Smithink - helping accountants turn their practices into great businesses

We have changed our May topic to consider what firms are doing in quasi-advisory to support clients in these unforeseen times. Mark will summarise his observations and highlight some ideas that you may wish to build into your business advisory plans leading out of the COVID-19 crisis. Presented by: Mark Holton, Smithink

We changed our April webinar topic to consider what firms are doing practically in these unusual times. David will summarise his observations to highlight some ideas that you may wish to build into your plans. Presented by: David Smith, Smithink

Dealing with succession can often be a very stressful time. Many often put their head in the sand not wanting to acknowledge the problem. Many resist the idea that they need to plan to exit the firm. Firms that have a well considered plan have achieved an almost seamless succession with no angst or disruption. In this webinar, David will highlight the elements of a successful succession plan which he has used to assist firms in this transition. PRESENTED BY: David Smith

Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it what we should be using? Do clients really want to be looking backwards each quarter and discussing the same old points? Should we be using up to date representative data? These are all great questions however what happens if the data is not totally accurate or management entries have not been posted. This webinar will consider the risks of using certain data when providing financial analysis to clients. PRESENTED BY: Mark Holton

Every practitioner has a desire to be a holistic adviser to their clients to assist them in building their business and addressing their whole financial needs. However, it is not as easy as it sounds. Resource, deadline and regulatory constraints get in the way. Skills to engage effectively with clients to unlock their goals and concerns are required. Success can be achieved but it requires a plan, processes and training and accountability to achieve success. This webinar will highlight how success can be achieved. Presented by: David Smith, Smithink

To build an ongoing lucrative business advisory service in your firm, you need to address four key questions; •Do I have the right structure in my firm and if not what do I need to do? •What infrastructure changes do I need to make to ensure I have the right people and the right levels doing the right tasks? •How do I build a client engagement system that really works? and •What delivery models do I need to build when I have the clients signed proposal in hand?This session will address all these issues and we will start to build the Trusted Advisor model in your firm. Presenter: Mark Holton, Smithink

Is your firm positioned to capitalise on the disruption? PRESENTED BY: David Smith, Smithink

Exceptional customer service is an ongoing challenge for accounting firms as well as your client's businesses. This session will focus on the hugely successful Disney management model of "on stage and off stage" service delivery and "over managing" through attention to detail that drives performance success. Experiences will be shared from a recent US trip to Disney University in Anaheim to undertake the Exceptional Leaders, Recruitment, Selection and Training, and Exceptional Customer Service programs that can be articulated to an accounting firm. Presented by: Mark Holton, Smithink

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 the goal. PRESENTED BY: David Smith, Smithink

I've often insulted millennials that they can't read and to engage them multimedia is king. While this is not entirely true it is true that video engages audiences in a different way and enables you to provide insight into personality as well as the content. Every firm needs a plan to develop video content to engage with clients and potential clients. What's your plan? Presenter: David Smith, Smithink