David and Mark shared their insights from their experience in the accounting industry as Smithink winds down its activities with events and this final webinar. Lots of questions answered and many insights shared.
Presented By: David Smith & Mark Holton, Smithink
Measuring performance is crucial for any accounting firm, but understanding how your firm compares to industry standards is key to driving improvement. This session will explore the latest industry reports, examining trends and benchmarks for 2025. Mark and Julia will discuss how these insights can help you assess and enhance the performance of your firm.
Presented By: Mark Holton, Smithink + Julia Thomson, The Benchmarking Group
You can contact Julia directly at: julia@benchmarking.com.au
And find out more about The Crunch here.
Presented by: David Smith, Smithink, Stephen Hogg, Krish Sritharan, Solutions Centric + Ross Hedrick, Kidmans Partners
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
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
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
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.
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
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
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
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
When engaging clients in advisory services, they often seek quick wins in areas that cause them the most frustration, such as receivables management. Questions like “How do I get my customers to pay on time?” and “Where can I find help?” create opportunities to implement Power of One services and improve cash flow. This session will focus on delivering innovative receivables management solutions and exploring available support mechanisms.
Presented by:
Mark Holton, Smithink + Dave Birch, smartAR
Training has never been more important with resource shortages and remote teams. More often than not, critical attention is not given to critical components of a training program. This session will consider components of an effective training program to ensure that the team is equipped to produce quality work as efficiently as possible.
Presented By: David Smith, Smithink
Join us for our bonus March webinar with Stephen Hogg from Solutions Centric, joining David to explore the key differences between offshoring and outsourcing. They will discuss the pros and cons of each approach and why firms should consider resourcing strategies based on their size. Learn how dedicated resourcing can help manage workload more effectively and how technology plays a crucial role in successful offshoring. Don’t miss this insightful session designed to help you optimise your firm’s operations.
Presented By:
David Smith, Smithink + Stephen Hogg, Solutions Centric
Contact Stephen:
Stephen Hogg
Phone: 0417 710 188
Email: stephen@solutionscentric.com.au
Website: www.solutionscentric.com.au
In a world where quality labour is hard to find and expensive, we need to ensure that people are as efficient as possible. It is time to put a broom through your processes and rethink them, particularly given the impact of technology. In this webinar, we’ll discuss the aspects of a re-engineering plan.
Presented By:
David Smith
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:
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
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, Smithink
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, Smithink
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, Smithink
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, Smithink + George Haramis, moneyGPS
You can contact George using the below details:
George Haramis | CEO & Co-Founder