Peter Towers – Managing Director of ESS BIZTOOLS, and Darren Gleeson – Founder of Tax Fitness, presented a live podcast on moving beyond once-a-year compliance to true strategic partnership.
The podcast covers the following:
✅ Why so few SMEs see their accountant as a key strategic partner—and how to change that.
✅ A simple advisory rhythm: quarterly/monthly reviews, onsite conversations, and deep client discovery.
✅ Turning plans into numbers: collaborative business plans that feed predictive accounting (budgets, cash flow, projected balance sheet) and weekly performance.
✅ Benchmarking that drives profit: focus on a handful of KPIs vs the top 20% in your client's industry.
✅ Faster cash: tighten debtors days with practical steps.
✅ Packaging & capacity: tiered offers, client selection, and standing up an advisory division.
This podcast episode provides a crisp blueprint to shift firms from compliance-only to ongoing advisory – powered by metrics, quarterly reviews, and benchmarks that matter.
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