Smithink - helping accountants turn their practices into great businesses

David Smith + Mark Holton, Smithink
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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.

  1. Artificial Intelligence and Advisory Services: What’s all the fuss about?

    22 DE SET.

    Artificial Intelligence and Advisory Services: What’s all the fuss about?

    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 these questions and explore how you can structure your firm’s advisory services to harness the full potential of AI. Presented by: Mark Holton, Smithink

    32min
  2. Offshoring the Grind, Amplify Advisory & Stay Resilient

    3 DE SET.

    Offshoring the Grind, Amplify Advisory & Stay Resilient

    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 initiatives. Well integrated offshore teams complement onshore teams by providing scalable capacity, faster turnaround times, and cost efficiency, allowing firms to manage workload peaks, expand service offerings, and remain competitive, all while maintaining quality and compliance. Presented By: David Smith, Smithink + Stephen Hogg, Krish Sritharan + Bhavishya Sharma, Solutions Centric Contact the Solution Centric team to learn how offshoring could work for your firm: www.solutionscentric.com.au

    47min
  3. Marketing for Accounting Firms: Simple steps for success

    20 DE AGO.

    Marketing for Accounting Firms: Simple steps for success

    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 accounting firm. Presented By: David Smith, Smithink

    35min
  4. Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required

    6 DE AGO.

    Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required

    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 launch both platforms in hours – no disruption to your current workflows, no extra headcount and be fully operational immediately. New SMSF Advice Service: Learn how our new SMSF Advice service can solve critical advice needs and…help you give up that expensive SMSF licence. AI-Powered Client Engagement: Discover how our RG146-trained AI agents and digital coach deliver 24/7 plain-language guidance, behavioural nudges, and smart triage of complex cases back to your advisors. Attract & Retain New Segments: Learn strategies to engage digitally savvy millennials, the next generation of HNW families, and insurance-only or non-advised clients, deepening relationships by serving whole households. Rapid ROI & New Revenue Streams: Explore fee-for-service models via advice modules, SMSF reviews and coach sessions – that capture 100% of fees, unlock premium charges, and deliver positive ROI super-fast. Compliance without Complexity: Leverage our AFSL to offer full digital advice and SMSF compliant solutions – eliminating your licensing burden and regulatory risk. Why Listen? Scale Efficiently: Automate routine advice, freeing your team for strategic, high-value work. Differentiate Your Firm: Stand out with cutting-edge digital services that clients love. Future-Proof Your Practice: Retain critical clients by engaging entire families and next-gen members. Presented By: David Smith, Smithink + George Haramis, moneyGPS Find out more about moneyGPS here.

    47min
  5. Developing leadership skills for success in your firm

    16 DE JUL.

    Developing leadership skills for success in your firm

    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, Smithink

    27min
  6. Why every firm needs a resource plan

    18 DE JUN.

    Why every firm needs a resource plan

    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, Smithink

    38min
  7. Business Advisory Tools: What’s trending in 2025

    27 DE MAI.

    Business Advisory Tools: What’s trending in 2025

    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 insights to help your firm choose the best fit for your needs. Presented By: Mark Holton, Smithink

    32min
  8. moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

    30 DE ABR.

    moneyGPS SMSF and AI: Transforming How You Engage with Your Clients

    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 the potential of this technology to drive efficiency and innovation. With real-world insights from moneyGPS—an award-winning digital financial advice platform—George will demonstrate practical applications of AI and digital technology in client engagement, compliance, and business scalability. Learn how tech-driven solutions can integrate seamlessly into your practice, empowering you to provide high-quality financial guidance with greater speed and accuracy. Whether you’re looking to optimise internal processes, enhance service delivery, or future-proof your business, this session will provide the strategies and tools you need to navigate the AI and new-world technology revolution. Don’t miss this opportunity to gain expert knowledge on integrating AI into your business model effectively. Presented By: David Smith, Smithink + George Haramis + Aaron Williamson, moneyGPS

    47min
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Sobre

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.

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