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 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

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 highlight how firms are achieving success in developing new work from their quality reviews in this webinar.

PRESENTED BY:

David Smith

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, David will highlight key results from the first survey and discuss the issues behind the stand-out firms.

PRESENTED BY: David Smith

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, 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

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 managers make and how to overcome them.

PRESENTED BY: Mark Holton

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 transferring tasks overseas; it demands a meticulous approach, profound understanding, and nuanced organisation.

This webinar will share:

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

E [email protected]

W www.accsource.net

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 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

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, Smithink

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 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

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 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