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

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
12:10

Fast Track to Multi-Services: Mapping Workflows for 4+ Partner 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
Con Voultsios
12:50

How to Get Your Payout and Retire on a Million-Plus Dollars

Every firm owner looks forward to the day when they walk out of the office for the last time, taking a big, fat cheque with them. The easiest people to sell to are your best staff and junior partners – but what happens if they can’t afford the going price?
  • Find out how sale prices for firms have changed in the past 12 months – and the factors driving that change
  • Learn about new funding models that lend against the value of the business and not just the land it sits on
  • Discover how much your senior managers could borrow against the firm to buy it
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
Apps Live
14:10

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
Karen Mcdonald
Apps Live
14:50

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
16:10

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: 23/Sep/19 02:25

 

Apps Live, 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
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
Gary Weisz
10:50

Why You Need More Than A Reporting Tool to 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
Lukasz Gogolkiewicz
Apps Live
12:10

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
Rebecca Mihalic
14:10

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
Panel discussion
14:10

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
last published: 23/Sep/19 02:25

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