Best Practice Goal Setting Tips for Accounting Professionals - Accounting Influencers Podcast

Episode 159

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Published on:

17th Jun 2021

Best Practice Goal Setting Tips for Accounting Professionals

Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in the accounting profession and is viewed as one of their top strategic thinkers. Selected shownotes:
  • What accounting firms and leaders need to do to be more strategic in their vision
  • The definition of goals for professionals at all levels in accounting firms
  • The importance of a 'stretch' element in goal setting for accounting professionals
  • The reasons why most accountants set the wrong goals or no goals in their firm
  • The difference between objectives, standards, goals, expectations and visions
  • The danger of too many goals and the optimum number for more likely execution
  • The biggest problem of poorly defined or vague goals for accounting leaders
  • Why accountability is vital for proper execution of goals for accountants in practice
  • The role of KPIs or Key Performance Indicators for accountants in setting and reporting on goals
  • How mile-markers or milestones work in ensuring your goals are achieved
  • How core values differ from goals and can be mistaken for goals in accounting firms
  • Why goals without detail and specifics set accounting professionals up for failure
  • Defining strategy in terms of what you say 'yes' and 'no' to in exerting time and effort
  • The best places for your goals to live if you want the best chance of achieving them
  • Tips for prioritising goals and initiatives so you know what's truly important
  • The biggest mistake accounting leaders make when setting goals for themselves and others
  • Top tips for setting and achieving significant goals for accounting professionals and leaders.
Sam and his wife, Marlene, live outside of Park City, Utah. His hobbies include spending time with his family, fly fishing and golf. Sam and Marlene have seven children. Contact him here: Website
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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.