Podcast Library: Accounting Industry Insights with 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.

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.

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.

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.

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.

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!

For my latest podcast episode, I caught up with Mark Silveira and David Wyner of Advisor Risk Management. We discussed the changes they have seen to professional services over the last few months due to COVID-19, we dive a little deeper into the risk management services the team provides to accounting firms and how this can work with business advisory services.

Vincent Keogh of The Benchmarking Group, joined me for a chat about his experiences with benchmarking for all businesses including accounting firms. He shares some interesting insights into what he has seen over the last 5-10 years and what trends might come out of the last few months for accounting firms.

David Francis from APS sat down with me to discuss the current challenges facing accounting firms and small businesses in the current Australian economy including what he has seen over the last year.

In this podcast episode, I talk with Gordon Gilchrist of 2020 Innovation in the UK. Gordon shares what he has seen happen in the accounting industry in the UK over the last 12 months and covers working virtually and how that has affected work culture, how do you approach training people virtually as well as how he thinks accounting firms can grow and thrive over the next few years.