This session will concentrate on the need for a business advisory implementation plan for accounting firms when undertaking business advisory work. The material covered will include; managing commitment and capacity issues, developing a proven implementation system for advisory work, selecting the right staff, appointing a business advisory champion and resourcing them, overcoming confidence and the comfort zone and finally finding the right clients to work with. Presented By: Mark Holton, Smithink

There is no reduction in the speed of change from the rapid change in technologies. To effectively harness these new technologies a structured approach is required to ensure both technology and processes are aligned, all technologies well together and priorities are aligned with firm strategy and critical requirements. David will highlight the components of a technology plan to ensure firms optimise their application of technology in this webinar. Presented By: David Smith, Smithink

Discover how your accounting practice can harness the power of digital technology to offer comprehensive financial services without the need for an AFSL. In this session, George Haramis from moneyGPS will join David to talk about the growing digital advice market for both personal financial advice and SMSFs and how this technology seamlessly integrates with human interaction to provide better client outcomes. They will discuss why accountants are best positioned to lead in this space and how the profession can catch up to deliver what clients need. Learn how to offer digital financial advice and strategic SMSF guidance, boost client retention, and enhance your bottom line with new tech solutions—all while providing your clients with a comprehensive education and wellness program. Presented By: David Smith, Smithink + George Haramis, moneyGPS You can contact George using the below details: George Haramis | CEO & Co-Founder www.moneygps.com.au

Strategic planning involves aligning your client’s business with its vision, mission and values. Then, take the time to think through where it makes sense to focus energy and resources in order to reach intended outcomes and results and ensure all stakeholders are aligned and working toward common goals. This session will help you determine where your clients are today, where you want to get them tomorrow and, more importantly, how and when to get them there. Presented By: Mark Holton, Smithink

Artificial intelligence promises to change the world. What we need, however, are real-world examples of how firms are applying the technology. In this session, David highlights some examples of firms achieving breakthroughs with this exciting technology. Presented By: David Smith, Smithink

Engaging clients is one of the critical steps in attracting more advisory services to your firm. Getting the client to want this service is a skill in itself. This session will focus on the 10 top tips for engaging clients in business advisory services. It is not selling; it is just communicating and taking the client on a journey towards a better, stronger, more successful business future. Presented by: Mark Holton, Smithink

Discover how the moneyGPS proposition can seamlessly integrate digital advice into your accounting practice without a license or disrupting daily operations. Learn how this solution can: - Enhance client relationships and attract tech-savvy clients. - Introduce a new, high-valuation revenue stream. - Provide digital tools for clients to improve their financial position. - Offer full turn-key onboarding and implementation, including marketing. Listen to the recording now to future-proof your accounting business and increase revenue. Presented By: David Smith, Smithink + George Haramis, moneyGPS Contact details for George Haramis: George Haramis | CEO & Co-Founder Email: george@moneygps.com.au www.moneygps.com.au

Managing workflow and creating effective accountability is fundamental to ensuring well-managed workloads, reduced turnaround times, higher team satisfaction and job recovery. David will highlight how and why a team structure based around small teams has been the foundation of success for many firms. PRESENTED BY: David Smith

This podcast delves into the evolution of practice management systems in accounting firms over the past 50 years, highlighting the challenges faced by suppliers in adapting to new technology. It discusses the potential impact of artificial intelligence, the importance of cloud-based systems, and the utilization of AI for efficiency improvement. The chapter also explores the capabilities of AI and Robotic Process Automation in enhancing user productivity and offers insights on navigating the selection and implementation process of practice management systems.

Often, we are asked to sit on boards of charities, sporting clubs, community organisations, and other similar organisations. One consideration is “Should I accept the appointment?” and “Is it for me?”. The other is understanding the benefit of helping others, doing “your bit” for the community, making key contacts, and developing your firm. This session will focus on my experience and the personal benefits gained from working with charities and other not-for-profits over 25 years as a Board Member and Treasurer and 15 years as a Chair. Presented by: Mark Holton, Smithink