• The “Tech Stack” that explodes your profitability and advisory potential
• What accounting firms are recommending – white paper provided to attendees
• Why Microsoft Office 365 should be core to your firm
• An unbiased update on the Accounting Software Market
• How to use technology to increase staff performance in less managerial time
• IT infrastructure to run a modern practice
• Importing and Exporting from MYOB AE / AO & Handisoft into Xero back and forth with ease

Learn about an exciting new all in one tech platform for team management!

In a world where employee performance management is a manual, time-consuming process, and difficult to measure, we have the technology platform to proactively manage conversations, feedback, reviews, goals & KPI’s, all with trends & reports to the direct manager… always looking forward with LIVE data, linking the companies values, competencies & vision to individual and team performance.

• Reduce your leadership & management contact time by 80%
• Increase manager level productivity by up to $50K per manager per year
• Improve employee engagement by as much as 100%
• Integrate your firms’ goals and align them with your team members’
• Increase motivation, focus, productivity and accountability
• Australia’s most profitable and systemised $1.6M firm only 5.2 FTE headcount and NO outsourcing
• Take a Manager’s responsibility time from 6 hours to 20 minutes a week
• Assess, measure, manage and grow your Learning & Development by 100%!

Learn about the three categories of Business Advisory and which ones are easiest to deliver and achieve the highest engagement and are scalable, and which ones are like brain surgery and difficult to scale, and can cause leakage of profit and growth in your own core business.

• Business Advisory software and services options
• Business Intelligence vs’ Advisory – the difference & how to capitalize here and now
• Winning $50K clients – how to do it regularly
• Virtual CFO that works, pricing, packaging, and implementation case studies
• Bookkeeping – how one firm added $100K in revenue in less than 6 months

What Accountants want to know and capitalize on;

• What is Business Intelligence (BI)
• Microsoft Power BI background and why it’s a perfect fit for the accountant
• Microsoft Power BI versus Spotlight/Fathom/Futrli
• A live demonstration of what you can do with core accounting data (Xero/MYOB/Quickbooks)
• Operational data with BI (Vend/SimPro/Vinsight)
• Combining web data with accounting data in Power BI (suburban population/size/demographics, foreign exchange, BOM weather, etc)
• What is the investment, time, training, and implementation
• What do SME’s say about the value adds

• Know what all your options truly are
• Weighing up the probability of success
• How to increase your odds of success
• When to sell, when to merge, and when to dilute
• Can you have your cake and eat it too?
• Case studies of 1-2 partner firms becoming Rock Star Accountants
• Case studies of 1-2 partner firms merging for growth and succession
• Case studies of 1-2 partner firms that are missing their capital value realisation

• Cloud Practice Management Software options and migration case studies
• The Xero Partner Journey – Meet the firm that astonished Xero themselves, from Silver to Gold status in 3 business days!
• Financial Planning integration – how we created a $1M balance sheet and $10K net bonus cheque per month in only 2 years from $0 base
• Marketing strategies – regional firms getting free radio, press, and PR
• DIY or Done for You – live case studies that work
• Outsourcing strategies that perform well and poorly (what not to do)