About This Webinar
We all know the Annual Meeting is where you discuss what's happening with the client's tax returns - but we believe that meeting should be so much more!
 
The Year-End Meeting is one of the most valuable meetings you can have with your clients! 
 
It presents a critical opportunity to showcase the value you've delivered in the last 12 months and sets the stage for new services you can provide to help them achieve their goals. 
 
Join ChangeGPS Founder Timothy Munro and Managing Director David Boyar to learn how to optimise your year-end setup and get the most from client meetings. 
Agenda
  • See how to use these meetings to engage in meaningful conversations to gain a deeper understanding of your clients' needs. 
  • Learn how this deeper understanding can allow you to tailor your advisory services better, leading to increased business opportunities. 
  • See how these meetings help you coach your clients to inform you before they do something stupid. 
Presenters
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    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
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    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.