Event Magazine 2019 20 - 21 March 2019 ICC Sydney, Exhibition Centre
The big free expo and conference for business and money
™
Cloud Document Management
With thanks to our sponsors PLATINUM SPONSORS
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GOLD SPONSORS
MEDIA PARTNERS
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Accounting Business Expo | 2019
160+
CONTENTS Welcome ............................................... 4 Sponsors ............................................... 2 Event highlights .................................... 6 Conference overview ...........................7 Agenda at a glance ............................. 8 Seminar highlights ............................ 12 Tech Talks ...........................................30 Speakers ..............................................34 Seminars .............................................54 Exhibitors by category.......................92 Floorplan..............................................94
ORGANISED BY
National Media Pty Ltd
SESSIONS
12
CONFERENCES
89
CPD HOURS FOLLOW US @AccountingBExpo #ABExpo
accountingbusiness.com.au
Qld 9726
Disclaimer: This publication is correct at time of print. The Publishers take no responsibility for incorrect information provided, either by exhibitors, speakers or their representatives. Floorplan, exhibitor list and seminar timetable correct at the time of print. Opinions expressed are those of the Authors and may not necessarily be those of the Publishers or Show Organiser. Photos used in this publication are owned by National Media and are for general purposes only.
nationalmedia.com.au
Published by Tomorrowstory.com
Level 1/146 Bundall Rd, Bundall Qld 4217 PO Box 8123, Gold Coast MC
www.accountingbusiness.com.au
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Welcome It is my pleasure to welcome you to Accounting Business Expo, the nation’s biggest expo & conference for the fastchanging world of business and money.
Finance Conference and so much more. Back by popular demand are Tech Talks – the hotspot, dedicated to showcasing rapid fire, solutions-in-action.
If you’ve visited before, you’ll know we’ve come a long way since our first event back in March 2017. Thanks to your feedback, suggestions and loyalty, we’ve continued to make improvements and deliver new ideas. We’re delighted to have you back! If this is your first ABE, I’m excited for you! You’re going to be blown away by what’s on offer, so take some time to plan your day.
However you choose to tailor your day, you’re guaranteed to meet new people who will inspire and help spark new ideas for your business and your client’s. You’ll uncover everything you need to succeed today and be ready for tomorrow at Accounting Business Expo.
There are so many solutions & services in the market but how do you find what’s right for you? Don’t waste time researching the landscape, we’ve done that for you and they’re all here. Our free Meetings Facility will further help you to refine your search. You can pre-book meetings with exhibitors to have those all important face-to-face conversations – seriously efficient!
There’s everything to gain, nothing to lose. Enjoy the show! Laura Venables Director
New this year are Table Talks - hosted by Intuit Quickbooks. A series of intimate round table discussions - not to be missed! There are an amazing 12 Conference tracks to choose from, including Financial Planning Next, The Progressive Bookkeeper Summit, Tax today, Business &
Meet The Team 4
Accounting Business Expo | 2019
Matt Shelton Exhibition Sales Director
Jason Gazal Business Development
Shannon Terry Operations Director
It’s not just us. The world is changing for everyone I have never walked on a beach made of pebbles before. People told me that Brighton, a beachside town on the south coast, was a lot like Sydney. The gay capital of England, with hills that roll down to a fairly famous beach. Well, if you swap the stones for sand, I guess. As I looked out from the shore at a distant constellation of turbines spinning over the waves, I realised that when it comes to accounting, Australia and the UK actually have plenty in common.
government initiative herding many businesses to A cloud accounting software? We have Single Touch Payroll, they have Making Tax Digital.
ccounting firms struggling to add bookkeeping A services and automate compliance? KPMG UK shuttered its Small Business Accounting division the day after I stepped off the plane.
booming scene of cloud-based business software for A SMEs? After years behind Australia and New Zealand, the UK tech scene is rapidly catching up.
The accounting profession is going through a turbulent patch but it’s good to know you’re not alone. The global accounting community is dealing with the same issues. As several UK accountants confirmed, Australia is at the bleeding edge. The UK and the US are watching how accounting professionals here deal with the tectonic shifts between accounting, banking, regulations and technology. That may sound a little scary but help is at hand. The best way to deal with change is to embrace it and search for new solutions. Congratulations on attending the Accounting Business Expo 2019. You’re in the right place. Sholto Macpherson Head of Content
Two countries on opposite sides of the world with very similar trends facing accountants in practice, commercial accountants and bookkeepers.
Kiarna Harvey Marketing & Relationship Manager
Stacey Grant Digital Marketing Manager
Georgia Harvey Client Care Coordinator
Alana Alderson Senior Graphic Designer
www.accountingbusiness.com.au
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EVENT HIGHLIGHTS
Event Highlights The Expo We’ve handpicked over 150 of the world’s best companies to ensure you get to see and learn about the best products and services in the marketplace. You’ll be surprised at what you uncover. See the full list of exhibitors on from page 74.
Conferences Accounting Business Expo is home to 12 independent conferences. Each features its own theatre, schedule, speakers and more. Conferences are located in theatres on the exhibition hall. Location map on page 94. Session details start on page 54.
Tech Talks
Show Map Please see the show map at the back of the magazine.
Need help? A member of the team will be on hand throughout the day at the main registration area outside Hall 1, located on Level 2 of the ICC Exhibition Centre
Lost and Found Please enquire at the ICC Service Counter, next to Hall 4 on, level 2
Running non-stop every 20 minutes, these rapid-fire 15 minute demos are designed to walk you through the features and benefits of new technology solutions that can make a difference to your business, and your clients. Timetable on page 30.
First Aid
Tabletalks
Coffee carts can be found in the Central Bar, in the Meet-up Café, and toward the front of the hall. Food can be purchased at the Venue Café. Please refer to show map for specific locations.
Overcome challenges, uncover new tactics and share experiences with your industry peers at one of these small group discussions. Hosted by expert facilitators, each session is repeated morning and afternoon for your convenience. Timetable on page 29.
Central Bar
In the event of any accident or emergency, please report to this to an Organiser or at the Organisers Office.
Eating/Drinking
ATMs ATMs are located at ICC Sydney Exhibition Centre on the southern end of level two.
Situated in the heart of the exhibition the Central Bar is the ultimate meeting spot. With a range of refreshments on sale throughout the day, the Central Bar is your quintessential destination to host a gathering, catch up with your peers or simply chill out and read the Event Magazine!
Toilets
Meet-up Cafe
Cloakroom
Once you’ve explored the entire expo floor, the Meet-up Café is perfectly located to offer you a welcome break! A relaxed setting for meetings or a place to simply relax and grab a coffee between sessions.
Onsite Meetings This free service will enable you to identify then navigate your way to the right solutions quickly and effectively. Secure pre-arranged meetings at the event by creating your ‘must-see’ list of exhibitors, from the comfort of your home or office. If you have not yet done so, simply opt in to ‘meetings’ while registering your ticket for Accounting Business Expo.
Photo Booth Time to sharpen your Linkedin profile, or update your company website? Elmo Cloud HR & Payroll has got you covered! Visit their stand to have your new, free professional headshot taken. It will take just a few minutes so take advantage of this great opportunity. Smile!
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USEFUL INFO
Accounting Business Expo | 2019
Please see the show map at the back of the magazine for locations of toilets, including disabled facilities. You will find clear signage for the toilets within the hall. Cloakroom is located on level 2, close to Hall 4
No Smoking The venue has a full no smoking policy, including all catering areas. Please go outside of the building to the designated smoking areas if you wish to smoke.
Recording your CPD / CPE hours CPD / CPE points may be claimed on a selfassessment basis. It is your responsibility to judge, which of the educational seminars are relevant and contribute to your individual professional and personal development. For ease of record keeping, you’ll find the full agenda on pages 8-11. We have also provided you with a downloadable version on our website. Simply visit accountingbusinessexpo.com.au/agenda As accompanying evidence, you will also receive an email immediately after the event, which will confirm your attendance at Accounting Business Expo, 2019.
Conference Overview Accounting Business Expo plays host to 12 independent conferences, offering you maximum choice and flexibility. Each conference features it’s own theatre, schedule, related events and more.
BEAUTIFUL BUSINESS
BOOKKEEPER
BUSINESS SUCCESS
TALKS Theatre 1
CONFERENCE Theatre 2
SUMMIT Theatre 3
TAX TODAY
FINANCIAL PLANNING NEXT
SMSF NOW
CONFERENCE Theatre 4
CONFERENCE Theatre 5
CONFERENCE Theatre 5
BUSINESS & FINANCE
BEYOND DISRUPTION
BUSINESS ADVISORY
CONFERENCE Theatre 6
CONFERENCE Theatre 7
CONFERENCE Theatre 7
THE PROGRESSIVE
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ZERO - 100
PERFECT PRACTICE
TABLETALK
SUMMIT Theatre 8
SUMMIT Theatre 8
SESSIONS Tabletalk Zone
™
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AGENDA AT A GLANCE
Wednesday Seminars BEAUTIFUL BUSINESS Theatre 1
PROGRESSIVE BOOKKEEPER Theatre 2
9:30 10:00 Payments – the Easiest Way to Increase your Bookkeeping Revenue Paying Employees In Digital Economy
Your Digital App Stack Mid Size Firms
FUTRLI Demo – Discover IT, Decide IT, Do IT! Tips, Tools and Techniques for Management Accounting In a Digital World
From Reactive to Proactive: HR and Payroll Compliance in the Digital Age How To Build Confidence To Recommend The Right App For Your Client
How To Get Your Payout And Retire On A Million-Plus Dollars Get Rid Of Your Clients’ Cash Flow Worries For Good!
Preaccounting: How to Increase productivity by automating your expense management process
3:15 3:45 3:50 4:20
Big changes to how you process ATO correspondence – are you ready? Advisory Beyond Numbers: How Thinking Bigger Could Save Your Client’s Life
Community, Social Media And Finding Your Tribe
2:05 2:35 2:40 3:10
Don’t Give Up On Struggling Clients. Give Them a Lifeline Instead
ATO and TPB Updates – the Good, Bad and the Ugly
12:25 12:55
1:30 2:00
Don’t Get Caught Out On Changes To Depreciation How I Turned My Compliance Firm into an Advisory Firm
11:15 11:45 11:50 12:20
TAX TODAY Theatre 4
What If You Had the Power to Predict Your Business’ Future?
10:05 10:35 10:40 11:10
BUSINESS SUCCESS Theatre 3
From Stress To Success With Your Compliance Practice Simple Advisory Tools To Turn Client Insights Into Action
What’s New in Xero Business
4:25 4:55
How to Build a Profitable Bookkeeping Business
5 Practical Ways To Protect Your Client Data Right Now
Tabletalks sponsored by
8
TABLE 1
TABLE 2
TABLE 3
TABLE 4
TABLE 5
TABLE 6
10:45 11:30
Leveraging Linkedin for Leads
Diversity in the workforce
Hiring & retaining top talent
Work less, live more – life hacks
Working & communicating with Millenials
Perfect pitch: nail your value in a single sentence
12:00 12:45
Single Touch Payroll: A lever to grow your business
Making apps part of your value proposition
Successful networking
Achieving the paperless office
Succeeding in succession planning
Let’s chat: making the break from internal emails
2:15 3:00
Leveraging Linkedin for Leads
Diversity in the workforce
Hiring & retaining top talent
Work less, live more – life hacks
Working & communicating with Millenials
Perfect pitch: nail your value in a single sentence
3:15 4:00
Single Touch Payroll: A lever to grow your business
Making apps part of your value proposition
Successful networking
Achieving the paperless office
Succeeding in succession planning
Let’s chat: making the break from internal emails
Accounting Business Expo | 2019
AGENDA AT A GLANCE
FINANCIAL PLANNING Theatre 5
BUSINESS & FINANCE Theatre 6
BEYOND DISRUPTION Theatre 7
ZERO - 100 Theatre 8
™
9:30 10:00
Is an SMSF Right for Your Financial Planning Clients?
Thank You, Royal Commission. Here’s How Firms Can Dominate Financial Planning
12:25 12:55 1:30 2:00
Why Process Automation is the Killer App for Faster Compliance Beyond Referrals – How To Supercharge Your Marketing
Breaking The Mould In Financial Planning
Payments – The Next Great Advisory Opportunity Want To Make Your ERP Twice As Useful? Make It Mobile
The $3 Trillion Intergenerational Wealth Transfer – What To Do About This Taboo Topic?
3:15 3:45 3:50 4:20
How To Triple Your Clients In Just 4 Days A Week
How A CFO Doubled Revenue Twice In Two Years
2:05 2:35 2:40 3:10
Killer Tips On How To Kill Email With Chat Surviving – And Thriving – In The Age Of Amazon: How To Help Your Clients Master Multichannel
11:15 11:45
11:50 12:20
Why Bookkeeping Has Become A Must-Have Service For Accounting Firms
The Black Economy and ATO Focus Areas
10:05 10:35 10:40 11:10
Why Your Firm Should Hire A Data Engineer Today – And How To Do It
How to Expand Into Financial Planning and Business Advisory
Zero to 100: Strategies to Winning Your First 100 Clients How To Pick the Best Apps To Drive Your Business Advisory Service
Extensible Accounting Systems – When Add-Ons Don’t Add Up Exploring Models for Adding Financial Planning to Your Firm
How To Turn A $3K/Year Client Into $3K/Month Scaling Up: How to Prepare for the Challenges of Growth
Using Excel To Automate Processes In Xero And QBO? Yes You Can
4:25 4:55
Creating 3-Way Wins For Clients, Accountants & Bookkeepers
Tech Talks AGENDA 10:35 10:50
Big Changes To How You Process Ato Correspondence – Are You Ready?
12:05 12:20
When you fall victim to a cyber-attack, will they call you stupid or just irresponsible?
1:35 1:50
Building Additional Assets And Revenue Streams By Doing What You Do Best!
3:20 3:35
Manage Your Clients’ Depreciation Schedules With Ease Using MyBMT
11:05 11:20
Technology For Growth: Online Accounting Tax And Practice Management Software
12:35 12:50
Automation is the Accountants New Best Freind
2:05 2:20
The One Place For Everything: Unlock The QuickBooks Ecosystem
3:50 4:05
Learn How To Expand Your Services And Increase Your Revenue
11:35 11:50
Are You Using Banklink And Need An Alternative? Introducing Bank Data
1:05 1:20
Keep Competitive With Fully Integrated Mobile And Web Technologies
2:35 2:50
What Cloud DM Does That A File Store Doesn't
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AGENDA AT A GLANCE
Thursday Seminars BEAUTIFUL BUSINESS Theatre 1
9:30 10:00
PROGRESSIVE BOOKKEEPER Theatre 2
The Roadmap For Moving Down The Advisory Path
How to Map Out your Advisory Roll Out How to Create a Mentally Healthy Business
Beyond Bookkeeping: Top New Services for Bookkeepers Your Digital App Stack - Micro Sized Firms
2:05 2:35 2:40 3:10
How To Turn Compliance Into A Money Making Machine What If You Had The Power To Predict Your Business’ Future?
Why STP is Your Best Friend – Not Your Foe
How To Hire, Manage And Retain Your A-Grade Millennials Why Clients Want More and Why They Will Pay For It
Job Management in Xero
3:15 3:45 3:50 4:20
Automation, Integration And The Future of Compliance What You Measure Is What You Get! The Power of the Daily Number
Paying Employees In Digital Economy
12:25 12:55 1:30 2:00
Cloud Document Management – Finally A Solution That Doesn’t Ask Your Practice To Compromise
Preaccounting: How to Increase productivity by automating your expense management process
11:15 11:45 11:50 12:20
TAX TODAY Theatre 4
Propel Your Advisory Services to the Next Level with the Ideal Tech Stack
Professional Services for Xero Partners
10:05 10:35 10:40 11:10
BUSINESS SUCCESS Theatre 3
Single Touch Payroll – A Reporting Change For Employers Xero and Hubdoc: Better together
8 Easy Ways to Increase Your Revenue in 2019 FUTRLI Demo – Discover IT, Decide IT, Do IT! How To Run An Efficient Practice With Clients On Different Software Packages
4:25 4:55
Tabletalks sponsored by
10
TABLE 1
TABLE 2
TABLE 3
TABLE 4
TABLE 5
TABLE 6
10:45 11:30
Leveraging Linkedin for Leads
Diversity in the workforce
Hiring & retaining top talent
Work less, live more – life hacks
Working & communicating with Millenials
Perfect pitch: nail your value in a single sentence
12:00 12:45
Single Touch Payroll: A lever to grow your business
Making apps part of your value proposition
Successful networking
Achieving the paperless office
Succeeding in succession planning
Let's chat: making the break from internal emails
2:15 3:00
Leveraging Linkedin for Leads
Diversity in the workforce
Hiring & retaining top talent
Work less, live more – life hacks
Working & communicating with Millenials
Perfect pitch: nail your value in a single sentence
3:15 4:00
Single Touch Payroll: A lever to grow your business
Making apps part of your value proposition
Successful networking
Achieving the paperless office
Succeeding in succession planning
Let's chat: making the break from internal emails
Accounting Business Expo | 2019
AGENDA AT A GLANCE
SMSF NOW Theatre 5
BUSINESS & FINANCE Theatre 6
BUSINESS ADVISORY Theatre 7
PERFECT PRACTICE Theatre 8
™
9:30 10:00
How To Use Big Data, Machine Learning And AI To Increase Your SMSF Profits The Quest To Find A Decent Reporting Tool For Mid-Size Companies
10:05 10:35 10:40 11:10
What Can You Do With Microsoft’s Power Apps And Power BI? Create The Perfect Daily Schedule For A Bookkeeping Firm
From Frustration To Freedom – How To Systemise Your Business How Cloud Technology Can Change Your Client Conversations And Grow Your Business
How To Turn Budget Night Into Extra Consulting Revenue Trouble With Inventory? How To Tell When Your Client Needs To Upgrade Their Stock Management
Top SMSF Issues For Accountants And Trustees In 2019
3:15 3:45 3:50 4:20
Talking Tech With Clients – The Newest Part Of Your Job
How Do Your Services And Pricing Compare To The Market? From The Future Of SMSF Survey
2:05 2:35 2:40 3:10
How To Turn That Problem File Into A Client For Life CA, CPA, FCPA: Are Accreditations Worth What They Used to Be?
12:25 12:55
1:30 2:00
Automate To Survive And Handle More Customers, More Easily
Best Strategy To Build An SMSF Portfolio? Customer Satisfaction
11:15 11:45 11:50 12:20
How To Create More Value When You Can’t Create More Time
The Pricing Spectrum: From Hourly Billing To Value Pricing How to Avoid The Credit Crunch And Find Funding For Your Clients
E-invoicing – What Is It, And How Can I Prepare? Can A Machine Audit An SMSF? Yes It Can!
4:25 4:55
The Importance Of People Planning Why Specialisation Is A Powerful Strategy For Any Firm
How To Catch The Boom In Ecommerce Accounting
Begin With The End In Mind: Defining Your Perfect Practice
Tech Talks AGENDA 10:35 10:50
Big Changes To How You Process ATO Correspondence – Are You Ready?
12:05 12:20
100% Digital Communication With Your Suppliers And Buyers From Day One
1:35 1:50
Securing Your Business In The Cloud Era
3:20 3:35
One-Click Collations: This Is A Magic Button For Accountants
11:05 11:20
So Your Client's Got A Stock Problem
12:35 12:50
Accelerate And Simplify The Way You Do Business With DocuSign
2:05 2:20
Compliance For Clients That Use Different Software Packages There Is An Easier Way!
3:50 4:05
Technology For Growth: Online Accounting Tax And Practice Management Software
11:35 11:50
Learn How To Expand Your Services And Increase Your Revenue
1:05 1:20
3 Things GoCardless For Xero Can Help You Solve
2:35 2:50
When you fall victim to a cyber-attack, will they call you stupid or just irresponsible?
www.accountingbusiness.com.au
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SEMINAR HIGHLIGHTS
Wednesday Seminar Highlights As the most innovative and progressive business event on the calendar, Accounting Business Expo plays host to over 100 innovators and speakers in 2019. With a unique, whole of business approach, you'll find seminars for every profession.
How I Turned My Compliance Firm into an Advisory Firm
How To Get Your Payout And Retire On A Million-Plus Dollars
Advisory firms can charge more for their services than compliance firms – and still keep the compliance revenue. But turning from compliance to advice requires a critical element; trust. With it, you can shorten your sales cycle and charge the correct amount. Hear how a firm moved away from repetitive compliance to advisory and sent revenue soaring.
