Since the dawn of the profession, debate has raged about the optimum team structure for firms. In this webinar, David will highlight pros and cons of various structures and why one structure tends to create the best outcomes in terms of team member performance, delegation and accountability.PRESENTED BY: David Smith

Since the dawn of the profession, debate has raged about the optimum team structure for firms. In this webinar, David will highlight pros and cons of various structures and why one structure tends to create the best outcomes in terms of team member performance, delegation and accountability. PRESENTED BY: David Smith

Team Structure

With the new rules about audit independence for SMSFs now is the time for every firm to review their SMSF audit arrangements and choose an auditor that will deliver high quality services at the right price. David will review the issues and consider the options for firms wishing to get the most out of their SMSF audits and the criteria that should be used in selecting an auditor.PRESENTED BY: David Smith

With the new rules about audit independence for SMSFs now is the time for every firm to review their SMSF audit arrangements and choose an auditor that will deliver high quality services at the right price. David will review the issues and consider the options for firms wishing to get the most out of their SMSF audits and the criteria that should be used in selecting an auditor. PRESENTED BY: David Smith

What's your SMSF audit plan?

This session will concentrate on the need for a business advisory implementation plan for 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 the right clients to work with.PRESENTED BY: Mark Holton

This session will concentrate on the need for a business advisory implementation plan for 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 the right clients to work with. PRESENTED BY: Mark Holton

The need for a business advisory implementation plan

One of the best ways to get clients engaged and on deck with ongoing advisory services is by using strategic planning and engagement services. 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

One of the best ways to get clients engaged and on deck with ongoing advisory services is by using strategic planning and engagement services. 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

Using strategic planning to leverage advisory services

Are you thinking about hiring external resources to assist you in your marketing? Before you do, listen to this webinar where we highlight the 17 things you should do before external help should be considered. Much of marketing is about process and consistency. We will highlight the key things you should consider in an effective marketing plan.Presented by: David Smith, Smithink

Are you thinking about hiring external resources to assist you in your marketing? Before you do, listen to this webinar where we highlight the 17 things you should do before external help should be considered. Much of marketing is about process and consistency. We will highlight the key things you should consider in an effective marketing plan. Presented by: David Smith, Smithink

How to grow your firm - simple marketing that works!

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 their goals.PRESENTED BY: Mark Holton, Director

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 their goals. PRESENTED BY: Mark Holton, Director

Business Advisory Software - what is the industry using in 2020

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

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

Buying a practice - issues to consider

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

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

The benefits of doing charity work

David will share his predictions on what he thinks accounting firms will be implementing ongoing coming out of COVID-19.PRESENTED BY: David Smith

Learnings from COVID-19 to permanently change your practice

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 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

Business Advisory in a COVID-19 world

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.

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

What's working / what's not

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

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

Pain free practice succession

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

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

The risks of using compliance data when offering business advisory services

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

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

Holistic advice - how to embed in your practice

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? andWhat 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

To build an ongoing lucrative business advisory service in your firm, you need to address four key questions;<ol><li>Do I have the right structure in my firm and if not what do I need to do?</li><li>What infrastructure changes do I need to make to ensure I have the right people and the right levels doing the right tasks?</li><li>How do I build a client engagement system that really works? and</li><li>What delivery models do I need to build when I have the clients signed proposal in hand?</li></ol>This session will address all these issues and we will start to build the Trusted Advisor model in your firm.Presenter: Mark Holton, Smithink

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

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

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

Another year of change in financial planning

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 undertake the Exceptional Leaders, Recruitment, Selection and Training, and Exceptional Customer Service programs that can be articulated to an accounting firm.Presented by: Mark Holton, Smithink

Building exceptional customer service in your firm

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

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

Paperless yet? Why not?

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, Smithink

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

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

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

Opportunities for growth

Smithink - helping accountants turn their practices into great businesses

The best self improvement podcast episodes. From improving productivity, to finding purpose in your life to what constitutes freedom, this topic is on anything and everything that can help people to improve their lives. Add episodes you're interested into your queue below!

