Smithink - helping accountants turn their practices into great businesses

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 delivering innovative receivables management solutions and exploring available support mech...

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 effectively and how technology plays a crucial role in successful offshoring. Don’t miss ...

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 efficiently.
• Enhance compliance and identify new opportunities for t...

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 insights?

This webinar explores how to overcome these challenges by telling the ri...

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 champion and resourcing them, overcoming confidence and the comfort zone and finally finding...

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 components of a technology plan to ensure firms optimise their application of technology...

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 integrates with human interaction to provide better client outcomes.

They will discuss why...

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 your clients are today, where you want to get them tomorrow and, more importantly, how...

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, stronger, more successful business future.

Presented by: Mark Holton, Smithink

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 their financial position.

- Offer full turn-key onboarding and implementation, incl...

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 changes that occur in this important application for firms in his latest webinar.

PRES...

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 session will focus on my experience and the personal benefits gained from working with ...

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 2024.

PRESENTED BY...