Everyone hates “being sold to” – and that naturally turns into a fear of making your own sales. You don’t want to be “that person”. But if you believe in the quality of your work, and you have satisfied customers, then providing services to others is helping them run their own business.

• Learn how to reframe sales as helping potential clients for their benefit, as much as your own
• Find out how to scale your practice through business development and marketing
• Discover the easiest way to bring up what you do in conversations with prospects

Learn how advisors are managing their workflow, communicating with clients, and collaborating with their remote team in this COVID-19 environment. You'll discover how more than 1,000 accountants adapted to the sudden shift to remote work, what they did wrong, and most importantly — what the most successful firms did right.This session will be full of tips and actionable advice to help you operate effectively as a distributed workforce. You'll learn best practices for effective team communication, servicing your clients more effectively, staying on top of every job and task, and the best modern tools that can assist.Key takeaways:1. The findings from Karbon's survey assessing how 1,000 accountants adapted to COVID-19 and remote work.2. The #1 mistake that was made by newly remote accounting firms (and how to overcome it)3. The most effective way to communicate with your distributed team and clients4. How to manage and track work, while monitoring your throughput across your firm.

Do any of these problems exist in your firm today:

• You seem to be attracting the wrong type of clients.
• You feel like clients have become more price sensitive.
• You're not sure which marketing 'tactics' make sense right now for your firm.
• You're struggling to stand out from your competitors.
• You're unsure if you firm appeals to the next generation of staff and/or business leaders

The answers to these problems are not found in LinkedIn, SEO, Social Media, or Web Content. These are strategy problems and can only be addressed with strategy solutions. During this 20-minute presentation, we'll give you the tools to start thinking about the correct marketing strategy for your firm as well as practical tips and insights on how to commence executing.

Australia’s new Consumer Data Right(CDR)gives consumers the right to share their data between providers. The introduction of CDR in the banking sector –also known as ‘Open Banking’ –will provide consumers with access to, and the ability to safely transfer, their banking data (for example, transaction history, interest rate, and account balances) with trusted parties.We'll share what are the benefits of Open Banking are for Advisors and for Small Business and Self Employed.As a longtime leader in financial technology innovation, Intuit has been working for years to make digital financial life better for small businesses and the self-employed. Intuit QuickBooks was the first accounting software provider to be registered as an accredited Data Recipient (ADR) in October 2020.

Clients want to know what apps to use with their accounting software, but few firms know how to recommend them. One approach is to learn about as many apps as you can – but with 6,000 applications in the QuickBooks ecosystem, this is impossible.This presentation will look at a methodology firm can use for undertaking app advisory and cover some of the most common traps that firms can fall into.

• Discover the skills firms need for app advisory: analytic skills, accounting knowledge,
• professional networks
• Find out how to ask the right questions before deciding on a solution
• Learn how to analyse a business, understand its processes and common constraints

Join this session to identify how your firm can better transition your one on one advisory services into something that can benefit all your clients.

• Uncover the efficiencies of accounting guides, checklists, and content creation to serve all your clients during this challenging time.