Rohit Maini took over his father's accountancy firm after his father's sudden passing. He had to transition the business from a traditional paper-based practice to a more modern, digitised operation. Rohit brought in a new team and updated processes to better serve the firm's long-standing clients.

Rohit discussed the importance of compliance work, but also emphasized the need to provide more strategic advisory services to clients. He aims to be a trusted business partner, helping clients make better financial decisions to grow their companies. Rohit sees technology as an enabler, allowing his team to be more efficient on compliance while focusing more on advisory.

In addition to accounting and tax services, Rohit's firm has acquired a consulting practice that provides marketing, HR, and other business advisory services. This allows Rohit to offer a more comprehensive suite of support to help clients succeed.

Rohit hosts a podcast called "Everyday Empires" which aims to make entrepreneurship more relatable and accessible. He wants to not only inspire potential entrepreneurs, but also provide practical guidance and resources to help them take the leap and start their own businesses.

Towards the end of the meeting, Rohit and the hosts discussed the potential for integrating AI and other technologies into Rohit's accounting and consulting practice. They see opportunities to enhance compliance work and provide more valuable insights to clients.

Graham Arrowsmith

Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. Graham founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn.

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com