Strategy and the Virtual Controller

About Strategy and the Virtual Controller

It’s Not Just the Numbers is a podcast for accounting firm owners, leaders, and professionals building modern firms beyond compliance. Hosted by Damien Greathead and Penny Breslin, the show explores what it really takes to create a sustainable, advisory-driven accounting practice in a profession undergoing rapid change. From technology, systems, workflow, and pricing strategy to leadership, client experience, staffing, and the future role of the accountant — this podcast goes beyond the spreadsheets and into the real conversations shaping the profession. Each episode features practical insights, honest discussions, and lessons from firm owners, industry experts, technology leaders, and operators working at the forefront of modern accounting. Whether you’re building a Client Advisory Services (CAS) practice, refining your operations, navigating AI and automation, or simply trying to build a better firm, It’s Not Just the Numbers delivers thoughtful conversations grounded in real-world experience. Because the future of accounting isn’t just about compliance. It’s about strategy. It’s about relationships. It’s about systems. It’s about leadership. And ultimately, it’s not just the numbers. A Beyond Numbers podcast.

Publisher

Beyond Numbers

Category

business · business · technology

Language

en

Explicit

No

First episode

1 Jun 2021

Latest episode

16 Oct 2026

Latest episodes

87 episodes in the feed.

1. 

   16 Oct 2026

   How AI Is Rebuilding the Accounting Firm | It's Not Just the Numbers

   Most accounting firms are bracing for AI to replace them. Trent Yesberg went a different direction: he used Claude and ChatGPT to build automation inside his own firm, then turned the industry's most annoying billing problem into a software company. This is what it actually looks like when a working firm goes AI-native, not a slide deck version of it. What You'll Learn How Regional Business Services built automated client reporting workflows using scripts written by Claude, without paying ongoing AI costs to run them Why a non-technical team member can build real production automation just by describing a workflow in plain language The “forward deployed engineer” model AI companies use internally, and why accountants are already positioned to run it How to tell which software vendors in your tech stack will survive the shift to agentic AI, and which will struggle How Trent's firm cut a full day of monthly billing work down to about thirty minutes, and recovered revenue it had been quietly missing What Trent expects to happen to his own client base over the next twelve months as AI adoption splits the market Guest Bio Trent Yesberg is a co-founder of Twine Apps (www.twineapps.co) and director of Regional Business Services (https://www.regionalbusinessservices.com.au/) (RBS), an accounting firm in Townsville, North Queensland that was a repeat finalist, and eventual winner, of Intuit's Firm of the Future award. He built Twine Biller, a subscription rebilling tool for accounting and bookkeeping firms, out of a problem he lived inside his own practice. Connect with Trent (https://www.linkedin.com/in/trent-yesberg-52b35366/) on LinkedIn. Check out our Sponsors MoneyPenny, LLC (https://moneypennyllc.com/) for outsourced backoffice tax and accounting support. TwineApps (https://www.twineapps.co/) for simplified subscription billing. Connect with the Hosts Damien Greathead (https://www.linkedin.com/in/damiengreathead/) Penny Breslin (https://www.linkedin.com/in/penny-breslin-0228b81/) Links referenced in this episode: bill.com (https://bill.com) moneypennyllc.com (https://moneypennyllc.com) twineapps.co (https://twineapps.co)

2. 

   1 Oct 2026

   The 30% of Accounting Work Your Firm Isn't Tracking | It's Not Just the Numbers

   Jeanne Hardy, founder of Levvy and Creative Business, explains to Damien Greathead and Penny Breslin how tracking invisible work boosts firm efficiency and profitability.

3. 

   7 Sept 2026

   Ensuring Consistency in Client Services: A Systematic Approach

   Host [Host Name] and guest [Guest Name], a leading expert in accounting services, explore how systematic processes and technology drive consistent client advisory services and firm efficiency.

Who has been a guest on Strategy and the Virtual Controller

Names identified in recent episode analyses. Showing up to five guests.

• Jeanne Hardy
• Steven Ladd
• Korey Cournoyer
• James Childress
• Christophe Reglat

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

7 ratings

Spotify

5.0 / 5

17 ratings

Contact Strategy and the Virtual Controller

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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