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? and

•What 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