Accountants' Success Secrets

Accountants' Success Secrets with Joan Adams of Adams O'Rourke

Philippa Season 1 Episode 28

We’re excited to bring you the latest episode of "Accountants' Success Secrets," your go-to podcast for insights and inspiration from leading accountants in the UK. This week, we’re honored to have Joan Adams of Adams O'Rourke join us to share her transformative journey in the accountancy world.

📅 New Episode: Accountants_ Success Secrets with Joan Adams of Adams O_Rourke

Meet Joan Adams:

  • Award-Winning Accountant:
  • Joan's firm recently received prestigious commendations at the Accountancy Excellence Awards and a Xero award in 2023.
  • Client-Centric Approach:
  • Her firm won the Client Transformation Award, thanks to her detailed and effective client transformation strategies.
  • Industry Expertise:
  • With a background at Unilever and over 20 years in accountancy, Joan brings a wealth of expertise to her clients.

Key Takeaways from the Episode:

  • External Validation Through Awards:
  • Learn how Joan values awards as a means to reassure clients of the quality service they receive.
  • Client Success Stories:
  • Hear a compelling case study where Joan's advice helped a client restructure and turn their business around during tough financial times.
  • Building Relational Trust:
  • Discover the importance of empathetic and meaningful client relationships over mere transactional interactions.
  • Industry Benchmarking:
  • Understand how Joan’s proactive benchmarking services help clients stay competitive.
  • Balancing Family and Career:
  • Gain insights into Joan's transition from industry to practice, seeking a better balance between professional and family life.
  • Lessons from Failed Partnerships:
  • Learn from Joan's experience with an unsuccessful partnership and how it led to her firm's robust rebranding and refocusing.
  • Advisory Passion:
  • Feel Joan's commitment to ensuring businesses, especially SMEs, thrive and attain the recognition they deserve.

Connect with Joan: Interested in Joan’s services or have queries? Connect with her directly via her LinkedIn Profile.

Stay Connected and Get Featured! We love hearing from our listeners. If you have a success story to share or want to be featured in a future episode, please reach out to us. We’re booking guests into January 2025!

Thank you for tuning in! Your support means the world to us. If you enjoyed the episode, please subscribe, review, and share the podcast with your network. Together, we can inspire and empower the accountancy community.

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