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Podcasts

Podcast Library: Accounting Industry Insights with Mark Holton

The business of accounting is constantly changing with evolving cloud technologies and process reengineering by the Government to simplify compliance processing. Accounting practices are facing increased challenges to successfully compete in the marketplace and deliver improved value added services to business owners. To meet these challenges, practices need to assess are they in fact ready to offer a suite of powerful services. This podcast is for you if you are looking to hear what is happening in the accounting industry with Mark's experience and wide network sharing their knowledge with you.

Episode 18

There's More to Advisory Than a Financial Report

PODCAST HOST: Mark Holton

I recently sat down with Chris Palmer, Director of Maus Software, and we chatted about all things business advisory. Find out what his thoughts are on business advisory being a critical component for firms, the key steps to implementing business advisory services, and much more.

Episode 17

Business Advisory - How Smaller Firms Can Embrace It

PODCAST HOST: Mark Holton

This month I spoke to Amanda Gascoigne from The Balanced Firm and we discussed getting the right balance between business advisory and compliance, the roadblocks stopping firms embrace business advisory, what’s working well and a whole lot more!

Episode 16

Working in Blockchain Technology and Cryptocurrency with Clients

PODCAST HOST: Mark Holton

For this month’s podcast episode I caught up with Florence Ioannou of LDB Group. We discussed her journey to be come LDB Group’s first female associate, how she became interested in blockchain technology and cryptocurrency and how she sees clients engaging in this space.

Episode 15

A Managing Partner's View on Running a Dynamic Regional Accounting Firm

PODCAST HOST: Mark Holton

In my latest podcast, I speak with Aaron Jupp of Aspira Business and Financial Services and chat about taking a holistic approach to helping clients, and staff challenges including offshoring, as well as tips on how to run a smarter and more profitable practice.

Episode 14

Being a Young Gun in a Successful Suburban Accounting Firm.

PODCAST HOST: Mark Holton

I sat down with John Beasley, Associate Partner of LDB Group, and we discussed ways to attract talent as well as ways to get new clients, work/life balance, technology and much more.

Episode 13

A Partner's View on Setting Up Advisory Services.

PODCAST HOST: Mark Holton

This month I sat down with Matthew Feehan Accounting Director of Salt Financial Group, to discuss Matthew’s personal experience with setting up advisory services in his firm including the reasons why they decided to go down the advisory path, the challenges, benefits and learnings for the team and clients.

Episode 12

The Business Advisory Journey - Part Two

PODCAST HOST: Mark Holton

I highlighted the opportunities of business advisory in part one. Now I talk you through the next few steps to help you successfully implement business advisory into your firm: Create; Analyse; Implement; Service; Generate. With the right and committed implementation adding business advisory into your firm creates more opportunities.

Episode 11

The Business Advisory Journey - Part One

PODCAST HOST: Mark Holton

Where is your firm in its business advisory journey? Do you know what you need to do to get more advisory services happening? Have you created an ongoing and successful stream of income in your business with your advisory services? Or are you not even sure where to start? In this session, I’ll take you through the initial steps to get you on the right track.

Episode 10

Business Succession and Exit Planning

PODCAST HOST: Mark Holton

This month I spoke to Craig West of Succession Plus, about his thoughts on the importance of succession and exit planning for businesses. He shares some great insights into how you can get involved in providing this service, the best way to start the conversation with your clients, and advice around pricing these services.

Episode 9

Your CRM and Business Advisory Success

PODCAST HOST: Mark Holton

Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory success. In this episode, I talk about what a CRM system is, why some firms don’t have a CRM, why I think CRM’s are a good idea, and a whole lot more!