Claim OwnershipAccounting Industry Insights with Mark Holton
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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.
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.
46 Episodes
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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, privacy, and accuracy - How firms can pilot new tools without disrupting workflow - Lessons from early users and what’s next on the roadmap A practical conversation about the future of meetings, trust, and technology in accounting. Contact Trent: Trent McLaren Founder and Director Journey www.usevinyl.com LinkedIn
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, infrastructure How to pick your advisory champion Setting realistic targets If you’re thinking about advisory, this episode gives you a clear place to start without the overwhelm. Connect with Matt on LinkedIn.
In this episode, Mark Holton 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 digital marketing that accountants should be aware of - How to strengthen your firm’s online presence without losing the personal touch - Common mistakes small businesses make with marketing—and how to avoid them - Practical tips for accountants to create valuable content and engage clients online If you're looking to make smarter marketing decisions and build deeper client relationships, this episode is packed with actionable advice. Get in touch with Ethan: www.canyondigital.com.au
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 industry trends, including AI’s growing role in accounting, the biggest challenges firms may face in 2025, and the untapped opportunities for firms willing to evolve. Tune in for expert advice on how accounting firms can boost profitability, enhance client relationships, and stay ahead in a changing industry. The Crunch: The Annual Accounting Firm Benchmark Report: www.benchmarking.com.au/accounting-industry-report The Benchmarking Group: www.benchmarking.com.au
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 offshore teams, managing staff across time zones, and leveraging technology to maximise efficiencies. Whether you're new to offshoring or looking to refine your strategy, this episode offers valuable insights to help your firm succeed. www.solutionscentric.com.au
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 can open the door to impactful business advisory services. Tune in for a dynamic discussion blending innovation, leadership, and practical advice. smartAR website: www.smartar.com
In this episode, Mark speaks with Peter Annis-Brown, a qualified Mental Health Educator and Master Mental Health First Aid Instructor, about his inspiring journey to create Mental Fitness Australia. Peter shares his mission to shift the focus from mental health challenges to mental fitness opportunities, empowering individuals and organisations with proactive education and government-certified training. Discover how Mental Fitness Australia's programs are transforming workplaces, including accounting firms, and how individuals can become certified advocates driving positive change. Contact details for Peter: Email: peter@mentalfitnessaustralia.au Website: www.mentalfitnessaustralia.au
For his latest podcast episode, Mark caught up with Magnus Yoshikawa of Jadeja Partners, a firm with decades of experience helping accountants from startup to retirement and beyond. Magnus shares unique insights into the journey of accounting practice sales, focusing on the cultural fit, post-sale realities, and maintaining long-term relationships. Plus, hear the story behind his intriguing surname and the legacy of his father, Dip Jadeja, who pioneered the industry. Whether you're buying, selling, or just curious, this episode offers valuable advice for accountants at any stage. To contact Magnus: m: 0408 885 944 www.JadejaPartners.com
Tune in to Mark's latest podcast episode featuring Mike McHenry, founder of Seamless SMSF. Mike shares his journey of scaling a successful business while fostering a strong culture. Discover how he built a leading SMSF firm, the keys to designing an impactful business culture, developing effective processes, and keeping teams engaged. Get actionable advice on creating a thriving business environment and differentiating yourself in the market. Seamless SMSF website: www.seamless-smsf.com.au
In this episode, Mark speaks with Kate Shanahan, Co-Founder of Brieff, about the critical role of advisory services in today's business landscape. They discuss the common challenges firms face when trying to expand their advisory services, explore effective strategies to overcome these hurdles and share quick wins for firms aiming to enhance their advisory offerings. The conversation also addresses common misconceptions about advisory and examines the potential role of AI in transforming these services. Tune in to gain valuable insights and practical advice from a leading industry expert. Kate Shanahan Co-founder | CEO Email: kate@brieff.io Website: brieff.io
