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 - Accounting Influencers Podcast

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Published on:

12th Dec 2021

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

Accounting Influencers Podcast
Host Rob Brown shows accounting professionals and leaders how to be more influential, grow their personal brand and be more authoritative, relevant and high profile in their roles..
The Accounting Influencers Podcast, hosted by Rob Brown, is a must-listen for accounting professionals looking to strengthen their leadership presence, stay informed on disruptive forces in accounting and build credibility within their firms. Geared toward firm leaders, managers, partners and influencers, the show covers key topics like career development, influence, personal branding and interpreting the evolving trends impacting the accounting world. Rob brings his expertise to each episode, offering insights and guidance on how to grow your personal brand and stay strategically important in a rapidly changing profession. Whether you're aiming to influence within your firm or expand your reputation outside of it, this international podcast offers practical advice and forward-thinking insights that will keep you informed and prepared for the future.
Accounting leadership
Executive presence for accountants
Building influence in accounting
Accounting industry trends
Personal branding for accountants
Accounting firm strategy
Accounting business models
Leadership in accounting firms
Talent management in accounting
Authority in accounting profession
Career development for accountants
Accounting firm growth strategies
Influencers in accounting
Accounting firm management
Disruptive forces in accounting
Accounting leadership strategies
Accounting career success
Accounting firm decision-makers
Accounting business trends
Building credibility in accounting

About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.