Smithink - helping accountants turn their practices into great businesses

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This session will concentrate on the need for a business advisory implementation plan for accounting firms when undertaking business advisory work. 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
One of the best ways to get clients engaged and on deck with ongoing advisory services is by using strategic planning and engagement services. This webinar will demonstrate online how to engage clients and get them thinking about future business visions, goals and directions and your firm offering more recurrent advisory services.PRESENTED BY: Mark Holton, Smithink
Are you thinking about hiring external resources to assist you in your marketing? Before you do, listen to this webinar where we highlight the 17 things you should do before external help should be considered. Much of marketing is about process and consistency. We will highlight the key things you should consider in an effective marketing plan.Presented by: David Smith, Smithink
If you want to re-engineer your processes you need a goal. Perhaps that goal is to now eliminate the paper in your firm. It is possible – an increasing number of firms have been doing it. It needs a commitment to process change and a variety of technology solutions. Hear how firms have achieved their goals.PRESENTED BY: Mark Holton, Director
In this low growth world, it is difficult for firms to achieve substantial organic growth. An approach taken by many is to look to acquire fees to improve economies of scale and create a book for emerging leaders. However, care is needed. An ill conceived acquisition can be a disaster costing by time and money. In this webinar, we will highlight the key issues to be considered if you’re thinking of acquiring fees.PRESENTED BY: David Smith
Often in the accounting industry, we are asked to sit on boards of not for profit organisations. One consideration is “should I accept the appointment?” The other is the benefit of helping others, doing “your bit” for the community and growing your network of contacts. This web session will focus on my experience and the personal benefits gained from working with charities and other not for profits.PRESENTED BY: Mark Holton
David will share his predictions on what he thinks accounting firms will be implementing ongoing coming out of COVID-19.PRESENTED BY: David Smith
We have changed our May topic to consider what firms are doing in quasi-advisory to support clients in these unforeseen times. Mark will summarise his observations and highlight some ideas that you may wish to build into your business advisory plans leading out of the COVID-19 crisis.Presented by: Mark Holton, Smithink
We changed our April webinar topic to consider what firms are doing practically in these unusual times. David will summarise his observations to highlight some ideas that you may wish to build into your plans.Presented by: David Smith, Smithink
Dealing with succession can often be a very stressful time. Many often put their head in the sand not wanting to acknowledge the problem. Many resist the idea that they need to plan to exit the firm. Firms that have a well considered plan have achieved an almost seamless succession with no angst or disruption. In this webinar, David will highlight the elements of a successful succession plan which he has used to assist firms in this transition.PRESENTED BY: David Smith
Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it what we should be using? Do clients really want to be looking backwards each quarter and discussing the same old points? Should we be using up to date representative data? These are all great questions however what happens if the data is not totally accurate or management entries have not been posted. This webinar will consider the risks of using certain data when providing financial analysis to clients.PRESENTED BY: Mark Holton
Every practitioner has a desire to be a holistic adviser to their clients to assist them in building their business and addressing their whole financial needs. However, it is not as easy as it sounds. Resource, deadline and regulatory constraints get in the way. Skills to engage effectively with clients to unlock their goals and concerns are required. Success can be achieved but it requires a plan, processes and training and accountability to achieve success. This webinar will highlight how success can be achieved.Presented by: David Smith, Smithink
To build an ongoing lucrative business advisory service in your firm, you need to address four key questions;Do I have the right structure in my firm and if not what do I need to do?What infrastructure changes do I need to make to ensure I have the right people and the right levels doing the right tasks?How do I build a client engagement system that really works? andWhat delivery models do I need to build when I have the clients signed proposal in hand?This session will address all these issues and we will start to build the Trusted Advisor model in your firm.Presenter: Mark Holton, Smithink
Is your firm positioned to capitalise on the disruption?PRESENTED BY: David Smith, Smithink
Exceptional customer service is an ongoing challenge for accounting firms as well as your client’s businesses. This session will focus on the hugely successful Disney management model of “on stage and off stage” service delivery and “over managing” through attention to detail that drives performance success. Experiences will be shared from a recent US trip to Disney University in Anaheim to undertake the Exceptional Leaders, Recruitment, Selection and Training, and Exceptional Customer Service programs that can be articulated to an accounting firm.Presented by: Mark Holton, Smithink
If you want to re-engineer your processes you need a goal. Perhaps that goal is to now eliminate the paper in your firm. It is possible – an increasing number of firms have been doing it. It needs a commitment to process change and a variety of technology solutions. Hear how firms have achieved the goal.PRESENTED BY:David Smith, Smithink
I’ve often insulted millennials that they can’t read and to engage them multimedia is king. While this is not entirely true it is true that video engages audiences in a different way and enables you to provide insight into personality as well as the content. Every firm needs a plan to develop video content to engage with clients and potential clients. What’s your plan?Presenter: David Smith, Smithink
As accountants we rightly have a focus on ensuring that what we provide to accountants is technically the best it can be. However, clients are looking for more - a lot more. How can you show your clients that you care? How can you provide a unique way of delivering services? What will get your clients talking about your exceptional service? Service delivery is where you can gain a strong competitive advantage.PRESENTED BY: David Smith, Smithink
Let's explore the opportunities for firms to achieve growth from their existing clients and how they can be unlocked. PRESENTED BY: David Smith, Smithink
Key to building strong client relationships and growing your firm is how you engage with your clients. This session will discuss the 7 key discussions you should be having with your firm on a regular basis and how you can embed these discussions into your compliance activities.Presented by: David Smith, Smithink
Marketing professional services is not rocket science. External marketing advisers have their place for creative elements and specific knowledge such as online advertising. However, the vast majority of a firm’s marketing can be handled internally with the right administrative support, attitude and time commitment from practice leaders. This session will discuss the 7 key marketing initiatives that get results.PRESENTED BY: David Smith, Smithink
One of the best ways to get clients engaged and on deck with ongoing advisory services is using strategic planning and an engagement service. This webinar will demonstrate online how to engage clients and get them thinking about future business visions, goals and directions and your firm offering more recurrent advisory services.PRESENTED BY: Mark Holton, Smithink
Many firms focus on productivity measures to performance manage their team. Yet these measures often encourage the wrong performance. This session will examine 7 performance measures that will send the right message to your team and achieve desired outcomes for your firm.PRESENTED BY: David Smith, Smithink
Creating the right structure, infrastructure, engagement model and delivery system is critical to long term advisory success in your firm. From your Client Relationship Management system to preparing for a needs analysis meeting to strategic questioning to dynamic proposals that really sell benefits, this webinar will paint the picture of best practice in a simple 7 step flow that will achieve real results.PRESENTED BY: Mark Holton, Smithink
There is a countless number of business advisory solutions in the market today. All of them are dynamic often cloud-based applications. Understanding what they can do and select the most appropriate solution for your practice is often a challenge. This session will focus on the mainstream offerings and help you understand which solution suits each stage of the business advisory cycle and the processes and people in your firm.PRESENTED BY: Mark Holton, Smithink
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Podcast Details

Created by
Andrea
Podcast Status
Hiatus/Finished
Started
May 1st, 2018
Latest Episode
Dec 10th, 2020
Release Period
Monthly
Episodes
28
Avg. Episode Length
32 minutes
Explicit
No
Order
Episodic
Language
English

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