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.

You can also access our podcast on:

Amazon Music

Apple Podcasts

Audible

Spotify

YouTube