Shows
Smithink - helping accountants turn their practices into great businessesDeveloping leadership skills for success in your firmEffective leadership is essential for managing the systems, people, and processes that drive an accounting firm’s success. This session will explore the qualities of great leaders and how to apply them within your firm. You’ll also uncover the 10 most common managerial mistakes and strategies to avoid them. Presented By: Mark Holton, Smithink2025-07-1626 min
Smithink - helping accountants turn their practices into great businessesWhy every firm needs a resource planImproving turnaround times, boosting team productivity, enhancing client satisfaction, and increasing firm profitability all start with a solid resource plan. This session will highlight the importance of resource planning, outline its key components, and provide actionable steps to help you create a plan that works for your firm.Presented By: David Smith, Smithink2025-06-1837 min
Smithink - helping accountants turn their practices into great businessesBusiness Advisory Tools: What’s trending in 2025With 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 solutions making waves in 2025 and provide valuable insights to help your firm choose the best fit for your needs.Presented By: Mark Holton, Smithink2025-05-2732 min
Smithink - helping accountants turn their practices into great businessesmoneyGPS SMSF and AI: Transforming How You Engage with Your ClientsArtificial 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 financial services and how professionals can harness the potential of this technology to drive efficiency and innovation.With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and...2025-04-3046 min
Smithink - helping accountants turn their practices into great businessesReceivables management: a unique advisory opportunityWhen 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 mechanisms.Presented by:Mark Holton, Smithink + Dave Birch, smartAR2025-04-2331 min
Smithink - helping accountants turn their practices into great businessesHow to organise your training programTraining 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 By: David Smith, Smithink2025-03-1929 min
Smithink - helping accountants turn their practices into great businessesOffshoring vs. Outsourcing: Finding the Right Fit for Your FirmJoin 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 this insightful session designed to help you optimise your firm’s operations.Presented By:David Smith, Smithink + Stephen Hogg, Solutions Centric2025-03-0445 min
Smithink - helping accountants turn their practices into great businessesHow to re-engineer your processesIn 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 Smith2025-02-1935 min
Smithink - helping accountants turn their practices into great businessesaccountantsGPS: Revolutionising SMSF Compliance and StrategyDiscover 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 tax and advisory work.
Strengthen your role as a trusted advisor for Trustees and members.
Join David Smith, George Haramis and Aaron Williamson to see how this innovative platform ca...2025-01-2942 min
Smithink - helping accountants turn their practices into great businessesThe challenges of leveraging compliance data for business advisory servicesHistorical 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 right stories with the right data, ensuring your advisory services deliver forward-thinking value.
Presented By:
Mark Holton, Smithink2025-01-1630 min
Smithink - helping accountants turn their practices into great businessesGetting the right plan to deliver more advisory services in 2025This 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 the right clients to work with.
Presented By: Mark Holton, Smithink
2024-12-1133 min
Smithink - helping accountants turn their practices into great businessesWhy you need to develop a technology planThere 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 in this webinar.
Presented By: David Smith, Smithink2024-11-2031 min
Smithink - helping accountants turn their practices into great businessesHow technology delivers a complete financial services solution to the accounting professionDiscover 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 accountants are best positioned to lead in this space and how the profession can catch up to deliver what clients need. Learn how to offer digital financial advice...2024-10-2845 min
Smithink - helping accountants turn their practices into great businessesStrategic planning – the key innovative diversified service for your firmStrategic 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 and when to get them there.
Presented By: Mark Holton, Smithink2024-10-1631 min
Smithink - helping accountants turn their practices into great businessesLet’s review AI use in accounting firmsArtificial 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, Smithink2024-09-1840 min
Smithink - helping accountants turn their practices into great businessesThe 10 key business advisory client engagement tipsEngaging 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, Smithink2024-08-2130 min
Smithink - helping accountants turn their practices into great businessesHow Digital Advice Will Future-Proof Your Advice Business and Boost Revenue LineDiscover 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, including marketing.
Listen to the recording now to future-proof your accounting business and increase revenue.
Presented By...2024-07-3149 min
Smithink - helping accountants turn their practices into great businessesWhy you should consider small teamsManaging 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 Smith2024-07-1738 min
Smithink - helping accountants turn their practices into great businessesWhat’s next in Practice Management systemsIt’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.
PRESENTED BY: David Smith2024-06-1937 min
Smithink - helping accountants turn their practices into great businessesThe benefits of working with Charities and other Not for ProfitsOften, 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 charities and other not-for-profits over 25 years as a Board Member and Treasurer and 15 years as a Chair.
