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Контент предоставлен David Smith + Mark Holton, Smithink and David Smith + Mark Holton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией David Smith + Mark Holton, Smithink and David Smith + Mark Holton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Smithink - helping accountants turn their practices into great businesses
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Manage series 2330481
Контент предоставлен David Smith + Mark Holton, Smithink and David Smith + Mark Holton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией David Smith + Mark Holton, Smithink and David Smith + Mark Holton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
…
continue reading
75 эпизодов
Отметить все как (не)прослушанные ...
Manage series 2330481
Контент предоставлен David Smith + Mark Holton, Smithink and David Smith + Mark Holton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией David Smith + Mark Holton, Smithink and David Smith + Mark Holton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
…
continue reading
75 эпизодов
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 opportunities for tax and advisory work. Strengthen your role as a trusted advisor for Trustees and members. Join David Smith, George Haramis and Aaron Williamson to see how this innovative platform can elevate your SMSF service offering and support better client outcomes while driving firm revenue. Presented By: David Smith + George Haramis + Aaron Williamson accountantsGPS website: www.accountantsgps.com.au…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 these challenges by telling the right stories with the right data, ensuring your advisory services deliver forward-thinking value. Presented By: Mark Holton, Smi think…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 the comfort zone and finally finding the right clients to work with. Presented By: Mark Holton, Smi think…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 optimise their application of technology in this webinar. Presented By: David Smith, Smi think…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 client outcomes. They will discuss why accountants are best positioned to lead in this space and how the profession can catch up to deliver what clients need. Learn how to offer digital financial advice and strategic SMSF guidance, boost client retention, and enhance your bottom line with new tech solutions—all while providing your clients with a comprehensive education and wellness program. Presented By: David Smith, Smi think + George Haramis, moneyGPS You can contact George using the below details: George Haramis | CEO & Co-Founder www.moneygps.com.au…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 tomorrow and, more importantly, how and when to get them there. Presented By: Mark Holton, Smi think…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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. Presented by: Mark Holton, Smi think…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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 onboarding and implementation, including marketing. Listen to the recording now to future-proof your accounting business and increase revenue. Presented By: David Smith, Smithink + George Haramis, moneyGPS Contact details for George Haramis: George Haramis | CEO & Co-Founder Email: george@moneygps.com.au www.moneygps.com.au…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
It’s almost 50 years since the first practice management computer system became available for small to medium accounting firms. The core functionality of tracking work and billing clients continue but systems have evolved to provide a host of other insights and functions to significantly improve practice performance. David will highlight the changes that occur in this important application for firms in his latest webinar. PRESENTED BY: David Smith…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
Often, we are asked to sit on boards of charities, sporting clubs, community organisations, and other similar organisations. One consideration is “Should I accept the appointment?” and “Is it for me?”. The other is understanding the benefit of helping others, doing “your bit” for the community, making key contacts, and developing your firm. This session will focus on my experience and the personal benefits gained from working with charities and other not-for-profits over 25 years as a Board Member and Treasurer and 15 years as a Chair. Presented by: Mark Holton, Smithink…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
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…
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Smithink - helping accountants turn their practices into great businesses
![Smithink - helping accountants turn their practices into great businesses podcast artwork](/static/images/64pixel.png)
Smi think 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…
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