Every firm owner looks forward to the day when they walk out of the office for the last time, taking a big, fat cheque with them. The easiest people to sell to are your best staff and junior partners – but what happens if they can’t afford the going price? yy
yy
Find out how to increase the level of trust with your clients
ind out how sale prices for firms have changed in the past 12 F months – and the factors driving that change
yy
iscover the key steps to transforming your firm from D compliance to advisory
yy
earn about new funding models that lend against the value of L the business and not just the land it sits on
yy
Learn how to make sales faster and price them correctly
yy
iscover how much your senior managers D could borrow against the firm to buy it
Jim Vass Director, ATB Chartered Accountants & Business Mentors
1 0:40 - 11:10 | Theatre 3
A
Big Changes To How You Process ATO Correspondence – Are You Ready? The ATO is getting rid of their paper forms – and replacing them with digital delivery. In this session we will cover the 5 key changes your practice needs to get ready for by July 1st 2019. Its the biggest change in 30 years so you need to re-engineer your current processes now. Here’s how you can survive the coming tsunami. Ron Drost Ipractice Apps
1 2:25 - 12:55 | Theatre 4
A
How A CFO Doubled Revenue Twice In Two Years Do you think of software as a business expense or an investment? If you make the right investment, software can have a huge payoff. Hear how a wholesaler struggling with slow invoicing discovered the power of systems, halved the number of warehouse staff and added them to the sales team instead. yy
ind out how a single feature in a system can have a massive F impact on your operations
yy
earn how to use a system mindset to unwind logistics L problems
yy
nderstand how you can determine with U accuracy the ROI on software
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Accounting Business Expo | 2019
A
B
2 :05 - 2:35 | Theatre 4
A
B
FP
From Reactive to Proactive: HR and Payroll Compliance in the Digital Age SMEs face countless people-related compliance issues, from superannuation to workers’ comp. Not to mention dozens of employment law obligations and ensuring all employees are paid correctly. Learn how you can mitigate the risks of non-compliance, including financial penalties and brand damage, by automating your HR and payroll processes. Dan Denby Director, ELMO Evolve
2 :05 - 2:35 | Theatre 2
A
B
BFL
Community, Social Media And Finding Your Tribe Is social media a distraction, a professional support group or a gold mine of leads? The reality is that it can be all these things – but to get a solid return on investment you need to have a plan and stick to it. Hear an expert social networker share her model for turning social content into a bankable commodity. Amanda Newton Head of Community – AU, Xero Heather Smith Chartered Accountant, Cloud Solutions Expert, Author and Speaker
Di Peters Managing Director, Ajendico
1 2:25 - 12:55 | Theatre 6
Con Voultsios National Manager, Professional Services, ANZ Bank Magnus Yoshikawa Director, Jadeja Partners
BFL
1 :30 - 2:00 | Theatre 1
A
B
BFL FP
SEMINAR HIGHLIGHTS
How To Triple Your Clients In Just 4 Days A Week Do you want to know what happens when you switch from manually intensive, paper-based workflows to a firm where technology does the heavy lifting? Find out how one sole practitioner tripled her bookkeeping clients and still kept a weekday free for fishing with her husband. yy
Find out why paper processes are such time killers
yy
earn how to change your own role in the business – it’s not as L scary as it sounds
yy
iscover the time-saving tips that give you D capacity on a small scale Michele Grisdale Director, Rainforest Bookkeeping
1 1:15 - 11:45 | Theatre 7
The $3 Trillion Intergenerational Wealth Transfer – What To Do About This Taboo Topic? A generation of wealthy clients are heading to retirement and they need your help! Many owners don’t know how to separate themselves from their business, find a buyer or pass the company on to the next generation. Online platforms can take the heavy lifting out of planning a sale of a business, sorting out personal finances or assisting with estate planning. yy
ind out how to pick the best online platform for creating wills F and business plans
yy
ain an understanding of the documents in an estate plan and G your role in reducing legal expenses
yy
iscover tools that help your business clients document their D systems and processes Kylie Parker Director, Lotus Accountants
B
2 :40 - 3:10 | Theatre 5
Payments – The Next Great Advisory Opportunity The payments industry in Australia is worth over $2 trillion dollars, with over $200 billion of that already posted to accounts payable in MYOB ledgers. The payments landscape is changing rapidly and transforming the way money flows between practice and client. MYOB is leading the charge to integrate payment solutions with your clients accounting software and putting you in the perfect position to capitalise on this massive opportunity
A
FP
Thank You, Royal Commission. Here’s How Firms Can Dominate Financial Planning
yy
ind out how the cloud replacement for M-Powered Services F works
yy
earn why online accounting software is a more powerful L platform for integration with payments services
The Royal Commission shredded the reputation of the Big Four banks and other large providers of financial advice. Financial planning is now swinging back to trusted relationships – and no-one is more trusted than you, the accountant. Learn about the platforms that give firms a way to add a strong, new revenue stream.
yy
iscover a better way to manage supplier invoices and payroll D payments
yy
Discover why every client needs financial planning services
yy
earn about the different models available to entrepreneurialL minded firms
yy
ear how firms are redrawing their strategies in the changing H landscape in financial planning
Simon Dennis Head of Partnerships, MYOB
1 :30 - 2:00 | Theatre 7
A
B
BFL
5 Practical Ways To Protect Your Client Data Right Now An ounce of protection is worth a pound of cure – or, in the case of hacking firms, worth tens of thousands of dollars. Hear a detailed account of how a hacker breached an Australian accounting firm, the commercial impact and the simple steps they could have implemented to avoid the incident in the first place. yy
Understand what a real-life breach actually looks like
yy
earn about the preventative measures that can stop L client breaches
yy
iscover the industry tools that firms D are using to secure client data Jamie Beresford CEO, Practice Protect
4 :25 - 4:55 | Theatre 4 A
Accountancy Professional
David Smith CEO, Smithink
1 1:50 - 12:20 | Theatre 5
A
FP
Surviving – And Thriving – In The Age Of Amazon: How To Help Your Clients Master Multichannel The proliferation of new sales channels presents a significant opportunity for your clients. But successfully navigating the multichannel landscape in 2019 means avoiding many potential pitfalls that can cause real problems. Learn how to help your clients create a winning multichannel strategy that competes with the world’s biggest eCommerce companies. Daniel Van Der Heyden Partner Manager, Unleashed Software
A
B
B
FP
Bookkeeping Professional
1 1:15 - 11:45 | Theatre 6 BFL Business / Finance Leader
B
BFL
FP
Financial Planning
www.accountingbusiness.com.au
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SEMINAR HIGHLIGHTS
Thursday Seminar Highlights How to Create a Mentally Healthy Business
Best Strategy To Build An SMSF Portfolio? Customer Satisfaction
If you work with business owners you see first-hand the stresses they face. You can earn their gratitude and loyalty by spotting issues early and guiding them to proper care. There are many ways you can support business owners without training as a counsellor. Witnessing distress can also take its own toll; find out how to look after yourself.
Attracting new customers is a constant battle for any firm. Customer service is a very effective way to differentiate yourself and can be an invaluable growth strategy, with SMSF and SME clients. Learn some of the tricks to increasing your client portfolio with customer service. Simone Palfreyman Principal, Palfreyman Chartered Accountant
Linda Sheahan Workplace Engagement Manager, beyondblue Tim Hoopmann Director, Spinn Business Solutions Rebecca Gravestock Director, People & Performance AU & Asia, Xero Alexi Boyd Broadcaster, Small Biz Matters
1 1:15 - 11:45 | Theatre 2
10:40 - 11:10 | Theatre 5
A
B
BFL FP
It’s not just accountants that have seen the golden opportunity in advisory services. A growing percentage of business owners are realising how much they can gain from this blend of coaching and accountancy. It’s time to meet that demand and give your clients what they are asking for. Kyle Jenkins CFO, Navigate Virtual CFOs Jim Vass, Director, ATB Chartered Accountants & Business Mentors Michael McGee Managing Director, McGee & Partners Stuart Hunter Senior Strategic Advisor, FUTRLI A
B
Rob Cameron CEO, FYI Docs
Accounting Business Expo | 2019
Mark Stockwell Acting Assistant Commissioner, e-invoicing, ATO
3:15 - 3:45 | Theatre 6
A
B
BFL
What Can You Do with Microsoft’s Power Apps and Power BI? Microsoft Power Apps allow non-developers to create and publish web and mobile apps through a web-based tool. You don’t need to know any programming, just how to use a web browser – and these apps integrate with the whole Microsoft Office suite. See what’s possible in improving productivity with experiments by one progressive firm. Ryan Kagan Director, The Blue Rock
11:50 - 12:20 | Theatre 7
Process automation can strip a lot of the repetitive, low-value work from compliance. Once you have set up automation – what are you going to do with your extra man hours? Luckily, there is already pent-up demand for a high value substitution. Here’s how you can reassign staff so your new service is ready to go.
14
e-invoicing allows a business to send invoices to their customer’s software in a standard format, and receive invoices in return, even when they’re using different systems. This is a faster, more secure way of sending invoices from software to software. Hear exactly how e-invoicing can help businesses save time, money and improve efficiency.
BFL
Cloud Document Management – Finally A Solution That Doesn’t Ask Your Practice To Compromise
10:05 - 10:35 | Theatre 4
FP
E-invoicing – What Is It, And How Can I Prepare?
Why Clients Want More and Why They Will Pay For It
2 :40 - 3:10 | Theatre 3
A
A
B
BFL
Why Specialisation Is A Powerful Strategy For Any Firm The more you know about your client’s business the more you can do for them. Specialisation makes you an expert that can benchmark data and examine margins with full confidence. Hear how a Sydney firm started with bookkeeping for creative businesses and now sells advanced analytics and consulting services to their customers. Sarah Lawrance Founder, Hot Toast
A
3:50 - 4:20 | Theatre 7
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FP
SEMINAR HIGHLIGHTS
How To Catch The Boom In Ecommerce Accounting
The Pricing Spectrum: From Hourly Billing To Value Pricing
Ecommerce businesses are the future. Your clients will be selling on Amazon, Shopify or another platform soon if they aren’t already. You will need to understand these businesses and where to get the data to do their compliance work. Learn processes from ecommerce accountants that can save you time and help you provide your clients with accurate financials.
Pricing is difficult. With technology eroding away at time, firms need to adapt their pricing model so that they are not penalised for investing in technology and training. Hear how a leading firm prices its services, how it uncovers what clients value, and when hourly billing works.
yy
iscover ecommerce accounting best practices for recording D income, cost of goods sold and inventory
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Get an overview of the marketplaces and shopping carts
Damien Greathead VP, Global Accountants Programs, Receipt Bank
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earn about tools to optimise your practice and your clients’ L businesses
2:05 - 2:35 | Theatre 7
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Scott Scharf Co-Founder, Catching Clouds
4:25 - 4:55 | Theatre 6
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Begin With The End In Mind: Defining Your Perfect Practice
BFL
The Quest To Find A Decent Reporting Tool For Mid-Size Companies Once you start dealing with companies making $2 million to $50 million a year the standard crop of reporting tools don’t make the grade. They can be inflexible, take too long to make changes and can’t dive deep into the data. Hear how a consultancy that tried all the popular tools discovered that dashboards don’t work without proper data management.
Why are you in business? Purpose is what gets you out of bed most days, and your reasons might be very different to your neighbour’s. The most successful firms (and people) have worked out how to align their purpose with their day to day. Do this and you’ll notice an enormous difference in your will to work and ability to achieve.
yy
nderstand the difference between standard reporting and U business intelligence
Lielette Calleja Director, All That Counts Andrew Van De Beek Director, Illumin8
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iscover why mid-size companies are prepared to pay more D for better reporting
4:25 - 4:55 | Theatre 7
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Warwick Russell CEO, Smetric Insights
10:05 - 10:35 | Theatre 6
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Single Touch Payroll – A Reporting Change For Employers
BFL
Create The Perfect Daily Schedule For A Bookkeeping Firm It’s easy to get sucked into working in your business – fighting fires, dealing with staff, making sales. All necessary tasks, but how much time should you spend on these and how much on strategy, personal development and partnerships? This panel is designed to help practitioners shape their ideal schedule that prioritises growth and high performance. Nick Sinclair CEO, The Outsourced Accountant Andrew Van De Beek Director, Illumin8 Partners Sam Rotberg Director, AS Partners
Accountancy Professional
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ind out the benefits of STP and how it is changing the future F of payroll reporting to the ATO
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Learn how to ensure the ATO is receiving your data correctly
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ind out about what STP means F for small employers John Shepherd Assistant Commissioner, Single Touch Payroll, ATO
3:15 - 3:45 | Theatre 2
3:15 - 3:45 | Theatre 7
A
Single Touch Payroll (STP) is a reporting change for employers. Employers with 20 or more employees are required to report payments such as salary and wages and PAYGW at the same time they pay their employees. As of 1 July 2018, employers with over 20 employees began reporting through STP. Get the insights on the implementation, learnings from the data the ATO are receiving and the future for STP and small employers.
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Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
www.accountingbusiness.com.au
15
Beautiful Business Talks. Brought to you by Xero. Covering the latest ideas and concepts in the business world, Xero’s Beautiful Business Talks are here to help you stay one step ahead. Come visit Xero at Stand F14
Topics to help you take control From Single Touch Payroll to Security, our talks are designed to keep you engaged, while giving you the information your business or firm needs to control its future.
Single Touch Payroll made simple Single Touch Payroll is coming. And with Xero, the switch is easier than ever. We’ll also take you through the digital connectivity wave affecting all Australian businesses.
Turning 2SA / Security into a sinch Worried about your security? Look no further. In this talk, we’ll guide you through the best ways of keeping customer data safe, secure and sustainable.
$
Automatic bill fetching explained If you’re spending all your time chasing financial documents, this talk is for you. We’ll help you break free of that cycle so you can spend more time on growing your business.
The perks of our professional services If you’re ever in doubt, our partner consulting team is here to help. Focus on your business by letting our partner consulting team get you up and running on the Xero Partner Products.
Practice products at the ready Looking for a more efficient way to do business? We’ll introduce you to our software with all the time-saving tools you need to grow.
AGENDA
BEAUTIFUL BUSINESS TALKS The future of business is frictionless. Check out the latest and greatest ideas that make accounting firms and SMEs more competitive.
WEDNESDAY
THURSDAY Professional Services For Xero Partners
9:30 10:00
10:40 11:10
11:50 12:20
Geoffrey Pyman, Partner Consultant Manager, Xero
A Paying Employees In Digital Economy
The Roadmap For Moving Down The Advisory Path
Jeremy Sutton, Sales Enablement Manager, Xero
Patrick Frigo, Practice Apps Specialist
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B
Your Digital App Stack - Mid Size Firms Ellie Burke, Enablement Specialist, Xero
B
3:50 4:20
A
Paying Employees In Digital Economy Jeremy Sutton, Enablement Manager, Xero
B
Your Digital App Stack - Micro Sized Firms Ellie Burke, Enablement Specialist, Xero
A
BFL FP
How To Build Confidence To Recommend The Right Apps For Your Clients Elliot Spirrett, Ecosystem Partner Manager, Xero
A
B
A
Amanda Newton, Head of Community - AU, Xero Heather Smith, Director, Ainse Consulting
A
2:40 3:10
A
A Community, Social Media And Finding Your Tribe
1:30 2:00
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B
B
Job Management In Xero Joe Salvati, Growth Manager, New Products, Xero
A
B
BFL
What's New In Xero Business
Xero and Hubdoc: Better together
Jeremy Sutton, Enablement Manager, Xero
Matt Bunston, Country Manager, Australia, Hubdoc
Accountancy Professional
A
B
B
Bookkeeping Professional
A
B
BFL Business / Finance Leader
BFL
FP
Financial Planning
www.accountingbusiness.com.au
19
PFGAUSTRALIA
™
JOIN THE WORLD’S FAVOURITE PAPERLESS BOOKKEEPING PLATFORM. Receipt Bank helps accountants, bookkeepers and small businesses across the world drop the data entry and go paperless. •
Say goodbye to shoeboxes of receipts. Tracking and storing expense paperwork is as quick and easy as snapping a photo.
•
No more hours of data entry. We pull the data you need into your general ledger with market-leading speed and accuracy.
•
Unlimited clients and processing. With simple fixed pricing, add as many clients and documents as you need to grow your firm.
“SORTING AND REVIEWING ACCOUNTS PAYABLE TRANSACTIONS USED TO TAKE 4-6 HOURS EVERY FORTNIGHT. NOW, IT TAKES JUST 15 MINUTES A WEEK.”
Debra Anderson Founder and Director of Anderson Tax & Consulting
How much time will you save? Visit receiptbank.com to find out more.
™
ZERO - 100 SUMMIT
From startup to growth phase right through to exit; a firm faces unique challenges at every stage. Whether you’re striking out on your own, looking for that next burst of growth or getting ready to sell, get the best advice from your peers who have been there and done it.
WEDNESDAY Why Bookkeeping Has Become A Must-Have Service For Accounting Firms Stu Brandman, Director, 542 Partners Kate Stathis, Head of Bookkeeping, Illumin8 Partners Sam Rotberg, Director, AS Partners
10:0510:35
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How To Triple Your Clients In Just 4 Days A Week 11:15 11:45
Michele Grisdale, Director, Rainforest Bookkeeping
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Beyond Referrals – How To Supercharge Your Marketing 12:25 12:55
Melanie Power, Director, MelaniePower.com
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Zero to 100: Strategies to Winning Your First 100 Clients Luis Sanchez, General Manager, Receipt Bank Nick Sinclair, Chairman, The Outsourced Accountant
2:05 2:35
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How To Turn A $3K/Year Client Into $3K/Month Stu Brandman, Director, 542 Partners Dave Gorter, Director, SkyBooks
3:15 3:45
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Creating 3-Way Wins For Clients, Accountants & Bookkeepers 4:25 4:55
Damien Greathead, VP of Global Accountants Programs, Receipt Bank Michele Grisdale, Director, Rainforest Bookkeeping Lielette Calleja, Director, All That Counts Alexi Boyd, Radio Host, Small Biz Matters (mod)
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A
22
Accountancy Professional
Accounting Business Expo | 2019
B
Bookkeeping Professional
B
BFL Business / Finance Leader
FP
Financial Planning
AGENDA
™
PERFECT PRACTICE SUMMIT
What is the perfect practice? It might be better quality clients, or more meaningful engagements, and it’s likely more efficient process and more profits. Find out how to create your perfect firm from definition to implementation and realisation in 2019.
THURSDAY Automate To Survive And Handle More Customers, More Easily 10:0510:35
Tim Hoopmann, Director, Spinn Business Solutions
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Talking Tech With Clients – The Newest Part Of Your Job Nicole Lynch, Director, Streamline Management Kelly Chard, Director, GrowthMD Dave Gorter, Director, Skybooks Alexi Boyd, Radio Host, Small Biz Matters
11:15 11:45
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Create The Perfect Daily Schedule For A Bookkeeping Firm Tim Hoopmann, Director, Spinn Business Solutions Dave Gorter, Director, SkyBooks Kate Stathis, Head of Bookkeeping, Illumin8 Partners
12:25 12:55
B The Pricing Spectrum: From Hourly Billing To Value Pricing 2:05 2:35
Damien Greathead, VP, Global Accountants Programs, Receipt Bank
3:15 3:45
Nick Sinclair, Chairman, The Outsourced Accountan Andrew Van De Beek, Director, Illumin8 Partners Sam Rotberg, Director, AS Partners
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The Importance Of People Planning
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Begin With The End In Mind: Defining Your Perfect Practice Andrew Van De Beek, Director, Illumin8 Partners Lielette Calleja, Director, All That Counts
4:25 4:55
A
A
Accountancy Professional
B
Bookkeeping Professional
B
BFL Business / Finance Leader
FP
Financial Planning
www.accountingbusiness.com.au
23
BUSINESS SUCCESS SUMMIT Define your dreams, write up that plan, and hold course until you make it. SMEs need all the help they can get to make it. See how businesses use commercial intelligence to find the shortcuts to success.
WEDNESDAY
9:30 10:00
What If You Had the Power to Predict Your Business’ Future? Helen Cockle, COO, FUTRLI
A
10:40 11:10
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BFL
THURSDAY Propel Your Advisory Services To The Next Level With The Ideal Tech Stack Patrick Frigo, Practice Apps Specialist, Xero Matt Bunston, Country Manager, Australia, Hubdoc Stuart Hunter, National Sales Director (ANZ), FUTRLI (mod)
A
How I Turned My Compliance Firm Into An Advisory Firm
How to Map Out Your Advisory Roll Out
Jim Vass, Director, ATB Chartered Accountants & Business Mentors
Samantha Dean, Director, Blueprint HQ Stuart Hunter, National Sales Director (ANZ), FUTRLI
A
Stuart Hunter, National Sales Director (ANZ), FUTRLI Josie Attard, Head of Success, FUTRLI
A
1:30 2:00
B
A
FUTRLI Demo – Discover IT, Decide IT, Do IT! 11:50 12:20
B
B
What You Measure Is What You Get! The Power Of The Daily Number Michael McGee, Managing Director, McGee & Partners
A
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BFL
Advisory Beyond Numbers: How Thinking Bigger Could Save Your Client’s Life
What If You Had The Power To Predict Your Business’ Future?
