With an ever-expanding range of software and solutions available, selecting the right tools is essential for accountants looking to deliver impactful and engaging business advisory services. Understanding how these tools fit into the advisory process and their unique strengths can make all the difference. This session will explore some of the key s…

Artificial Intelligence (AI) and digital technology are transforming industries at an unprecedented pace, offering businesses new ways to streamline operations, enhance decision-making, and improve client experiences. In this session, George Haramis, CEO and Co-Founder of https://moneygps.com.au/, joins David to explore how both are reshaping finan…

When engaging clients in advisory services, they often seek quick wins in areas that cause them the most frustration, such as receivables management. Questions like “How do I get my customers to pay on time?” and “Where can I find help?” create opportunities to implement Power of One services and improve cash flow. This session will focus on delive…

Training has never been more important with resource shortages and remote teams. More often than not, critical attention is not given to critical components of a training program. This session will consider components of an effective training program to ensure that the team is equipped to produce quality work as efficiently as possible. Presented B…

Join us for our bonus March webinar with Stephen Hogg from Solutions Centric, joining David to explore the key differences between offshoring and outsourcing. They will discuss the pros and cons of each approach and why firms should consider resourcing strategies based on their size. Learn how dedicated resourcing can help manage workload more effe…

In a world where quality labour is hard to find and expensive, we need to ensure that people are as efficient as possible. It is time to put a broom through your processes and rethink them, particularly given the impact of technology. In this webinar, we’ll discuss the aspects of a re-engineering plan. Presented By: David Smith…

Discover how accountantsGPS and the SMSF Check-Up Report are transforming SMSF services for accountants. This webinar will explore Australia’s first digitally-enabled SMSF strategic review tool, empowering accountants to provide comprehensive fund analyses without the need for a financial licence. Learn how to: Deliver a complete SMSF health check …

Historical financial information is a valuable and often reliable component of providing advice on business improvement. But is it enough? Do clients truly benefit from looking backwards each quarter, focusing on issues they can no longer change? Moreover, what happens when a firm struggles to translate compliance data into actionable management in…

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 champio…

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 comp…

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 integr…

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 y…

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,…

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 the…

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…

It’s almost 50 years since the first practice management computer system became available for small to medium accounting firms. The core functionality of tracking work and billing clients continue but systems have evolved to provide a host of other insights and functions to significantly improve practice performance. David will highlight the change…

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 se…

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 pro…

Every practitioner knows the importance of quality but many have not realised that quality reviews can be a very effective way to not only ensure clients are receiving high-quality service but to unlock other service opportunities. David will highlight how firms are achieving success in developing new work from their quality reviews in this webinar…

Smithink is proud to launch The Crunch, a new benchmarking service for accounting firms, in partnership with The Benchmarking Group. If there is one take-home message from the first Crunch Report, it’s quality over quantity. In this session, David will highlight key results from the first survey and discuss the issues behind the stand-out firms. PR…

Today’s accounting advisor must provide high-level advisory services as well as simple accounts management. Learn how to be a proficient storyteller, extracting meaning from the numbers and helping clients understand their financial story, using powerful web-based techniques like the 4 Chapters for Success, the Power of One and the 3 Big Cash Flow …

For an accounting firm to be successful there are a large number of systems, people and processes that need to be effectively lead and managed. This session will focus on what makes a great leader. We will also cover the 10 common mistakes managers make and how to overcome them. PRESENTED BY: Mark Holton…

In an age where the boundaries of business are being redefined, offshoring emerges as a pivotal strategy for accounting firms to harness global talent and drive economic efficiency. That said, the success in offshoring is not merely about transferring tasks overseas; it demands a meticulous approach, profound understanding, and nuanced organisation…

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 con…

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 …

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…

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…

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…

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:…

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 …

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 pro…

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 sh…

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 wh…

Utopia is to never have any mistakes and all the work is produced with maximum efficiency. Unfortunately, the reality is that often some trade-off is required between efficiency and the possibility of error. In this session, we will review how firms endeavour to maintain operating efficiency while effectively managing the risk of errors and the res…

There are many key performance indicators that can assist accounting firms in monitoring performance and efficiency. This session will look at some of the common compliance performance drivers, how they are used, monitored and what to measure your team against. We will also examine other “non financial” engagement KPIs that can help monitor activit…

There are only two ways to solve resource shortages. Find more labour and/or get more production from existing labour. In this session, we will review how firms are addressing the labour shortage with strategies to unlock new sources of labour. We will also review how firms are using resourcing planning and other tools to boost productivity. Presen…

What will an accounting firm look like in the future? What will clients expect from us? Let’s look forward and consider the future of the profession and what firms should be doing now to be successfully positioned in the years to come. Presenters: Mark Holton + David Smith, Smithink

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. At first glance, many appear to do the same things. Understanding the differences and how products fit into the business advisor process is critical if firms are to select th…

Introduction to process automationWhy the accounting profession is a perfect fitReal-life examplesDifferent approaches/leading vendorsPitfalls to avoid Presented by: David Smith, Smithink + Rob Cameron, FYIBy Andrea

How do professional service firms re-focus from compliance services to value-added reliance services? Mark shares his innovative 7-step to success divisional advisory process that includes insight on the correct firm structure, infrastructure requirements, turning numbers into knowledge, action planning and identifying your clients' additional need…

David Smith discusses with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial…

Many small businesses struggle with the strategic management of their business. They are often in the here and now of solving today's issues. Yet, we all know that taking a regular step back to review progress, set targets and develop plans is highly beneficial to ensure focus is maintained on the issues that matter over the longer term. Many small…

Today's accountants and consultants need to consider providing high-level advisory services as well as compliance services to their selected clients. In this webinar we will cover how to be a proficient financial storyteller, extracting meaning from the numbers and help clients understand their financial story, using web-based techniques like the 4…

Most firms find their senior people are often overloaded with work and have very little spare time. Yet it is these same people that need time to drive further growth and development of the firm. This webinar will highlight how firms can improve delegation so that additional capacity can be unlocked for your senior people. Presented by: David Smith…

Having completed the Exceptional Leadership, Recruitment, Selection and Training and Exceptional Customer Service programs at Disney University in Anaheim, California, Mark shares his insights on the hugely successful Disney management model of "on stage and off stage" service delivery and "over managing" through an attention to detail that drives …

Recruitment seems to be getting harder and harder. Traditional channels have dried up. This webinar will explore different alternatives firms can consider as they hunt for staff and how firms can be positioned to give a competitive edge in recruitment.By Andrea

Being in business is a constant battle of key decision making for an accounting firm's clients. Decisions like; "should I or should I not?" or "do I commit or do I not?" are often a regular occurrence. This session will show you the impact of key financial decisions before they are made using a simple graphical software solution. Any debit or credi…

Driving the right behaviours from your people should be the objective of any accountability framework. In this webinar, David will highlight the accountability measures that firms can adopt that can be readily managed and drive desired outcomes. PRESENTED BY: David SmithBy Andrea

What will an accounting firm look like in the future? What will clients expect from us? Let's look forward and consider the future of the profession and what firms should be doing now to be successfully positioned in the years to come. Presented by: David Smith + Mark Holton, SmithinkBy Andrea