Smithink - helping accountants turn their practices into great businesses
by David Smith + Mark Holton, SmithinkWe provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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Episodes
Business Advisory Software – what the industry is using in 2024
33m · PublishedThere 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 Holton
How a focus on quality reviews can generate work
29m · PublishedEvery 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 Smith
The Crunch
33m · PublishedSmithinkis 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 Smith
How to be a financial storyteller
25m · PublishedToday’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, Smithink
How to be a greater leader
28m · PublishedFor 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
Navigating Success in Offshoring: A Comprehensive Blueprint
47m · PublishedIn 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.
- Real-world examples and interactive discussions, offering attendees actionable takeaways.
PRESENTED BY: Mark Holton, Smithink + Boobalan Madhavan, Founder and Director of AccSource
If you would like to contact Boobalan directly here are his details:
BOOBALAN MADHAVAN
Founder & Managing Director
M +61 40 672 7061
W www.accsource.net
Leadership team performance reviews – getting the most from your key people
30m · PublishedClearly, 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, Smithink
Estate Planning and Management – what an opportunity!
29m · PublishedAs 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, Smithink
Navigating the Future: Insights from Key Leaders in the Accounting Profession
48m · PublishedJoin 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 Financial
Unleashing the Potential: Exploring How Technology Propels Accounting Advisory Business to New Heights
48m · PublishedJoin 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 Plowman
Smithink - helping accountants turn their practices into great businesses has 63 episodes in total of non- explicit content. Total playtime is 35:18:32. The language of the podcast is English. This podcast has been added on November 22nd 2022. It might contain more episodes than the ones shown here. It was last updated on April 23rd, 2024 03:11.