2023 Tax Planning Season: 4-Part Series

This year, Dave and Tim are back to get your firm on track to achieve high-quality outcomes for your clients — and your firm.
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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

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    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.
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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.
Sessions in this Series
  • 1677472629-6f04d00398d526cf
    Tax Planning Season Part 1 - Your 2023 Action Plan
  • 1677472651-81e6907686457232
    Tax Planning Season Part 2 - How to get Clients Begging for Your Services
  • 1677472669-faff692e99f58075
    Tax Planning Season Part 3 - How to Deliver Elegant Advice Reports and Handles Tricky Conversations
  • 1677472685-1945300245776f45
    Tax Planning Season Part 4 - Advanced Strategies and ATO Focus Areas

Bring your lunch and your team!

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