Create your personal agenda –check the favourite icon
Your obligations to protect client information from cyber-attacks – data breach, data sharing and cybersecurity
It’s often said that the easiest way to increase revenue is to provide more services to existing clients. In reality, many firms find that this is not the case. Clients have preconceived notions about the services their accountant can provide based on what they have experienced in the past. It can be really difficult to change client perceptions.In this session, we’ll discuss some of the key challenges that partners and managers face in reframing client relationships.We’ll identify the steps that proactive accountants and firms can take to explain the value of new services.We’ll talk about how you can get existing clients across the line with new services.We’ll explore what to do when clients don’t respond to suggestions or advice that will add financial value.
Discussion for all virtual, fractional, interim. and outsourced CFOs
In the dynamic realm of accounting, where regulations evolve, technology reshapes processes, and client expectations shift, building a modern practice in Australia has never been more pivotal. As the financial landscape undergoes transformation, the role of accountants has transcended traditional bookkeeping and compliance tasks. Today, a modern accounting practice in Australia embraces innovation, technology integration, proactive advisory, and a deep understanding of local regulations to deliver exceptional value to clients.
Accountants need to know enough about wills and estate administration to be able to point their clients in the right direction when a client (or a member of a client’s family) loses capacity or dies. They also need to be able to forward plan to address the change in asset ownership and control that accompanies death loss of capacity.
This session is designed to give accountants and other tax advisers some tips to assist them when working with these issues.
How do I go about choosing a name? Do I use my name? Should I include the word "Bookkeeper or BAS Agent? Who am I pitching to? Is that name too serious? Or is it too silly? Am I going to outgrow that name? Do I need a logo?
Create your personal agenda –check the favourite icon
The session is an interactive 40 minute live demo on using ChatGPT in your accounting practice with practical real-life examples to solveExcel problems, analyse data, writing, content, and building little tools.
The start-ups are up against the clock to articulate their innovation and business case. Each session will feature feedback from the judges as they compete for a prize. Join us to cast your vote for the popular winner