Join Mark as he chats with Dan Beck and Krish Sritharan from Kloud Connect. Discover what inspired them to create a top-notch practice management solution for the Australian accounting industry. Learn how Kloud Connect streamlines operations, integrates with Microsoft technologies like AI Services (CoPilot) and Power BI, and tackles emerging industry challenges with innovative solutions. Don’t miss this insightful conversation on the future of accounting technology! Find out more about Kloud Connect here: www.kloudconnect.com.au
Tune in as Mark sits down with Joanne Bell, the founder of Bells Accountants in the UK, to explore her journey from starting an accountancy business to achieving a £2m turnover in just 15 years. Uncover the secrets behind her success, the key factors that drove her growth, and the valuable lessons she's learned along the way. From humble beginnings to unique services offered, Joanne shares her story and insights for aspiring entrepreneurs and business owners. Joanne's personal website: https://joannebell.co.uk/ Bells Accounting website: https://www.bellsaccountants.co.uk/
Discover the transformative power of forecasting in business with Michael Ford, CEO of Castaway Forecasting. From his journey in accounting to entrepreneurship, Michael shares valuable insights on the evolution of forecasting and its role in driving positive change with Mark. Gain practical advice on transitioning to advisory services, overcoming challenges, and delivering impactful forecasts. Whether you're an accountant or a business owner, this episode offers essential guidance for leveraging forecasts to fuel growth and performance improvement. Contact Michael on LinkedIn Castaway Forecasting website
Join Mark as he delves into the world of accounting with Graeme Tennick, founder of Tennick Accountants in the UK. Discover what sets Tennick Accountants apart, insights into the UK accounting market, and the impact of Making Tax Digital (MTD). Graeme shares his passion for helping business owners, the evolution of advisory services in his firm, and insights from his unique business book club. Plus, get Graeme's predictions for the future of the accounting industry worldwide. Find out more about Graeme's accounting firm here: www.tennick.co.uk
Join Mark for his latest podcast with guest Mick Devine, CEO of Calxa, as they discuss the world of accounting and advisory services. They explore the landscape of accountants who excel in advisory roles and discuss the barriers preventing widespread adoption. Discover the crucial role of reporting in client discussions and the significance of budgeting and cash flow forecasting. Differentiate between management and financial reporting and uncover the power of visually engaging charts and dashboards in enhancing client communication. Tune in to gain valuable insights and stay ahead in the ever-evolving realm of accounting advisory services.
Join Mark and guest Damien Greathead, Head of the Accountant and Advisor segment at Intuit Australia, to explore the crucial link between clean books and advisory success. Damien shares global insights, revealing the revenue goldmine for Australian firms—bookkeeping. Delve into why outsourcing became vital and learn how bookkeepers can secure their future. Gain actionable strategies for profitable bookkeeping and understand its transformative impact on accounting firms. Don't miss this episode shaping the future of advisory services!
Join Mark for a concise and thought-provoking discussion with Richard Snell of Aider as they explore the impact of Generative AI on the accounting industry. Is it a competitor or ally? Will SMBs bypass traditional advisors? How can accountants scale services with AI tools? We also tackle the challenge of "black box" perceptions and speculate on the biggest impacts five years from now. Tune in for a quick dive into the future of accounting and Generative AI.
Listen to Mark's recent podcast, where he is joined by Sonia Gibson, Director at Accounting Heart Chartered Accountants. Explore the journey of sustainable accounting with insights on why it's crucial in today's evolving landscape. From addressing gender pay gaps to embracing innovation, discover the mindset shifts, skills, and practices needed for a contemporary and resilient accounting future.
Mark delves into the fascinating world of business advisory and the Strategy 360 Program with our guest, Jenna van Nierop from Smith Thornton. Join us as we explore the journey of creating a Business Advisory division. We also discuss the key steps business owners should take to gain a deeper understanding of their business performance. Jenna is the Access Group's Young Gun of the Year for 2022 and has some valuable insights and behind-the-scenes stories you won't want to miss!
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 horizon for Cornish Accounting Solutions. Don't miss this seasoned perspective on finance and business success!
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