Mark Holton

From Compliance to Reliance....

A Talk by Mark Holton (Smithink)

About this Talk

This session covers how practices can move from a focus on compliance to a focus on reliance through innovative and lucrative advisory services.

We will review the Smithink Enabler System - the seven steps to success that will drive business advisory services in your accounting practice: We will cover how to:

1. Prepare your firm for success.

2. Unlock your client needs.

3. Create a disturbance in your client’s minds.

4. Analyse your client financial information.

5. Ensure key client actions are implemented.

6. Keep clients on track and.

7. Service the additional needs of your clients.


At the conclusion of this session delegates will be able to:

1. Evaluate the most suitable structure for their firm to deliver innovative advisory services.

2. Consider the how and why of what is required for business advisory success including client and service selection, pricing and delivery through a scalable model.

3. Determine the best client engagement model for their firm.

26 November 2024, 03:00 AM

03:00 AM - 03:45 AM

About The Speaker

Mark Holton

Mark Holton

Smithink