Smithink - helping accountants turn their practices into great businesses

David and Mark shared their insights from their experience in the accounting industry as Smi think winds down its activities with events and this final webinar. Lots of questions answered and many insights shared. Presented By: David Smith & Mark Holton, Smi think

Measuring performance is crucial for any accounting firm, but understanding how your firm compares to industry standards is key to driving improvement. This session will explore the latest industry reports, examining trends and benchmarks for 2025. Mark and Julia will discuss how these insights can help you assess and enhance the performance of your firm. Presented By: Mark Holton, Smithink + Juli...

Hear from a leading firm that's built a high-performing offshore team. Explore how structure, culture and governance turn offshore teams into long-term assets. Discover the best practice behind sustainable capacity planning. Presented by: David Smith, Smi think , Stephen Hogg, Krish Sritharan, Solutions Centric + Ross Hedrick, Kidmans Partners

The rise of artificial intelligence has opened up exciting opportunities for accounting firms to deliver more value through advisory services. But with so much information available, how can you leverage AI effectively? How do you turn it into a service that clients find valuable and are willing to pay for? And, importantly, how do you price that service based on value? This webinar will address t...

Australian accounting and advisory firms are increasingly building offshore teams to address talent shortages, rising compliance demands, and the need for greater capacity. By shifting routine work such as bookkeeping, SMSF, BAS, payroll, tax preparation, and paraplanning to skilled offshore teams, firms can free their onshore staff to focus on client relationships, strategic advisory, and growth...

Over the years, many firms have turned to consultants for their marketing plans, but this approach is often ineffective. The truth is, there are plenty of simple actions firms can take themselves to kickstart their marketing efforts and engage the entire team. In this webinar, David will explore these easy-to-implement strategies to help you create and manage a successful marketing plan for your a...

This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support. The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end. What We’ll Cover Effortless Onboarding & Deployment: See how you can lau...

Effective leadership is essential for managing the systems, people, and processes that drive an accounting firm’s success. This session will explore the qualities of great leaders and how to apply them within your firm. You’ll also uncover the 10 most common managerial mistakes and strategies to avoid them. Presented By: Mark Holton, Smi think

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, Smi think

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...

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 th...

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 a...

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, Smi think

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...

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: Deliver a complete SMSF health check efficiently. Enhance compliance and identify new o...

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 thes...

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 t...

There is no reduction in the speed of change from the rapid change in technologies. To effectively harness these new technologies a structured approach is required to ensure both technology and processes are aligned, all technologies well together and priorities are aligned with firm strategy and critical requirements. David will highlight the components of a technology plan to ensure firms optimi...

Discover how your accounting practice can harness the power of digital technology to offer comprehensive financial services without the need for an AFSL. In this session, George Haramis from moneyGPS will join David to talk about the growing digital advice market for both personal financial advice and SMSFs and how this technology seamlessly integrates with human interaction to provide better clie...

Strategic planning involves aligning your client’s business with its vision, mission and values. Then, take the time to think through where it makes sense to focus energy and resources in order to reach intended outcomes and results and ensure all stakeholders are aligned and working toward common goals. This session will help you determine where your clients are today, where you want to get them...

Artificial intelligence promises to change the world. What we need, however, are real-world examples of how firms are applying the technology. In this session, David highlights some examples of firms achieving breakthroughs with this exciting technology. Presented By: David Smith, Smi think

Engaging clients is one of the critical steps in attracting more advisory services to your firm. Getting the client to want this service is a skill in itself. This session will focus on the 10 top tips for engaging clients in business advisory services. It is not selling; it is just communicating and taking the client on a journey towards a better, stronger, more successful business future. Presen...

Discover how the moneyGPS proposition can seamlessly integrate digital advice into your accounting practice without a license or disrupting daily operations. Learn how this solution can: - Enhance client relationships and attract tech-savvy clients. - Introduce a new, high-valuation revenue stream. - Provide digital tools for clients to improve their financial position. - Offer full turn-key onboa...

Managing workflow and creating effective accountability is fundamental to ensuring well-managed workloads, reduced turnaround times, higher team satisfaction and job recovery. David will highlight how and why a team structure based around small teams has been the foundation of success for many firms. PRESENTED BY: David Smith