Many of the new TASA requirements place importance on your onboarding processes. And speaking of the TASA requirements, they increase your costs and workload. This cost needs to be passed onto the client if your Firm is to remain profitable.
Join this ChangeGPS webinar to dive into how to set the standard for the level of service for the next financial year and how to manage client repricing and pushback conversations so your Practice can continue to grow.
Agenda
Hear the strategies that can set an excellent standard for your Practice.
Learn how to establish a new fee structure going forward.
Stop stressing about losing a client with the portfolio approach.
See how you can have a repricing conversation with your existing clients if you haven’t had it before.
See the tools to streamline your client engagement process.
Presenters
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.
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.
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.