Episode 1

Why Partnerships Are the Future of Accounting: Building Trust, Growth & Freedom in the AI Era

Episode Summary:

In this inaugural episode, Talila Kroy (Emple), Wayne Findlay (The Back Room), and Ian Aldridge (Progressive Legal) reveal why partnerships are essential for accounting firms navigating AI disruption and the trust recession. Discover how to become a true trusted advisor while achieving sustainable growth and freedom.

What You'll Learn:

  • Why the "trust recession" makes partnerships more critical than ever for accountants
  • How to build a structured partnership ecosystem with 7-8 strategic partners
  • The three freedoms framework: wealth, time, and stress-free living
  • Why quality partnerships beat quantity every time
  • How to break down barriers between accountants and lawyers for seamless client experiences
  • The difference between ad hoc referrals and embedded partnerships

Key Takeaways:

  1. Partnerships provide the human-to-human connection that AI cannot replace
  2. Structure and formalisation are essential; casual referrals aren't enough
  3. Every accountant needs 7-8 strategic partners serving the same clients
  4. Getting professionals on the same page early prevents conflicting advice
  5. What you can't achieve alone, you can accomplish with aligned partners

Notable Quotes:

"What you can't achieve as an individual, you can achieve with a group of aligned parties working for the same client." - Talila Kroy

"It's not about having hundreds of partners—it's about having good quality partners and making sure the relationship is structured." - Wayne Findlay

"When accountants and lawyers get on the same page early, clients receive better advice and have more confidence in both professionals." - Ian Aldridge

Roundtable Events

Information, including registration details, for Roundtable events for Accountants: https://thebackroomop.com/thepartnershipeffect 

Panelist Information:

Talila Kroy - Emple

Wayne Findlay - The Back Room

Ian Aldridge - Progressive Legal

Production:

Co-host - Anthony Perl - Podcasts Done For You

Next Episode All Episodes

About the Podcast

Show artwork for The Connected Accountant
The Connected Accountant
Expert insights on growing your accounting practice through strategic partnerships. Learn how to scale, increase profitability, and achieve freedom.

Listen for free

About your host

Profile picture for Anthony Perl

Anthony Perl

Anthony is an engagement specialist, building a great catalogue of podcasts of his own and helping others get it done for them. Anthony has spent more than 30 years building brands and growing audiences. His experience includes working in the media (2UE, 2GB, Channel Ten, among others) to working in the corporate and not-for-profit sectors, and for the last 13 years as a small business owner with CommTogether. The business covers branding to websites - all things strategic around marketing. Now podcasts have become central to his business, finding a niche in helping people publish their own, making it easy.