Accounting Tomorrow by Receipt Bank

Receipt Bank have partnerd with Accountech.Live to bring you the most up-to-date knowledge and kick-start the finance function within your business.

 

Tactical presentations, practical workshops and interactive panel discussions.

 

Accounting Tomorrow by Receipt Bank, Tuesday 12 November 2019

Jess Minnett
Accounting Tomorrow by Receipt Bank
10:10

Grow Your Firm with the Receipt Bank Partner Program

Cloud based apps such as Receipt Bank help accountants and bookkeepers grow their firm by automating routine document collection and organization activities and eliminating the data entry in bookkeeping. Firms around the world are building technology stacks to deliver a better experience to their clients, and to their team.
  • Understand the key elements of Receipt Bank's partner program
  • See Receipt Bank in action and find out why it is used by 8,000 firms globally
  • Learn how partners are successfully implementing Receipt Bank in their firm
Ben Miller
10:50

How to Build An Intelligent Practice

Working in accounting and tax can be overwhelming. Keeping up with case law, legislative changes, ATO rulings and announcements and macro-economic events on top of a heavy workload is nearly impossible. Emerging technologies can manage this burden by transforming the way we work. Find out how to escape repetitive processes and focus on selling intelligent insights instead.
  • Discover how to mine your existing client database for new business opportunities
  • Learn how to demonstrate value to clients when compliance services are becoming commoditised
  • Find out how to move away from retrospective compliance to proactive advisory work
Damien Greathead
Accounting Tomorrow by Receipt Bank
11:30

Fraud Happens: How I Discovered $30k/month of Fraud in My Client's Business

Fraud happens, often right under your clients’ noses. Hear how one Receipt Bank Partner uncovered $200,000 of fraud in a client's business. Have you educated your clients about internal controls and the tools that deliver greater visibility and accountability? Learn how to talk to your clients about fraud prevention, and how to charge for it.
  • Identify opportunities for fraud in your client's business and how to tackle them
  • Learn about a structured approach to fraud prevention
  • Discover how to price and sell fraud protection to your clients
David Burke
12:10

Fast Track to Multi-Services: Mapping Workflows for Today's Accounting Firms

Firms can have several reasons for wanting to expand their services portfolio. A defensive hedge against lower compliance fees or to increase revenue from your existing client base. But how do you do this efficiently and easily? See the results of research into workflows of successful multi-partner firms and the optimal approach to service delivery.
  • Discover the critical workflows for multi-service firms including cross-selling and holistic reporting
  • Find out how long it takes to test and successfully roll out a second or third service
  • Learn how to recruit the right mix of skills to staff a new service line
Damien Greathead
Accounting Tomorrow by Receipt Bank
12:50

The 5X Factor: Why Digital Firms Grow Five Times Faster

Recent research shows that digital firms grow five times faster than non-digital firms. We'll first explore what makes a digital firm, plus the strategies in each element that drive growth. As we move into the holiday season, now is the perfect time to test and implement a strategy and take advantage of the technology on offer.
  • Find out about new ways to collect the documents you need from your clients without chasing
  • Learn how to manage your clients’ data storage and processing more effectively
  • Discover the trick to leveraging technology, widening your margins and delighting your clients
Ron Lesh
13:30

How Mobile Can Create Remarkable Experiences For Your Clients

The cloud lets accountants be accountants again. Something or someone else can now do the hack work. But the greatest threat to accountants is not the cloud or technology – it is failing to focus on what your customer wants. How are you harnessing technology to provide your client with remarkable experiences?
  • Discover why improved transparency creates trust with your clients
  • Learn why education creates connection – and how to deliver it to your clients without annoying them
  • Find out how you can give your client remarkable experiences
Damien Greathead
Accounting Tomorrow by Receipt Bank
14:10