Andrew Van De Beek, Founder, Illumin8
Helen Cockle, COO, FUTRLI
A
B
BFL FP
A
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BFL
Why Clients Want More And Why They Will Pay For It Get Rid Of Your Clients' Cash Flow Worries For Good! 2:40 3:10
Stuart Hunter, National Sales Director (ANZ), FUTRLI
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B
Kyle Jenkins, CFO, Navigate Virtual CFOs Jim Vass, Director, ATB Chartered Accountants & Business Mentors Michael McGee, Managing Director, McGee & Partners Stuart Hunter, National Sales Director (ANZ), FUTRLI (mod)
A
3:50 4:20
Simple Advisory Tools To Turn Client Insights Into Action
FUTRLI Demo – Discover IT, Decide IT, Do IT!
Josie Attard, Head of Success, FUTRLI Emily Splatt, Education and Learning Manager, Mindshop
Stuart Hunter, National Sales Director (ANZ), FUTRLI Josie Attard, Head of Success, FUTRLI
A
A
B
Accountancy Professional
B
B
Bookkeeping Professional
A
B
BFL Business / Finance Leader
BFL
FP
Financial Planning
www.accountingbusiness.com.au
25
Win a trip to California for QuickBooks Connect Visit stand E30 to find out how you could win two tickets to QuickBooks Connect 2019 in the USA. Includes business class flights, hotel and transfers.
INTUIT QUICKBOOKS FEATURE
QuickBooks Learning Pod Intuit QuickBooks Learning Pod is a unique experience designed to help you grow your business. The 10 minute demonstrations, led by QuickBooks product experts, is the go-to destination to discover the tools to run your practice like a pro. Visit stand E30. WEDNESDAY & THURSDAY Session Name
Description
Getting Started With Quickbooks
Let us show you around our most popular features and the benefits they can bring to your firm and your clients.
10.00 10:10
Becoming A Quickbooks Proadvisor
Learn how to get started and how to benefit from the exclusive tools, training and benefits in the ProAdvisor Program.
10:30 10:40
Take Control Of Tax Time
Attend a live demo of our new end-to-end tax solution and find out how your practice could benefit from increased efficiency this coming tax season.
11:00 11:10
Single Touch Payroll Solved
Find out how to get your clients and your firm STP ready and compliant in a few clicks.
11:30 11:40
Do More With Mobile
Let our mobile experts show you how the latest technology can improve the way that you and your clients do business.
12:00 12:10
App Partners
Meet the team behind one of our most popular integrated apps. Receipt Bank is the easiest way to get your data into QuickBooks.
12:30 12:40
Getting Started With Quickbooks
Let us show you around our most popular features and the benefits they can bring to your firm and your clients.
1:00 1:10
Becoming A Quickbooks Proadvisor
Learn how to get started and how to benefit from the exclusive tools, training and benefits in the ProAdvisor Program.
1:30 1:40
Take Control Of Tax Time
Attend a live demo of our new end-to-end tax solution and find out how your practice could benefit from increased efficiency this coming tax season.
2:00 2:10
Single Touch Payroll Solved
Find out how to get your clients and your firm STP ready and compliant in a few clicks.
2:30 2:40
Do More With Mobile
Let our mobile experts show you how the latest technology can improve the way that you and your clients do business.
3:00 3:10
App Partners
Meet the team behind one of our most popular integrated apps. Receipt Bank is the easiest way to get your data into QuickBooks.
3:30 3:40
Getting Started With Quickbooks
Let us show you around our most popular features and the benefits they can bring to your firm and your clients.
4:00 4:10
Becoming A Quickbooks Proadvisor
Learn how to get started and how to benefit from the exclusive tools, training and benefits in the ProAdvisor Program.
4:30 4:40
Take Control Of Tax Time
Attend a live demo of our new end-to-end tax solution and find out how your practice could benefit from increased efficiency this coming tax season.
9:30 9:40
28
Accounting Business Expo | 2019
TABLE TALK SESSIONS
Sponsored By
Tabletalks are small, informal group discussions led by expert facilitators. These popular meetings offer you 45 minutes of undivided attention and networking amongst a small group of your peers. WEDNESDAY & THURSDAY TABLE 1
TABLE 2
TABLE 3
TABLE 4
TABLE 5
TABLE 6
10:45 11:30
Leveraging Linkedin For Leads
Diversity In The Workforce
Hiring & Retaining Top Talent
Work Less, Live More – Life Hacks
Working & Communicating With Millenials
Perfect Pitch: Nail Your Value In A Single Sentence
12:00 12:45
Single Touch Payroll: A Lever To Grow Your Business
Making Apps Part Of Your Value Proposition
Successful Networking
Achieving The Paperless Office
Succeeding In Succession Planning
Let’s Chat: Making The Break From Internal Emails
2:15 3:00
Leveraging Linkedin For Leads
Diversity In The Workforce
Hiring & Retaining Top Talent
Work Less, Live More – Life Hacks
Working & Communicating With Millenials
Perfect Pitch: Nail Your Value In A Single Sentence
3:15 4:00
Single Touch Payroll: A Lever To Grow Your Business
Making Apps Part Of Your Value Proposition
Successful Networking
Achieving The Paperless Office
Succeeding In Succession Planning
Let’s Chat: Making The Break From Internal Emails
www.accountingbusiness.com.au
29
Tech Talks Looking to buy new technology, or need compare solutions? Come and find out what tools do what. The Tech Talks Stage is the hot spot for solutions-in-action.
WEDNESDAY 10:35 10:50
11:05 11:20
11:35 11:50
Big Changes To How You Process ATO Correspondence – Are You Ready?
1:35 1:50
iPractice Apps
Building Additional Assets And Revenue Streams By Doing What You Do Best!
• Learn how to update your systems and processes to deal with a digital ATO
National Lending Group • Taking control of your business
• Find out why client portals work – and why they don’t
• Building additional assets and revenue streams
• Discover how to identify and save ATO documents to document management
• Bringing new clients into your business
Technology For Growth: Online Accounting Tax And Practice Management Software
2:05 2:20
Thomson Reuters Onvio
Intuit QuickBooks
• Discover how Onvio Tax Audit Alert can help your individual clients avoid tax audits
• Learn how QuickBooks beautifully handles all the fundamentals of small business cloud accounting
• Uncover why Onvio will meet your needs as an online practice software
• Effortlessly solve STP compliance for your clients with worldclass, built-in payroll functionality
• Find out how you can enjoy cost savings by moving your practice software online
• Learn how to use QB and LodgeiT to automate tax preparation to save you time and hassle
Are You Using Banklink And Need An Alternative? Introducing Bank Data
2:35 2:50
Bank Data from APS
• Understand the difference between Cloud Document Management and a Cloud based file store
• Bank Data is designed for the accountant to support your clients that don't need their own software
• The productivity benefits of using Cloud DM • Discover the workflow advantage of the Common Document
• Bank Data will eliminate the need to key data into your General Ledger
When You Fall Victim To A Cyber-Attack, Will They Call You Stupid…Or Just Irresponsible?
3:20 3:35
• Request a quote for a new depreciation schedule and stay up to date on its progress
• Why Cyber Security is NOT just an IT issue • Why Cyber Security is not a "tick" the box exercise?
• Download completed schedules in CSV and Excel formats
• The people fact
Automation is the Accountants New Best Friend ATOmate
• Request updates to your clients’ schedules and more
3:50 4:05
• Discover how easy it is to automate the processing of ATO documents
• How to grow your clients business and increase your billing • Find out how to supply your clients access to capital which was previously unavailable
• Find out how to get your team to love you for automating time consuming tasks
Keep Competitive With Fully Integrated Mobile And Web Technologies Triumph ERP • Learn how to improve efficiency and accuracy with mobile scanners • See how easy time and materials can be recorded on jobs • Get your customers online with you through their phones
30
Accounting Business Expo | 2019
Learn How To Expand Your Services And Increase Your Revenue Asset Finance options for clients
• Discover how to create more time to focas on the important things, your customer and client
1:05 1:20
Manage Your Clients’ Depreciation Schedules With Ease Using MyBMT • MyBMT, an online solution for all your depreciation needs
Technology for Accountants
12:35 12:50
What Cloud DM Does That A File Store Doesn't Nimbus
• Replacing BankLink with an accounting software package is not the only option. APS has a solution to fill the gap.
12:05 12:20
The One Place For Everything: Unlock The QuickBooks Ecosystem
• Earn an additional income stream through tick and flick referrals
4:20 4:35
TECH TALKS
THURSDAY 10:35 10:50
Big Changes To How You Process ATO Correspondence – Are You Ready?
1:35 1:50
iPractice Apps
• Find out how to eliminate the ability for brute force hacks
• Find out why client portals work – and why they don’t
• Uncover how to get a legal framework in the event of and to prevent a breach
• Discover how to identify and save ATO documents to document management
So Your Client's Got A Stock Problem
2:05 2:20
• Streamline your compliance using one process. Both you and your clients will have the choice to use the software that suits you best.
• Understand the exact inventory issues your clients may be facing • See how Unleashed can help, including a live platform demo
• SyncDirect connects directly to your client's software to collect the data you need to do the job.
• Learn how you can solve your clients' stock problems by delivering an advisory service
Learn How To Expand Your Services And Increase Your Revenue
• Any adjustments you make on your side can be written back to the client's software.
2:35 2:50
Asset Finance options for clients
• Why Cyber Security is NOT just an IT issue
• Find out how to supply your clients access to capital which was previously unavailable
• Why Cyber Security is not a "tick" the box exercise? • The people fact
• Earn an additional income stream through tick and flick referrals
100% Digital Communication With Your Suppliers And Buyers From Day One
3:20 3:35
• Find out how to fully automate your annual report package collations (among other processes) and create 25% extra admin capacity
• Uncover why more and more companies automate their Purchaseto-Pay and Order-to-Cash document flows. • Find out how you can connect and engage with any trading partner easily, accurately and reliably through a single connection to Pagero's cloud-based network.
• Uncover one of the simplest ways to improve productivity and efficiency in your practice • Hear how this accounting practice approaches innovation and continuous improvement to give their team time to focus on advisory and val-add work
• Make better business decisions with full visibility of your company's cash flow in real-time.
Accelerate And Simplify The Way You Do Business With DocuSign
3:50 4:05
• Discover how Onvio Tax Audit Alert can help your individual clients avoid tax audits
• Discover how to easily streamline manual and fragmented agreement processes
• Uncover why Onvio will meet your needs as an online practice software
• How to cut document handling time from 30 to 8 minutes on average
• Find out how you can enjoy cost savings by moving your practice software online
• Adhere to strict compliance guidelines
3 Things GoCardless For Xero Can Help You Solve GoCardless for Xero
Technology For Growth: Online Accounting Tax And Practice Management Software Thomson Reuters Onvio
DocuSign
1:05 1:20
One-Click Collations: This Is A Magic Button For Accountants FuseDocs
Pagero Online
12:35 12:50
When You Fall Victim To A Cyber-Attack, Will They Call You Stupid…Or Just Irresponsible? Technology for Accountants
• How to grow your clients business and increase your billing
12:05 12:20
Compliance For Clients That Use Different Software Packages - There Is An Easier Way! SyncDirect from APS
Inventory management
11:35 11:50
Practice Protect • Discover how to lock cloud applications down to a physical location
• Learn how to update your systems and processes to deal with a digital ATO
11:05 11:20
Securing Your Business In The Cloud Era
4:20 4:35
• How to use GoCardless for Xero • Reconciliation of payments through GC for Xero • How to collect International Payments
www.accountingbusiness.com.au
31
THOMSON REUTERS FEATURE
Tax Practice Growth Talks with Thomson Reuters Managing the needs of your accounting firm, large or small is never easy. Just keeping up with changing regulations and servicing clients keeps you on the run. Just 8% of accountants say that they’re future ready even though two thirds (67%) of accountants agree that the profession is more competitive than ever. We can help you face the rate of change in one of the most complex tax systems in the developed world, with industry leading software, analysis and news. Come and talk to us at Stand G24. Seating is extremely limited and is on a first come, first serve basis. WEDNESDAY & THURSDAY 9:15 - 9:30
Everywhere, Anytime, Together: How TR Can Power Your Practice
9:40 - 9:55
100 Countries, 7 Solutions, 1 Company: How TR Can Power Your Practice
10:05 - 10:20
Technology For Growth: Online Tax And Practice Management Software
10:30 - 10:45
Turn Action Into Answers: Online Tax And Accounting Knowledge
11:00 - 11:15
Admin Or Advice? Simplify Online Legal Documents
11:25 – 11:40
Everywhere, Anytime, Together: How TR Can Power Your Practice
11:55 – 12:10
Technology For Growth: Online Tax And Practice Management Software
12:20 – 12:35
Turn Action Into Answers: Online Tax And Accounting Knowledge
12:45 – 1:00
Admin Or Advice? Simplify Online Legal Documents
1:10 – 1:25
Everywhere, Anytime, Together: How TR Can Power Your Practice
1:35 – 1:50
Technology For Growth: Online Tax And Practice Management Software
2:00 – 2:15
Turn Action Into Answers: Online Tax And Accounting Knowledge
2:30 – 2:45
Admin Or Advice? Simplify Online Legal Documents
2:55 – 3:05
Technology For Growth: Online Tax And Practice Management Software
3:15 - 3:30
Everywhere, Anytime, Together: How TR Can Power Your Practice
3:40 - 3:55
100 Countries, 7 Solutions, 1 Company: How TR Can Power Your Practice
4:05 – 4:20
Turn Action Into Answers: Online Tax And Accounting Knowledge
4:35 – 4:50
Admin Or Advice? Simplify Online Legal Documents
www.accountingbusiness.com.au
33
Meet the speakers As the most innovative and progressive business event on the calendar, Accounting Business Expo plays host to over 100 speakers. An impressive lineup of global thought leaders will share their valuable business insights.
34
Aaron Dunn
Adrian Patty
Alexi Boyd
CEO, Smarter SMSF
Director of Innovation, Advice Revolution
Panel Moderator | Radio Host, Small Biz Matters
Amreeta Abbott
Andrew Van De Beek
Andrew Spring
CEO, NowInfinity
Founder & Director, Illumin8
Partner, Jirsch Sutherland
Ben Gill
Ben Miller
Chris Heysen
Sales Director, Nowinfinifty
Senior Writer, CCH Wolters Kluwer
Director, Advanced Business Manager (Aust)
Con Voultsios
Damien, Greathead
Dan Denby
National Manager Professional Services, ANZ Bank
VP - Global Accountants’ Programs, Receipt Bank
Sales Director, ELMO Evolve, ELMO Cloud HR & Payroll
Accounting Business Expo | 2019
MEET THE SPEAKERS
Dana Fleming
Daniel Van Der Heyden
Darin Tyson-Chan
Assistant Commissioner, ATO
Partner Manager, Unleahsed Software
Publisher, Editor for selfmanagedsuper, selfmanagedsuper
Dave Gorter
David Francis
David Burke
Director, Sky Books
General Manager, APS
Head of Sales and Revenue, Reckon
David Smith
Debra Anderson
Di Peters
Director, Smithink
Small Business Specialist, Anderson Tax & Consulting
Managing Director, Ajendico
Diane Lucas
Ed Hayes
Emily Splatt
Bookkeeping Consultant, Direct Management
Lead Outsourcing Strategist, Connect Outsourcing
Global Education & Learning Manager, Mindshop
www.accountingbusiness.com.au
35
MEET THE SPEAKERS
36
Grant Cowie
Hank de Jonge
Heather Smith
CEO, Cognito Software
Executive Director, de Jonge Read
Hype Girl For The Online Accounting Eco-system, Anise Consulting
Helen Cockle
James Tobin
Jamie Beresford
COO, Futrli
Director of Australian Operations, ProfitSee
CEO, Practice Protect
Jessica Brady
Jim Vass
John Peterson
Co-Founder, Financial Adviser, Fox & Hare
Partner, ATB Chartered Accountants & Business Mentors
Founder - Best Practice Group & Accountants Big Day Out, Best Practice Group
John Shepherd
Joseph Robins
Josie Attard
Assistant Commissioner, ATO
Country Lead, Australia, GoCardless
Head of Success ANZ, Futrli
Kane Munro
Kelly Chard
Director, Accountancy Online
Director, GrowthMD
Accounting Business Expo | 2019
MEET THE SPEAKERS
Kelly Berger
Kerrie Jarius
Kyle Jenkins
Business Consultant/Director, Business Simplicity
Director, Brilliant Admin Solutions (BAS)
CFO, Navigate Virtual CFOs
Kylie Parker
Lance Rubin
Lielette Calleja
Director, Lotus Accountants
CEO, Model Citizn
Director, All That Counts
Linda Sheahan
Luis Sanchez
Magnus Yoshikawa
Workplace Engagement Manager, Beyond Blue
General Manager Australia, Receipt Bank
Director, Jadeja Partners
Mark Stockwell
Mark Holton
Matt Bunston
Acting Assistant Commissioner, e-invoicing, Australian Taxation Office
Director, Smithink
Country Manager, Australia, Hubdoc
Meagan Wood Head of Advisor Marketing, Intuit QuickBooks
www.accountingbusiness.com.au
37
MEET THE SPEAKERS
38
Melanie Power
Michael McGee
Michele Grisdale
Director, MelaniePower.com
Founder & Managing Director, McGee & Partners
Director, Rainforest Bookkeeping
Mike Mortlock
Nick Sinclair
Nicole Lynch
Managing Director, MCG Quantity Surveyors
Chairman, The Outsourced Accountant
Director & Senior Bookkeeper, Streamline Management Australia
Patrick Frigo
Peter Holt
Peter Thorp
Practice App Specialist, Xero
Assistant Commissioner, Small Business, Australian Taxation Office
Director, Australian Bookkeepers Network
Rebecca Gravestock
Rob Cameron
Robin Beauchamp
Director, People and Performance AU and Asia, Xero
CEO & Founder, FYI
Chief Executive Officer, InPayTech
Ron Drost
Ron Lesh
General Manager, iPracticeApps ATO SmartDocs
Managing Director, BGL Corporate Solutions
Accounting Business Expo | 2019
MEET THE SPEAKERS
Sam Rotberg
Samantha Dean
Simon Dennis
Director, AS Partners
Director, BlueprintHQ
Head of Partnerships, MYOB
Simone Palfreyman
Sofie de Vreese
Sophie Andrews
Principal, Palfreyman Chartered Accountant
Head of Sales, APAC, Expensify
Director, Accounts Studio
Stuart Brandman
Stuart Hunter
Tim Hoopmann
Director, 542 Partners
National Head of Sales (ANZ), Futrli
Founder, Spinn Business Solutions
Tobi Heskett
Tom Cranfield
Tony Wall
Senior Product Manager, MYOB
Associate Director, Secured Lending
Head of Design, Intuit Australia
Troy Eadie
Warwick Russell
CEO, Business Success Systems
CEO, Smetric Insights
www.accountingbusiness.com.au
39
ADVERTORIAL
A NEW ERA OF ATO DOCUMENT AUTOMATION An innovative new product is helping accountants save up to 90 per cent of ATO document processing time. Business Automation Works has launched ATOmate, a purpose-built automation solution for accountants that processes, checks and distributes ATO documents including Notice of Assessments, Statements of Account and Overdue Tax Debts.
consuming and tedious task of manual processing and frees up administration staff to add greater value to the business. The impact this can have on improving client relationships is huge,” he said.
“A task that once took up a vast amount of your time is now effortlessly automated. That valuable time can now be redirected to building upon the relationships with your clients. “ATOmate takes the business capability “BAW are diligent and Communication lines are stronger and of an accounting practise to a whole responsive to your every client discussions are now opportune.” new level. It not only saves accountants need. ATOmate allows our valuable time and money today, but Mr Corner says ATOmate is the most admin staff to spend less time helps meet the latest data security current solution on the Australian processing ATO documents requirements and is future-proofed to market and allows accountants to meet and more time contacting and keep pace with changing ATO demands,” new data security laws with ease. communicating directly with Business Automation Works Founder clients.” With the ability to bulk scan multiple Stan Corner says. types of ATO documents at once, - Steve Madden, “Our solution automatically compares or download files from the ATO Kennedy King Accountants ATO documents to the estimation in Portal, ATOmate can identify the your practice management system – documents, and manage each before validating them, filing them and sending them according to their type. It also automatically onto the client. If there’s a discrepancy, the solution redacts each client’s TFN, allowing ATO documents sends the document straight to you, or your team, for to be automatically emailed to clients without any further investigation and action. security risk. “The process is so simple, yet the impact of the time saved by accountancy practices is monumental. ATOmate actually allows accountants to say goodbye to the time-
Mr Corner has been helping businesses streamline their processes and systems for more than 20 years. ATOmate is Business Automation Works’ first industry solution for accountants, with BASmate coming later in 2019 for bookkeepers and tax agents. “The past few years have seen businesses of all sizes under pressure. It always seems the focus is on ‘efficiency’, but what people really mean is that they’re looking to drive down costs,” Mr Corner says. “With the focus on being leaner, faster, and more agile, how can business leaders focus on delivering ‘more with less’? Well, for mine, it’s not necessarily a conversation around ‘squeezing the lemon’ harder. I’ve found that taking a different approach can help you focus on getting more out of the resources you have without the pain of ‘doing more with less’. At Business Automation Works we focus on a three-stage strategy - eliminate, automate, and outsource. “You can really only focus on automation, after you’ve eliminated redundancies. With the digital era upon us, automation is more crucial than you might think. But you have to make sure you’re ready. To truly automate a task or process, you really need to understand it and that means having it documented in detail.”
