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 not earning as much from running their own practice as they might have earned in a salaried partner role.

On top of the lack of financial reward they are 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.

Our bespoke packages combine our extensive knowledge and experience in DiSC with coaching and training in leadership and team development.

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 increase the connection and cooperation in their teams and bring the balance and financial rewards that they are looking for.

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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Jane Cool
Training and Development Specialist

Jane’s profile spans over two decades in organisational development: conducting in-company training initiatives and providing team and individual performance coaching. Jane’s professional track record, alongside being an accredited performance coach and NLP Master Practitioner, includes Director-level corporate positions and a financial services pedigree as an economics graduate.

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Jenni Henderson
Marketing and Referral specialist

Since 2011 Jenni has been working with directors, business owners and leaders helping them achieve their goals, generate leads and grow their business through Knowledge, Coaching & Training.She supports business owners with creating sales & marketing strategies that help them to achieve their goals and also be more comfortable in generating leads and carrying out the marketing activities for their business. Her areas of expertise include Business Development Strategy, Referral Marketing, Referral Strategy, Business Growth, Networking Strategy, Social Media Strategies, Sales Pipelines and CRM Systems.

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Our Reviews

See what our clients say:

“**HIGHLY RECOMMEND** I have just completed my online DISC report and training with Joanne and I highly recommend. Joanne is very knowledgable, passionate and committed to her work and she goes above and beyond in ensuring her clients receive all the support they need. From completing the DISC report and training, Joanne has offered thorough support for my career and future, as well as helping me to understand other personalities. From just answering a hand full of online questions, Joanne has collated a mass amount of accurate data to describe my self-image, skills and behaviour. The information has enabled me to better understand myself in the work place and learn how to approach and communicate well with other personalities. Thank you again for all your hard work.

“**HIGHLY RECOMMEND**I have just completed my online DISC report and training with Joanne and Ihighly recommend. Joanne is very knowledgable, passionate and committed to herwork and she goes above and beyond in ensuring her clients receive all the support they need. From completing the DISC report and training, Joanne has offered thorough support for my career and future, as well as helping me to understand other personalities. From just answering a hand full of online questions, Joanne has collated a mass amount of accurate data to describe my self-image, skills and behaviour. The information has enabled me to better understand myself in the work place and learn how to approach and communicate well with other personalities. Thank you again for all your hard work.

Charlotte Wasden
Professional Energy Purchasing Ltd

I met Joanne at an online networking event when she gave a 20 minute talk about personal strengths and weaknesses in business. It intrigued me so much that I contacted her and using her DISC system came up with a spookily accurate assessment of my strengths and weaknesses. Because of this I have worked with her on strengthening those weaknesses and have successfully pushed my business forward and feel more confident in my abilities. I highly recommend Joanne's service to anybody and everybody in business and push on to the next level.

I met Joanne at an online networking event when she gave a 20 minute talk about personal strengths and weaknesses in business. It intrigued me so much that I contacted her and using her DISC system came up with a spookily accurate assessment of mystrengths and weaknesses. Because of this I have worked with her onstrengthening those weaknesses and have successfully pushed my business forward and feel more confident in my abilities. I highly recommend Joanne's service to anybody and everybody in business and push on to the next level.

David Skinner
Utility Warehouse

Just had a great 1:1 coaching session with Joanne; and she really knows her stuff on imposter syndrome, knowing your true worth and helping me in business to be bold. Thank you Joanne, would highly recommend other independent business owners to get in touch.

Just had a great 1:1 coaching session with Joanne; and she really knows her stuff on imposter syndrome, knowing your true worth and helping me in business to be bold. Thank you Joanne, would highly recommend other independent business owners to get in touch.

Zoe Wadsworth
FAB Events

I worked with Joanne using her disc profiling coaching system which identifies your natural abilities and character traits. But it’s much more than that of course as she uses this analysis to not just put you in a box, but instead to really dig into how to make these factors and traits work for you rather than against you. She can help you not only see these traits, but understand why you may work the way you do, struggle with certain roles or tasks and how to adapt to work with your strengths.

I worked with Joanne using her disc profiling coaching system which identifies your natural abilities and character traits. But it’s much more than that of course as she uses this analysis to not just put you in a box, but instead to really dig into how to make these factors and traits work for you rather than against you. She can help you not only see these traits, but understand why you may work the way you do, struggle with certain roles or tasks and how to adapt to work with your strengths.

Toni Carver
TLC Style and Colour

Customers are thrilled with the results we achieve.

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