Virtual Controller: The Critical Step For Moving from Bookkeeper to Advisor

The perfect stepping stone to selling advisory services is the Virtual Controller. It compliments your bookkeeping and/or tax services, while demonstrating how you can provide value beyond the debits and credits. With the right technology stack you can process your client’s information efficiently and become a part-time, virtual controller for their business.
  • Understand the key deliverables of a controller engagement
  • Discover how to sell controller services to your clients and prospects
  • Learn about technology essential for efficient service delivery
Luis Sanchez
Accounting Tomorrow by Receipt Bank
15:30

Beyond Apps: How to Set Yourself Apart From The Competition

Regardless of your size, ALL firms have the same access to the same suite of apps. In the end, it comes down to how you develop and execute your strategy. The secret to differentiation is to build a value proposition that is supported by apps, rather than based on apps alone.
  • Learn why it's more important to be different than it is to be better
  • Find out how to craft a value proposition statement
  • Understand how to incorporate apps into your value proposition
Damien Greathead
Accounting Tomorrow by Receipt Bank
16:50

Bookkeeping Automation – A Start to Finish Guide

In a busy bookkeeping practice, no one can do everything themselves. Thankfully, there are apps that save time and automate many bookkeeping tasks so you can concentrate on serving your clients. But which key tasks in the bookkeeping workflow are ripe for automation? Once you have the apps and the right workflows in place, you can make it all happen.
  • Learn how to identify key areas ripe for automation
  • Find out about key apps and improvements to workflow
  • Discover how to develop an implementation plan for app roll-out internally
last published: 16/Oct/19 23:35

 

Accounting Tomorrow by Receipt Bank, Wednesday 13 November 2019

Gavin Whyte
09:30

A Radical Reimagining of Audit

The basics of carrying out an audit haven’t changed for centuries. The tectonic shifts in technology are giving rise to new ways of thinking that could see sampling dumped for real-time audits of every single transaction – even if an SME sells thousands of items a day.
  • Discover how changes access to banking data will give accountants much more power
  • Learn about the potential new models for audit and when they are likely to emerge
  • Find out how firms can redesign their audit teams and create radical new services
Dan Beck
09:30

Practical Tips on Making Dashboards in Power BI

Power BI is emerging as the weapon of choice for outsourced CFO services that report on financial and operational data. One of the best ways to demonstrate the value of reporting to clients is to show a dashboard of KPIs the CEO cares most about. See a mix of real dashboards for various industries that resulted in ongoing work.
  • Find out how to lay out a dashboard with the optimal amount of information for your client
  • Learn about the process for putting together a dashboard and the in-house skills required
  • Discover the set-up services you can sell to set up a client with an automatically updating dashboard
Luis Sanchez
Accounting Tomorrow by Receipt Bank
10:10

From Compliance to Reliance – How to Add Sticky, High Value Services

Cloud technology such as Receipt Bank free up your time from the routine and mundane. What to do with the extra time? Find value-add opportunities that make your clients more “sticky” and increase their lifetime value to your firm. Learn about a holistic approach to better serve your clients’ financial and business needs.
  • Discover key services that deliver year-round revenue
  • Find out how to up-sell clients to new services without being pushy
  • Develop a holistic framework to introduce and sell your clients on these services
Hank de Jonge
10:50

How To Turn That Problem File Into a Client For Life

Every time a struggling business closes, you lose a client. Discover a new way to help and retain that client for life. You can change your model for dealing with clients in financial distress by utilising pre-insolvency services. Find out how this independent professional advice can assist your clients to gain a far superior outcome.
  • Walk away with the solution to your problem files
  • Learn the new way you can help clients in financial distress
  • Discover how to strengthen client relationships by helping identify and deal with risk
Damien Greathead
Accounting Tomorrow by Receipt Bank
11:30

7 Steps to Make Bookkeeping a Profit Centre in your Accounting Firm

Bookkeeping is the perfect addition to your accounting firm's services portfolio. It provides regular recurring revenue, and a cleaner year-end for your compliance team. But to be profitable your bookkeeping needs to be systemized and software powered. From standardisation to change management, you need to follow seven key steps to do bookkeeping right.
  • Find out how accounting firms benefit by adding bookkeeping services
  • Learn about specific bookkeeping tech and workflows
  • Understand pricing considerations for this service line
Marianne Gerdis
12:50

