Small Firm, Big Impact Podcast Series

CA Catalyst’s podcast season 2 is all about the skills, technologies, and strategies CAs can use to enhance their firm’s performance and continue to build value for both themselves, and their clients.

Episode 1: What does impact mean in the public practice landscape? 

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In the first episode of Small Firm Big Impact, host John Schol FCA and guests Amanda Gascoigne FCA and Chaz Prezident CA delve into the evolution of the public practice landscape - taking a look at the new challenges and opportunities, as well as revealing how to best care for your own business and people.

CREDITS

Guests

Chaz Prezident CA, Director of Whitehouse Private Wealth
Amanda Gascoigne FCA, Principal and founder of Amanda Gascoigne consulting and The Balanced Firm

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 2: Relationships to Results - Client Impact

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This episode of Small Firm Big Impact is focussed on building a positive impact with clients. John’s guests Mark Jenkins CA and Stacey Price CA share advice on the strategies and work practices to build meaningful and results oriented interactions and relationships with clients. They also explore useful tools and technology that can enhance the experience, as well as some excellent ideas for client acquisition. 

CREDITS

Guests

Mark Jenkins CA, founder of The Gap
Stacey Price CA, founder of Healthy Business Finances 

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 3: Doing More with Less - Operational Impact

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In this efficiency focused episode of Small Firm Big Impact, John and his  guests Aly Garrett FCA and Clayton Oates discuss best practices, the systems and processes that would enable better collaboration, higher value outputs and better operational efficiencies. They cover everything from automation and system integration to how to monitor your tech stack. If you’re ready to take the next steps to free up capacity within your operations, listen here for tips on how to transition to a more efficient and effective practice. 

CREDITS

Guests

Aly Garrett FCA, founder and principal of All In Advisory
Clayton Oates, founder of QA Business Pty Ltd

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 4: Compliance - The Game Plan

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In this episode of Small Firm Big Impact, John Schol FCA asks the big question - is compliance really on the brink of extinction? With his guests Paul Young CA and Matthew Prouse, they look at best practice, areas of growth, and how to remain competitive in the compliance space. To learn about the new era of compliance and its favourable future, listen in here.

CREDITS

Guests

Paul Young CA, Director at Whitelaw Weber
Matthew Prouse, Head of Industry at Xero

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 5: Accelerating Advisory for Growth

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This episode of Small Firm Big Impact is all about advisory. What is it? What are the best methods of implementing it? And how do you reap the benefits of it once you’ve developed it? Sharing their insights and expertise on how to start simply, ask the right questions, and develop your advisory, is Katie Bryan CA and Steve Mundy CA.

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CREDITS

Guests

Katie Bryan CA, Founder and CEO Propeller Advisory
Steve Mundy CA, Director Auctus Advisory LImited

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 6: Data Makes Your Practice Smarter

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More data is being created each day than ever before, but how can you harness its powers to benefit you and your clients, as well as keep it secure so you stay on the right side of the law? In this episode, John Schol FCA speaks with Sarah Giannikouris and Vinay Iswar who share their expertise on the benefits of data capture, analysis, and keeping it secure. Listen here and discover how data makes your practice smarter.

CREDITS

Guests

Sarah Giannikouris, Director TCA Accountants & Bookkeepers
Vinay Iswar CA, Managing Director, betterCo.

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 7: The New Age of Talent 

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Host John Schol FCA chats with Georgina Tate, HR Manager at HLB Mann Judd, Sydney and Lachie Shannon, a culture and performance specialist as they share their insights in fostering talent, the best way to approach training programs, and how to use a growth roadmap to identify skills development.

CREDITS

Guests Georgina Tate, HR Manager at HLB Mann Judd, Sydney

Lachie Shannon, Culture and Performance Specialist

Host John Schol FCA, Chief Executive at Malloch McClean

Episode 8: Agility Through Disruption: Upskilling for the Future

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Host John Schol FCA talks to Greenlion director Felicity Hill CA and Dr Marcus Bowles, chair of the Institute for Working Futures, about the skills accountants need to thrive over the next 10 years. They outline what key capabilities your firm should have right now, and how to develop them for the future.

CREDITS

Guests Dr Marcus Bowles, Managing Director and Chair, The Institute for Working Futures

Felicity Hill CA, Director, Greenlion Limited

Host John Schol FCA, Chief Executive at Malloch McClean

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Episode 9: ESG: The New Space for Impact

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Host John Schol FCA, speaks to former CA ANZ president and Grant Thornton partner Darren Scammell FCA, along with Antz Rohan CA, director at Fairground Limited, about the very real bottom-line benefits that flow from ESG and integrated reporting. They also outline how to go about it, and where the best place is to start.

CREDITS

Guests Darren Scammell FCA, Partner at Grant Thornton Australia

Anthony Rohan CA, Director Fairground Limited

Host John Schol FCA, Chief Executive at Malloch McClean

Looking for more information on integrated reporting?

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Episode 10: The Sweet Spot of Specialisation

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Host John Schol FCA chats to GrowthMD’s Kelly Chard CA and Brad Turville from Modern Firm Practices about how to move from a jack of all trades to a specialist. They discuss the advantages and the downsides, and how do you decide what to specialise in?

Do it right - and as well as attracting more business, you may open the door for opportunities for your own career development.

CREDITS

Guests Kelly Chard CA, founder and director of GrowthMD

Brad Turville, director of Modern Firm Practices

Host John Schol FCA, Chief Executive at Malloch McClean

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Shaping the Practice of Tomorrow Podcast Series

Listen to CA Catalyst’s first podcast series, which features stories from members in practice who’ve successfully used technology to transform and grow their practices.

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Find out more about CA Catalyst

For more information, including resources mentioned in this series; visit the CA Catalyst page.

CA ANZ member and want to join in the conversation? Join the CA Catalyst community on My CA.

Disclaimer
This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.