Webinar: Client Experience Masterclass: 2 Part Series by ChangeGPS

About this Series

We believe that accountants don't earn enough and never is it more on show than tax planning season.

Great strategies save clients thousands, de-risk their lives and help them manage cash flow yet so much of this advice is given away for free in avoidable "quick tax chats".

This Tax Planning Season you can find new ways to impress your clients, automate your tax plan reports and standardise your advice to help more clients, all while de-risking your practice.

Join Dave & Tim for a four-part series to:
— Setup your 2023 Action Plan
— Market your service effectively
— Deliver elegant advice reports (and handle tricky conversations)
— Stay up to date with advance tax planning strategies

Meet The Presenters

Timothy Munro

Founder & Executive Director, ChangeGPS

Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors.

Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and 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.
David Boyar

CEO, 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.

This Series Has 1 Section

Client Experience Masterclass: Part 1 - How to delight clients from the first engagement

Tuesday, June 13, 2023 · 1:00 PM AEST

Start this section