Presented by: Mark Holton, Smithink2024-05-1533 min
Smithink - helping accountants turn their practices into great businessesBusiness Advisory Software – what the industry is using in 2024There 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:
Mark Holton2024-04-1733 min
Smithink - helping accountants turn their practices into great businessesHow a focus on quality reviews can generate workEvery 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.
PRESENTED BY:
David Smith2024-03-2029 min
Smithink - helping accountants turn their practices into great businessesThe CrunchSmithink 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.
PRESENTED BY: David Smith2024-02-2133 min
Smithink - helping accountants turn their practices into great businessesHow to be a financial storytellerToday’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 measures.
Presenter: Mark Holton, Smithink2024-01-1725 min
Smithink - helping accountants turn their practices into great businessesHow to be a greater leaderFor 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 Holton2023-12-1328 min
Smithink - helping accountants turn their practices into great businessesNavigating Success in Offshoring: A Comprehensive BlueprintIn 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.
This webinar will share:
Key preparatory steps to ensure offshoring seamlessly integrates into your existing business model.
How to recognise and adapt to cultural, operational, and technological nuances inherent in offshoring.
Best practices for communication, training, and continuous improvement to ensure enduring success.
...2023-11-2147 min
Smithink - helping accountants turn their practices into great businessesLeadership team performance reviews – getting the most from your key peopleClearly, 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 contribution from these valuable leaders. This session will explore how firms can work to optimise the performance of their leaders.
Presented by: David Smith, Smithink2023-10-1830 min
Smithink - helping accountants turn their practices into great businessesEstate Planning and Management – what an opportunity!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 after death.
Presented by: David Smith, Smithink2023-09-2029 min
Smithink - helping accountants turn their practices into great businessesNavigating the Future: Insights from Key Leaders in the Accounting ProfessionJoin 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 of accounting.
PRESENTED BY:
Mark Holton + David Smith with David Francis, The Access Group; Petris Lapis, Artisan of Change; Matthew Feehan, Salt Financial and John Tsoulos, Global Business Camps + Indigo Financial2023-08-2348 minSmithink - helping accountants turn their practices into great businessesUnleashing the Potential: Exploring How Technology Propels Accounting Advisory Business to New HeightsJoin 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 own practice.
PRESENTED BY:
Mark Holton with Tom Bilton, Fathom and Maree Jones, McKinley Plowman2023-07-1948 min
Smithink - helping accountants turn their practices into great businessesCross selling your services – ensuring clients are utilising more of your servicesEvery 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.
PRESENTED BY: David Smith2023-06-2330 min
Smithink - helping accountants turn their practices into great businessesAccounting industry trends and benchmarksMeasuring 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: Mark Holton, Smithink2023-06-0128 min
Smithink - helping accountants turn their practices into great businessesMaking performance reviews more effectiveA 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 and develop.
PRESENTED BY: David Smith2023-04-2031 min
Smithink - helping accountants turn their practices into great businessesBusiness Advisory Tools UpdateThere 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 2023.
PRESENTED BY: Mark Holton, Smithink2023-03-2230 min
Smithink - helping accountants turn their practices into great businessesBuilding an effective training programIn 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 should be managed and how suggestions for training topics can be fed into the system.
Presented by: David Smith, Smithink2023-02-2236 min
Smithink - helping accountants turn their practices into great businessesStrategic planning for your client’s business successStrategic 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 where your clients are today, where you want to get them tomorrow and more importantly how and when to get them there.
Presented by: Mark Holton, Smithink2023-01-2327 min
Smithink - helping accountants turn their practices into great businessesThe quality vs efficiency war – getting the balance rightUtopia 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 resulting consequences.
Presented by: David Smith, Smithink2022-12-1434 min
Smithink - helping accountants turn their practices into great businessesPractice KPI’s that really drive accountabilityThere 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 activity and delivery of more diversified services.
Presented by: Mark Holton, Smithink2022-11-1431 min
Smithink - helping accountants turn their practices into great businessesMaximising your resources in a world of labour shortageThere 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.
Presented by: David Smith, Smithink2022-10-2732 min
Smithink - helping accountants turn their practices into great businessesFirm of the Future – Part TwoWhat 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, Smithink2022-09-2247 min
Pro Politics with Zac McCraryCongressman Tom Davis & the Political Life of a Political JunkieSend us a textTom Davis served seven terms in the House from Northern Virginia, including 2 cycles as NRCC Chair and as Chair of the House Government Reform Committee. In this conversation, he talks becoming obsessed with politics at an early age, working as a Senate page in the 1960s, playing a small role in the political operation of Richard Nixon, 15 years on the Fairfax County Board, 14 years in Congress, protecting the GOP majority in 2000 and 2002 while helming NRCC, why he left elected politics, the work he's most passionate about now, and his expectations ahead of the 2022...2022-09-0652 min