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

How a focus on quality reviews can generate work

Mar 20th, 2024 29m 47s

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 h

The Crunch

Feb 21st, 2024 33m 53s

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, Da

How to be a financial storyteller

Jan 17th, 2024 25m 45s

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, usin

How to be a greater leader

Dec 13th, 2023 28m 51s

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 mana

Navigating Success in Offshoring: A Comprehensive Blueprint

Nov 21st, 2023 47m 18s

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 trans

Leadership team performance reviews – getting the most from your key people

Oct 18th, 2023 30m 5s

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 re

Estate Planning and Management – what an opportunity!

Sep 20th, 2023 29m 44s

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. Of

Navigating the Future: Insights from Key Leaders in the Accounting Profession

Aug 23rd, 2023 48m 36s

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 excl

Unleashing the Potential: Exploring How Technology Propels Accounting Advisory Business to New Heights

Jul 19th, 2023 48m 56s

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

Cross selling your services – ensuring clients are utilising more of your services

Jun 23rd, 2023 30m

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 ex

Accounting industry trends and benchmarks

Jun 1st, 2023 28m 57s

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 th

Making performance reviews more effective

Apr 20th, 2023 31m 29s

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

Business Advisory Tools Update

Mar 22nd, 2023 30m 46s

Building an effective training program

Feb 22nd, 2023 36m 40s

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. Thi

Strategic planning for your client’s business success

Jan 23rd, 2023 27m 57s

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 en

The quality vs efficiency war – getting the balance right

Dec 14th, 2022 34m 26s

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

Practice KPI’s that really drive accountability

Nov 14th, 2022 31m 42s

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 y

Maximising your resources in a world of labour shortage

Oct 27th, 2022 32m 42s

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.

Firm of the Future – Part Two

Sep 22nd, 2022 47m 39s

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.Presente

Business Advisory Software – what is the industry using in 2022?

Aug 11th, 2022 31m 24s

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 th

Process automation - how it will change the accounting profession

Jun 16th, 2022 47m 24s

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

Getting the right structure and process to deliver more advisory services in 2022

May 12th, 2022 33m 24s

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 r

Help your self-directed clients make better investment decisions - without giving financial advice

Apr 13th, 2022 32m 7s

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 highl

Facilitating your client's monthly management meetings

Mar 23rd, 2022 33m 48s

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