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About This Webinar
This video provides a step-by-step guide on generating the Section 100A Trust Distribution Advice Report using ChangeGPS.
Agenda
  • Streamline engagement processes with ChangeGPS Engage.
  • Create and send engagement letters effortlessly.
  • Customise service lines to meet clients' specific needs.
  • Calculate fees accurately using built-in tools.
  • Preview and collate engagement letters efficiently for seamless client interactions.
Presenter
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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.