We understand EOFY can be a busy time for accounting professionals, but it's also the perfect time to streamline your processes and create efficiencies in your practice.
To help lighten the load this EOFY, we have curated a free EOFY hub, filled with expert-led practical resources, including live and on-demand webinars, downloadable checklists, and expert-written guides.
Three sessions, over three weeks, jampacked with expert guidance and practical proven strategies on how to find, onboard and retain new clients, as well as how to confidently step into—and succeed—in the world of automation.
This two-part bootcamp will deliver step-by-step guidance on how to achieve a robust client engagement process. Giving you back time spent on repetitive admin, reducing your level of out-of-scope work, and most importantly, helping you get paid—on time, every time!
Your guide to client engagements this EOFY with the TPB
Join Debra Anderson—Tax Practitioners Board member—and Rebecca Mihalic FCA—Director at businessDEPOT—as they discuss the importance of client engagements and share tips for implementing an effective client engagement strategy to help you streamline your practice.
During this session, we heard from our subject-matter experts on the changes to be aware of for ITRs, how to keep your client engagements compliant, an update on Trust Distributions, and a compliance activity update from the ATO.
Hear from our experts on how to streamline your engagements for FBT and trust distribution planning, and why these engagements are vital in mitigating risk for your practice and your clients.
How to manage and reduce out-of-scope work this EOFY
Hear from our experts practical tips and strategies that you can apply to effectively manage out-of-scope work this EoFY, keeping you protected, and your practice running smoothly.
Say goodbye to chasing clients, and hello to reduced debtor days. Take the hassle out of your days with automated client payments that make it convenient to pay, and get paid, from the moment your client signs your proposal.
Our team of experts have created an easy-to-follow checklist, with all you need to confidently engage your clients and grow your practice this EOFY and beyond.
Our team of experts have created an easy-to-follow checklist, with all you need to confidently engage your clients and grow your practice this EOFY and beyond.
From figuring out what to charge, to managing unbilled WIP, this practical guide will help you price your accounting or bookkeeping services without undercutting your value.
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