ATOMATE
1300 054 466 info@teambaw.com.au businessautomationworks.com.au STAND B33
40
Accounting Business Expo | 2019
Your new best
Find us at stand B33
FEATURED SOLUTIONS
Getting future ready Your accounting firm may not be large, but running it is a giant task. Just keeping up with changing regulations and servicing clients keeps you on the run. There’s not much opportunity to step back and think about the infrastructure and planning that will ensure the longevity of the business. Just 8% of accountants say that they’re future ready¹ even though two thirds (67%) of accountants agree that the profession is more competitive than ever². In this environment, thinking about the way you service your clients and how you will future proof your business cannot fall to the wayside.
Technology adoption can deliver up to 53% faster revenue growth³ by reducing billable time spent on repetitive and manual tasks. It can also help you keep up with constantly changing regulation and make your business more attractive to high quality talent. This gives you more time to invest in growing new and existing business opportunities. Taking time to look at where you want your accounting business to be and implementing better tax and practice management technology will put you in the best position to face the future. ¹ CPA of the Future Study 2015 ² Sage Advice 2018 ³ Global Technology Adoption Index 2015
Hear more about how you can do this when Thomson Reuters take to the Tech Talk Stage or visit the Thomson Reuters Tax and Accounting Stand G24 at ABE 2019.
Get Answers: 1800 074 333 tax.thomsonreuters.com.au/onvio
ONVIO
Powerful Inventory Management
Automate ATO document processing with ATOmate
With our advanced Onvio modular approach, you’ll be able to create, modify, share documents, track time and billing and stay synchronised with colleagues and clients on one single platform.
Unleashed is a cloud app that enables businesses to get real-time visibility and control over their inventory. It solves the problems that arise with poorly managed stock: including stockouts, stagnating margins and misplaced goods. Designed specifically for the complex needs of manufacturers, distributors and wholesalers, Unleashed comes with powerful features to help businesses do more with their stock. And it integrates with leading solutions for accounting, eCommerce and more.
ATOmate saves accountants valuable time and money by automating the processing of ATO documents. ATOmate takes you to a whole new level of business capability by processing, checking and distributing ATO documents, including Notice of Assessments, Statements of Account and Overdue Tax Debts. This innovative solution is current, effective and easy to use and can save up to 90 per cent on processing time.
Thomson Reuters
Unleashed H03
Onvio is the latest cloud-based product for tax and accounting professionals bringing everything you do together in one online platform. Accessible online from your desktop or mobile device, you and your team can work with the speed, flexibility and real-time information to stay up to date.
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Accounting Business Expo | 2019
G24
ATOmate B33
FEATURED SOLUTIONS
ABM Software Solutions ABM’s industry solutions are a combination of our powerful core accounting software and optional modules designed specifically for industry.
GROW YOUR BUSINESS WITH ABM
The ability to create and track use by dates, buy and sell products by weight and/or volume, read or create barcodes, deal with different pack sizes and comprehensive special pricing are features in the core ABM system that are a necessity in many industries.
Advanced Business Manager
A28
Looking to grow your business? Improve productivity, get pertinent reporting to identify where your profit can be improved. Start using Advanced Business Manager (ABM) which is an end to end software solution that has multi-currency, multi-company and multi-location functionality. Control your inventory and if you are a manufacturer ABM has the full solution. Companies around the world are growing their business with ABM software. ABM provides end to end software solutions for medium-sized businesses who have outgrown small accounting packages. The ABM manufacturing system, warehouse management, distribution and traceability are important features. ABM provides solutions for field service, construction and consulting as well as project management. ABM’s industry solutions are a combination of our powerful core accounting software and optional modules designed specifically for industry.
Empowering the future of Accounting Firms NowInfinity is a robust fintech company servicing the accounting and financial sectors with innovative cloudsolutions and exceptional customer service. Our platform offers the essential toolkit for company, trust and legal documents. NowInfinity offers sophisticated solutions via its powerful all-in-one account-tech platform including: Documentation Suite: 75 legally backed documents.
The ability to create and track use by dates, buy and sell products by weight and/or volume, read or create barcodes, deal with different pack sizes and comprehensive special pricing are features in the core ABM system that are a necessity in many industries.
Corporate Messenger: Manage ASIC needs with our Corporate Compliance program.
ABM has developed mobile Apps which give exciting solutions for CRM, Proof of Delivery, Timesheets, Sales and Service. We provide options for Cloud or on premises installations.
SuperComply: Our solution for managing all your SMSFs.
Trust Register: Australia’s first cloud-based Trust register.
Estate Planning: Manage client needs from Entity to Trust Assets to Wills & Estate planning. Connect with NowInfinity today to drive client efficiencies.
NowInfinity
ADVANCED BUSINESS MANAGER
03 9848 2389 sales@advancedbusinessmanager.com.au advancedbusinessmanager.com.au STAND A28
44
Accounting Business Expo | 2019
E24
LOOKING LOOKING FOR FOR EXTRA EXTRA CAPACITY? CAPACITY? AUTOMATING AUTOMATING REPETATIVE REPETATIVE PROCESSES PROCESSES IS ONE IS ONE OFOF THE THE EASIEST EASIEST WAYS WAYS TOTO IMPROVE IMPROVE PRODUCTIVITY PRODUCTIVITY AND AND FREE FREE YOUR YOUR TEAM TEAM TOTO FOCUS FOCUS ONON ACTIVITIES ACTIVITIES THAT THAT ARE ARE MORE MORE ENGAGING ENGAGING AND AND THAT THAT CLIENTS CLIENTS VALUE. VALUE.
AAMAGIC MAGICBUTTON BUTTON FOR FORACCOUNTANTS ACCOUNTANTS COMPILE, COMPILE, FORMAT, FORMAT, AND AND SEND SEND ANNUAL ANNUAL CLIENT CLIENT COLLATIONS COLLATIONS ININ THE THE CLICK CLICK OFOF AA BUTTON BUTTON FuseDocs FuseDocs is the is the smart smart robotic robotic process process automation automation platform platform forfor accountants accountants andand financial financial planners. planners.
FuseDocs FuseDocs pulls pulls your your client client files files from from multiple multiple locations locations andand filefile types types andand combines combines them them in to in one to one client-ready client-ready report report package package complete complete with with personalised personalised coverpages, coverpages, index index andand contents contents tables, tables, bookmarks bookmarks andand security. security.
LAST LAST YEAR YEAR THAT THAT CLIENT CLIENT TOOK TOOK 3.5 3.5 HOURS HOURS TOTO COLLATE, COLLATE, AND AND WE WE JUST JUST COLLATED COLLATED ITIT ININ AA MATTER MATTER OFOF MINUTES MINUTES - AMAZING! - AMAZING! CHRISTINA CHRISTINA GULLIVER, GULLIVER, ASSOCIATE ASSOCIATE - BRENTNALLS - BRENTNALLS SASA
INSTANT INSTANT DOCUMENT DOCUMENT COLLATION COLLATION
INTEGRATES INTEGRATES WITH WITH EXISTING EXISTING SYSTEMS SYSTEMS
AUTOMATE AUTOMATE MULTIPLE MULTIPLE PROCESS PROCESS
Compile, Compile,format, format,andandsend send client-ready client-ready documents documents such such as annual as annual collations collations in ainsingle a single click, click, complete complete with with bookmarks bookmarks & security. & security.
FuseDocs FuseDocs integrates integrates with with your your existing existing Practice Practice Management Management & &Document DocumentManagement Management systems systems to locate, to locate, extract extract andand save save documents documents without without youyou getting getting lostlost in the in the depths depths of of your your IT system. IT system.
Automate Automate virtually virtually anyany tasktask involving involving electronic electronic documents documents - engagement - engagement packages, packages, emails, emails, client client reports, reports, signature signature files, files, or or contracts. contracts.
FIND FIND OUT OUT MORE MORE AND AND REGISTER REGISTER FOR FOR A DEMO A DEMO www.fusedocs.com.au www.fusedocs.com.au
FEATURED SOLUTIONS
Process all business payments with PayVu 1 app, 1 process, 1 page! PayVu enables you to add new, higher profit payment services to your bookkeeping business or accounting practice without needing extra staff or time. Make payment recommendations to clients to pay supplier invoices, wages, taxes and superannuation for approval via their mobile phone in just minutes. No more ABA file management or needing to know clients’ internet banking details.
PayVu E16
RECEIPT BANK IS THE WORLD’S FAVOURITE PAPERLESS BOOKKEEPING PLATFORM, CONNECTING ACCOUNTANTS, BOOKKEEPERS AND SMALL BUSINESSES
Invoice Fetch ™ Every time I log into Receipt Bank, it’s like a little Christmas. Every day, it’s something better, something new to try, something new to implement” - Debra Anderson, Director and Founder of Anderson Tax & Consulting
Invoice Fetch save your clients time downloading invoices then sending them to you, and you time having to chase for documents. Now, you can set-up recurring suppliers to send you invoices directly.
Receipt Bank is the world’s favourite paperless bookkeeping platform, connecting accountants, bookkeepers and small businesses. We make it simple to capture, process and share financial documents with no data entry. Our awardwinning automation technology accurately processes over 1 million transactions a week for more than 6,000 accounting and bookkeeping firms and tens of thousands of small businesses so they can work smarter and grow faster.
Bank Statement Extraction means you can access the bank data you need with just a few clicks. We transform your clients’ bank statements into actionable data, ready to review and publish to your general ledger. Simply drag and drop statements into the Receipt Bank app.
Visit Receipt Bank’s stand to learn more about our technology and see how it’s more than digital data capture. Use to enhance your firm’s productivity and improve your client experience, all while saving the time of you and your team.
Receipt Bank
GoCardless and get paid
If you’re yet to use Receipt Bank for your practice, demo with us and get a Lenovo 7” tablet or Canon P-21511 scanner - on us!
GoCardless removes the barriers to getting paid, so you can focus on growing your business. Get your invoices paid automatically with our online Direct Debit solution. It’s completely flexible; you can collect fixed or variable amounts and take one-off recurring payments directly from your customer’s bank account.
RECEIPT BANK
Partners@receipt-bank.com 1800 107 451 www.receipt-bank.com STAND G32
46
Accounting Business Expo | 2019
G32
™
Do you already use Xero? The GoCardless for Xero App is free to use, easy to set up and let’s you collect payments globally. The integration allows you to improve your cashflow and admin to reduce to almost nothing due to the automatic reconciliation.
GoCardless
F22
Don’t let outstanding invoices stop you being an outstanding business Get paid on time, every time Find out more by visiting us at Booth F22 (across from Xero!)
FEATURED SOLUTIONS
VISIT QUICKBOOKS AT ACCOUNTING BUSINESS EXPO 2019 Our team will be on-site to answer your questions and introduce you to industry-leading features available within QuickBooks. Drop into one of our 10-minute demos, get hands-on with the latest tech or join the conversation at a round-table talk. Discover how QuickBooks can help you to take on the challenges of today and prepare for the opportunities of tomorrow. From Single Touch Payroll to year end-tax for your clients and improving practice management for you and your staff - find out how to unlock the full power of QuickBooks Online Accountant.
INTUIT QUICKBOOKS
eventsAUS@intuit.com 1800 917 771 quickbooks.intuit.com.au
Also, visit stand E30 to find out how to win two tickets to QuickBooks Connect 2019 in the USA. Prize includes business class flights, hotel, transfers and tickets to QuickBooks’ biggest event.
STAND E30
Single Touch Payroll & Lodgement Solutions For Tax Practitioners Lodge Single Touch Payroll with GovReports. Import or upload reports from existing software or simply create reports online. Discover a seamless compliance and authorisation process for all your reporting requirements via GovReports.
GovReports
K29
Outsourcing done differently…
Intuit QuickBooks
Unlike other remote staffing companies, at Connect Outsourcing we have a team of 800 fully trained accountants ready to work for you. So there’s norecruitment process, and no training required. You pay only per job, so you use us only when you need us. We manage the workflow and the productivity of our staff. Our work quality is guaranteed.
Connect Outsourcing
C04
Add value to your clients and grow your practice with QuickBooks Online for Accountants Find out how to run your practice like a pro with QuickBooks Online: • Master compliance. Solve Single Touch Payroll, manage tax end-toend and lodge your clients’ BAS and income tax returns, all from one place. • Increase productivity. Manage clients from one login, reduce data entry with feeds from 95% of Australian banks and streamline your staff’s workflow. • Award-winning support. Get on the phone, or chat via instant message and email with our award-winning Aussie-based care team.
Intuit QuickBooks
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Accounting Business Expo | 2019
E30
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THIS NOW
om
REVEAL is u al t
fo l oo
Wherever you see a REVEAL sticker, you can bring your data to life. ASIC � PPSR � AFSA REVEAL is a free tool that allows you to visualise your search data in one click. It helps you map company structures, track changes, and view shareholder percentages, giving you a clearer picture of your results.
www.infotrack.com.au/reveal
Find out more
1800 738 524 | sales@infotrack.com.au
FEATURED SOLUTIONS
BGL Corporate Solutions BGL is Australia’s leading developer of SMSF administration and Corporate compliance software solutions. BGL’s Simple Fund 360 is the preferred cloud SMSF admin solution of 4,700+ firms, while CAS 360 is the preferred cloud ASIC compliance solution of almost 1,300 firms.
A NEW PRODUCTIVITY TOOL FOR XERO ACCOUNTING PRACTICES Visit the FYI team at stand H15 to find out why their unique blend of document management and automation is a game-changer for accountants. Book a live demo at www.fyidocs.com/ABE2019 and discover how to; • seamlessly integrate with Xero Practice Manager. • blend email, documents, phone calls and file notes into a single database that’s your complete paperless office in the cloud. • auto-capture client emails, filing centrally for the entire practice with respect to personal privacy. • use powerful search and sort to ensure any client interaction is readily available.
BGL has over 8,000 clients in 15 countries using its cloud and desktop product suite of compliance solutions for superannuation, company secretarial and general ledger. Our clients include all major accounting firms, law firms, many listed and private company groups, accountants, financial planners and many individual SMSF trustees.
BGL Corporate Solutions
E08
Practice Protect integrates with Gmail and Office 365 Practice Protect now has the ability to integrate with Gmail and Office 365 to eliminate the ability for common brute force hacks via rogue software bots. This feature known as “Federation” will also give the ability for firms to monitor and control access to mobile devices that access sensitive client data.
Practice Protect
C34
• access templates, view audit history, assign tasks and monitor progress without leaving the document or email you are working on. • automate repetitive tasks using FYI’s automation engine to save time, remove manual steps and increase productivity. If you miss FYI’s live product demonstrations at the expo, you can join a webinar or start a free 30-day trial at www.fyidocs.com
FYI
hello@fyidocs.com 1300 212 767 www.fyidocs.com STAND H15
50
Accounting Business Expo | 2019
Cloud document management and automation for Xero accountants FYI is a new online document management and process automation engine for accountants in practice. Integrating seamlessly with Xero Practice Manager, FYI enables the intelligent capture, creation and autoprocessing of client interactions in a disciplined and searchable platform. Born in the cloud and built with unequalled security in mind, every feature of the FYI platform is designed to save time, remove manual steps and increase productivity. Visit www.fyidocs.com.
FYI H15
ADD-ONS DON’T ALWAYS ADD UP When you are working with or for a growing, mid-sized business, you’ll find their processes and accounting needs are constantly evolving. Keeping the accounting system fit for purpose to meet those requirements is an extra hassle you can do without.
Bolting on add-ons to cater for changes in production, exporting, foreign currency, manufacturing, or even for changing reporting requirements, can put a strain on the whole system making everyone’s job that much harder.
Organisations that use MoneyWorks don’t share these frustrations. It’s built from the ground up for the middle market, delivering features normally found on a big system with the simplicity and pricing of a small one. Come and visit us at stand D42 to discover an accounting software that evolves with your business. moneyworks.com.au Contact us on 1800 140 859.
“
FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one. Alan, Founder, Practice Connections
“
FYI has been developed with accountants in mind, ensuring the system is effective but simple to onboard. Vicki, Partner. BFA Advisors and Accountants
SEMINARS
Wednesday Seminars 9:30 - 10:00
Theatre 3
WHAT IF YOU HAD THE POWER TO PREDICT YOUR BUSINESS’ FUTURE?
Theatre 4
DON’T GET CAUGHT OUT ON CHANGES TO DEPRECIATION Mike Mortlock, Managing Director, MCG Quantity Surveyors
Helen Cockle, COO, FUTRLI What if you could seamlessly tap into your financial and business data and make it forward looking? Find out firsthand what FUTRLI is building and how it will revolutionise the way SMBs and accountants connect the dots between inputs and outputs.
Thanks to recent Federal Budgets, depreciation ain’t what it used to be. Depreciation deductions against investment properties save investors thousands of dollars and can make or break the profitability of a property investment. Learn from a detailed analysis of 1,000 residential schedules exactly what investors lost under the 2017-2018 Budget.
• D iscover how SMBs and accountants can have intuitive visibility of future cash flow and sustainable economic growth • Hear how easy-to-use, AI-driven data modelling will test your ideas and plan investment across your business • Find out how to be one of the first to test out FUTRLI's revolutionary new platform
• L earn the average deduction in plant and equipment that investors can no longer claim • Discover how one in five first-time landlords fell into property investment by accident • Find out what will happen if the government decides to abolish negative gearing
A
B
9:30 - 10:00
A
Theatre 5
HOW TO EXPAND INTO FINANCIAL PLANNING AND BUSINESS ADVISORY Mark Holton, Director, Smithink The combination of new technology, emerging competition, pricing pressures and client demand has created opportunities for accounting firms to expand into financial planning and advisory services. How can you create opportunities for cross referral work between the financial planning and accounting teams and integrate these services into your firm? • F ind out how to engage tax clients with lucrative add-on financial planning and advisory services • Discover how to use a “What’s Important to You” approach to identify cross referral opportunities • Learn how an accounting firm has taken on this task and won! A
10:05 - 10:35
Theatre 7
Theatre 6
THE BLACK ECONOMY AND ATO FOCUS AREAS Peter Holt, Assistant Commissioner, Small Business, Australian Taxation Office The Black Economy is where businesses deliberately hide income to avoid paying the right amount of tax and/or superannuation. The black economy taskforce (established by the federal government in December 2016), estimates the value of the black economy to be as large as 3% of our GDP or around $50 billion dollars. In tackling the black economy, the ATO wants to protect honest businesses and focus on those that deliberately try to do the wrong thing. • U nderstand what the black economy is and why it is important that this problem is addressed • Find out what the ATO will be focusing on • Learn what your business can do A
FP
9:30 - 10:00
BFL FP
10:05 - 10:35
Theatre 8
WHY YOUR FIRM SHOULD HIRE A DATA ENGINEER TODAY – AND HOW TO DO IT
WHY BOOKKEEPING HAS BECOME A MUST-HAVE SERVICE FOR ACCOUNTING FIRMS
Gavin Whyte, Chief Data Scientist, Deloitte Australia
Stu Brandman, Director, 542 Partners
Sholto Macpherson, Editor, DigitalFirst.com
Kate Stathis, Head of Bookkeeping, Illumin8 Partners
The average person would never think to find engineers working alongside accountants in public practice. Yet this is inevitable as data engineering is the bedrock for advanced advisory services. Hear from an accountant, programmer and data scientist (in one) why databases are better than Excel and how to find someone to use them.
