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On demand webinar recording & highlights

Your 25 Nuggets of Gold:

1. 1:06 – The Lifecycle of Client Services – Making it really easy for your team members to instantly work out what they can do to really help their clients.
2. 3:14 – 2014 Fee Proposal. Upfront Quotes for ALL. Timesheets, not to charge but to monitor effectiveness!
3. 4:51 – Terms of Engagements meet IPA, CPA and ICAA requirements.
4. 5:28 – Quick telephone calls and email reminders are FREE.
5. 7:14 – Tips and Traps to avoid with Fixed Price Agreements. We’re here to help you!
6. 10:46 – Personal Guarantees. What happens if the clients refuse to sign? #openandshutcase
7. 11:34 – 2013 Financial Statements Year End Questionnaire. Send unedited to educate clients.
8. 14:23 – 2013 Financial Statements Workpapers.
9. 16:07 – Got Bookkeepers that think they’re GOD and make Accountants job harder? Use this Xero Year-end Checklist! P.s. we recommend www.myaccounts.biz
10. 17:20 – Does this make sense to you? Please use your brain!
11. 18:04 – Back up your XERO GL.
12. 19:08 – The 80 / 20 rule. How a little known Italian economist helps make your life easier.
13. 21:32 – How can you bridge the value add chasm? (At least) 3 recommendations to help improve your clients business.
14. 25:48 – Year End Tax & Accounting Summary Report. The modern version or the original. Your Choice.
15. 27:22 – Educate clients why “Paying more tax is a good thing!” Years: Beautifully simple graph of Revenue, Profit & Tax Payable. This year vs Last year.
16. 31:01 – THIS IS WHERE YOU CREATE VALUE FOR YOUR CLIENTS! Don’t use annual financial statements as a commentary on the past but a forward view!
17. 32:49 – Potential Insolvent Trading. How to shut up smart-alec-lawyers if your clients are ‘sailing too close to the wind’!
18. 38:31 – 2103 Client Information Collection and Marketing tools – Individual Tax Return Preparation.
19. 40:41 – Q &A: What do you recommend to firms who are looking to charge fees 50% upfront?
20. 46:02 – Q &A: What is your opinion on Spotlight or Xero workpapers? Where does it fit into ChangeGPS?
21. 47:08 – Q &A: When going ‘paper-less’ how does ChangeGPS and its workpapers help? Sharepoint? Office 365? Microsoft Surface? ChangeGPS for Workflow max users?
22. 49:02 – Q &A: Client Checklists. Do you send them in bulk in July or before you do the job?
23. 50:33 – Q &A: What’s the low down on the ChangeGPS Conference in Singapore or Sydney?
24. 57:00 – Q &A: How to get immediate access to 2013 Financial Statements & Tax Return module?
25. 58:34 – Q &A: I’m interested. Is there any specials for new members to sign up before 30 June?

60 minutes of super practical value! We can’t help it, we’re Accountants in Public Practice just like you!

Enjoy.

2013 Financial Statements and Tax Return Preparation Getting the Basics Right from ChangeGPS | Beautiful Procedures on Vimeo.

2013 Financial Statements and Tax Return Preparation Getting the Basics Right

Before you update your 2012 Financial Statements and Tax Return content for yet another year, let us show you how ChangeGPS can help make your life a lot easier! We are releasing 2013 updates today. Why reinvent the wheel?