New Client Resources

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Simplify Your Transition:
Making an effortless switch to Smart Business Solutions.


Embarking on a financial journey with SMART Business Solutions is not just about numbers; it's about empowering our clients with the tools and knowledge they need for financial success.


Our New Client Resource Centre is your comprehensive guide to navigate your transition to SMART Business Solutions seamlessly. As you explore our New Client Resource Centre, envision a future where accounting and financial management is not a challenge but an opportunity for growth. SMART Business Solutions is here to guide you every step of the way. Welcome to a smarter, more empowered financial experience.

What to expect when partnering with Smart Business Solutions.

When considering partnering with Smart Business Solutions as your accountant and tax advisory partner, you can expect a thorough and proactive approach to managing your finances.

We start with a request for essential information before our first Proactive Accounting Meeting, ensuring that our discussions are purposeful and focused. During the Proactive Accounting Meeting, we delve into your current financial position, income streams, and goals for your business. We also explore how these business goals align with your personal and lifestyle aspirations. This meeting is an opportunity to discuss any challenges you're facing, such as growth or cash flow issues, and to identify opportunities for business development. Our timeline of the way we work helps manage client expectations for timeframes and workflow, ensuring that our partnership is transparent and efficient. At Smart Business Solutions, we're committed to providing proactive and tailored support to help you achieve your business and financial goals.

Explainer and Training videos by category.


The latest.

6 May

B.I.T.E Business Conference 2025

ALL DAY CONFERENCE @ Mornington Racecourse
6 May 2025 - 8:30am - 5:30pm

In today’s fast-changing world, staying competitive means embracing new trends and technologies. At B.I.T.E. Conference 2025, you'll discover groundbreaking strategies and tools—like A.I. and robotic process automation—designed to help you navigate and succeed in the evolving business landscape.


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30 Jan

The Art of Efficiency: Mastering Time Management for Maximum Productivity

In today’s fast-paced world, productivity has become a paramount concern for professionals and business owners alike. We constantly strive to optimise our workflows, eliminate inefficiencies, and maximise the value we derive from every minute of our day. One of the key steps in achieving this is recognising the habits and tasks that drain our productivity and replacing them with more effective strategies.


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22 Jan

How To Set Up Annual Leave and Sick Leave In Xero


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Events.

B.I.T.E Business Conference