Clients rely on you to help them make significant decisions, to help them see into the future, and to keep them accountable as they run their small businesses to fund their lifestyle.
Join this session to learn:
* How to educate your clients on the value of a cash flow plan
* Why you shouldn’t answer their quick cash flow question over the phone - and why you should always charge for this advice!
* How the best firms structure cash flow services
Presenters
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.
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.