Smithink - helping accountants turn their practices into great businesses

David Smith + Mark Holton, Smithink
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Apr 16, 2019 • 36min

Opportunities for growth

Let's explore the opportunities for firms to achieve growth from their existing clients and how they can be unlocked. PRESENTED BY: David Smith, Smithink
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Nov 21, 2018 • 34min

7 discussions you need to have with your clients

Key to building strong client relationships and growing your firm is how you engage with your clients. This session will discuss the 7 key discussions you should be having with your firm on a regular basis and how you can embed these discussions into your compliance activities. Presented by: David Smith, Smithink
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Oct 23, 2018 • 33min

7 key marketing initiatives for success

Marketing professional services is not rocket science. External marketing advisers have their place for creative elements and specific knowledge such as online advertising. However, the vast majority of a firm's marketing can be handled internally with the right administrative support, attitude and time commitment from practice leaders. This session will discuss the 7 key marketing initiatives that get results. PRESENTED BY: David Smith, Smithink
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Oct 5, 2018 • 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 using strategic planning and an engagement service. 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
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Oct 5, 2018 • 30min

7 performance measures to focus your team

Many firms focus on productivity measures to performance manage their team. Yet these measures often encourage the wrong performance. This session will examine 7 performance measures that will send the right message to your team and achieve desired outcomes for your firm. PRESENTED BY: David Smith, Smithink
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Oct 5, 2018 • 28min

The advisory 7 step system from A to Z

Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits, this webinar will paint the picture of best practice in a simple 7 step flow that will achieve real results. PRESENTED BY: Mark Holton, Smithink
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May 3, 2018 • 40min

Business advisory software - what is the industry using in 2017/18

There is a countless number of business advisory solutions in the market today. All of them are dynamic often cloud-based applications. Understanding what they can do and select the most appropriate solution for your practice is often a challenge. This session will focus on the mainstream offerings and help you understand which solution suits each stage of the business advisory cycle and the processes and people in your firm. PRESENTED BY: Mark Holton, Smithink
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May 3, 2018 • 33min

7 ways to stop the hackers

Accountants are a target for the hackers with the treasure trove of information to enable identity theft and all sorts of frauds. Every firm needs to ensure that they are minimising the risks and have a disaster plan ready to execute should the worst happen. This session will highlight some key issues to consider. ​PRESENTED BY: David Smith, Smithink
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May 2, 2018 • 35min

Time for a process spring clean

Mark and David will outline how firms are reinventing their processes to improve client service, build advisory services and improve efficiency and profitability. PRESENTED BY: Mark Holton & David Smith, Smithink
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May 1, 2018 • 32min

Mistakes firms make when implementing business advisory services

This session will concentrate on the key mistakes made by 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

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