Sam Rotberg, Director, AS Partners
• U nderstand the difference between exporting data from accounting apps into Excel and connecting apps to a database • Learn common use cases for databases in retail, manufacturing and hospitality • Find out how to hire someone with database skills and how much they cost A
BFL
10:05 - 10:35
Theatre 2
PAYMENTS – THE EASIEST WAY TO INCREASE YOUR BOOKKEEPING REVENUE Robin Beauchamp, CEO, PayVu ABA files make paying for a client’s BAS, supplier invoices, super and salaries far harder than it needs to be. Chasing business owners is unrewarding and not exactly a great customer experience. Find out how to flip the process on its head and turn a pain in the proverbial into easy additional revenue. • L earn why payments is the one service every client needs • Find out how to condense payment routines from hours to minutes • How to get near instant payment approvals from business owners A
54
10:05 - 10:35
B
Accounting Business Expo | 2019
“Garbage in equals garbage out" has never been truer when it comes to bookkeeping. Firms that want to reduce garbage and improve the quality of data are jumping into bookkeeping. Not only does it offer a regular revenue stream, bookkeeping strengthens client relationships, gives you greater insight into your client's businesses, and means a much cleaner year-end. • F ind out how to make bookkeeping a revenue generator and not a loss leader • Discover why firms need to rethink their pricing model when they move into bookkeeping • Learn how to change the way you staff your firm to improve workflow A
B
10:40 - 11:10
Theatre 1
PAYING EMPLOYEES IN DIGITAL ECONOMY Jeremy Sutton, Sales Enablement Manager, Xero Payroll obligations have always sat at the centre of growing business, but the arrival of Single Touch Payroll is driving a new digital focus. This session explores your opportunities with STP and highlights the other upcoming Xero features and announcements that will modernise payroll processes for partners and small business alike. • See Payroll in Xero in action • Learn how Single Touch Payroll works in Xero • Understand how Xero expenses assists in paying employees A
B
SEMINARS
10:40 - 11:10
Theatre 3
11:15 - 11:45
Theatre 4
HOW I TURNED MY COMPLIANCE FIRM INTO AN ADVISORY FIRM
DON'T GIVE UP ON STRUGGLING CLIENTS. GIVE THEM A LIFELINE INSTEAD
Jim Vass, Director, ATB Chartered Accountants & Business Mentors
Andrew Spring, Partner, Jirsch Sutherland
Advisory firms can charge more for their services than compliance firms – and still keep the compliance revenue. But turning from compliance to advice requires a critical element; trust. With it, you can shorten your sales cycle and charge the correct amount. Hear how a firm moved away from repetitive compliance to advisory and sent revenue soaring.
We are entering a year of global uncertainty; Trump, Brexit and at home a state and federal election. For clients it could mean tough times that threaten the viability of their business. If you know the basics of insolvency and a partner who can help a client back onto their feet, they will be more loyal than your most successful customers.
• F ind out how to increase the level of trust with your clients • Discover the key steps to transforming your firm from compliance to advisory • Learn how to make sales faster and price them correctly A
• F ind out how insolvency can give clients a second chance. It doesn’t always mean a shutdown • Understand how to combine early intervention with good advice to turn around difficult situations • Discover why firms are expanding their services with insolvency partnerships A
10:40 - 11:10
Theatre 5
IS AN SMSF RIGHT FOR YOUR FINANCIAL PLANNING CLIENTS? Dana Fleming, Assistant Commissioner, SMSF Segment David Boyar, Founder & Managing Director, Sequel CFO and From the Trenches podcast When setting up an SMSF, your clients need to make sure they get it right from the start, by understanding what’s involved, from setting it up, managing contributions and rollovers, administering their SMSF and reporting to the ATO, investing, paying benefits and finally winding up. • W hat your clients need to know if they’re considering setting up an SMSF • What’s involved in running an SMSF – trustee obligations, costs and reporting • Discover where you can find more resources to help your clients with setting up and running an SMSF A
FP
Theatre 7
KILLER TIPS ON HOW TO KILL EMAIL WITH CHAT The internal CC email is the primary culprit for overflowing inboxes. Unfortunately, it’s the most common communication method within most firms. The most progressive firms will tell you that chat is the antidote to the CC email. It’s also the medium of choice for Gen Y and younger staff. But how do you run your firm on chat? • L earn the principles of chat in business and how it differs from work email • Find out how progressive firms use chat to reduce email anxiety • Discover why your best future hires want to join a firm that uses chat
Theatre 2
ATO AND TPB UPDATES – THE GOOD, BAD AND THE UGLY Peter Thorp, Director, Australian Bookkeepers Network The Tax Office and the Tax Practitioners Board are launching major programs that will change how you operate. From a new agent portal and TPAR expansion to unregistered agents and Code of Conduct compliance. Find out what these two bodies have in store for you. • F ind out what is covered in the super guarantee amnesty and audits • Know where you stand on CPE and code of conduct audits • Discover which of your clients the Black Economy Task Force is targeting
A
• L earn how clients can sell across multiple marketplaces without sacrificing accuracy • Get actionable tips on how to compete in the ultra-competitive multichannel landscape • Discover how to help your clients give every customer the buying experience that they want B
BFL
11:15 - 11:45
Theatre 8
Michele Grisdale, Director, Rainforest Bookkeeping Do you want to know what happens when you switch from manually intensive, paper-based workflows to a firm where technology does the heavy lifting? Find out how one sole practitioner tripled her bookkeeping clients and still kept a weekday free for fishing with her husband. • Find out why paper processes are such time killers • Learn how to change your own role in the business – it's not as scary as it sounds • Discover the time-saving tips that give you capacity on a small scale B
BFL FP
11:15 - 11:45
A
The proliferation of new sales channels presents a significant opportunity for your clients. But successfully navigating the multichannel landscape in 2019 means avoiding many potential pitfalls that can cause real problems. Learn how to help your clients create a winning multichannel strategy that competes with the world’s biggest eCommerce companies.
HOW TO TRIPLE YOUR CLIENTS IN JUST 4 DAYS A WEEK
Tony Wall, Head of Design, Intuit
B
Theatre 6
Daniel Van Der Heyden, Partner Manager, Unleashed Software
A
10:40 - 11:10
A
11:15 - 11:45
SURVIVING – AND THRIVING – IN THE AGE OF AMAZON: HOW TO HELP YOUR CLIENTS MASTER MULTICHANNEL
11:50 - 12:20
Theatre 1
YOUR DIGITAL APP STACK - MID SIZE FIRMS Ellie Burke, Enablement Specialist, Xero An introduction to our recommended Practice app stack for mid-size firms. This will include an end to end demo of a job through Xero practice apps including Xero HQ, Xero tax, Xero workpapers and Xero Practice Manager. • Find out how to use Xero Practice Manager to manage your practice • See Xero tax in action • Learn how all of the Xero practice applications integrate A
B
Accountancy Professional
B
Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
www.accountingbusiness.com.au
55
SEMINARS
11:50 - 12:20
Theatre 3
FUTRLI DEMO – DISCOVER IT, DECIDE IT, DO IT!
Ron Drost, Ipractice Apps
Josie Attard, Head of Success, FUTRLI When you first show a client their business in a dashboard – with the right metrics – they suddenly see accounting in a different light. During this live demo learn how the FUTRLI platform can boost your advisory service and how we will support you on your successful advisory journey. • Discover how the FUTRLI app works • Find out about white labelling and how to market FUTRLI to your clients • Hear about our support that makes implementing FUTRLI seamless B
11:50 - 12:20
David Smith, CEO, Smithink The Royal Commission shredded the reputation of the Big Four banks and other large providers of financial advice. Financial planning is now swinging back to trusted relationships – and no-one is more trusted than you, the accountant. Learn about the platforms that give firms a way to add a strong, new revenue stream. • Discover why every client needs financial planning services • Learn about the different models available to entrepreneurial-minded firms • Hear how firms are redrawing their strategies in the changing landscape in financial planning
Theatre 7
WHY PROCESS AUTOMATION IS THE KILLER APP FOR FASTER COMPLIANCE Rob Cameron, CEO, FYI Docs Despite the boom in developing practice software, basic compliance routines still take longer than they should. The heart of the issue is that accountants don’t work in one app or even one module, bouncing from email to accounting software to source documents. Process automation is like Zapier – it completes tasks between apps in the background, automatically and silently. • F ind out why a Zapier-like approach to compliance overcomes the issue of multiple apps • Understand which tasks process automation can handle and which ones are best left to humans • Discover the difference in productivity when you run compliance with process automation
12:25 - 12:55
Theatre 2
TIPS, TOOLS AND TECHNIQUES FOR MANAGEMENT ACCOUNTING IN A DIGITAL WORLD Heather Smith, Director, Anise Consulting How do you support clients in the decision-making process within their business? You can deliver different levels of advisory services as your clients expand by taking advantage of increasingly sophisticated tools. From the essentials of cash flow forecasting to spreadsheet analysis and manipulation, management accounting is a high value, repeatable service in demand today. • U nderstand the full potential of reporting within popular accounting packages • Learn how to use communication tools to improve your service delivery • Find out when you need to move to more advanced tools
56
12:25 - 12:55
B
Accounting Business Expo | 2019
Theatre 6
HOW A CFO DOUBLED REVENUE TWICE IN TWO YEARS Di Peters, Managing Director, Ajendico Do you think of software as a business expense or an investment? If you make the right investment, software can have a huge payoff. Hear how a wholesaler struggling with slow invoicing discovered the power of systems, halved the number of warehouse staff and added them to the sales team instead. • F ind out how a single feature in a system can have a massive impact on your operations • Learn how to use a system mindset to unwind logistics problems • Understand how you can determine with accuracy the ROI on software B
BFL
12:25 - 12:55
Theatre 8
BEYOND REFERRALS – HOW TO SUPERCHARGE YOUR MARKETING Melanie Power, Director, MelaniePower.com If growth is one of your 2019 goals make sure you're not relying purely on referrals for new business. It all starts with a killer marketing plan to drive prospects to your firm. Whether it's advertising, events and networking, or cost-effective content marketing, learn what is working for accounting and bookkeeping firms in Australia and around the world. • Learn the essential ingredients to an easy-to-follow marketing plan • Find out how to quickly identify which marketing channels are working • Discover marketing ideas that take a minimal amount of time to test A
B
1:30 - 2:00
A
A
• L earn how to update your systems and processes to deal with a digital ATO • Find out why client portals work – and why they don’t • Discover how to identify and save ATO documents to document management
A
FP
11:50 - 12:20
The ATO is getting rid of their paper forms – and replacing them with digital delivery. In this session we will cover the 5 key changes your practice needs to get ready for by July 1st 2019. It’s the biggest change in 30 years so you need to re-engineer your current processes now. Here’s how you can survive the coming tsunami.
A
Theatre 5
THANK YOU, ROYAL COMMISSION. HERE’S HOW FIRMS CAN DOMINATE FINANCIAL PLANNING
A
Theatre 4
BIG CHANGES TO HOW YOU PROCESS ATO CORRESPONDENCE – ARE YOU READY?
Stuart - National Head of Sales ANZ
A
12:25 - 12:55
Theatre 1
COMMUNITY, SOCIAL MEDIA AND FINDING YOUR TRIBE Amanda Newton, Head of Community - AU, Xero Heather Smith, Director, Ainse Consulting Is social media a distraction, a professional support group or a gold mine of leads? The reality is that it can be all these things – but to get a solid return on investment you need to have a plan and stick to it. Hear an expert social networker share her model for turning social content into a bankable commodity. • Discover the power of community and how it can help your business • Learn How to use social media to create meaningful connections • Uncover practical tips and tricks for industry professionals A
B
BFL FP
SEMINARS
1:30 - 2:00
Theatre 3
2:05 - 2:35
Theatre 4
ADVISORY BEYOND NUMBERS: HOW THINKING BIGGER COULD SAVE YOUR CLIENT’S LIFE
HOW TO GET YOUR PAYOUT AND RETIRE ON A MILLIONPLUS DOLLARS
Andrew Van De Beek, Founder, Illumin8
Con Voultsios, National Manager, Professional Services, ANZ Bank
Money is a highly emotional topic; failure can drive clients to give up on everything. If all you are thinking about is the numbers, then you might be missing the point. Take the time to ask the right questions and you could save a life – and win an ambassador for your business.
Magnus Yoshikawa, Director, Jadeja Partners
• D iscover how to break down walls and have deep conversations with your clients • Find out why you should ask more questions than you currently do • Learn how to make what you do at work actually matter A
FP
B
1:30 - 2:00
Theatre 5
Jessica Brady, Founder, Fox and Hare Imagine if you jumped into financial planning – for the first time – and challenged the status quo in not one but three ways. You charged flat fees rather than a percentage; targeted people under 50 rather than rich retirees; and invested heavily in technology compared to other financial planners. Can you really differentiate yourself in financial planning and succeed? • L earn about the unmet demand for financial planning in alternative demographics • Discover how you can still make money with flat fees • Get ideas for building a powerful tech stack to drive financial planning FP
Theatre 7
PAYMENTS – THE NEXT GREAT ADVISORY OPPORTUNITY Simon Denis, Head of Partnerships, MYOB The payments industry in Australia is worth over $2 trillion dollars, with over $200 billion of that already posted to accounts payable in MYOB ledgers. The payments landscape is changing rapidly and transforming the way money flows between practice and client. MYOB is leading the change to integrate payment solutions with your clients accounting software and putting you in the perfect position to capitalise on this massive opportunity • F ind out how the cloud replacement for M-Powered Services works • Learn why online accounting software is a more powerful platform for integration with payments services • Discover a better way to manage supplier invoices and payroll payments A
B
BFL
2:05 - 2:35
Theatre 2
FROM REACTIVE TO PROACTIVE: HR AND PAYROLL COMPLIANCE IN THE DIGITAL AGE Dan Denby, Director, ELMO Evolve SMEs face countless people-related compliance issues, from superannuation to workers’ comp. Not to mention dozens of employment law obligations and ensuring all employees are paid correctly. Learn how you can mitigate the risks of non-compliance, including financial penalties and brand damage, by automating your HR and payroll processes. • D iscover the worst HR and payroll compliance pain points. What goes wrong and why? • Learn how automation can reduce time spent on entering and extracting data and create more time for strategic objectives • Understand the risks of non-compliance and the penalties that follow A
A
B
B
FP
2:05 - 2:35
Adrian Patty, Director, Advice Revolution (mod)
1:30 - 2:00
• F ind out how sale prices for firms have changed in the past 12 months – and the factors driving that change • Learn about new funding models that lend against the value of the business and not just the land it sits on • Discover how much your senior managers could borrow against the firm to buy it A
BREAKING THE MOULD IN FINANCIAL PLANNING
A
Every firm owner looks forward to the day when they walk out of the office for the last time, taking a big, fat cheque with them. The easiest people to sell to are your best staff and junior partners – but what happens if they can’t afford the going price?
Theatre 6
WANT TO MAKE YOUR ERP TWICE AS USEFUL? MAKE IT MOBILE Chris Heysen, CEO, Advanced Business Manager Mobile apps are staple features in SMB accounting software and now they are revolutionising the performance of ERPs. A $50 million revenue distributor condensed seven warehouses into one, putting $1 million into the bank rather than stock. This exercise alone earned the accountant a six-figure fee from a single client. • D iscover the ways mobile apps can dramatically improve operations for manufacturers, distributors and similar industries • Understand the efficiency gains in routing and stock management from mobile • Learn how to tell whether a client will benefit from making their business more mobile A
BFL
2:05 - 2:35
Theatre 8
ZERO TO 100: STRATEGIES TO WINNING YOUR FIRST 100 CLIENTS Luis Sanchez, General Manager, Receipt Bank Nick Sinclair, Chairman, The Outsourced Accountant Growth doesn't just happen. You need to make intentional decisions at each and every stage of your firm's life cycle and overcome predictable obstacles. Discover key questions to ask and challenges to avoid, whether you're just starting out, hiring your first employee or bringing on a new partner. • L earn how to think about building your business as a machine to make money • Find out how to focus on the most important goal for each stage of growth • Discover the secret to scaling staff to meet demand without blowing margin on payroll A
B
2:40 - 3:10
Theatre 1
HOW TO BUILD CONFIDENCE TO RECOMMEND THE RIGHT APPS FOR YOUR CLIENTS Elliot Spirrett, Ecosystem Partner Manager, Xero How to recommend apps with confidence to your clients, no matter where you at on the digital journey. • Get an overview of the app advisory opportunity • Uncover tools and resources available for app recommendation • Discover the steps required to prepare for app advisory A
B
BFL
Accountancy Professional
B
Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
www.accountingbusiness.com.au
57
SEMINARS
2:40 - 3:10
Theatre 3
3:15 - 3:45
Theatre 4
GET RID OF YOUR CLIENTS' CASH FLOW WORRIES FOR GOOD!
FROM STRESS TO SUCCESS WITH YOUR COMPLIANCE PRACTICE
Stuart Hunter, National Head of Sales ANZ, FUTRLI
John Peterson, Founder, Best Practice Group
You know the one thing that keeps all your clients up at night – cashflow. Banish cashflow worries for good by identifying your client’s issues and giving them solutions to effect change. Effective reporting can give your clients control of the cash cycle by flagging the leading indicators.
There is never enough time when you’re running your own practice, and this pressure creates a lot of stress. To create a better relationship with your firm, start with the small habits. These gradually separate you from the emotion and daily grind and let you focus on a strategy to engineer a low-stress, high-reward business.
• L earn how to use reports to drive strategy and change • Find out the fastest way to identify the biggest issues in a client's business • Discover the power of alerts and how they can give you a good night’s sleep!
• L earn how one firm owner runs a $1.5M fee base with only 5.2 FTE headcount • Discover the daily success habits of the top 5% of small firms in Australia • Find out how to immediately double your firm’s productivity, capacity and profitability
A
B
A
2:40 - 3:10
Theatre 5
THE $3 TRILLION INTERGENERATIONAL WEALTH TRANSFER – WHAT TO DO ABOUT THIS TABOO TOPIC? Kylie Parker, Director, Lotus Accountants and Planning Plan B
Theatre 6
EXTENSIBLE ACCOUNTING SYSTEMS – WHEN ADD-ONS DON’T ADD UP
A generation of wealthy clients are heading to retirement and they need your help! Many owners don’t know how to separate themselves from their business, find a buyer or pass the company on to the next generation. Online platforms can take the heavy lifting out of planning a sale of a business, sorting out personal finances or assisting with estate planning.
Grant Cowie, CEO, Cognito Software
• F ind out how to pick the best online platform for creating wills and business plans • Gain an understanding of the documents in an estate plan and your role in reducing legal expenses • Discover tools that help your business clients document their systems and processes
• F ind out when it’s better to build a function rather than find an app for it • Know when your clients have outgrown Xero, QuickBooks or MYOB • Discover how scripts can cut operating costs and streamline the processes
A
Theatre 7
HOW TO PICK THE BEST APPS TO DRIVE YOUR BUSINESS ADVISORY SERVICE Joseph Robins, Country Lead, GoCardless Tim Hoopmann, Director, Spinn Business Solutions (MC) Heather Smith, Director, Ainse Consulting SMEs are demanding that accountants offer strategic advice as well as accounting. The first step to affordable advisory is to implement processes that automate as much of the data collection as possible. Hear how best-in-class apps provide an end-to-end solution for accountants, solving fundamental problems such as cash flow management. • Find out why improving data collection is essential to offering advice • Learn how the right combination of apps can deliver enormous improvements in efficiency • Understand how integrated apps can function as a single system A
B
3:15 - 3:45
A
B
BFL
Theatre 2
Sofie de Vreese, Head of Sales, APAC, Expensify Steph Hinds, CEO, Growthwise Clients' inefficiencies create your biggest headaches. Particularly if they have manual processes and a lack of urgency or accountability. Better expense management can improve your clients' workflows, increase efficiency, and accelerate your month-end close. • L earn how to identify and diagnose preaccounting inefficiencies and explain the opportunity to your clients • Optimise your clients’ preaccounting workflows and processes, which in turn optimises your accounting tasks • Hear how firms that automated expense management increased ROI by 598% B
Accounting Business Expo | 2019
3:15 - 3:45
Theatre 8
HOW TO TURN A $3K/YEAR CLIENT INTO $3K/MONTH Stu Brandman, Director, 542 Partners Dave Gorter, Director, SkyBooks The argument for monthly recurring revenue is strong – more consistent cashflow, better managed workloads and stronger client relationships. The easiest way to pick up MRR is to convert your oncea-year compliance client to year-round service. This not only serves your clients’ needs better, it brings you more challenging and profitable engagements. • Learn how to create profitable accounting products • Find out how to explain the value of monthly reporting to clients • Discover how to scale reporting across your client base A
B
3:50 - 4:20
Theatre 1
WHAT'S NEW IN XERO BUSINESS Jeremy Sutton, Enablement Manager, Xero
PREACCOUNTING: HOW TO INCREASE PRODUCTIVITY BY AUTOMATING YOUR EXPENSE MANAGEMENT PROCESS
A
Add-on apps for your accounting software work great – until you have too many of them. Then you start running into problems from syncing data across multiple systems; infrequent syncing, rising costs and compatibility. Learn how you can extend your current system and reduce your reliance on Excel sheets to run your clients’ businesses.
FP
2:40 - 3:10
58
3:15 - 3:45
Xero is constantly adding new features and improvements to your cloud accounting software to improve the efficiency of your business. Hear all the latest and greatest tweaks and releases such as creating invoices on your Android or iOS phone, major updates to Xero Projects and Expenses, and multi-currency reporting. • Discover how to squeeze more performance and usefulness from your accounting software • Learn about new features that save time on common tasks such as invoicing • Find out what Xero has in store for release later this year A
B
SEMINARS
3:50 - 4:20
Theatre 3
4:25 - 4:55
Theatre 4
SIMPLE ADVISORY TOOLS TO TURN CLIENT INSIGHTS INTO ACTION
5 PRACTICAL WAYS TO PROTECT YOUR CLIENT DATA RIGHT NOW
Emily Splatt, Education and Learning Manager, Mindshop
Jamie Beresford, CEO, Practice Protect
Josie Attard, Head of Customer Success, FUTRLI (mod)
An ounce of protection is worth a pound of cure – or, in the case of hacking firms, worth tens of thousands of dollars. Hear a detailed account of how a hacker breached an Australian accounting firm, the commercial impact and the simple steps they could have implemented to avoid the incident in the first place.
