about us

About SMART

SMART was born from the realisation that too many accountants are working really hard but aren't achieving the success that they deserve. Put simply they are working really hard, often working long hours during the day and in many cases over the weekends out of necessity.

This means that they have little time to spend with friends and family, there is no time for exercise or their other hobbies. Ultimately they are not enjoying the freedom running their practice should give them because their business is running them and is draining their time, effort and energy.

What is worse they often are not earning as much from running their own practice as they might have earned in a salaried partner role.

Our bespoke packages combine our extensive knowledge of business, pyschology and leadership along with our vast experience of  coaching and training in these areas.

Clients describe us as professional, supportive and passionate and say that our outside perspective and support are invaluable.

If you aren’t enjoying your business as much as you could, you are finding managing your employees a headache or you would like to boost the results you are getting, contact us now and we can explore how we can help you to get the results you deserve.

About Joanne

A little but more about me and where my passion for this business came from:
Joanne Wharam
Managing Director

Since 2013 I have been coaching accountants throughout the UK, as an independent coach offering them a tailormade support service to help that build a well-balanced business that works for them. Using my Balanced Business Framework™ to increase the connection and cooperation in their teams through stronger compassion, empathy and understanding for enhanced performance.

Having studied full time for my Masters in Psychology alongside growing my business and running a home I understand how challenging it can be. I too faced difficulties of balancing the different aspects of life and business at the same time. It was only through the support of the right people was I able to successfully sustain the business at the same time as achieving a merit on my MSc.

My intention for SMART was, and still is, to work more closely with my clients by helping them ‘see the wood from the trees’ and to quote one of my clients stop them being the ‘busy fool’. By working alongside them as part of their extended team I can support them to make sense of the things that are out of balance and offer them the support with all the aspects of running a practice that many accountants struggle with. I can bring them structures and organisation where they are perhaps feeling overwhelmed.

Where I believe I can offer the biggest impact to practice owners is that of helping them to get the very best out of their people. As an accountant I understand that you are trained mostly in how to deliver compliance services but not really on how to run a business, which is what owning your own practice is all about, let alone how to manage a team of people. Mostly my clients understand that their people are important, perhaps their biggest asset as well as cost, but they simply lack either the time or confidence to look after them in the best way.

Others perhaps struggle because whilst there are guidelines to follow when it comes to leadership and people management, because every individual is different there isn’t a definite process to follow that will generate a specific end result.  On the flip side though some accountants running their own practice will struggle because there are people in their team who need a level of structure that they find uncomfortable and in some cases feel is unnecessary.

That is where my coaching support can be utilised to the fullest. By working cooperatively with the partners in the practice and with the team I can share my knowledge and expertise in understanding what really makes people tick and how to build an effective team. This means that employee well-being is increased which has a knock-on positive impact on productivity and subsequent profitability. More than that retention levels increase which should eliminate most of the headaches associated with recruitment.

Fundamentally working with me will mean that you can make the practice work even better for you and deliver the rewards you deserve whilst also maintain the right balance for you.

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Our Reviews

See what our clients say:

Having had to work through some challenges in business and life over the previous 18 months, I had become increasingly distracted day to day and I was beginning to feel rather lost. I knew I needed to work through this but I wasn’t exactly sure what I needed or how best to tackle it. I approached Joanne and explained my situation and she instantly got it. I needed clarity. Whilst all the previous challenges had been resolved, I had been so busy with that, that I had lost my focus and direction. I needed to get some clarity on what was next for me now the chaos has resolved and realign myself with my goals. Joanne listened, challenged me on a few areas and then finally worked with me to reassess my goals and help get that clarity and direction back. After our sessions, I felt much lighter (and more sane) I have got my clarity back and I am feeling more myself. I realised a lot about my character traits and how I manage stress (or not) I have also learnt to stop and be more mindful of how I am feeling, which honestly has been a game changer for me day to day and not something I would have previously considered. It is true what they say that even Coaches Need Coaching sometimes and this has really helped me to be a better version of myself, so Thank You Joanne. Your support with this has been greatly appreciated and I can highly recommend you to anyone who may be struggling with their focus and direction.

Having had to work through some challenges in business and life over the previous 18 months, I had become increasingly distracted day to day and I was beginning to feel rather lost. I knew I needed to work through this but I wasn’t exactly sure what I needed or how best to tackle it. I approached Joanne and explained my situation and she instantly got it. I needed clarity. Whilst all the previous challenges had been resolved, I had been so busy with that, that I had lost my focus and direction. I needed to get some clarity on what was next for me now the chaos has resolved and realign myself with my goals. Joanne listened, challenged me on a few areas and then finally worked with me to reassess my goals and help get that clarity and direction back. After our sessions, I felt much lighter (and more sane) I have got my clarity back and I am feeling more myself. I realised a lot about my character traits and how I manage stress (or not) I have also learnt to stop and be more mindful of how I am feeling, which honestly has been a game changer for me day to day and not something I would have previously considered. It is true what they say that even Coaches Need Coaching sometimes and this has really helped me to be a better version of myself, so Thank You Joanne. Your support with this has been greatly appreciated and  I can highly recommend you to anyone who may be struggling with their focus and direction.

Hayley Köseoğlu
Iekos

Joanne has been hand's down the best coaching I have ever had in my career. So many valuable insights and takeaways that have helped me both professionally and personally. At times it was hard, always is when you turn the mirror on yourself but her curiosity, patience, caring nature and deep expertise was exactly what I needed to reframe and reset. Let's gooooo! ‍

Joanne has been hand's down the best coaching I have ever had in my career. So many valuable insights and takeaways that have helped me both professionally and personally. At times it was hard, always is when you turn the mirror on yourself but her curiosity, patience, caring nature and deep expertise was exactly what I needed to reframe and reset. Let's gooooo! 

Sarah Steele
The GAP

When we started to speak to Joanne in 2021 it was really important to us that we got someone on board that would help us involve and nurture our team more; giving the most important part of our business, the people, the attention and care it deserves. Joanne went through an extensive analysis of our team and meeting them all, following up with a core values session and then delivering our team six monthly appraisals along with monthly coaching support which covers business as well as team support. Our team feels better supported now, we understand more about what is important to them and we are able to more proactively develop them. We continue to rely on Joanne’s excellent support for the whole team.

When we started to speak to Joanne in 2021 it was really important to us that we got someone on board that would help us involve and nurture our team more; giving the most important part of our business, the people, the attention and care it deserves.  Joanne went through an extensive analysis of our team and meeting them all, following up with a core values session and then delivering our team six monthly appraisals along with monthly coaching support which covers business as well as team support. Our team feels better supported now, we understand more about what is important to them and we are able to more proactively develop them. We continue to rely on Joanne’s excellent support for the whole team.

Thomas and Marie Szczepanski
The Sanders Partnership

Joanne is incredibly knowledgable in regards to business, employee engagement and in creating a business centered around core values. I’ve worked with her over the past year and she has been so supportive during a challenging time for me and my business. She has adapted and flexed her services to suit and been there for me to rant and cry. I would recommend her in a heartbeat!

Joanne is incredibly knowledgable in regards to business, employee engagement and in creating a business centered around core values. I’ve worked with her over the past year and she has been so supportive during a challenging time for me and my business. She has adapted and flexed her services to suit and been there for me to rant and cry. I would recommend her in a heartbeat!

Nicola Sorrell
Effective Accounting

Customers are thrilled with the results we achieve.

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