Services

Full list of services

We assist firms by facilitating strategic planning retreat, performing reviews of firm management, processes and technologies, coaching, mentoring, assessing partner performance and designing profit sharing schemes, acting as external chairman and/or strategic advisors to firms and conducting seminars and workshops for clients.

Download services brochure: for accountants ; for design professionals

Streamlined Practice Review

David Smith has been conducting practice reviews for many years. These one day reviews involve a visit to the firm and focus on the practice's technology, processes and practice management. To assist those practitioners who are concerned about the time and cost associated with a one day visit, we have developed a streamlined review which can be conducted remotely at a significantly reduced cost.
The review is structured to address the following issues:
· Upgrades to existing hardware and software to be considered
· New technologies to be considered
· Improvements to processes that could be implemented
· Alignment of the firm's technologies and processes with the firm's strategic direction
· Improvements to practice management highlighted by the review
· Improvements to client service that can be considered
· Improvements to overall efficiency that can be considered
To learn more or to register your interest download the service brochure or email david.smith@fmrcsmithink.com

Click here to download the streamlined practice review service brochure.