About This Webinar
Unlock the true potential of Tax Planning—transform it from a routine task into a powerhouse for client satisfaction and practice growth. Join us for an exclusive webinar that redefines Tax Planning, empowering you to secure more love from your clients while bolstering your bottom line.



Webinar Highlights:

- Deep Dive into Tax Planning Benefits: Discover three pivotal advantages Tax Planning offers your clients beyond mere tax savings.

- Strategic Approach for Profit Growth: Learn how to leverage Tax Planning as a service to amplify your practice's profitability.

- Innovative Strategies for Client Success: Uncover methods to save your clients substantial amounts, mitigate risks, and enhance their cash flow management.



Why This Webinar?

We stand by the belief that accountants are the unsung heroes of finance, often not receiving the financial rewards their expertise warrants—especially evident during tax planning season. It's time to move past the era of giving away valuable advice in "quick tax chats" and start impressing your clients with automated, efficient tax plan reports and standardized advice that scales your impact.

Agenda
  • Beyond Estimation: Grasp the critical differences between tax estimation and thorough Tax Planning—why settling for the former could cost you and your clients dearly.
  • Engaging Reports Over Spreadsheets: Transition from mundane spreadsheets to compelling client-facing scenario reports that drive action on your advice.
  • Quantifying Tax Planning Value: Master the art of conveying the undeniable value of Tax Planning to your clients.
  • Marketing Mastery: Access our proven marketing plan tailored to attract more clients to your Tax Planning services.
  • Client Engagement Strategies: Engage your clients effectively in Tax Planning with our expert insights.
  • Practice "De-Risking": Implement automated solutions for file notes, meeting agendas, and action items to safeguard your practice.
Presenters
  • 1705985291-bbc80170f469d528
    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.
  • 1705985292-a500ba25baa09b62
    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.
  • 1709251446-e48f1d5835589f12
    Scott Peeler-Hammond
    New Member Consultant
    Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales.  He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.