Smithink - helping accountants turn their practices into great businesses

David Smith + Mark Holton, Smithink
undefined
Mar 24, 2021 • 27min

Turning compliance data into innovative advisory services

Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink
undefined
Feb 16, 2021 • 42min

Team Structure

Since the dawn of the profession, debate has raged about the optimum team structure for firms. In this webinar, David will highlight pros and cons of various structures and why one structure tends to create the best outcomes in terms of team member performance, delegation and accountability. PRESENTED BY: David Smith
undefined
Jan 29, 2021 • 29min

What's your SMSF audit plan?

With the new rules about audit independence for SMSFs now is the time for every firm to review their SMSF audit arrangements and choose an auditor that will deliver high quality services at the right price. David will review the issues and consider the options for firms wishing to get the most out of their SMSF audits and the criteria that should be used in selecting an auditor. PRESENTED BY: David Smith
undefined
Dec 10, 2020 • 31min

The need for a business advisory implementation plan

This session will concentrate on the need for a business advisory implementation plan for accounting firms when undertaking business advisory work. 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
undefined
Nov 17, 2020 • 31min

Using strategic planning to leverage advisory services

One of the best ways to get clients engaged and on deck with ongoing advisory services is by using strategic planning and engagement services. This webinar will demonstrate online how to engage clients and get them thinking about future business visions, goals and directions and your firm offering more recurrent advisory services. PRESENTED BY: Mark Holton, Smithink
undefined
Oct 20, 2020 • 34min

How to grow your firm - simple marketing that works!

Are you thinking about hiring external resources to assist you in your marketing? Before you do, listen to this webinar where we highlight the 17 things you should do before external help should be considered. Much of marketing is about process and consistency. We will highlight the key things you should consider in an effective marketing plan. Presented by: David Smith, Smithink
undefined
Sep 22, 2020 • 29min

Business Advisory Software - what is the industry using in 2020

If you want to re-engineer your processes you need a goal. Perhaps that goal is to now eliminate the paper in your firm. It is possible - an increasing number of firms have been doing it. It needs a commitment to process change and a variety of technology solutions. Hear how firms have achieved their goals. PRESENTED BY: Mark Holton, Director
undefined
Aug 25, 2020 • 34min

Buying a practice - issues to consider

In this low growth world, it is difficult for firms to achieve substantial organic growth. An approach taken by many is to look to acquire fees to improve economies of scale and create a book for emerging leaders. However, care is needed. An ill conceived acquisition can be a disaster costing by time and money. In this webinar, we will highlight the key issues to be considered if you're thinking of acquiring fees. PRESENTED BY: David Smith
undefined
Jul 21, 2020 • 28min

The benefits of doing charity work

Often in the accounting industry, we are asked to sit on boards of not for profit organisations. One consideration is "should I accept the appointment?" The other is the benefit of helping others, doing "your bit" for the community and growing your network of contacts. This web session will focus on my experience and the personal benefits gained from working with charities and other not for profits. PRESENTED BY: Mark Holton
undefined
Jun 16, 2020 • 31min

Learnings from COVID-19 to permanently change your practice

David will share his predictions on what he thinks accounting firms will be implementing ongoing coming out of COVID-19. PRESENTED BY: David Smith

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app