Accountants Daily Podcast Network

On this month's episode of Advisory Advantage, host Brent Szalay is joined by Noel Tiufino, chief executive of My Accounts, to discuss the benefits of building a client base with intention, the perks of specialising and how good conversations lead to better client outcomes. Tune in to hear more about: How to choose your clients intentionally and strategically. Why advisory is about asking the right questions. How specialising can help reduce capacity issues. Why it's important to regularly review your client base. The importance of collaboration and co-creation in advisory. Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Advisory Readiness Quizhttps://advisoryreadinessquiz.scoreapp.com/?utm_source=accoutantsdaily&utm_medium=podcast&utm_campaign=weblink Free Toolhttps://leadersinbusiness.com.au/wp-content/uploads/2026/04/Analyse-Clients-Workbook_LeadersinBusiness.pdf?utm_source=accoutantsdaily&utm_medium=podcast&utm_campaign=weblink

Accountants in the past have suffered from information overload from the vast amounts of financial information collected from clients, but AI is now allowing them to interpret this data into simple, meaningful insights. Leaders in Business managing director Brent Szalay and My Accounts CEO Noel Tiufino discuss what this means for the role of advisory as large language models continue to evolve at an exponential rate. Szalay explains that just like a doctor with decades of patient records, AI is enabling accountants to efficiently identify patterns and potential risks from the financial data of clients "before they become chronic issues". However, while AI can analyse the data and provide insights, Szalay stressed that accountants play an important role in bridging the emotional gap by understanding their clients' goals and values and supporting them in their journey. Tiufino and Szalay also offer practical tips and tools including an adviser readiness quiz that can help practitioners evaluate where they may be falling short. Leaders in Business: Don't guess where you sit on the advisory spectrum, test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.

This week on Under the Hood, we hear from our friends Heather Smith and Tyler Caskey, co-hosts of the Accounting Apps Podcast. In this episode, Heather and Tyler cover the flurry of new AI tools emerging in Q1 2026, and other developments in the accounting tech space. Tune in to hear more about: How AI is rapidly transforming accounting workflows. Major platforms that are evolving into all-in-one ecosystems. New automated features that promise to reduce admin. How rising API costs might affect new apps. Upcoming local and global accounting conferences. You can contact the Accountants Daily team and podcast host Emma at emma.partis@momentummedia.com.au.

This week on UTH, Emma is joined by Grant Thornton's national head of technical tax, David Montani, to chat about his new book, Tax Wars, which tackles the political forces behind Australia's tax reform gridlock. Tune in to hear more about: David's career journey and how he got to where he is today. What inspired him to write Tax Wars? The difference between holistic and piecemeal tax reform. Mythbusting common policy misconceptions. Why the average Australian should care about tax reform. You can contact the Accountants Daily team and podcast host Emma at emma.partis@momentummedia.com.au.

This week on UTH, Jerome Doraisamy speaks with Adrian Cartland, principal solicitor at Cartland Law, about what he sees as necessary taxation changes for South Australia, which formed the basis of a manifesto he published ahead of the state's election later this month. Tune in to hear more about: Lingering issues with SA's taxation system. The "uncontroversial" changes that the state government can and must make. Cartland's views on anti-overtaxing provisions, payroll tax grouping provisions, a consistent definition of charity across tax laws, and more. How the state of SA could benefit from needed tax changes. How individual practitioners can better advocate for needed change. You can contact the Accountants Daily team at editor@accountantsdaily.com.au.

On this month's episode of Advisory Advantage, co-hosts Imogen and Brent are joined once again by Dr Marli Watt to chat about how mindset can be the biggest barrier to advisory, the importance of leaning into discomfort and how perfectionism can keep accountants stuck. Tune in to hear more about: How mindset, not capability, can be the biggest barrier to getting into advisory. The value of a 'progress over perfection' mindset. How small actions can build confidence and capability. Why presence and curiosity are essential to effective advisory. How leaning into discomfort can help you master new skills. Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.

This week on UTH, Imogen is joined in the studio by accounting practice coach, Amanda Gascoigne, to break down what it truly means to embody "better practice, better life". Tune in to hear more about: Amanda's career journey and how she got to where she is today. Why coaches and mentors are key in helping practice owners achieve success. How the accounting industry has changed over the last 27 years. The benefits of reaching out for help. Amanda's key roles as part of the GST Stewardship Group and TPB Board. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

This month on Advisory Advantage, Brent and Imogen sit down to chat about the 'clarity window' and the crucial timing in turning dreams and goals into reality and strategic action. Tune in to hear more about: Brent and Imogen's holiday recaps. The clarity window. Turning client's goals into strategy and action. How to help yourself, colleagues and clients with intentions. The calendar problem and how to tackle it. Leaders in Business: Don't guess where you sit on the advisory spectrum, test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.

In this first episode of Under the Hood for 2026, Imogen is joined by co-host Lee-Ann Hayes to reflect on the "relatively quiet" tax landscape over the course of last year. Tune in to hear more about: Lee-Ann's perspective of the tax developments, or lack thereof, in 2025 The handful of bills we had Action from the courts ATO focus areas Expectations for 2026 You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

On this month's episode of Advisory Advantage, co-hosts Imogen and Brent are joined by their first guest, Dr. Marli Watt. The trio chat about the skill that separates technical experts from true advisers, and the ability to communicate in a way that builds trust, clarity and influence. Tune in to hear more about: The importance of communication. The "inner-world" perspective. Why trust in advisory is different to trust in the numbers. The power of listening. This month's game-changer move! Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.

This week on Accountants Daily Insider, Drew Pflaum, co-founder and chief executive of SavvyWise, joins Imogen in the studio to chat about his mission to revolutionise the AI landscape in accounting firms for tax professionals. Tune in to hear more about: What SavvyWise is all about and its mission in the tax and AI world. How SavvyWise has grown exponentially in just six months. Drew's extensive background of being an accountant. The countless opportunities AI presents tax professionals. The effective and efficient key to adoption. If you would like to know more about SavvyWise and how it could transform your accounting firm, visit their website at https://www.savvywise.com.au/.

On the second episode of Advisory Advantage hosted by Brent Szalay and Imogen Wilson, the pair break down the 12 traps accountants often fall into when trying to jumpstart their advisory journey. Tune in to hear about: The three buckets the 12 traps fall into: mindset, structure and culture. Why a solid strategy is always the answer. Purpose versus production. The human skills gap. This month's game changer move! Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisor Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Don't forget you can claim CPD points for listening to Advisory Advantage podcasts.