How to Unlock The True Value of Advisory

The term advisory is thrown around at conferences like lollies at a kids party. What does advisory really mean and how can it benefit you? Hear a panel of accountants selling advisory explain what your clients really want, how you can find that information and – most importantly – how to value it.
  • Learn how to sell and deliver advisory to clients of all sizes
  • Find out how to use advisory to up-skill and monetise juniors in your practice
  • Discover what clients value in an advisory service
Session led by: myob
Jess Minnett
Accounting Tomorrow by Receipt Bank
12:50

6 Steps to Onboarding: How to Introduce Your clients To New Technology

Onboarding clients means different things to different people. We examined the onboarding practices of our 2,500+ Australian accounting and bookkeeping partner firms and identified six key steps to successful onboarding. Whether it's Receipt Bank or other new technology, change can be difficult. It's important to set yourself and your clients up for success with a systemised onboarding plan.
  • Find out what you should include in your onboarding process
  • Discover when onboarding really starts and finishes
  • Learn how to craft a systemised & scalable onboarding program
Rebecca Mihalic
13:30

The Shared Service Model And Other Growth Options for Cloud Firms

It is relatively easy to start a cloud firm yourself – but relatively difficult to scale it if you have become the major attraction. Even if you hire a junior, your clients all want to see you! Hear how cloud firms are using tech and partnerships to give themselves new options, with or without an equity piece.
  • Find out how to avoid burnout by expanding your services with other star performers
  • Learn how you can leverage technology to increase your ability to grow
  • Discover a way to beat the “one-person show” blues
Damien Greathead
Accounting Tomorrow by Receipt Bank
14:10

4 Pricing Strategies for Bookkeeping And Accounting Firms

Pricing is difficult. With technology slashing the time it takes to complete jobs, firms need to adapt their pricing model. Otherwise, you will be penalised for investing in technology and training. Bookkeepers and accountants around the world are practising four popular pricing strategies. Hear the pros and cons of each strategy as well as key steps for implementing them.
  • Understand different pricing strategies and when to use them
  • Learn techniques for pricing clients quickly and effectively
  • Discover how to protect your margins so you don’t lose money on a job
Bruce Minty
15:30

Why You Need More Than A Reporting Tool to Optimise Compliance and Deliver Advisory

Have you tried delivering business advisory using small business reporting tools? You will have discovered it takes a little more grunt to say something useful. The real gold in strategic advice requires information from operational software and external data sources as well as the accounting file. Hear about a different take to delivering proactive advisory services that scales.
  • Discover the power of instant access to data and insights to make data driven decisions
  • Learn how to provide timely insights and report packs to clients instantly
  • Find out how to update your clients and colleagues with alerts and automated reports
Jess Minnett
Accounting Tomorrow by Receipt Bank
15:30

Turbocharge Your Receipt Bank – Deep Dive

When you add every feature of Receipt Bank to your bookkeeping workflow you can double or even triple your processing capacity. Make sure you’re getting the most out of core features such as auto-publish, supplier rules, in-app messaging, and our newest features including bank and supplier fetch and supplier invoices.
  • See how Receipt Bank integrates with Xero, Quickbooks Online and MYOB
  • Discover how Receipt Bank compares with other popular apps
  • Find out how to automatically collect source documents such as bank statements
Damien Greathead
Accounting Tomorrow by Receipt Bank
16:50

Controlled Automation – Why best in Breed Apps are Key to Your Success

Practitioners around the world are expanding their capacity, expanding their client base and achieving superlative results through a strategic approach to technology. Technology has become an extension of their team, and now plays the role of a full time earner (FTE). Hear examples of tech strategies employed by firms to free up valuable time.
  • How to use technology to address known bottlenecks in your firm.
  • How to get buy-in from your staff and clients. How to utilize technology as an FTE.
  • Pricing considerations of an integrated system.
last published: 16/Oct/19 23:35

 

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