Accounting Industry Insights with Mark Holton

Join Mark for an enlightening podcast session as he sits down with Paul Miller, Cornish Accounting Solutions' founder, to explore the lessons learned from 40 years in the financial profession. Discover the secrets to building lasting client relationships, staying motivated, overcoming challenges, and the tech tools that have transformed their journey. Plus, get a sneak peek into what's on the hori...

Tune in to my latest podcast episode as we dive into the dynamic world of accounting and business advisory with Scott Monotti of Bstar. Discover how Bstar's automated solutions are reshaping the industry landscape, and explore key trends Scott is seeing with Bstar's Alliance Partners. Uncover the essential success factors for tomorrow's accounting practices, from automation and staff dynamics to s...

Join Mark in this insightful episode as he sits down with Tom Bilton, Head of Advisory for Fathom in Australia, New Zealand, and Asia Pacific. Discover the fascinating journey of Tom's career change from being an accountant to venturing into the world of accounting technology. Explore the pivotal role of culture and innovation in shaping the future of accounting, and delve into Tom's passion for e...

Join Mark in this engaging episode as he delves into the world of accounting, technology, and personal growth with Heather Smith of ANISE Consulting. Heather is a renowned expert in the field, and shares invaluable insights and practical tips on creating boundaries, selecting accounting technology solutions, discovering hidden gem apps, exploring app advisory, impactful book recommendations, and f...

Mark caught up with Lynda Steffens, Accountant Coach, and chatted about unpacking the concept of advisory services. We discuss its meaning, the reasons behind the varying levels of success among accountants, the importance of effective communication with clients, and the potential scalability of advisory services. Join us for an insightful episode that delves into the intricacies of advisory servi...

For Mark's latest podcast, he speaks to Theo Mitsinikos from Dashboard Insights to talk about how accounting firms can become empowered, efficient, and operationally adept when helping clients create incredible businesses. Theo shares how accounting firms can use data-driven data to really drive successful business advisory services.  To contact the Dashboard Insights team: hello@dashboardinsights...

In my latest podcast episode Brianna Sheppard, Senior Accountant at ALA Partners shares her experience and perspective of being a female in the world of accounting and business. Brianna gave a fantastic speech at our 2022 Young Guns Workshop on this very topic and I wanted her to share more on the podcast. We talk about Brianna's journey into leadership, balancing her personal life and career, and...

This month Mark sat down with one of the young guns who attended the Smithink Young Guns Workshop in 2022, Ashreen Lochan from Generate Accounting in New Zealand. Ashreen is an Accounting graduate and a member of CPA Australia as well as on the Women in Business Committee for CPA in NZ. She is also a mentor for the University of Auckland's Business Women's Mentoring Programme. We talked about how...

This month I sat down with Andrew Paton-Smith, CEO and Founder of Jazoodle, to find out more about this passion for small businesses, demystifying business numbers, and where he sees how numbers will help the businesses of Australia in the future. Andrew Paton-Smith  Chief Executive Officer Jazoodle www.jazoodle.com

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. To find out more about Maus: Chris Palmer Director - Maus Software LLC https://maus.com/

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! Connecting with Amanda Amanda can be contacted on her email amanda@amandagascoigne.com , she's on social media channels and she has two websites: Her coac...

For this month's podcast episode I caught up with Florence Ioannou of LDB Group. We discussed her journey to become 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 latest podcast, I speak with Aaron Jupp of Aspira Business and Financial Services and chat about taking a holistic approach to helping clients, staff challenges including offshoring, as well as tips on how to run a smarter and more profitable practice.

This month 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 Mark 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.  Matthew Feehan Accounting Director Salt Financial Group Matthew. Feehan@saltfinancialgro...

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. If you would like to have a complimenta...

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. Craig can be contacted as below: Craig West CEO & Founder Succession Plus E...

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. If you would like more information f...

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. The Benchmarking Group website: www.benchmarking.com.au

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. Visit the APS website: www.aps-software.com

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.

Malcolm Ebb of Fee Synergy joins me for the latest podcast episode. Malcolm started Fee Synergy nearly 15 years ago and his experience within the accounting industry is extensive. Find out how Fee Synergy came about, how Malcolm has seen accounting firms change and work over the last 15 years, particularly coming through COVID-19 as well as his tips for accounting firms to grow and thrive over the...

In the latest podcast, Mark has Dave Birch of smartAR, based in New Zealand but servicing Australian firms as well, shares how he has seen firms on both sides of the Tasman manage COVID-19, what differences there have been in each country including the challenges, and what trends Dave thinks we will see in 2021 and beyond.