Podcast Library: Accounting Industry Insights with 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!

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.

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.

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.