The one thing I’ve learned about working with accountants for 13 years is you can talk to them about technology. You can talk to them about innovation. What they really want is they want to develop a personal relationship with someone. They’ve got to trust that person, and then they’re more likely to be able to listen to their experiences and try to relate it to their own practice.
— Dale Pearson, Intuit APAC Enterprise Sales & Partnership Leader
Let’s just remind ourselves of the power of compounding interest. What is it? Einstein’s theory of compounding, the world’s greatest discovery: if you’re better by 1% every day, and a year later, you’ll be 37.8 times better than you are today. So just keep doing what you’re doing, keep getting 1% better every day. Put half an hour into your own personal development in whatever space that is, you’ll be amazed at the results.
— Mark Jenkins, Director and CEO, The Gap HQ from New Zealand
In the third of three instalments, I’m sharing the wrap-up insights from TOACon 2025. This podcast explores the evolution of business advisory services and the powerful tech shaping the accounting profession.
This episode presents a series of interviews recorded live at the Shangri-La in Boracay during TOA Global’s TOACon 2025. You’ll hear directly from industry leaders and innovators who share their experiences, strategies, and insights into the future of accounting and advisory. Featured guests’ highlights include:
- Dale Pearson (Intuit QuickBooks): Discusses new AI agents, the power of relationships, and integrating QuickBooks with MailChimp.
- Mark Jenkins (The Gap): Talks about proactive advisory, community, and lifting average client value.
- Lynda Steffens (The Small Business Project): Shares a practical roadmap for implementing advisory services.
Further key takeaways also include:
- Emphasis on strategic relationships and practical AI applications.
- Advisory isn’t just about knowledge—it’s about how and why you deliver it.
- Encouragement for accountants and bookkeepers to carve out time for growth and purposeful client impact.
- Reflections on the Boracay experience and the importance of personal development, community, and consistency.
I attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGloba,l please visit their website: toaglobal.com
Listen to my TOACon 2025 coverage, discussing business advisory, AI in accounting, and building community for the future.
Episode Transcript
No transcript available for this episode.
