Episodes
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,...
Published 10/04/24
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
Published 08/12/24
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...
Published 06/26/24
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...
Published 06/01/24
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:...
Published 05/13/24
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...
Published 04/05/24
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...
Published 03/08/24
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...
Published 01/22/24
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...
Published 12/15/23
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.
Published 12/05/23
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.
Published 11/10/23
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!
Published 10/13/23
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...
Published 09/21/23
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 succession planning. Join us for actionable insights that will help you elevate fees,...
Published 08/18/23
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 empowering accountants to harness technology to its full potential. Tune in for an engaging...
Published 08/07/23
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 fostering daily habits for success. Tune in to gain valuable knowledge and elevate your accounting...
Published 07/06/23
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 services.
To contact Lynda:
Email:
[email protected]
Website: wwwlyndasteffens.com
Published 06/09/23
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:
[email protected]
or
www.dashboardinsights.com
Published 05/16/23
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 how that speech came about.
Published 04/17/23
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 she is helping out businesses with the current economic challenges as well as the current trends...
Published 03/27/23
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
Published 12/21/22
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/
Published 11/21/22
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
[email protected], she’s on social media channels and she has two websites:
Her coaching, resources and courses - www.amandagascoigne.com
Her community, The Balanced Firm -...
Published 11/10/22
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.
Published 09/29/22