Advisory Advantage

Ryan Lazanis is the founder and CPA of Future Firm. His company is centred around ‘making life better for accounts at other firms by guiding them down the path of becoming cloud-based'. Successfully building his online firm from scratch to scale in only 5 years, Ryan's passionate about teaching the lessons he's learned along his journey to help shape other people's modern firm. On this weeks Spotcast Ryan and Ethan discuss the process of scaling your firm through standardizing your services. The two unpack the various results gained from doing so, ranging from having more value for your clients, to gaining a better work life balance.

Mike Campana is the research and development partner at Honkamp. Honkamp works to serve a variety of client organisations from privately- held organisations to individuals and nonprofits. At Honkamp, Mike oversees the training and development of multiple initiatives related to a firm's digital transformation. In this new series, ‘Tech Trends with Accounting Leaders', Mike discusses various tech insights, from technological challenges, industry perspectives, and overall tech solutions. As a CPA Mike brings vast knowledge from the industry of public accounting, with over 35 years experience in his profession.

Emily Ridley is the Director of Emerge Advisory, an accounting bookkeeping practice in pursuit of helping business owners thrive. In this episode, Emily walks us through her journey of ingenuity in business and resilience personally. Despite the trials of 2020 Emily took a leap and founded her own business. Leaving the security of a salaried role to take on the endeavor of starting Emerge Advisory based in Brisbane, Queensland. Emily unpacks the vision of Emerge Advisory's deliberately personal approach towards clients to see businesses achieve their goals.

Guy is the ex CEO of Rexel Group, formerly the Australian GEC Electric Business. He now is the founder of Guy Picken Consulting, and is on a mission to bring big business ideas to small businesses. In this episode, Guy shares his experience of 17 years as a CEO of businesses and walks us through how he is now helping start-ups, SMEs and ASX listed companies maximize their potential through outcomes that deliver growth. We digress into a few other topics concerning his ex NRL career and obtaining a helicopter license.

Rakesh, the founder and CEO of Daxcel Financial, will be giving us an insight on how his endeavour to keep one foot in the old, and 1 foot in the new is transforming his firm and life outside the firm.

Spotlight Reporting is 1 of 25 businesses that has made NBR Radar's 2018 list of businesses likely to be a significant contributor to New Zealand's future business and economic success. Listen to the full interview with Richard Francis to hear about the origins of Spotlight and his plans for the company's future.

In this episode, you'll learn from Sharon Pocock how the power of listening to your clients and asking them the right questions will help you provide the right Advisory services and value them correctly.

Episode 7 with Jason Macdonald from White & Black Chartered Accountants by Advisory Advantage

Episode 8 with Paul Sweeney from Pretium Solutions by Advisory Advantage

An accounting industry thought leader who needs no introduction, Doug Sleeter helps identify the common obstacles facing the accounting industry that often hold back accountants from embracing essential change. ‍ From topics such as systems, process and people, Doug shares his experience of how to move past roadblocks and create a successful Advisory firm.

In this episode we talk with Steph Hinds, Head Ninja at Growthwise about practical ways to deliver Advisory in an accounting firm. She shares her experience in areas of hiring the right people, and educating the team to deliver advisory services. Taking it a step further Steph shares how she runs workshops for her clients to help them understand the value of Advisory and to get the best from this service offering. This episode contains a wealth of specific steps and strategies to successfully deliver Advisory and grow new revenue streams in an accounting firm.

Episode 4 With Prue McStay From Astute Mode by Advisory Advantage

In this podcast Shaye Thyer shares insights into how business advisory is changing and expanding the role of accountants creating exciting opportunities and new challenges. The conversation also explores how accountants can develop their skills to embrace the shift to advisory, as well as sharing quick wins for any firm looking to introduce advisory services into their business model.

In this podcast Matt Sharwood (Director of Advise Accountants) relates how his time out from the accounting industry to get into business helped him understand what businesses really needed from their accountants. From this experience Matt also shares practical ways to introduce advisory services and strategic planning to help small businesses succeed and build a thriving accounting firm. If you're looking to make advisory a success then this is the podcast for you!

In this podcast Chris Hooper the CEO of Accodex shares insights with hosts Richard Francis (CEO of Spotlight Reporting) and MC Carter (Director and Founder of Practice Paradox) on the future of accounting, and the democratisation of business intelligence. Once only accessible to big businesses with bottomless pockets, the group explores how advancements in cloud accounting has made BI accessible for accountants to empower small business clients to succeed. The group also discusses where the mind set of newly emerging accountants is headed, along with a series of innovative ways to market advisory services to your clients. There's plenty of gems here to discover so enjoy the podcast!