Summary

James Marshall discusses his new business venture, which aims to provide comprehensive services to the accounting profession. The business offers commercial growth strategies, compliance resourcing, IT and technology systems, and more. Marshall emphasizes the importance of transparency and empowerment in the industry. He also addresses the benefits of offshore services and the need for a global approach to business operations. Overall, the business aims to create a culture of transparency and provide a positive and enjoyable working environment. In this conversation, James Marshall discusses various topics related to the services offered by his company, Represent. The conversation covers the globalization of the workforce and its impact on job security, the accessibility of services for small practices, human capital management, IT support for small businesses, digital transformation in accountancy, scaling the business, and the value of accountants' brains and services.

Takeaways

• The globalization of the workforce creates more job opportunities and security for everyone, whether onshore or offshore.
• Represent's services are accessible to small and large practices, providing fixed fee solutions.
• Human capital management includes staff employment, payroll, and HR support.
• IT support is essential for small businesses, and Represent offers affordable and comprehensive solutions.
• Digital transformation in accountancy is crucial for staying competitive and providing value to clients.
• Represent aims to scale the business by expanding geographically and increasing headcount.
• The value of accountants lies in their brains and dedication to providing excellent service.

Chapters

00:00 Introduction and Sneak Preview
01:11 James Marshall's New Business Venture
04:29 The Structure of the Business
07:19 The Role of Chief Evangelist
08:40 Commercial Growth and Empowerment
10:07 Sales and Marketing Alignment
13:17 Compliance Resourcing
16:15 IT and Technology Systems
20:49 Ethical and Sustainable Business Practices
23:39 Benefits of Offshore Services
24:37 Globalization of Workforce and Job Security
26:15 Accessibility of Services for Small Practices
27:38 Human Capital Management
31:24 IT Support for Small Businesses
39:14 Digital Transformation in Accountancy
42:52 Scaling the Business
45:46 The Value of Accountants' Brains and Service

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Charterpath aims to inspire more finance professionals to volunteer their time and skills, connect them with non-profit opportunities, and engage with the wider sector so volunteering is a core part of a finance professional’s career.

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