David Smith + Mark Holton, Smithink

Smithink - helping accountants turn their practices into great businesses

Business EN ↓ 90 episodes

We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.

Author

David Smith + Mark Holton, Smithink

Category

Business

Podcast website

www.smithink.com

Latest episode

Dec 10, 2025

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Episodes

Getting the right structure and process to deliver more advisory services in 2020. 11.12.2019

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...

Another year of change in financial planning 19.11.2019

Is your firm positioned to capitalise on the disruption? PRESENTED BY: David Smith, Smithink

Building exceptional customer service in your firm 15.10.2019

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 undert...

Paperless yet? Why not? 17.09.2019

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

Leverage the power of video - what's your plan? 20.08.2019

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, Smit...

Opportunities for growth 16.04.2019

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

7 discussions you need to have with your clients 21.11.2018

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

7 key marketing initiatives for success 23.10.2018

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 tha...

Using strategic planning to leverage advisory services 05.10.2018

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

7 performance measures to focus your team 05.10.2018

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

The advisory 7 step system from A to Z 05.10.2018

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 rea...

Business advisory software - what is the industry using in 2017/18 03.05.2018

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 proce...

7 ways to stop the hackers 03.05.2018

Accountants are a target for the hackers with the treasure trove of information to enable identity theft and all sorts of frauds. Every firm needs to ensure that they are minimising the risks and have a disaster plan ready to execute should the worst happen. This session will highlight some key issues to consider. ​PRESENTED BY: David Smith, Smithink

Time for a process spring clean 02.05.2018

Mark and David will outline how firms are reinventing their processes to improve client service, build advisory services and improve efficiency and profitability. PRESENTED BY: Mark Holton & David Smith, Smithink

Mistakes firms make when implementing business advisory services 01.05.2018

This session will concentrate on the key mistakes made by 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...

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