It’s almost impossible for the average SME owner to run their business from a P&L. Discover the practical steps involved in turning a client’s set of financials into an actionable one-page plan. This will tell your client where they are right now and where they want to be in the future. • Discover the five phases to business advisory success • Hear how reports in FUTRLI can unearth advisory opportunities for you • Learn how to transform FUTRLI reports into advisory success A
B
3:50 - 4:20
Theatre 5
EXPLORING MODELS FOR ADDING FINANCIAL PLANNING TO YOUR FIRM James, Malcolm, CEO, Crescere Accounting firms wanting to establish a wealth and financial services division face a range of options. They can refer clients to several external financial planners or align themselves with just one. A firm may choose to build their own division from scratch and fast-track growth by acquiring a book of fees. Learn how to weigh up the pros and cons. • Get clarity about your options for moving into financial planning • Find out how you can help your clients take a more holistic approach to financial services • Understand which options would be the best fit for you A
• Understand what a real-life breach actually looks like • Learn about the preventative measures that can stop client breaches • Discover the industry tools that firms are using to secure client data A
3:50 - 4:20
Theatre 7
SCALING UP: HOW TO PREPARE FOR THE CHALLENGES OF GROWTH Every business wants to grow but not every business is prepared to handle rapid growth. Companies have even foundered because they grew faster than they could handle. If you are primed for rapid expansion you need to answer these questions: What does growth mean in your business? How will you deal with the challenges that growth brings? • Learn about the tools a business needs to handle rapid growth • Find out the best way to limit your spending and other costs of expansion • Discover the advantage of running your business on a single system BFL
4:25 - 4:55
Theatre 2
HOW TO BUILD A PROFITABLE BOOKKEEPING BUSINESS
FP
4:25 - 4:55
Theatre 6
USING EXCEL TO AUTOMATE PROCESSES IN XERO AND QBO? YES YOU CAN Lance Rubin, CEO, Model Citizn Despite all the predictions of its imminent demise, Excel is still the best and most flexible tool used in the accounting industry. The arrival of cloud accounting software has increased its usefulness by automating mostly manual processes using two-way syncing with Xero and QuickBooks Online. • D iscover the massive productivity gains that Excel can bring to any modern firm • Find out the fastest way to set up a new client in Xero or QuickBooks Online • Learn how to post journals into cloud accounting software from spreadsheets A
FP
B
B
BFL FP
4:25 - 4:55
Theatre 8
CREATING 3-WAY WINS FOR CLIENTS, ACCOUNTANTS & BOOKKEEPERS Damien Greathead, VP of Global Accountants Programs, Receipt Bank Michele Grisdale, Director, Rainforest Bookkeeping Lielette Calleja, Director, All That Counts Alexi Boyd, Radio Host, Small Biz Matters (mod) For clients to be successful, they need both quality bookkeeping and quality accounting. As their trusted advisor you play a pivotal role making sure your clients get the best quality service. This session explores a number of ways to form strategic partnerships with bookkeepers and accountants to not only best serve your clients, but help you achieve your own business goals. • How to make strategic partnerships a part of your growth plan • How to establish strategic partnerships with other providers • How to disengage from poor performing partners A
B
Kerrie Jarius, Director, Brilliant Admin Solutions (BAS) Sophie Andrews, Director, Accounts Studio Peter Thorp, Director, PT Partners (mod) Looking to grow a profitable bookkeeping business? There is no better way than to hear from those that have “walked the walk”. Hear from three experienced business owners how they solved the big issues in growing a successful bookkeeping business including marketing, team building, client management and time management. • U nderstand the biggest challenges facing bookkeepers in growing a business • Learn how some of the bookkeeping industry’s best and brightest have built successful companies • Get useful tips to implement in your own business B
A
Accountancy Professional
B
Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
www.accountingbusiness.com.au
59
SEMINARS
Thursday Seminars 9:30 - 10:00
Theatre 1
PROFESSIONAL SERVICES FOR XERO PARTNERS Changing your business requires more than just software. Hear from Xero's partner consulting team on making the most of moving to Xero for your practice. • Understand what professional services Xero now offer • See our best practice recommendations for implementations • Learn what our partner consulting team do and how they can help your Practice B
9:30 - 10:00
Theatre 3
PROPEL YOUR ADVISORY SERVICES TO THE NEXT LEVEL WITH THE IDEAL TECH STACK Patrick Frigo, Practice Apps Specialist, Xero Matt Bunston, Country Manager, Australia, Hubdoc Conversations in the accounting and bookkeeping community are shifting towards technology and trends. Peeking into the future is a tricky business – but with the right tools, you can prepare your practice to better manage client expectations, harness real-time insights, and reach your goals. • Understand the changing accounting technology landscape • Find out how to manage changing client expectations • Learn how to build a technology stack that harnesses the power of real-time data B
9:30 - 10:00
Theatre 5
HOW TO USE BIG DATA, MACHINE LEARNING AND AI TO INCREASE YOUR SMSF PROFITS Ron Lesh, Managing Director, BGL Corporate Solutions There is a lot of talk about artificial intelligence and its various services. But the question that keeps coming up is, “What's in it for me?” This session will show you how to use big data to service your SMSF clients better and how AI can and will change the way you process your SMSFs. • Find out why big data is the future of SMSF reporting • Understand why AI and machine learning can process your SMSF data more accurately and efficiently • Discover how to use AI to improve your clients’ SMSF experience A
9:30 - 10:00
Sofie de Vreese, Head of Sales, APAC, Expensify Steph Hinds, CEO, Growthwise Clients' inefficiencies create your biggest headaches. Particularly if they have manual processes and a lack of urgency or accountability. Better expense management can improve your clients' workflows, increase efficiency, and accelerate your month-end close. • L earn how to identify and diagnose preaccounting inefficiencies and explain the opportunity to your clients • Optimise your clients’ preaccounting workflows and processes, which in turn optimises your accounting tasks • Hear how firms that automated expense management increased ROI by 598% A
B
10:05 - 10:35
Stuart Hunter, National Head of Sales ANZ, FUTRLI (mod)
A
Theatre 2
PREACCOUNTING: HOW TO INCREASE PRODUCTIVITY BY AUTOMATING YOUR EXPENSE MANAGEMENT PROCESS
Geoffrey Pyman, Partner Consultant Manager, Xero
A
10:05 - 10:35
Theatre 7
HOW TO CREATE MORE VALUE WHEN YOU CAN’T CREATE MORE TIME James Tobin, Director of Australian Operations, ProfitSee Growing services revenue is imperative for every firm but it is not an easy change to make. The core of advisory is the ability to have proactive conversations with your clients and to help them understand fiscal management. Discover how you can create more value and position yourself as part of your clients’ successful future.
Theatre 4
CLOUD DOCUMENT MANAGEMENT – FINALLY A SOLUTION THAT DOESN’T ASK YOUR PRACTICE TO COMPROMISE Rob Cameron, CEO, FYI Docs Process automation can strip a lot of the repetitive, low-value work from compliance. Once you have set up automation – what are you going to do with your extra man hours? Luckily, there is already pent-up demand for a high value substitution. Here’s how you can reassign staff so your new service is ready to go. • F ind out why you don’t just need clean data for advisory – you need capacity • Understand how to place staff in adjacent roles that boost revenue per employee • Discover the impact of process automation on a firm’s ability to offer additional services A
10:05 - 10:35
Theatre 6
THE QUEST TO FIND A DECENT REPORTING TOOL FOR MIDSIZE COMPANIES Warwick Russell, CEO, Smetric Insights Once you start dealing with companies making $2 million to $50 million a year the standard crop of reporting tools don’t make the grade. They can be inflexible, take too long to make changes and can’t dive deep into the data. Hear how a consultancy that tried all the popular tools discovered that dashboards don’t work without proper data management. • U nderstand the difference between standard reporting and business intelligence • Discover why mid-size companies are prepared to pay more for better reporting • Find out why you can’t train a commerce grad to be a data scientist A
BFL
• F ind out what your clients really value – what matters to all small businesses? • Learn how to leverage your relationship from accountant to adviser with all your SME clients • Discover tips for holding effective and proactive conversations with your clients A
A
62
B
Accountancy Professional
Accounting Business Expo | 2019
B
Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
SEMINARS
10:05 - 10:35
Theatre 8
AUTOMATE TO SURVIVE AND HANDLE MORE CUSTOMERS, MORE EASILY Tim Hoopmann, Director, Spinn Business Solutions Automation is not a dirty word. It is an opportunity to leverage technology to do the heavy lifting of the routine and the mundane; document collection, document management and data entry, for example. Learn which parts of the accounting process are ripe for automation and how to increase your capacity. • F ind out how to properly integrate tools so they become an extension of your team • Discover which processes you should automate first • Learn how to train your staff on new processes – and stick to them! A
Theatre 1
THE ROADMAP FOR MOVING DOWN THE ADVISORY PATH Patrick Frigo, Practice Apps Specialist The move to advisory is a growing topic for firms in today's connected digital era. This has created new opportunities for firms to have deeper conversations with their clients, adding value and helping small businesses thrive. This session will highlight the tools of connected apps for firm's to unlock advisory to streamline operations to help their clients thrive, whilst growing new revenue streams. • Understand the advisory opportunity • Understand best in class connected apps to power up your firm • Walk away with a roadmap for how to unlock advisory opportunities B
10:40 - 11:10
Theatre 3
HOW TO MAP OUT YOUR ADVISORY ROLL OUT
Every time a struggling business closes, you lose a client. Discover a new way to help and retain that client for life. You can change your model for dealing with clients in financial distress by utilising preinsolvency services. Find out how this independent professional advice can assist your clients to gain a far superior outcome. • Walk away with the solution to your problem files • Learn the new way you can help clients in financial distress • Discover how to strengthen client relationships by helping identify and deal with risk A
Business planning and developing an effective advisory strategy can be a daunting task. It requires some change management, a little retraining and a good dose of marketing. Mix it all together and you will have a range of new services that will generate new revenue and increase client loyalty. • L earn how to create loyalty with a service that clients want and desire • Hear how to become an advisor selling services that your clients want beyond what they need • Discover the winning formula for a successful advisory roll out B
10:40 - 11:10
11:15 - 11:45
Theatre 5
BEST STRATEGY TO BUILD AN SMSF PORTFOLIO? CUSTOMER SATISFACTION Simone Palfreyman, Principal, Palfreyman Chartered Accountant Attracting new customers is a constant battle for any firm. Customer service is a very effective way to differentiate yourself and can be an invaluable growth strategy, with SMSF and SME clients. Learn some of the tricks to increasing your client portfolio with customer service. • F ind out why traditional approaches to customer service aren’t working and what you can do better • Understand the specific steps you need to follow that will differentiate your services from your competitors • Discover how changing your method of staff management can actually grow your business
HOW TO CREATE A MENTALLY HEALTHY BUSINESS Linda Sheahan, Workplace Engagement Manager, beyondblue Tim Hoopmann, Director, Spinn Business Solutions Rebecca Gravestock, Director, People & Performance - AU & Asia, Xero Alexi Boyd, Broadcaster, Small Biz Matters (MC) If you work with business owners, you see first-hand the stresses they face. You can earn their gratitude and loyalty by spotting issues early and guiding them to proper care. There are many ways you can support business owners without training as a counsellor. Witnessing distress can also take its own toll; find out how to look after yourself. • D iscover why good mental health is beneficial for your business and your clients’ • Learn how to recognise signs and symptoms of stress, anxiety and depression • Hear ideas for how to implement strategies in business
FP
64
Accountancy Professional
Accounting Business Expo | 2019
B
BFL FP
Theatre 4
AUTOMATION, INTEGRATION AND THE FUTURE OF COMPLIANCE Tobi Heskett, Product Manager, MYOB The biggest bugbear in any compliance firm is the “pick up and put down” problem. Your staff are ready to work but they can’t without information from the client. Find out what happens to your firm when you systematically map out pain points like this and build a system that removes them. • L earn how to create a company return in half the time and reinvest the hours with clients to quadruple your firm’s profitability • Find out how to create or update an entity in 80% less time • Discover how to automatically reconcile ATO notices of assessment A
11:15 - 11:45
Theatre 6
CA, CPA, FCPA: ARE ACCREDITATIONS WORTH WHAT THEY USED TO BE? Amreeta Abbott, CEO, NowInfinity Steve Cole, Managing Director, Signature Consulting Kylie Parker, Director, Lotus Accounting Simone Macks, Co-founder, InvestFast (mod) Do accreditations still matter? Firms are moving from hourly fees, where accreditations justify higher rates, to all-inclusive subscription pricing that is judged on quality of service. Outsourcing teams behind the scenes are taking on more of the work. What do you tell your graduates: Is it worth paying the annual fee for your association membership? • F ind out whether a qualification is necessary for professional success in accounting • Hear from a recruitment expert how the market perceives accreditations – and whether they add to salary expectations • Understand what SMEs care about and how much an accreditation determines their buying or hiring decisions A
A
Theatre 2
11:15 - 11:45
Stuart Hunter, National Head of Sales ANZ, FUTRLI
A
HOW TO TURN THAT PROBLEM FILE INTO A CLIENT FOR LIFE Hank de Jonge, Executive Director, de Jonge Read
A
Samantha Dean, Director, Blueprint HQ
A
Theatre 7
B
10:40 - 11:10
A
10:40 - 11:10
B
Bookkeeping Professional
BFL
BFL Business / Finance Leader
FP
Financial Planning
UNDERSTAND HOW PARTNERING WITH A FINANCIAL PLANNING PRACTICE CAN GROW YOUR BUSINESS YOUR OPPORTUNITY
PROVIDE COMPREHENSIVE AND STRATEGIC ADVICE ACROSS THE FOLLOWING
> Add value to your practice by providing a more
holistic offering to your existing client base
> Cash flow modelling/ budgeting
> Increase direct client revenue through a referral
> Developing investment portfolios
> Open access to a compliant and professional
> Superannuation/SMSF
or JV arrangement
financial planning resource
> Estate planning and > Insurance
YOUR OPPORTUNITY
> Business succession planning (buy-sell/ key man)
> Privately owned – not aligned with any banks or
institutions
> Fee based > Experienced in collaborating with industry
professionals i.e. solicitors, mortgage brokers etc.
> Experienced in dealing with both individual and
business clients
(including shares and property)
VALUES IMPORTANT TO MONTARA > We are seeking ethical and professional accounting
partners who are looking to grow their business
> We understand and respect the nature of YOUR
client relationships
> Our team is friendly, responsive, hardworking
and flexible
FIND OUT MORE Contact the team at Montara Wealth to pre-arrange a catch up phone 02 8330 3733, email info@montarawealth.com.au or visit stand D40
W
montarawealth.com.au
A
Suite 1, Level 6, 309, George Street, Sydney
SEMINARS
11:15 - 11:45
Theatre 8
Theatre 7
TALKING TECH WITH CLIENTS – THE NEWEST PART OF YOUR JOB
WHAT CAN YOU DO WITH MICROSOFT’S POWER APPS AND POWER BI?
Dave Gorter, Director, Skybooks
Ryan Kagan, Director, The Blue Rock
Nicole Lynch, Director, Streamline Management
Microsoft Power Apps allow non-developers to create and publish web and mobile apps through a web-based tool. You don’t need to know any programming, just how to use a web browser – and these apps integrate with the whole Microsoft Office suite. See what’s possible in improving productivity with experiments by one progressive firm.
Kelly Chard, Director, GrowthMD Alexi Boyd, Radio Host, Small Biz Matters Change is always difficult, so when talking new tech with your clients make sure you focus on what's in it for them. You'll learn from fellow bookkeepers and accountants about how they 'sell' their clients on new technology, how they overcome common objections, plus how they make new technology usage an ongoing habit for their clients. • Discover why technology advice is a critical role for bookkeepers • Learn how to make solid, independent recommendations to clients regardless of industry • Find out how to embrace technology in your own business and lead by example A
B
11:50 - 12:20
Theatre 1
PAYING EMPLOYEES IN DIGITAL ECONOMY Jeremy Sutton, Sales Enablement Manager, Xero Payroll obligations have always sat at the centre of growing business, but the arrival of Single Touch Payroll is driving a new digital focus. This session explores your opportunities with STP and highlights the other upcoming Xero features and announcements that will modernise payroll processes for partners and small business alike. • See Payroll in Xero in action • Learn how Single Touch Payroll works in Xero • Understand how Xero expenses assists in paying employees A
B
11:50 - 12:20
Theatre 3
WHAT YOU MEASURE IS WHAT YOU GET! THE POWER OF THE DAILY NUMBER Michael McGee, Managing Director, McGee & Partners While historical financial statements reveal the performance of your business, identifying leading indicators to predict future performance is equally critical. By focusing on a single number, measured daily, you can achieve a clearly defined and audacious goal in your personal life. And find out what happens if you stop measuring your “daily number”. • F ind out how to look beyond financial statements for indicators of performance • Learn how to identify your own “daily number” • Understand how to use non-financial data to make critical business decisions A
B
11:50 - 12:20
Theatre 5
HOW DO YOUR SERVICES AND PRICING COMPARE TO THE MARKET? FROM THE FUTURE OF SMSF SURVEY Aaron Dunn, CEO, Smarter SMSF Are you under-pricing your services? Find out where you rank in a benchmark survey of nearly 500 SMSF practitioners across Australia, with detail on the average fees charged by revenue, pricing model and frequency of invoicing. The survey also investigates the number and type of services by revenue and the frequency of engagement. • D iscover how your firm performs and charges compared to firms with a similar number of funds • Find out which types of services the larger SMSF providers offer that you can too • Understand how generalist SMSF firms perform compared to specialists A
A
66
11:50 - 12:20
• D iscover the potential of passing data from a Power BI report to a Power App • Find out how to create an ‘app’ for your meeting notes, calendar and Skype video • Understand how applications within Microsoft Office 365 best connect with Power Apps A
B
BFL
12:25 - 12:55
Theatre 2
BEYOND BOOKKEEPING: TOP NEW SERVICES FOR BOOKKEEPERS Kelly Berger, Business Coach, Business Simplicity What can you do for your clients if they want more from you than just bookkeeping? When it is obvious when your clients aren't getting the help they need it's up to you to fill the gaps. Find out which services a bookkeeper can deliver to SMEs when their accountant is MIA. • Learn how to identify the services that your client needs • Find out how to approach your client about the added value services you offer • Discover how to set up a support network for your clients – and a recurring revenue stream B
12:25 - 12:55
Theatre 4
HOW TO TURN COMPLIANCE INTO A MONEY MAKING MACHINE John Peterson, Founder, Best Practice Group The classic challenge facing every firm owner – how to put down the tools instead of creating a full-time job for yourself (with overtime). It is not impossible to remove yourself from daily operations, even though it feels like it. The first step is to think of your business as a machine that runs on its own. • L earn how to earn more while working less in your compliance practice • Discover how to become less than 20% chargeable in under 90 days • Find out how to run your compliance practice in only four hours a day A
12:25 - 12:55
Theatre 6
FROM FRUSTRATION TO FREEDOM – HOW TO SYSTEMISE YOUR BUSINESS Troy Eadie, CEO, Business Success Systems Everyone tells you to invest your money to get a return but no one talks about investing your time to get a return on time. Most business owners are stuck in the centre of their business creating a bottleneck on growth. Instead of treading water with unclear systems, invest your time to build something that will replace you. • F ind out the best way for your clients to capture their teams’ IP and experience • Discover how to have all team members aligned in their goals, expectations and processes • Learn how to set your business up to scale and automate A
B
BFL
FP
Accountancy Professional
Accounting Business Expo | 2019
B
Bookkeeping Professional
BFL Business / Finance Leader
FP
Financial Planning
SEMINARS
12:25 - 12:55
Theatre 8
1:30 - 2:00
CREATE THE PERFECT DAILY SCHEDULE FOR A BOOKKEEPING FIRM
HOW TO TURN BUDGET NIGHT INTO EXTRA CONSULTING REVENUE
Tim Hoopmann, Director, Spinn Business Solutions
Ben Miller, Senior Writer, CCH iQ, Wolters Kluwer
Dave Gorter, Director, SkyBooks
Budget Night offers fantastic opportunities for accountants to contact their clients. But how do you translate it into consulting revenue? And how often do budget announcements change before they become law? Legislative changes always relate to specific clients – but which ones? Learn how to identify affected clients automatically and fill your consulting pipeline.
Kate Stathis, Head of Bookkeeping, Illumin8 Partners It's easy to get sucked into working in your business – fighting fires, dealing with staff, making sales. All necessary tasks, but how much time should you spend on these and how much on strategy, personal development and partnerships? This panel is designed to help practitioners shape their ideal schedule that prioritises growth and high performance. • Learn how to prioritise the tasks that only the CEO can do • Find out how to minimise the time you spend dealing with daily business • Understand when you need to hire a manager to free you up for bigger projects B
1:30 - 2:00
Theatre 1
• Find out how to use Xero Projects to manage your practice • See Xero tax in action • Learn how all of the Xero practice applications integrate B
1:30 - 2:00
Theatre 3
WHAT IF YOU HAD THE POWER TO PREDICT YOUR BUSINESS’ FUTURE?
