In this episode, Mark chats with Dr Craig West, founder and chairman of Succession Plus and creator of Capitalized, about how employee share ownership plans can transform succession planning. Craig explains why ESOPs are so powerful for retaining key people, giving younger leaders a genuine path to ownership and lifting business valuation over time, and…

Paul Miller has spent more than four decades helping family businesses grow, transition and thrive. As the author of Building a Legacy, he shares how structure, planning and communication shape the future of every business, not just those run by families. In conversation with Mark, Paul reflects on what advisors can learn from family enterprises,…

In this episode, Mark talks with Ignition’s Ethan Cooney, Accountants Daily’s Tech Innovator of the Year. They explore how firms are navigating TASA’s new disclosure rules, updating engagement letters, and addressing the risks of scope creep. Ethan shares how successful practices are rescoping agreements, running annual renewals, packaging services with add-ons, and confidently adjusting fees.…

Mark chats with Trent McLaren, co-founder of Vinyl and a recognised leader in accounting technology. They discuss how Vinyl grew from the frustrations of day-to-day firm meetings into a tool that helps accountants save time and strengthen client relationships. Topics include: Where client meetings typically lose time, and what can be automated Guardrails for security,…

Mark catches up with Matt Feehan to kick off the advisory conversation with a myth-buster: software isn’t the first step. They explore Step One of the Enabler™ Seven Steps to Success: Prepare Your Firm, covering: Why the demand for advisory is rising Why starting with software fails What you need in place first: people, capacity,…

In this episode, Mark is joined by Ethan Tonelli, Digital Marketing Director and co-founder of Canyon Digital. With a background spanning global brands like Netflix and Spotify, as well as not-for-profits and local businesses, Ethan shares how digital marketing strategies are evolving and what accounting firms can learn from other industries. They discuss: Key shifts…

In this episode of Accounting Industry Insights, Mark speaks with Julia Thomson from The Benchmarking Group about the key findings from The Crunch: The Annual Accounting Firm Benchmark Report. They explore what sets high-profit firms apart—focusing on quality over quantity, efficient systems, proactive partners, and diversifying beyond traditional accounting services. Julia also shares insights on…

In this episode, Mark sits down with Krish Sritharan from Solutions Centric to discuss the evolving role of offshoring in accounting firms. They explore the most significant challenges firms face today, the importance of a strategic approach to offshoring, and key factors to consider when selecting a provider. Krish shares best practices for building high-performing…

In this episode, Mark chats with Dave Birch, Group Managing Director of smartAR Group, about his journey, the pivotal people who shaped his career, and the evolution of accounts receivable in today’s business landscape. Dave shares insights into the challenges accountants face, the practical role of AI in accounts receivable, and how accounts receivable conversations…