About This Webinar
The year-end process can be another mad rush for Accountants, on top of all current requirements.

But the annual meeting is far more than just presenting tax returns — it's one of the most valuable meetings with your client! 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 them during the next 12 months.

Join ChangeGPS Founder Timothy Munro and Managing Director David Boyar for this hands-on workshop on optimising your year-end setup.
Agenda
  • Review the different 6 types of year-end meeting.
  • Learn which meeting is best for different scenarios.
  • See how to use these meetings to engage in meaningful conversations to gain a deeper understanding of your clients' needs.
  • Learn how this deeper understanding can allow you to tailor your advisory services better, leading to increased business opportunities.
  • See how these meetings help you coach your clients to inform you before they do something stupid.
Presenters
  • 1721623909-69ae33d56a18ae0b
    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.
  • 1721623916-0c35ec3296639834
    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.
  • 1721623922-9f8b3664ac054f4c
    Scott Peeler-Hammond
    Head of Sales
    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.