WHY STP IS YOUR BEST FRIEND – NOT YOUR FOE
Meagan Wood, Senior Marketing Manager, Intuit (mod) Do you think of the transition to Single Touch Payroll as yet another legislative burden to discuss with clients? Or do you see it as a prime opportunity to grow your business and deepen client relationships? Hear how a savvy accountant and bookkeeper are capitalising on this large-scale compliance event. • Get an easy-to-follow checklist for introducing STP • Learn how to frame the STP conversation with clients • Discover how you can build your value offering around compliance A
What if you could seamlessly tap into your financial and business data and make it forward looking? Find out firsthand what FUTRLI is building and how it will revolutionise the way SMBs and accountants connect the dots between inputs and outputs. • D iscover how SMBs and accountants can have intuitive visibility of future cash flow and sustainable economic growth • Hear how easy-to-use, AI-driven data modelling will test your ideas and plan investment across your business • Find out how to be one of the first to test out FUTRLI's revolutionary new platform B
Theatre 5
HOW CLOUD TECHNOLOGY CAN CHANGE YOUR CLIENT CONVERSATIONS AND GROW YOUR BUSINESS Ben Gill, Director, NowInfinity Cloud technology can create capacity in your business and generate more revenue from your firm’s entity establishment, management and corporate compliance capabilities. You can centralise historical data stored on your desktop by using a cloud-based trust register. This gives you a base to automate your process, generate forms automatically and easily re-price your services. • F ind out how to use the extra capacity to have more valuable conversations with your clients • Learn how to increase the efficiency of your corporate compliance service • Discover the five documents that should generate the most revenue in your firm A
Nick Sinclair, Chairman, The Outsourced Accountant Millennials want the ability to work from home, at different hours, and expect a plan for work-life balance that gives them a measure of freedom you never had. If you want the best talent in the market you need to openly share your strategy, work on your culture and burnish your brand. • Find out why personal development is more attractive than salary • Why training and development plans are essential and expected tools • How to create an outcome profile that motivates your staff
Accounting Business Expo | 2019
B
Bookkeeping Professional
B
BFL FP
2:05 - 2:35
Theatre 6
TROUBLE WITH INVENTORY? HOW TO TELL WHEN YOUR CLIENT NEEDS TO UPGRADE THEIR STOCK MANAGEMENT Daniel Van Der Heyden, Partner Manager, Unleashed Software Stock outages, lost sales and dissatisfied customers are common problems that can prevent your clients from growing. And they are all often caused by inadequate inventory management. Many of your clients will outgrow simple inventory systems and need a more robust solution – especially if they’re manufacturing products. Find out how to spot the clients that need a tap on the shoulder. • D iscover the improvements that cloud inventory management can bring to businesses • Learn a method to measure the impact that cloud inventory management will have on your clients • Explore how you can help clients move to cloud inventory management without getting involved in a time-consuming setup process A
Accountancy Professional
Theatre 4
HOW TO HIRE, MANAGE AND RETAIN YOUR A-GRADE MILLENNIALS
A
A
B
2:05 - 2:35
Helen Cockle, COO, FUTRLI
1:30 - 2:00
Theatre 2
Kane Munro, Director, Accountancy Online
An introduction to our recommended Practice app stack for micro size firms. This will include an end to end demo of a job through Xero practice apps including Xero HQ, Xero tax, Xero workpapers and Xero Projects.
A
A
Diane Lucas, Director, Direct Management
Ellie Burke, Enablement Specialist, Xero
A
• L earn how to identify legislative risk for your clients at scale – and notify them • Understand the concept of actionable content and a system that turns it into revenue • Learn how to track changes to past Budget promises and how they will affect your clients in future
2:05 - 2:35
YOUR DIGITAL APP STACK - MICRO SIZED FIRMS
68
Theatre 7
B
BFL
BFL Business / Finance Leader
FP
Financial Planning
CLOUD SECURITY FOR ACCOUNTANTS LEARN WHAT LEADING AUSTRALIAN ACCOUNTING FIRMS HAVE DONE TO PROTECT CLIENT PRIVACY AND SECURE DATA
ABE attendees can get exclusive access to a sample of our legal policy documents. To get a copy of our Privacy Policy and Client Engagement Letter updates visit: www.practiceprotectonline.com/abe2019
SEMINARS
2:05 - 2:35
Theatre 8
2:40 - 3:10
Theatre 7
THE PRICING SPECTRUM: FROM HOURLY BILLING TO VALUE PRICING
HOW TO AVOID THE CREDIT CRUNCH AND FIND FUNDING FOR YOUR CLIENTS
Damien Greathead, VP, Global Accountants Programs, Receipt Bank
Tom Cranfield, Associate Director, Secured Lending
Pricing is difficult. With technology eroding away at time, firms need to adapt their pricing model so that they are not penalised for investing in technology and training. Hear how a leading firm prices its services, how it uncovers what clients value, and when hourly billing works.
The banks are saying ‘no’ more often to your business clients as lending conditions tighten. Private lending solutions are stepping up to fill the void, approving up to $15 million in just 24 hours. Understand the difference between private lending and bank finance, and discover why it is a viable solution for your clients.
• Understand different pricing strategies and when to use them • Learn techniques for pricing clients quickly and effectively • Discover how to protect your margins so you don’t lose money on a job A
B
2:40 - 3:10
Theatre 1
JOB MANAGEMENT IN XERO Hear about the best ways for small businesses to track jobs time and costs using Xero's two job management tools, Xero Projects and Workflow Max • Learn about Xero Projects and Workflow Max in detail • Understand how they can help manage jobs in your practice - no matter the size or requirement B
BFL
2:40 - 3:10
Theatre 3
WHY CLIENTS WANT MORE AND WHY THEY WILL PAY FOR IT Kyle Jenkins, CFO, Navigate Virtual CFOs Jim Vass, Director, ATB Chartered Accountants & Business Mentors Michael McGee, Managing Director, McGee & Partners It’s not just accountants that have seen the golden opportunity in advisory services. A growing percentage of business owners are realising how much they can gain from this blend of coaching and accountancy. It’s time to meet that demand and give your clients what they are asking for. • H ear how to keep pace with your clients’ work habits and stand out from a market of compliance factories • Learn how to leverage what you already know about your clients in order to optimise your advisory services • Discover the pricing model that best fits your clients B
BFL
2:40 - 3:10
Theatre 5
TOP SMSF ISSUES FOR ACCOUNTANTS AND TRUSTEES IN 2019 Darin Tyson-Chan, Editor, Self-Managed Super magazine Tracey Besters, Founder, SMSF Design The past year has been a difficult time for accountants and their SMSF clients. From residency reforms and death benefits to audits and professional standards, SMSF is undergoing change on multiple fronts. Two industry experts examine the most pressing concerns raised by readers of Australia’s premier SMSF publications and analyse the likely outcomes for practitioners. • F ind out the most pressing issues for your peer group and how leading practitioners are responding • Discover the topics SMSF trustees want help with • Get answers to your own concerns about the sector A
B
BFL
FP
Theatre 2
SINGLE TOUCH PAYROLL – A REPORTING CHANGE FOR EMPLOYERS John Shepherd, Assistant Commissioner, Single Touch Payroll Single Touch Payroll (STP) is a reporting change for employers. Employers with 20 or more employees are required to report payments such as salary and wages and PAYGW at the same time they pay their employees. As of 1 July 2018, employers with over 20 employees began reporting through STP. Get the insights on the implementation, learnings from the data the ATO are receiving and the future for STP and small employers. • F ind out the benefits of STP and how it is changing the future of payroll reporting to the ATO • Learn how to ensure the ATO is receiving your data correctly • Find out about what STP means for small employers A
Stuart Hunter, National Head of Sales ANZ, Futrli (mod)
A
A
3:15 - 3:45
Joe Salvati, Growth Manager, New Products, Xero
A
• H ear about the types of scenarios where fast funding solutions are critical • Learn tips for navigating the short term, private funding loan market • Find out the questions you need to ask clients who need short term finance
B
3:15 - 3:45
Theatre 4
8 EASY WAYS TO INCREASE YOUR REVENUE IN 2019 Ed Hayes, Business Development Manager, Connect Outsourcing The cost of doing business is rising while price competition is pushing down profits. But it’s not all doom and gloom – as old tasks are automated, accountants are free to pursue other areas. Instead of trying to find new clients, here are some ideas to increase the average transaction value per client. • Learn how to extract the maximum sales potential from your existing client base • Discover time or cost-saving products that are easy to deliver to your clients • Find out how and when to upsell your clients with additional products A
B
FP
3:15 - 3:45
Theatre 6
E-INVOICING – WHAT IS IT, AND HOW CAN I PREPARE? Mark Stockwell, Acting Assistant Commissioner, e-invoicing e-invoicing allows a business to send invoices to their customer’s software in a standard format, and receive invoices in return, even when they’re using different systems. This is a faster, more secure way of sending invoices from software to software. Hear exactly how e-invoicing can help businesses save time, money and improve efficiency. • Understand what businesses can do to prepare • Businesses can choose to take up e-invoicing – it is not mandatory. Learn who you should seek advice from • Hear how Australia and New Zealand have adopted this industry-lead initiative A
B
BFL
3:15 - 3:45
A
70
Accountancy Professional
Accounting Business Expo | 2019
B
Bookkeeping Professional
BFL Business / Finance Leader
Theatre 8
FP
Financial Planning
TOA Global is the most professional accounting outsourcing partner and helps firms like Armada build and grow offshore teams. The experts to select and develop your best people. Easily. Learn how we can help build your superstar team. www.toaglobal.com
SEMINARS
THE IMPORTANCE OF PEOPLE PLANNING
WHY SPECIALISATION IS A POWERFUL STRATEGY FOR ANY FIRM
Nick Sinclair, Chairman, The Outsourced Accountant
Sarah Lawrance, Founder, Hot Toast
Andrew Van De Beek, Director, Illumin8 Partners Sam Rotberg, Director, AS Partners Quality people continue to be one of the scarcest resources in accounting. Whether you're a sole practitioner or a multi-partner firm you need to effectively manage your human capital. The secret is knowing how to better recruit, develop, and exit people. A good team gives you more time to do what you love. • L earn the latest techniques for training staff effectively and efficiently • Discover how to hire Millennials that want to work for your business • Find out how technology and offshoring can become an extension of your team A
B
3:50 - 4:20
Theatre 1
XERO AND HUBDOC: BETTER TOGETHER Matt Bunston, Hubdoc, Country Manager Australia Hubdoc is now part of the Xero family! The magic of auto-fetching documents from supplier portals and online banking is now baked into your accounting software. Find out more how to streamline admin tasks such as financial document collection and data entry so you can run your practice more efficiently. • D iscover how to streamline data capture so that you never have to type in another invoice • Learn how financial document collection eliminates hours of chasing clients for source documents • Hear how firms have increased customer satisfaction and reduced service costs by slashing data entry A
B
BFL
3:50 - 4:20
Theatre 3
A
When you first show a client their business in a dashboard – with the right metrics – they suddenly see accounting in a different light. During this live demo learn how the FUTRLI platform can boost your advisory service and how we will support you on your successful advisory journey. • Discover how the FUTRLI app works • Find out about white labelling and how to market FUTRLI to your clients • Hear about our support that makes implementing FUTRLI seamless B
3:50 - 4:20
Theatre 5
4:25 - 4:55
Machines are good with numbers – they can calculate rent, dividend and interest income and tax for a fund via intelligent data feeds. But can we make these machines smart enough to predict Income and Tax with the right algorithms and humans audit only the deviations? • Find out how AI is disrupting SMSF audit • Understand how your SMSF Audit workflow when you allow machines do the auditing • Discover how much automation can increase profits in SMSF audit services FP
3:50 - 4:20
HOW TO RUN AN EFFICIENT PRACTICE WITH CLIENTS ON DIFFERENT SOFTWARE PACKAGES Dave Francis, General Manager, Reckon David Burke, Head of Sales and Revenue, Reckon Moving all your clients on to one software package sounds good in theory, but in practice it rarely works. Not every client is the same! By leveraging the power of the cloud, it is possible to use one process (not one ledger) in your practice with whatever software suits your clients the best. • L earn how to increase the efficiency of your compliance jobs, no matter what software your clients use • Discover the power of using APIs to collect data from your clients • Hear how eliminating re-keying of data will save you hours on every job
4:25 - 4:55
Theatre 7
Accounting Business Expo | 2019
B
Theatre 6
Ecommerce businesses are the future. Your clients will be selling on Amazon, Shopify or another platform soon if they aren’t already. You will need to understand these businesses and where to get the data to do their compliance work. Learn processes from ecommerce accountants that can save you time and help you provide your clients with accurate financials. • D iscover ecommerce accounting best practices for recording income, cost of goods sold and inventory • Get an overview of the marketplaces and shopping carts • Learn about tools to optimise your practice and your clients’ businesses A
B
BFL
Bookkeeping Professional
Theatre 8
BEGIN WITH THE END IN MIND: DEFINING YOUR PERFECT PRACTICE Andrew Van De Beek, Director, Illumin8 Partners Lielette Calleja, Director, All That Counts Why are you in business? Purpose is what gets you out of bed most days, and your reasons might be very different to your neighbour’s. The most successful firms (and people) have worked out how to align their purpose with their day to day. Do this and you’ll notice an enormous difference in your will to work and ability to achieve. • Understand the psychology behind purpose and work habits • Learn how to find staff and clients who share your values and support your mission • Discover why a clearer vision makes it easier to select clients and services you sell A
72
Theatre 4
4:25 - 4:55
CAN A MACHINE AUDIT AN SMSF? YES IT CAN! Manoj Abichandani, Technical Director - SMSF, Online SMSF Audit
Accountancy Professional
FP
Scott Scharf, Co-Founder, Catching Clouds
Josie Attard, Head of Customer Success, Futrli
A
B
HOW TO CATCH THE BOOM IN ECOMMERCE ACCOUNTING
Stuart Hunter, National Head of Sales ANZ, Futrli
A
• D iscover why finding your niche is so important to growing your business • Find out why specialists can sell higher value services to their clients • Learn how to build an industry framework for your clients to keep them accountable
A
FUTRLI DEMO – DISCOVER IT, DECIDE IT, DO IT!
A
The more you know about your client’s business the more you can do for them. Specialisation makes you an expert that can benchmark data and examine margins with full confidence. Hear how a Sydney firm started with bookkeeping for creative businesses and now sells advanced analytics and consulting services to their customers.
B
BFL Business / Finance Leader
FP
Financial Planning
Accelerate and simplify how you prepare, sign, act on, and manage agreements Meet your clients' legal, financial and tax needs faster with DocuSign Download a 30-day free trial docusign.com.au
EXHIBITOR LISTINGS
Exhibitor Listings Accentis F35
AccSource E09
One fully-integrated software solution to manage your entire business. Feature-rich, flexible, Australian designed and supported. Accentis Enterprise is the optimum ERP solution for SME’s in Manufacturing, Wholesaling, Distribution, Project Management and Service Industries. Our software helps to improve and enhance workday efficiency, processes and procedures that result in saving time and money! 07 3256 6875 accentis.com.au sales@accentis.com.au
AccSource is an Online Accounts Outsourcing platform primarily for Micro, Small and Medium Enterprises (MSME) and Public Accounting Firms. Our Finance and accounting BPO services comprises from transaction processing to compliance and business analytics and delivers value creation and cost improvement all along the accounting and finance value chain. 0406 727 061 accsource.com.au boobalan@accsource.com.au
Accountancy Insurance
F08
Accountancy Insurance specialise in assisting accounting firms, with more than 3000 firms throughout Australasia and Canada utilising their services. Australian accounting firms can benefit from the following offerings: Tax Audit Insurance; Professional Indemnity Insurance; and Cyber Insurance. To learn how you can benefit, talk to the Accountancy Insurance team. 1300 650 758 accountancyinsurance.com.au info@accountancyinsurance.com.au
AccountKit E15 AccountKit is the cloud accountant’s essential toolkit. It streamlines and brings visibility to administration, compliance and consulting functions within practices by integrating with Xero Practice Manager, Xero, NowInfinity, SuiteFiles, Dropbox and more. Feature highlights include the Client Map Tool, Inter-Entity Loan Reconciliation Tool and Equipment Finance Tools. account-kit.com
Accredo Australia
A08
Purpose-designed for small to large sized Australian companies, Accredo Saturn and Mercury is accounting software with all the features and modules companies need. In addition to breadth and depth of functionality both are exceptionally easy to use and understand. Accredo is business friendly accounting software that meets the needs of everyone. 1800 233 916 accredo.com.au info@accredo.com.au
74
Accounting Business Expo | 2019
Acis H08 One of Australia’s largest providers of business structures. At Acis, we specialise in business and investment structures and restructures, the core of which are company registrations, trusts and SMSFs. Every year thousands of professional advisers around Australia trust us to overlay our market leading system with expert scrutiny of every transaction. 1800 773 477 acis.net.au acis@acis.net.au
Act2 Solutions
C09
As leaders in the integration and innovation for the provision of Actuarial certificates, our multi award winning firm consistently provides fast turnarounds at exceptional value. Independently owned and operated, we provide a service which is professional, friendly and knowledgeable. Select Act2 as your provider and experience the efficiencies first hand 1800 230 737 act2.com.au act@act2.com.au
Adieu H01 Adieu is a new and innovative approach to divorce settlements. Adieu enables advisors to help their clients navigate separation by using intelligent technology to facilitate positive, fair, court-sanctioned parenting and property agreements. Adieu provides the opportunity for advisors to add a valuable new advisory service of great value to clients. 0414 617 483 adieu.ai bill.wight@adieu.ai
Advanced Business Manager
A28
Companies around the world are growing their business with ABM software. ABM provide software solutions for medium-sized businesses who have outgrown small accounting packages, require inventory control and other features, multi-currency, multilocation and multi-company. Management of manufacturing, warehouse, distribution, field service, construction, consulting and project and financial management are features of ABM. 03 9848 2389 advancedbusinessmanager.com.au chris@advancedbusiness manager.com.au
Advant Group
D01
Advant Group is the leading provider of marketing and client communication solutions to the Australian Financial Services industry. Advant Plus is a platform developed to address the growing need for accountants to easily, quickly and costeffectively position themselves as subject matter experts and maintain a regular touch point with their clients. 03 9416 0655 advant.com.au mail@advant.com.au
Annexa C29 A leading business systems solution provider and 5 star NetSuite Partner, Annexa work with forward-thinking Australian companies ready to take their systems to the next level. Annexa are well-versed in the design and implementation of revolutionary cloud technology geared towards promoting business growth and sustainability. 1300 994 550 annexa.com.au sales@annexa.com.au
Apricity Finance
E39
Apricity Finance specialise in a product known as invoice finance. Our solution allows businesses to have the invoices to their high quality customers paid faster. By financing up to 95% of approved invoices upfront, we help businesses grow and remove the stress of waiting for big customers to pay their bills. 0400 177 007 apricityfinance.com tony@apricityfinance.com
EXHIBITOR LISTINGS
APS - Software For Accountants B35 APS is the leading Practice Management solution for multipartner, multidisciplined accounting firms. Unlike our competitors, our focus is 100% on efficiency and productivity tools for the Practice and not on software for your clients. 02 9965 1300 reckon.com/au/aps apsau@reckon.com
Apxium D17 Many accounting firms (and their clients), trust Apxium to automate their entire receivables process while enjoying the low 0.715% flat credit card rate and free bank account debits. Additionally, Apxium’s Audit Safe solution allows accountants to seamlessly deliver a compliance service to their clients and substantially increase fees to the firm 1300 765 685 apxium.com sales@apxium.com
Arrow - Tencia ERP Software
H31
Arrow Research Corporation was established in Australia in 1989 our flagship ERP product Tencia is suitable for a diversity of industries within the SME market offering flexible deployment options. Tencia handles some of the more complex business tasks including, multiple warehouse locations, special price matrix, multiple currencies, batch tracking, landed costing. arrow.net.au inquiries@arrow.net.au
Arrow Voice and Data
C33
With over 19 years’ experience as leading experts in business and unified communications, Arrow Voice & Data are proud to present 8x8 Cloud Communications. Providing industry leading support and solutions to Accounting firms for over 19 years, Arrow is Australia’s most trusted telecommunications service provider. 1300 555 330 arrowvoice.com.au sales@arrowvoice.com.au
Asset Finance Shop
D07
The Asset Finance Shop work in collaboration with accountants and bookkeepers offering a ASSET FINANCE SHOP wide variety of finance solutions for your clients. Accountants can submit a simple referral, or if preferred - work closely with us to fulfil their clients finance needs - talk to us today. 1300 558 758 assetfinanceshop.com info@assetfinanceshop.com W W W . A S S E T F I N A N C E S H O P . C O M
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Accounting Business Expo | 2019
Australian Bookkeepers Network E36 Australian Bookkeepers Network has been renowned as an innovative industry leader since 2001! Our purpose is to make a difference in the lives of Bookkeepers by providing a supportive community, unique tools and resources that enable bookkeepers to make well informed strategic business decisions and stay ahead in their industry. 1300 856 710 austbook.net info@austbook.net
AutoEntry C21 AutoEntry is an automated data entry solution for accountants, bookkeepers and business owners. AutoEntry captures and analyses scanned and photographed purchase and sales invoices, receipts, expenses, bank statements and more, automating data entry into accounting software. AutoEntry integrates seamlessly with all major accounting solutions, including Xero, QuickBooks, Sage and KashFlow. 03 8518 4347 autoentry.com sales@autoentry.com
Banjo Loans
C10
Banjo is an online lender providing unsecured loans to small and medium sized businesses. If you have clients that need unsecured finance, want old fashioned service and a fair rate with an effortless application process, feel free to come past our exhibitor stand and find out more. 1300 226 565 banjoloans.com customerservice@banjoloans.com
BGL Corporate Solutions
E08
BGL is Australia’s leading developer of cloud SMSF administration and ASIC corporate compliance software solutions. With sophisticated data matching, highly intelligent corporate actions, big data, artificial intelligence, SimpleFund360 is the preferred SMSF admin solution of over 4,700 firms, while CAS360 is the preferred ASIC compliance solution of almost 1,300 firms. 1300 654 401 bglcorp.com sales@bglcorp.com.au
BMT Tax Depreciation
I07
BMT specialise in providing comprehensive depreciation schedules for property investors. Reduce risk, maintain compliance and maximise client deductions. Their innovative new portal MyBMT can also help you manage all your clients’ depreciation needs in one central location. Speak to an expert today. 1300 728 726 bmtqs.com.au/accountants info@bmtqs.com.au
Business Fitness
D04
Smart software that powers your practice. Our streamlined solutions help you get more done with less hassle, so you can run a faster, leaner and more profitable firm. Through document management software, integrated templates and workpapers, intelligent reporting, and benchmarking tools, our solutions give firms everything they need to succeed. 1300 333 424 businessfitness.com.au info@businessfitness.net
Castaway Forecasting
E35
Castaway is comprehensive cashflow forecasting software that helps you make intelligent decisions in your business or create value for your clients. Castaway’s powerful 3-way reporting and business modelling approach maintains the integrity of your forecasts with double-entry accounting. Castaway helps tell the story of your business with stunning reports and dashboards. 02 9569 7144 castawayforecasting.com jobuchanan@castawayforecasting.com
Change GPS
C18
Smart auto-generated reports with your branding & logo for Annual Tax Summary (with ATO Benchmarking), Business Structure Advice + Tax Planning. Instant Trust Resolutions & Dividend Statements. Award winning letters, workpapers & Terms of Engagement content. Structure Diagrams generated from XPM in 5 seconds. ChangeGPS - the winning choice for Accountants! 1300 268 684 changegps.com.au info@changegps.com.au
Class D34 Class provides software for the administration of SMSF and non-SMSF investment portfolios, creating an environment where advisers and accountants can collaborate and their businesses thrive. Class Super is Australia’s leading cloud-based SMSF administration software. Class tools and technology drive higher levels of efficiency and automation that allow businesses to grow faster. 1300 851 057 class.com.au sales@class.com.au
ASX:ELO
Integrated Cloud HR & Payroll Solutions by ELMO ELMO Software offers an integrated cloud HR, payroll and rostering / time & attendance solution from one vendor one dashboard and one user interface. Our modules can be used stand alone, or together in any combination with other ELMO modules . We can help small to mid-sized organisations streamline their HR, payroll and rostering / time & attendance processes to increase productivity, efficiency and reduce costs.
