Automating Bookkeeping

Learn how to streamline the first line of service, move to weekly reconciliation and improve your customer experience. Take a dive into automating the process of reconciliation, gathering source documents and classifying transactions, managing expenses, debtors, paying bills and paying staff.

 

Tactical presentations, practical workshops and interactive panel discussions.

 

Automating Bookkeeping, Tuesday 12 November 2019

Kerrie Jarius
Automating Bookkeeping
10:10

How to Stand Out From Software-Backed Bookkeeping

One of the biggest news stories this year was the launch of Intuit’s bookkeeping arm, Bookkeeping Live. The best way to respond to software-backed bookkeeping or outsourcing, in general, is to improve the quality of your services. Hear from two top dollar bookkeeping businesses how they market themselves (and deliver) as the gold standard.
  • Discover the services that customers value and how to deliver them profitably
  • Learn the secrets to great customer service
  • Find out the advantages a small operator has over a global player
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
Automating Bookkeeping
12:10

Tips to Decrease Time Per Fund and Increase Profits from SMSF

Processing tax statements is a frustrating process. It’s skill intensive and time-consuming, usually because of the poor quality and availability of data. A faster and more accurate way to process statements is by tapping into aggregated tax data for directly held securities. This gives you the option of bulk processing by status and action required.
  • Learn how to avoid delays in lodgments and tax refunds for SMSF pensions
  • Find out how to save on average 30 minutes’ processing time per fund and reduce keying errors
  • Discover how to spend more time reviewing and less time processing
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
Robin Beauchamp
Automating Bookkeeping
13:30

How to Turn Accounts Payable Into a Profit Machine

Thinking about setting up an Accounts Payable outsource service for your clients? The usual hurdle is working out how to market this service and deliver it profitably. Hear from two firms – one on-shore and one off-shore – share how to squeeze margin out of a vital function for every business.
  • Find out how to pitch outsourced AP to your clients
  • Learn how to make good margins from AP
  • Discover how to automate AP to make it easy to scale
  • Automating Bookkeeping
Automating Bookkeeping
14:50

Why Robots Will Never Rule Accounting – The Power of Systems and Team

The term ‘trusted advisor’ is bandied around but have you ever actually considered what that means? The reasons clients come to us and the reasons they stay are often enormously different. Get clarity on your ‘human’ strategy by mapping out your systems for engaging clients, polish workflows – and then bolt on apps to increase your ability to help your clients.
  • Get a list of all systems that you need to implement
  • Learn how to be in five places at once (no cloning required)
  • Discover how to create a system that gives the clients what they really want
Kerrie Jarius
Automating Bookkeeping
16:50

Practical Tips for STP: How to Nail Finalisations on MYOB

Single Touch Payroll is here – with the accompanying chaos of an industry-wide transition. Many people are wondering how it is going to affect the way they do their end of year reconciliations. Wonder no more! Come and learn all the tips and tricks to getting it right the first time.
  • What are the major changes to finalisations?
  • Find out what has changed in MYOB to accommodate STP
  • Learn the best-practice processes for improving your end of year rec
last published: 23/Sep/19 02:25

 

Automating Bookkeeping, 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
Ben Rajah
Automating Bookkeeping
10:50

How Technology Helps You Win at Offshoring

Technology has moved data to the cloud and made it easier to collaborate with staff on other continents. Low labour costs and access to a huge talent pool adds to offshoring’s strong appeal to progressive small to medium accounting firms. But is offshoring all roses? This panel sheds light on the obstacles to offshoring, how to overcome them and why technology is the key to a successful offshoring experience.
  • Learn about the obstacles to managing staff in multiple locations
  • Find out what you need to have in place to truly benefit from offshoring
  • Hear about the benefits of offshoring to small to medium accounting firms
Automating Bookkeeping
12:10

Why Robots Will Never Rule Accounting – The Power of Systems and Team

The term ‘trusted advisor’ is bandied around but have you ever actually considered what that means? The reasons clients come to us and the reasons they stay are often enormously different. Get clarity on your ‘human’ strategy by mapping out your systems for engaging clients, polish workflows – and then bolt on apps to increase your ability to help your clients.
  • Get a list of all systems that you need to implement
  • Learn how to be in five places at once (no cloning required)
  • Discover how to create a system that gives the clients what they really want
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
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
Automating Bookkeeping
14:50

Open Banking - What is It and What Does It Mean for You?

In August this year, Open Banking legislation was officially passed by the Australian Parliament. With far reaching implications for the future of financial services, discover what Open Banking is, how it has played out in other places like the UK, and what it means for you and your clients.
  • Become the go-to Open Banking expert in your firm
  • Learn how to leverage Open Banking data to better service your clients
  • Impress colleagues who didn’t attend with your fintech expertise!
  • Automating Bookkeeping
Anita Da Encarnacao
Automating Bookkeeping
15:30

Why Software Integration is a Natural Fit for Bookkeepers

Bookkeeping and integration may seem odd bedfellows at first. Previously, bookkeeping didn’t require strong technical skills. But as the primary mode of collecting and sorting data passes from manual methods to software, it’s logical that bookkeepers upgrade their skills too.Hear from three bookkeepers who have retrained and repackaged their services.
  • Find out about the similarities between bookkeeping and integration
  • Discover the easiest way to move into integration services
  • Learn about the most important skills for integration work
Anita Da Encarnacao
Automating Bookkeeping
16:10

Masterclass: How to Get the Most Out of Google Sheets

Google Sheet is often thought of as the poor cousin to Excel. But it can do things that Excel just can’t. Did you know that you can sync data from multiple Xero files to tabs within the one Google Sheet? And that data will refresh automatically monthly, daily, or even hourly? Hear how one power user uses integrations with Google Sheets to automate large chunks of her bookkeeping practice.
  • Find out how to monitor payroll, P&L or transactions from multiple Xero files in one Google Sheet
  • Discover a rock-solid way to track intercompany loan transactions and reconciliations
  • Learn about the features in Sheets that you don’t get in Excel
last published: 23/Sep/19 02:25

 

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