Smithink - helping accountants turn their practices into great businesses
by David Smith + Mark Holton, Smithink
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Recent episodes
Conversation: 50+ Years of Accounting Industry Insights with David and Mark
Dec 10, 2025
49m 03s
Business Advisory Software – what the industry is using in 2024
Apr 17, 2024
Unknown duration
Process automation - how it will change the accounting profession
Jun 16, 2022
Unknown duration
Getting the right structure and process to deliver more advisory services in 2022
May 12, 2022
Unknown duration
Help your self-directed clients make better investment decisions - without giving financial advice
Apr 13, 2022
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 12/10/25 |  Conversation: 50+ Years of Accounting Industry Insights with David and Mark✨ | accounting industrybusiness insights+3 | — | Smithink | — | accountingindustry insights+5 | — | 49m 03s | |
| 4/17/24 |  Business Advisory Software – what the industry is using in 2024 | 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 | — | ||||||
| 6/16/22 |  Process automation - how it will change the accounting profession | Introduction to process automation Why the accounting profession is a perfect fit Real-life examples Different approaches/leading vendors Pitfalls to avoid Presented by: David Smith, Smithink + Rob Cameron, FYI | — | ||||||
| 5/12/22 |  Getting the right structure and process to deliver more advisory services in 2022 | How do professional service firms re-focus from compliance services to value-added reliance services? Mark shares his innovative 7-step to success divisional advisory process that includes insight on the correct firm structure, infrastructure requirements, turning numbers into knowledge, action planning and identifying your clients' additional needs through innovative engagement strategies. Presented by: Mark Holton, Smithink | — | ||||||
| 4/13/22 |  Help your self-directed clients make better investment decisions - without giving financial advice | David Smith discusses with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial advice regime. | — | ||||||
| 3/23/22 |  Facilitating your client's monthly management meetings | Many small businesses struggle with the strategic management of their business. They are often in the here and now of solving today's issues. Yet, we all know that taking a regular step back to review progress, set targets and develop plans is highly beneficial to ensure focus is maintained on the issues that matter over the longer term. Many small business people do not have the skills to establish an appropriate framework for monthly management meetings, governance and accountability. This session will outline how, as your client's key adviser, you can assist in creating and participating in these important meetings. PRESENTED BY: David Smith | — | ||||||
| 12/7/21 |  How to be a financial storyteller | Today's accountants and consultants need to consider providing high-level advisory services as well as compliance services to their selected clients. In this webinar we will cover how to be a proficient financial storyteller, extracting meaning from the numbers and help clients understand their financial story, using web-based techniques like the 4 Chapters, the Power of One, and the 3 Big Cash Flow measures. Turn numbers into knowledge using simple strategies that will really impress your clients and help develop your firm's advisory services. Presented by: Mark Holton, Smithink | — | ||||||
| 11/16/21 |  Creating a culture of delegation | Most firms find their senior people are often overloaded with work and have very little spare time. Yet it is these same people that need time to drive further growth and development of the firm. This webinar will highlight how firms can improve delegation so that additional capacity can be unlocked for your senior people. Presented by: David Smith, Smithink | — | ||||||
| 10/26/21 |  The keys to quality client service | Having completed the Exceptional Leadership, Recruitment, Selection and Training and Exceptional Customer Service programs at Disney University in Anaheim, California, Mark shares his insights on the hugely successful Disney management model of "on stage and off stage" service delivery and "over managing" through an attention to detail that drives success. Mark will also articulate the learnings into how they can be applied to an accounting firm staff, operations, efficiencies and client service standards. Presented by: Mark Holton, Smithink | — | ||||||
| 9/21/21 |  Rocks to look under as you hunt for staff | Recruitment seems to be getting harder and harder. Traditional channels have dried up. This webinar will explore different alternatives firms can consider as they hunt for staff and how firms can be positioned to give a competitive edge in recruitment. | — | ||||||
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| 9/3/21 |  How to see the financial impact of key financial decisions before you make them | Being in business is a constant battle of key decision making for an accounting firm's clients. Decisions like; "should I or should I not?" or "do I commit or do I not?" are often a regular occurrence. This session will show you the impact of key financial decisions before they are made using a simple graphical software solution. Any debit or credit can be shown and the consequences considered before a decision is made. You and the client need to know in advance! Presented by: Mark Holton | — | ||||||
| 7/20/21 |  KPIs that work | Driving the right behaviours from your people should be the objective of any accountability framework. In this webinar, David will highlight the accountability measures that firms can adopt that can be readily managed and drive desired outcomes. PRESENTED BY: David Smith | — | ||||||
| 6/16/21 |  The Firm of the Future - Part One | What will an accounting firm look like in the future? What will clients expect from us? Let's look forward and consider the future of the profession and what firms should be doing now to be successfully positioned in the years to come. Presented by: David Smith + Mark Holton, Smithink | — | ||||||
| 5/18/21 |  Business advisory tools update | With the advent of cloud technology, there are now a vast amount of dynamic, client focussed business advisory software solutions in the accounting market. Which one is best? Which one suits your firm and its current and planned service offerings? In this webinar, we will look at the primary solutions available at this time and link them to the type of services you currently want to offer in your firm and those that may be on the horizon. Mark will also recommend what solutions he believes firms should invest in to get advisory services moving. Presented by: Mark Holton, Director | — | ||||||
| 3/24/21 |  Turning compliance data into innovative advisory services | Historical financial information is an important and often safe part in the provision of advice on business improvement, however, is it all that we should be using? Do clients really want to be looking backwards each quarter and discussing items they cannot change? Further, what happens if a firm cannot correlate the compliance data into advisory services? This webinar will concentrate on how to profit from compliance delivering innovative advisory services from compliance data. Presented by: Mark Holton, Smithink | — | ||||||
| 2/16/21 |  Team Structure | 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 | — | ||||||
| 1/29/21 |  What's your SMSF audit plan? | 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 | — | ||||||
| 12/10/20 |  The need for a business advisory implementation 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 | — | ||||||
| 11/17/20 |  Using strategic planning to leverage advisory services | 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 | — | ||||||
| 10/20/20 |  How to grow your firm - simple marketing that works! | 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 | — | ||||||
| 9/22/20 |  Business Advisory Software - what is the industry using in 2020 | 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 | — | ||||||
| 8/25/20 |  Buying a practice - issues to consider | 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 | — | ||||||
| 7/21/20 |  The benefits of doing charity work | 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 | — | ||||||
| 6/16/20 |  Learnings from COVID-19 to permanently change your practice | David will share his predictions on what he thinks accounting firms will be implementing ongoing coming out of COVID-19. PRESENTED BY: David Smith | — | ||||||
| 5/19/20 |  Business Advisory in a COVID-19 world | 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 | — | ||||||
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