Accountants' Success Secrets TAKE 2 with David Frederick

This week, Accountants’ Success Secrets welcomes back David Frederick, founder of Marcus Bishop Associates, South London’s trusted specialists in tax, probate, and planning for blended families. David’s impressive CV spans decades in practice, championing both ICAEW-licensed probate and wide-ranging tax advisory work. He’s a previous president of the AAT, a networker with a knack for collaboration, and—fun fact—deliberately chose not to call his firm “Frederick & Co” (you’ll have to listen for why). Co-hosts Philippa Haynes and Mark Lee FCA dig into David’s “Take 2” journey, uncovering what’s truly changed since his first appearance and what every current or aspiring sole practitioner needs to know about today’s accountancy landscape. Here’s what you’ll discover: Headliners: Blended families and the inheritance trap – Why tax and wills advice isn’t just about numbers any more, and how getting it wrong can wreck family plans. Confidence to specialise…and to say no – David’s path from “accidental accountant” to proud niche-provider, and why choosing your clients and your collaborators could transform your practice (and your sanity). From competition to collaboration – How swapping old rivalries for new partnerships has set David’s firm apart, plus a fresh take on the entire bookkeeper-accountant divide. If you’re ready for honest talk on choosing your future, adapting to change, and why pen-and-paper might just outlast your iPad, don’t miss this episode. Subscribe, drop us a review, and share with an accountant who needs a boost! The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland. To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com _________________________________________________________________ Interested in becoming a Patreon for exclusive content for just the price of a coffee?   Follow the link here for more details and sign up: www.patreon.com/accountantssuccesssecret