Improving 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, Smithink

With 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, Smithink

Artificial 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 business scalability.

Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy.

Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution.

Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively.

Presented By:

David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS

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 mechanisms.

Presented by:

Mark Holton, Smithink + Dave Birch, smartAR

Training 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, Smithink

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 this insightful session designed to help you optimise your firm’s operations.

Presented By:

David Smith, Smithink + Stephen Hogg, Solutions Centric

Contact Stephen:

Stephen Hogg

Phone: 0417 710 188

Email: [email protected]

Website: www.solutionscentric.com.au

In 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 Smith

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:

Join David Smith, George Haramis and Aaron Williamson to see how this innovative platform can elevate your SMSF service offering and support better client outcomes while driving firm revenue.

Presented By:

David Smith + George Haramis + Aaron Williamson

accountantsGPS website: www.accountantsgps.com.au

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 right stories with the right data, ensuring your advisory services deliver forward-thinking value.

Presented By:

Mark Holton, Smithink

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 the right clients to work with.

Presented By: Mark Holton, Smithink