Smithink - helping accountants turn their practices into great businesses

Clearly, the leaders of the firm have a huge influence over the success of the business whether it is growing the business, managing client relationships or managing the practice. Yet, all too often, unlike employed team members, performance reviews do not occur and performance targets are not set. This can result in the firm not optimising the contribution from these valuable leaders. This session will explore how firms can work to optimise the performance of their leaders. Presented by: David Smith, Smithink

As the baby boomers move to retirement and the hereafter we are going to see an enormous transfer of wealth to the following generations. Yet, family structures have become more complex so it is not a simple task to create appropriate plans. Often beneficiaries are not aligned with their goals. Estates can sometimes need to continue for many years after death. Presented by: David Smith, Smithink

Join us for a compelling panel discussion webinar featuring esteemed leaders in the accounting profession as they share their valuable insights and highlight essential practices they feel should be prioritised over the next 12 months. Gain exclusive access to expert perspectives and actionable recommendations to stay ahead in the evolving landscape of accounting. PRESENTED BY: Mark Holton + David Smith with David Francis, The Access Group; Petris Lapis, Artisan of Change; Matthew Feehan, Salt Financial and John Tsoulos, Global Business Camps + Indigo Financial

Join us for an exclusive webinar featuring an insightful interview with Maree Jones, Manager at McKinley Plowman who has leveraged technology alongside her team to help fuel the organisation’s thriving accounting advisory business! Discover the secrets behind their success and gain valuable tips for implementing technology-driven strategies in your own practice. PRESENTED BY: Mark Holton with Tom Bilton, Fathom and Maree Jones, McKinley Plowman

Every professional service firm acknowledges that there are extra services they provide that many of their clients need but do not use. This is particularly the case when someone else in the firm provides the other service. This session will explore how firms can unlock these extra opportunities and achieve effective cross selling in their business. PRESENTED BY: David Smith

Measuring performance in an accounting firm is a critical task. This session will examine the recent Accountants Pulse Report 2022 that details the industry the challenge now is measuring how we compare to our peers. This session will review the latest industry trends and benchmarks and how they relate to the performance of your firm. PRESENTED BY: Mark Holton, Smithink

A common theme when we interview team members in firms is dissatisfaction with their performance reviews and how their performance is being measured. In this world where recruiting team members is often a challenge, retaining strong performers is critical. This webinar will consider effective ways to provide feedback and assist individuals to grow and develop. PRESENTED BY: David Smith

There is a vast array of software and solutions in the market all designed to assist accountants in providing initial and engaging business advisory services to their clients. Understanding the differences and how products fit into the business advisory process is critical if firms are to select the right tools for their firm. This session will provide some insight into some of the key solutions available in 2023. PRESENTED BY: Mark Holton, Smithink

In an era of acute labour shortages, it is critical that there is a strong focus on training to ensure not only high efficiency and technical competency but to also provide team members with the knowledge they need to advance their careers. This webinar will outline the topic categories that should form part of any training program, how training should be managed and how suggestions for training topics can be fed into the system. Presented by: David Smith, Smithink

Strategic planning starts with aligning your client’s business with its vision, mission and values. Then taking 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