Apps Live

Accountants that understand apps can better understand their clients. Get up to speed here. Knowing your way around accounting software isn’t enough. Your clients expect you to know their mission critical applications and how they send data to their accounting software. Accountants that understand apps can better understand their clients. Get up to speed here.


Tactical presentations, practical workshops and interactive panel discussions.


Apps Live, Tuesday 12 November 2019

Aris Liacopoulos

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
Colin Walker
Apps Live

myGovID and RAM: What It Means for You and Your Clients

Your key for accessing government online services is changing.AUSkey is being replaced by myGovIDand Relationship Authorisation Manager (or RAM).myGovID is an easy and secure way to provewho you are online and RAM lets you manage who can use online serviceson behalf of your practice. Together, they make accessing government online serviceseasier and more secure. This presentation will step you through what this change means for you and your clients.
  • myGovID and RAM will replace AUSkey providing secure, simple and flexible access to government online services.
  • Make the move to myGovID and RAM before AUSkey is decommissioned at the end of March 2020.
  • For more information about how to transition visit and
Ben Miller

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
David Burke

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
Joshua Van Gestel

We Need to Talk About – Financial Resilience

Financial stress can impact productivity, health and relationships in all businesses. Building financial resilience for your clients is important and goes beyond today. Want to know how to help your clients take one of their biggest business expenses and make it a key part of their employee experience?
  • Discover the importance of your clients’ health, and financial resilience
  • Learn how to promote the importance of employee engagement and performance
  • Find out how to talk about the importance of superannuation as a key employee benefit
Joshua Van Gestel, National Education Manager, Sunsuper
Ron Lesh

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
Karen Mcdonald
Apps Live

War Stories from the Front Line: How Cyber Attacks Hit Firms in 2019

Cybercrime is a real and present danger to accountants and bookkeepers, from sole traders to the Big 4. Get the inside story on the year’s paid cyber insurance claims and find out how hackers hit firms, the measures that would have stopped the attacks, and what you can do to reduce your risk.
  • Is that really the ATO calling? Learn how to spot a scam
  • Find out which attacks are the most widespread among firms
  • Discover the best way to reduce your threat profile
Kylie Parker
Apps Live

What Will Accounting Look Like in 2029?

Will robotic process automation bridge the divide between big and small firms? When will machine learning and artificial intelligence really start to deliver? What impact will e-invoicing and open banking feeds have on the quality of source documents? Hear a small firm, large firm and FinTech startup take stock of the past decade and dissect the latest trends.
  • Understand the pace of change in accounting tech and why it is accelerating
  • Discover why some technologies have taken longer to deliver than expected
  • Find out about the ideas that software companies are working on, and how they may be implemented
last published: 12/Nov/19 21:25


Apps Live, Wednesday 13 November 2019

Dyean Moodley

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 a 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
Dyean Moodley, Director, AARC Digital & Innovation, KPMG
Dan Beck

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
Jason Lucchese
Apps Live

Single Touch Payroll – What We Are Learning And How We Will Support Employers

STP is the new way of employers reporting tax and superannuation information to the ATO each time they pay their employees. The degree of transparency and real-time nature of the data enables the ATO to assist employers with getting their PAYGW and SG right, protect employees ‘entitlements and level the playing field.
  • Learn about what the ATO is doing to protect employee entitlements
  • Learn about what the ATO is learning about employer behaviour
  • Learn about the support the ATO is offering small employers and practitioners in this transition year
Hank de Jonge

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
Lance Rubin
Apps Live

Mastering Errors in Excel: Keep the Roses, Avoid the Thorns

Cloud accounting and finance apps were supposed to replace Excel because they were designed to reduce the risk of errors. Years later, Excel is going stronger than ever because it is so flexible and powerful. Yet the thorny prick of a hard-coding error has been felt by every accountant. How do you work with Excel safely?
  • Get a model use case for using Excel that dramatically reduces the likelihood of error
  • Find out how to find and remove the thorns (errors)
  • Learn how to hire great Excel horticulturalists
Tom Whitworth
Apps Live

Why your Clients Want to Buy Now, Pay Later for Business

The “buy now, pay later” trend sweeping through retail has hit B2B. Millennial business owners are caught in a credit crunch; banks rarely approve business credit cards for small business, while suppliers are fed up with their trade terms used as “the bank of SME”. New options give small business the credit they need, while reducing risk for suppliers.
  • Discover why business buying behaviour is changing
  • Find out why business credit is following the consumer trend
  • Learn how to reduce risk for your B2B clients
Tom Whitworth, COO, FINSTRO
Sharon McClafferty

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
Lukasz Gogolkiewicz
Apps Live

Threat Briefing: The Latest Attacks on Firms And How to Defend Against Them

Cyber criminals have large R&D budgets and fantastic ROI. They are constantly developing new ways of attacking accounting firms. The best defence isn’t always buying new gear; sometimes you just need to take some simple steps to reduce the likelihood of an attack. A 30-minute update once a year will put you ahead of your peers.
  • Find out about the post-ransomware attacks that sidestep conventional defences
  • Discover how to improve security in a cloud based productivity suite like Office 365
  • Learn why passwords are being phased out and what will replace them
last published: 12/Nov/19 21:25

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