive content for just the price of a coffee?  
Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

This week’s episode welcomes Christos Liondaris, Managing Director of Liondaris and Co., a thriving firm of certified accountants and tax advisers in Cockfosters, North London.
Having started his career from the ground up—first working in family circles, then gaining experience in several practices—Christos made the bold leap to launch his own firm in 2016. Since then, he’s built a specialist client base of property owners, landlords, developers, and creatives, all while growing a team dedicated to proactive, empowering partnerships.
Alongside his accountancy success, Christos juggles multiple ventures—including a specialty coffee shop and letting agency—bringing genuine entrepreneurial flair to practice life. His story is proof that accountants really can wear (and balance) several hats.
In this episode, co-hosts Philippa Haynes and Mark Lee quiz Christos on his unique journey, business milestones, and the realities of running not just one, but multiple ventures. Expect honest lessons and practical advice including:
• How to scale a practice from your friend’s tax returns to 600 clients (without losing your sanity or your sense of humour!)
• The power—and pitfalls—of keeping your fees too cosy for too long
• Why building your circle of mentors (inside and outside accountancy) is the best insurance policy you’ll ever buy
Whether you’re plotting your own leap, wrestling with pricing, or curious about building something bigger than just a practice, Christos’s story will spark ideas (and maybe the urge for a proper cup of coffee).
Don’t forget to subscribe, leave a review, and share the podcast with your network!
The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

_________________________________________________________________
Interested in becoming a Patreon for exclusive content for just the price of a coffee?  
Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret

This week’s episode features Amrat Thorpe, founder of AKT Accountancy, an independent practice based in Watford.
Amrat’s career spans from qualifying as a Chartered Accountant in 1998 to holding senior group finance roles in industry, before starting her own practice in 2018. Driven by a passion for working closely with small businesses, Amrat’s journey is packed with lessons on designing a practice around life—not the other way round.
With co-hosts Philippa Haynes and Mark Lee FCA at the helm, you’ll hear how Amrat put people and flexibility first, and what she’s learned in juggling technical, commercial, and human skills to keep her work and personal life in balance.
Here are three headliners you won’t want to miss:
Ditching the “Busy Fool” Trap: Amrat reveals why scaling isn’t always about staff or long hours, and how she set her own measure of success.
The Price is Right: Practical tips on pricing, menu-based services, and how to handle scope creep—all with honesty and clarity for stress-free client relationships.
Nailing the Solo Game: The importance of peer connection, knowing your value, and drawing on professional networks to stay sane and supported as a one-person practice.
If you sometimes wonder how others make practice ownership work for them—or whether you’re allowed to do things differently—this episode is your permission slip.
Tune in, subscribe, and share the Accountant Success Secrets podcast with your accountant friends.
The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com

_________________________________________________________________
Interested in becoming a Patreon for exclusive content for just the price of a coffee?  
Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret