About This Webinar
Let’s get the 2024 financial year off to a flyer with the only CPD that gives you more LOVE, more TIME and more PROFIT from your clients!

Join our upcoming web event, "From Tax Returns to Strategic Partnerships - Mastering the Annual Client Meeting", where you'll discover how to boost services for your firm from just one meeting. 

There is one special number that your clients MUST KNOW and you MUST DISCUSS with them that absolutely smashes your value proposition out of the park – and we’ll share this with you during this event!

The annual meeting is far more than just presenting tax returns – it’s possibly the most valuable meeting with your client each year! It presents a critical opportunity to showcase the value you've delivered to your clients over the past year and sets the stage for new services you can provide to your client during the next 12 months.

See how to use the latest ATO Business Tax Benchmarks in a beautiful year end report to guide your clients and give them comfort their results don’t put them on the ATO’s radar!
Agenda
  • Engage in meaningful conversations about value rather than offering advice on the fly.
  • Provide your clients with a clear financial strategy for the upcoming year.
  • Gain a deeper understanding of your clients' needs to tailor your advisory services better, leading to increased business opportunities.
  • Demonstrate year-on-year progress, moving beyond just presenting tax return results.
Presenters
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    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.
  • 1689209322-63da75c40baa2368
    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.