12 episodes

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 business advisory services.

If you're just starting your business advisory journey or feeling a bit stuck in taking it to the next level, this podcast is for you.

Business Advisory Insights with Mark Holton Mark Holton

    • Business

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 business advisory services.

If you're just starting your business advisory journey or feeling a bit stuck in taking it to the next level, this podcast is for you.

    The business advisory journey - part two

    The business advisory journey - part two

    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.

    • 16 min
    • video
    The business advisory journey - part one

    The business advisory journey - part one

    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 complimentary 45-minute Business Advisory assessment, please contact me to confirm a suitable time: mark.holton@smithink.com

    • 16 min
    Business succession and exit planning

    Business succession and exit planning

    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: cwest@successionplus.com.au
    P: 1300 665 473
    www.succession.plus

    • 23 min
    Your CRM and Business Advisory Success

    Your CRM and Business Advisory Success

    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!

    • 16 min
    Expanding your client services to include risk management

    Expanding your client services to include risk management

    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 from Advisor Risk Management see contact details below: 
    Mark Silveira
    Email: marks@advisorrm.com.au
    www.advisorrm.com.au
     

    • 19 min
    The value of benchmarking for firms and their clients

    The value of benchmarking for firms and their clients

    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

    • 22 min

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