OwlTail

"We are a lot harder to read than we think" At work, studies show that others have a better perceptions of our strengths and weaknesses than we do. I've come to believe that I must validate how others view me, I cannot assume my understanding is correct without validation. This episode is fascinating, learn how to have a more accurate view of how others see you.

"The short answer is: people don't see us the way we see ourselves."

Heidi Grant Halvorson, author of "No One Understands You and What to Do About It," explains the science of perception.

HBR IdeaCast

Understand How People See You

"Agility = the opposite of rigidity". "The ability to change your mind is a superpower." When someone gives you feedback, try not to think 'is this true or not?' Try to think 'what can I learn from this?' Sometimes you learn you don't agree but you have a good reason why. "The good learn from everyone and everything. The average from themselves. The stupid already know everything." Socrates.

"Enrollment agility = what to do with our thoughts and emotions internally that

Susan David, author of "Emotional Agility" and psychologist at Harvard Medical School, on learning to unhook from strong feelings.

Building Emotional Agility

Best Episodes on Self Improvement, Growth & Development

The best podcast episodes on parenting. Interviewing experts and talking through common issues surrounding parenting. This topic is filled with important lessons and insights for anyone listening. Add episodes you're interested into your queue below!

Parenting is fraught with uncertainty, changing with each generation. This hour, TED speakers share ideas about raising kids and how — despite our best efforts — we're probably still doing it wrong. Guests include former Stanford dean Julie Lythcott-Haims, former firefighter Caroline Paul, author Peggy Orenstein, psychologist Dr. Aala El-Khani, and poet Sarah Kay.

TED Radio Hour

Turning Kids Into Grown-Ups

The multibillion-pound parenting industry tells us we can all shape our children to be joyful, resilient and successful. But what if it’s all bunk? Intelligence Squared are bringing together a panel of top geneticists and parenting experts to explore just how important parenting is.Arguing in favour of the motion are Robert Plomin, Psychologist and Professor of Behavioural Genetics at the Institute of Psychiatry, Psychology and Neuroscience at King’s College London; and Stuart Ritchie, Lecturer in the Social Genetic and Developmental Psychiatry Centre at King’s College London.Arguing against the motion were Susan Pawlby, a developmental Clinical Psychologist with over 30 years of experience working with mothers and babies both in clinical and research contexts; and Ann Pleshette Murphy, a therapist, parenting counsellor and advocate for young children and their families.The debate was chaired by Xand van Tulleken, a medical doctor and broadcaster who has presented numerous shows for the BBC and Channel 4, often alongside his identical twin brother Chris.  Support this show http://supporter.acast.com/intelligencesquared.See acast.com/privacy for privacy and opt-out information.

Intelligence Squared

The multibillion-pound parenting industry tells us we can all shape our children to be joyful, resilient and successful. But what if it’s all bunk? Intelligence Squared are bringing together a panel of top geneticists and parenting experts to explore just how important parenting is. Arguing in favour of the motion are Robert Plomin, Psychologist and Professor of Behavioural Genetics at the Institute of Psychiatry, Psychology and Neuroscience at King’s College London; and Stuart Ritchie, Lecturer in the Social Genetic and Developmental Psychiatry Centre at King’s College London. Arguing against the motion were Susan Pawlby, a developmental Clinical Psychologist with over 30 years of experience working with mothers and babies both in clinical and research contexts; and Ann Pleshette Murphy, a therapist, parenting counsellor and advocate for young children and their families. The debate was chaired by Xand van Tulleken, a medical doctor and broadcaster who has presented numerous shows for the BBC and Channel 4, often alongside his identical twin brother Chris.  Support this show <a href="http://supporter.acast.com/intelligencesquared" rel="payment nofollow" target="_blank">http://supporter.acast.com/intelligencesquared</a>.See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for privacy and opt-out information.

Smithink - helping accountants turn their practices into great businesses

Weekly hand curated podcast episodes for learning