IDEAS CONFIDENCE HOW ... an event for Accountants
Rethink your accounting firm's potential.
Join Timothy Munro and the Change GPS team at the event that covers the topics that you won't hear at any other, and learn the "how to" from extraordinary accounting firm owners!
Be inspired by a line-up of real accountants and advisors who all run highly successful accounting and financial advice businesses sharing their inside stories and secrets.
You will be challenged to rethink, refocus and reconnect as you're guided to create your own 2018 plan to make things easier and faster for your team, better for your clients, and create more money.
Together we will help you
- Rethink how to best manage your firm
- Create a pathway to realise your firm's potential in 2018
- Gain massive confidence to try successful ideas
You'll leave with
- Key learnings from mega successful firms
- Practical ideas that cost you nothing, but produce great outcomes
- A brilliant pre-recorded masterclass with Paul Dunn on how to frame conversations with clients that will guarantee huge success. This alone is with attending this event!
- A workbook with your own notes on how to define and implement your 2018 plan
Special guests to network with
|Timothy Munro Change Accountants & Advisors
Lisa Callaghan Interactive Accounting
Richard Francis Spotlight Reporting
Philippa Sheehan MyPlanner
Chris Ridd myprosperity
|Steph Hinds Growthwise
Stuart McLeod & Wayne Schmidt Karbon
Barry McGee Worthmore
Dave Boyar SequelCFO and
"from the trenches" podcast host
The Agenda 9:30am registration
|10:00a||Welcome and housekeeping||Timothy Munro|
|10:05a||Change GPS Update recent releases overview||Trevor D + Mikala B|
|10:20a||Urgent Security Update lessons learned from recent hacking||Jeremy Johnston|
|10:30a||Top 20 Ridiculous things accounting firms still do (that they don't need to)||Jeremy Johnston + Barry McGee|
|11:00a||A fresh approach to workflow and reporting||Steph Hinds|
|11:30a||Future Practice Management Software What do accountants really need?||Stuart McLeod|
|12:00n||Using the VPP approach to upfront pricing and Managing your accountants without timesheets||Lisa Callaghan|
|1:30p||The "wealth conversation" that accountants can (and should) legally have with their clients||Philippa Sheehan|
|2:00p||5 Game changing ways accounting firms are using myprosperity||Chris Ridd|
|Masterclass: What to say to your clients with huge success (p1 a brilliant pre-recorded session)
|3:30p||Masterclass (p2 a brilliant pre-recorded session)
|4:00p||The inside story about rolling out business advisory services||Richard Francis|
|'Have a Voice' ask your questions & idea swaps (Rnd 1+2)
||Steph, Stuart, Wayne, Philippa, Chris, Richard, Barry, Tim + Team|
|6:15p||Change GPS New Release||Timothy Munro + Team|
|6:30p||Putting your 7 step action plan together||Timothy Munro|
|7:00p||'Have a Voice' - ask your questions & idea swaps (Rnd 3+4)
||Lisa, Stuart, Wayne, Philippa, Chris, Richard, Barry, Tim + Team|
Late Night "from the trenches" Session hosted by Dave Boyar
Are we as accountant's hypocrites if we tell clients to do things we aren't doing for our firm?
Special 50% off using promo code flash
We had been courting the idea of using ChangeGPS for over a year and quite frankly I don’t know why we waited so long.
The ChangeGPS toolkit has renewed our firms energy and client focus...
"Tax planning module and ChangeGPS - how good is it!"
"the positive feedback from our client means we’ve done our job well"
"It has become the backbone..."
I wouldn’t have had the confidence to deliver value add services to clients without the tools and processes in ChangeGPS
"We did 2 client seminars earlier this year and featured the ChangeGPS Freedom Gap report. We've found this to be a really cool marketing tool but its what you do with it as the adviser that will make a massive difference..."
“I’m stoked. I’ve only been a member for 4 weeks, and just earnt back my annual ChangeGPS investment (plus some) with just one advice pro report.”
“We have only done a handful of tax planning reports to date but now that the wizard is working look out! - as the real test is in front of us for the rest of the financial year.”
We LOVE using the ChangeGPS Intranet! In just 2 weeks it brought our multiple offices and teams together.
“GPS paid for itself in a week – we got $7,500 in work from just one business structure report plus the advice fee.”
ChangeGPS has been a Godsend for me. I would have been lost without it!!
Our turnover would be half of what it is if we didnt have tools like ChangeGPS in place in order to create our own efficiencies and to cope with our workload.