bonus

Mental Health with Technology for Accountants with Doc-It's Kevin Sharma (Uncut)

On today's bonus UNCUT episode, Rob Brown interviews Kevin Sharma of Doc.It on the role of technology in the accounting sector and implications for the mental wellbeing of accountants

Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools.

Key takeaways from the full uncut interview include:

⍟ The key things that separates the good accounting firms from the great ones

⍟ The two things that the fastest growing CPA practices and accountancy firms are investing in

⍟ Deadline overkill and it's debilitating role on the performance of CPAs and accountants

⍟ What is really working for accounting firms who are using technology in the best possible way

⍟ Making the connection between tech investment and revenues for an accounting practice

⍟ What accountants and CPAs can do with any time they save or free up by better using technology

⍟ How accountancy practices have adapted and pivoted during the Covid pandemic

⍟ How stress and mental health issues prevent accounting professionals from living and performing optimally

⍟ Shout out to Randy Johnston's research on the critical issues that challenge accounting firms internationally

⍟ The key contributors to burnout, exhaustion, overwork and stress in the accounting world

⍟ The link between mental health and technology for accounting professionals

⍟ The implications of not being able to see clients in person for accountancy advisors and CPAs

⍟ What will attract the younger generation of accountants and CPAs to come into the profession

⍟ What is driving the demand for technological advancement and digitalisation for accountants and their clients

⍟ Bad doctrine or advice that comes out from some accounting leaders that holds back their practices

⍟ Shout out to Geraldine Carter and her episode on pricing about the best course of action when pushing against inertia in an accounting practice

⍟ Advice for younger accountants who struggle to bring about change and growth in their accounting firm

⍟ What frustrates most about the accountancy profession when it comes to technology

⍟ The 'full suite big box' argument versus the 'best in class, best in breed' approach for technology in accounting firms

⍟ How virtual wine tours work if accounting and fintech firms want to be different and keep their clients close.

Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son.

Go to https://www.doc-it.com/aip to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm"

Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/

NOTE TO LISTENERS:

This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode.

Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.