Accounting Industry Insights with Mark Holton – Détails, épisodes et analyse

In this episode, Mark chats with Dr Craig West, founder and chairman of Succession Plus and creator of Capitaliz, 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 how accountants can use valuation insights to support advisory work and value based pricing.

Contact Craig:

Capitaliz: www.capitaliz.com

Succession Plus: www.succession.plus

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 Holton, Paul reflects on what advisors can learn from family enterprises, why listening matters more than talking, and how accountants can turn numbers into stories that guide clients toward lasting success.

You can connect with Paul on LinkedIn here.

Find out more about Paul's book here.

And download the three templates Paul refers to here.

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.