Pay
Engage
Hire
Payroll
Core HR
Recruitment
Self-Service
Survey
Onboarding
Retain
Rostering / Time & Attendance
Develop
Performance Management
Learning Management
Rewards & Recognition
Course Builder Course Library
Remuneration Succession Management
Visit ELMO at stand D16 and... Enter our prize draw to be in with a chance to WIN a $700 Flight Centre Voucher
Have your new FREE professional headshot taken by our photographer
elmosoftware.com.au
EXHIBITOR LISTINGS
ClockOn H07 ClockOn is Australia’s most powerful workforce management system and seamlessly combines rostering, attendance and payroll. ClockOn also offers a full-service managed payroll. You will have your own dedicated ClockOn payroll professional who will learn and understand the unique requirements of your business or your clients business. 02 4344 9444 clockon.com.au sales@clockon.com.au
Cloudsolve G04 Cloudsolve Inventory Intelligence provide smart, tailored inventory integrations for your growing business needs. 02 9017 7373 cloudsolve.com.au info@cloudsolve.com.au
Cognito Software
D42
MoneyWorks Accounting and ERP software, published by Cognito Software, is used by tens of thousands of organisations throughout Australasia. MoneyWorks is the only extensible accounting system with desktop and cloud solutions, providing unparalleled customisation and flexibility for the growing business. 1800 140 859 moneyworks.com.au info@cognito.co.nz
Connect Outsourcing
C04
Outsourcing done differently. Unlike other remote staffing companies, we have a team of over 800 fully trained accountants ready to work for you. There’s no recruitment process, and no training required. You pay only per job, so you use us only when you need us. Our work quality is guaranteed. +64 21 796 169 connectoutsourcing.com.au ed.hayes@connectoutsourcing.com
CPA Australia
E22
CPA Australia is one of the world’s largest accounting bodies with 163,750 members (at 31 December 2017) working in 125 countries around the world. As the role of traditional accounting changes, CPA Australia has the necessary resources to help our members grow their practice and take advantage of market opportunities. 1300 737 373 cpaaustralia.com.au/professionalresources/public-practice memberservice@cpaaustralia.com.au
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Accounting Business Expo | 2019
D&V Philippines Outsourcing
E33
D&V Philippines is your accounting talent sourcing firm based in Manila, Philippines. Our team of CPAs has in-depth expertise in Australian accountancy and compliance with a proven track record. We provide a dedicated team with guaranteed backup to ensure continuity. D&V Philippines is an outsourcing organization managed by accountants. +63 2 846 1144 dvphilippines.com marketing@dvphilippines.com
de Jonge Read
G36
de Jonge Read provides independent advice for company directors and business owners experiencing financial difficulties. de Jonge Read delivers the best strategy to navigate through the insolvency framework offering comprehensive project management services as well as emotional support throughout the whole process. 1300 765 080 djra.com.au info@djra.com.au
Deed Dot Com Dot Au
E07
We provide a comprehensive online service for creating, .COM.AU storing and managing trust deeds and other legal documents for companies, self-managed superannuation funds (SMSFs), family trusts, unit trusts and fixed unit trusts, etc. We are the preferred document provider of many accountants, financial planners, solicitors and end users, namely, trustees. 02 9684 4199 trustdeed.com.au manoj@ucservices.com.au
ECPI
DMS F24 DMS specialises in software based Automation of Business Processes. One product is a cloud based integrated platform that automates, manages, controls staff expenses, invoices, purchase orders and delivery dockets. Another product assists business with their reporting and data analysis automation and analytics. DMS – creating efficient outcomes through smart software solutions. 0475 426 264 demandmgmt.com DaleB@demandmgmt.com
DocuSign B07 DocuSign helps organisations connect and automate how they prepare, sign, act-on, and manage agreements. As part of its cloud-based System of Agreement Platform, DocuSign offers eSignature—the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. 1800 255 982 docusign.com.au apac@docusign.com
Duo Tax Quantity Surveyors
B14
With ever-changing taxation rulings that surround depreciation in what is already a technical field, Duo Tax simplify the process while ensuring ATO-compliant tax deductions are maximised through depreciation of investment properties. With class-leading experience in building economics and exposure to market changes, this places us at the forefront in tax depreciation. 02 8999 1133 duotax.com.au business@duotax.com.au
ELMO Cloud HR & Payroll
D16
ELMO’s (ASX:ELO) suite of HR, payroll and rostering / time & attendance solutions can be used together or stand-alone, and are configurable according to your organisation’s processes and workflows. The ELMO solution allows organisations to manage their HR and payroll processes within one simple platform, with a single dashboard and reporting suite 64283054600 (to check) elmosoftware.com.au contactus@elmosoftware.com.au
Evolv Super
F09
Evolv has a reputation built on the strength of technological innovation, quality, efficiency and value. Boasting a suite of exclusive products designed to deliver SMSF audits that value-add to your business. Evolv continues to collaborate with the industry as we strive to develop tools that evolve the way we all work. 1300 886 536 evolvsuper.com.au jpartington@evolvsuper.com.au
Expensify F02 Easily track your receipts and manage expenses on the go with Expensify! Just take a photo of your receipt and Expensify automatically transcribes the details and submit expense reports in one click. Expensify imports card transactions and integrates with accounting softwares, enabling administrators to quickly approve and reimburse expense claims. use.expensify.com sales@expensify.com
Exsalerate F10 It costs 5x more to Win New Business that it does to retain Existing Customers. Our Account Management Dashboard shows you the lifetime value of your customers & how long it’s been since they’ve heard from you. Plus we create a customised visual Sales Pipeline that’s predictable, repeatable and scalable. +64 21 317 295 exsalerate.com info@exsalerate.com
EXHIBITOR LISTINGS
EzzyBills G14
FUTRLI A24
EzzyBills is the #1 rated invoice automation solution. EzzyBills extracts all invoice/receipts data including line items, and exports to your accounting software. 100% automatic, more accurate than humans, done in seconds. Fully integrated with Xero/MYOB/ QuickBooks/NetSuite. Support multiple-level management approval, inventory data entry, and automatically matching with purchase orders. 02 8003 3097 ezzybills.com support@ezzydoc.com
FUTRLI helps businesses and advisors make great strategic decisions based on accurate, real-time data. We provide you with clear visualisation of forecasts, reports, KPI dashboards allowing you to answer key business questions. Manage cashflow, spot trends and accelerate growth for your firm or business. futrli.com stuart@futrli.com
FeeSynergy A36 FeeSynergy is the leading provider of debtor management solutions. Our Collect Debtor Management software brings together our collective IP and long experience of the accounting industry to deliver world’s best practice to our client firms. When it comes to resolving debtor management issues, no one knows it better than FeeSynergy! 03 9822 1300 feesynergy.com.au lazs@feesynergy.com.au
Financial Mappers
K10
Financial Mappers’ dynamic cash flow modelling software enables accountants to easily assess a complete picture of a client’s cash flow, assets, liabilities and intentions. Accountants can demonstrate outcomes of any financial change or create an SOA or SMSF investment plan. Client entered data and shared reports online gives practice efficiency. 0411 086 532 financialmappers.com.au glenis.phillips@financialmappers.com.au
Fishbowl Inventory
C35
Fishbowl Australia calls the beautiful Sunshine Coast it’s home. We offer Inventory and Manufacturing solutions that not only help your business grow, but make the day to day better. With the best local support on the planet, we will be there by your side when you need us the most. 1300 785 755 fishbowlaustralia.com.au kylie@fishbowlinventory.com.au
FuseDocs B42 FuseDocs is the smart robotic process automation solution for accountants. Compile, format and send client ready documents at the click of a button. FuseDocs fully automates repetitive processes like collating annual client reports direct from your document management system. With Fuse on your team, productivity skyrockets! 07 3233 6440 fusedocs.com.au hello@fusedocs.com.au
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FYI H15 FYI is a next generation document management and process automation platform for accountants in practice. Built for Xero practices, FYI delivers a step-change in efficiency and client relationship management. We are on a mission to liberate accountants by halving the time spent on compliance jobs through automation. 1300 212 767 fyidocs.com hello@fyidocs.com
GoCardless F22 Get paid on time, every time with GoCardless, the smart way to take Direct Debit payments. Automatically collect invoice and subscription payments on the due date and eliminate bookkeeping with automatic reconciliation to Xero. Join 35,000 businesses already using GoCardless to improve cashflow and say goodbye to late payments forever. gocardless.com/en-au accountants@gocardless.com
GoGlobal Bookkeeping
F40
Now that Australian businesses are used to cloud accounting, the question is ‘should public accounting firms offer bookkeeping services and, can they make money from it? The Answer? YES. Find out how you can achieve business growth by setting up your own quality bookkeeping division with Go Global. 1300 781 415 goglobalbookkeeping.com info@goglobalbookkeeping.com
GovReports K29 GovReports is the complete PLS Report & Lodgement platform for business & tax practitioners to prepare, manage & lodge compliance reports direct to ATO on the cloud. Visit GovReports at Kiosk K29 for more information on STP reporting & lodgement from your practice. 1300 652 590 govreports.com.au info@govreports.com.au
GreatSoft Australia
A22
GreatSoft is a scalable Cloud Practice Management solution for growing multipartner, multi-office, multi-entity firms, and is trusted by over 1000 firms in 19 countries. GreatSoft gives your practice the platform, freedom and flexibility to create a truly integrated cloud-based practice management ecosystem. 1800 101 777 greatsoft.com.au info@greatsoft.com.au
HansaWorld
B09
HansaWorld is a leading international software house providing a full suite of Enterprise Resource planning, Customer Relationship Management products and a range of smaller applications for accounting, CRM, Hotels and POS that deliver the flexibility required by today's business. +61 2 8011 1895 hansaworld.com australia@hansaworld.com
hammerjack B13 hammerjack offer more than just people and office space. We provide improvements in performance and quality, not just cost savings. Combining years of outsourcing experience with specialised finance and accounting expertise, our simple, effective solutions will build your dedicated offshore team and lighten the load on your advisors. 1300 788 451 hammerjack.com.au info@hammerjack.com.au
Havealook Websites
K27
Havealook is one of Australia’s fastest growing website design companies providing quality website design to more than 7,000 small and medium sized businesses since 2005. We have been providing high quality, high ranking websites to the accounting and bookkeeping industry since. 1300 367 009 havealook.com.au sales@havealook.com.au
HR Central
K09
HR Central assists any business - either directly or via their accountants, bookkeepers and advisors, with HR advice and solutions. We have a subscription model that includes software and unlimited advice (via email or telephone) that when combined provides a total HR function. We also provide one-off fee for service if required. 1300 717 721 partners.hrcentral.com.au help@hrcentral.com.au 1300 717 721 | www.hrcentral.com.au
EXHIBITOR LISTINGS
Hubdoc D03 Spend less time chasing financial documents, and more time running your practice. Hubdoc automatically fetches bills, receipts and statements from 250+ financial institutions and online vendors; extracts the key data; and publishes accurately coded transactions to your accounting software with source documents attached. With Hubdoc, bookkeeping has never been so easy. 08 7444 5026 hubdoc.com.au support@hubdoc.com.au
InfoTrack G10 InfoTrack is a technology company that provides integrated searching and innovative services for professionals, businesses and individuals with property, company and personal search needs. infotrack.com.au
Insolve K08 Tame the Beast of worry for your clients. Insolve brings advice and service from regulated, independent and qualified industry veterans. The Insolve Panel has seen it all, and are your resource for Safe Harbour, Insolvency, Restructure, Debt Negotiation, PPSR and Bankruptcy services for clients. 1300 669 914 insolve.com.au info@insolve.com.au
IntegraPay H09 IntegraPay is a payment service provider operating in Australia, New Zealand and the USA. We provide businesses with secure payment processing and merchant services, for one-off and recurring payments. Our clients can accept a wide range of payment options, including all major credit and debit cards, BPAY and bank debit. 1300 592 283 integrapay.com.au sales@integrapay.com
Intuit QuickBooks
E30
Smarter business tools for the world’s hardest workers. Transform the way you work with your clients with QuickBooks Online Accountant. With anytime access, streamlined data and insightful reporting, you’re more valuable to your clients than ever before. 1800 046 038 quickbooks.intuit.com/au eventsAUS@intuit.com
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Accounting Business Expo | 2019
Jirsch Sutherland
K31
Jirsch Sutherland is a specialist insolvency and business recovery practice offering expert insolvency and turnaround management services across Australia. We are recognised as one of Australia’s leading national insolvency players. Our head offices are located in Sydney, Melbourne, Brisbane, Newcastle and Perth, supported by a network of regional offices. 1300 547 724 jirschsutherland.com.au enquiries@jirschsutherland.com.au
Jiwa Financials
A10
Jiwa Financials is an Australian company who provide inventory control and distribution management ERP software solutions to many businesses across many industries within Australia and NZ along with globally. Some happy clients are found at: https://www. jiwa.com.au/case-studies/. Visit https://www. jiwa.com.au/demo-request to arrange an Obligation Free Demonstration. 1800 005 492 jiwa.com.au abe19@jiwa.com.au
KeyPay A16 KeyPay is a cloud based workforce management and payroll platform servicing over 90k businesses. KeyPay is an all in one system that combines rosters, timesheets, leave management, and reporting and is completely scalable, with no cap on employees. Our pre-configured modern awards engine removes the complexities of manually interpreting modern awards. keypay.com.au sales@yourpayroll.com.au
Knowledge Shop
C14
What service do thousands of accountants use every R day? Knowledge Shop is the advisers’ adviser. Give your team the resources they need when they need them - adviser’s help desk, workpapers, Professional Development, client newsletters, technical updates, and so much more! 1800 800 232 knowledgeshop.com.au joinus@knowledgeshop.com.au
Lightyear D09 Intelligent Accounts Payable Software for SME & mid-tier businesses. 100% accurate data extraction, intelligent rules automation and approval workflow all in one Application. Manage more clients with Lightyear. Ideal for retail, franchises, construction, hospitality, healthcare, education, manufacturing and more. 02 9134 8585 lightyear.cloud enquiries@teamlightyear.cloud
Lime Actuarial
A14
Lime Actuarial specialises in providing SMSF Actuarial Certificates immediately- making certificates easier, better value (only $100 plus GST) and more accurate. Lime Actuarial is integrated with Class Super, BGL360 and Mclowd- and if you don’t use these platforms, it is very easy to use our online form. 1300 546 300 limeactuarial.com.au certificates@limeactuarial.com.au
Macnair F04 Cybersecurity is the Number One accounting business threat in 2019. Discover how Macnair can manage your IT, Security at low cost whilst minimising your risk of data loss. Cynosura, a trusted partner will be joining us. Register for VIP demonstration on how to protect yourself on the link below. 02 8814 5011 macnair.com.au/vip-demo abe19@macnair.com.au
MAUS Business Systems
G34
MAUS Business Systems is the leading provider of Advisory solutions to Accountants & Bookkeepers for over 25 years. MAUS boasts the largest range of Advisory tools under one platform, allowing you to strucutre and automate the complete advisory client engagement. 1300 300 586 maus.com.au sales@maus.com.au
MCG Quantity Surveyors
G39
Founded in 2011 by directors Marty Sadlier & Mike Mortlock, we are a business with vast experience within the Quantity Surveying field across our Sydney, Melbourne, Newcastle & Brisbane & Canberra offices. Our mission is to assist property investors to maximise their cash flow through the provision of our services. 1300 795 170 mcgqs.com.au contact@mcgqs.com.au
MLC Wealth
B04
With more than 130 years of experienceMLC has a long history of supporting licensed advisers. If you’re looking to expand your service offer by introducing wealth to your business, partnering with MLC Licensee Network gives you access to a range of resources and wealth models designed to support your business. 0448 759 022 mlc.com.au/adviser/home paul.van.suylen@nab.com.au
FRIENDLY. FAST. DIFFERENT.
#bank
#betterthanabank FAST TRACK APPROVALS UP TO $500,000 WITH NO FINANCIALS REQUIRED FOR EQUIPMENT & VEHICLE FINANCE* + EQUIPMENT LINES OF CREDIT UP TO $5,000,000 Finding a long term finance option that is easy, flexible and allows you to focus on what you do best shouldn’t be as hard as banks make it! Finlease specialises in equipment & vehicle finance with a team focused on speed, personal service and small business expertise, we really are Better than a Bank in so many ways.
JAY MARTIN 0448 484 987 JMARTIN@FINLEASE.COM.AU
FINLEASE.COM.AU
Australian Credit Licence: 390584 Finlease (Australia) Pty Ltd *To approved purchasers up to $500k, terms & conditions may apply
EXHIBITOR LISTINGS
Montara Wealth
D40
Montara Wealth is a privately owned and fee based financial planning firm. We work collaboratively with our accounting partners to assist their individual and business clients to develop comprehensive and holistic strategies that include cashflow modelling, developing investment portfolios (including property), superannuation/SMSF strategies, estate planning and insurance advice. 02 8330 3733 montarawealth.com.au info@montarawealth.com.au
MYOB F28 MYOB helps makes business life easier. We offer business management solutions. Everything to help you with accounting, payroll, payments, retail point of sale, CRM and professional tax solutions - and more. 1300 793 130 myob.com partners.au@myob.com
MyWorkpapers C02 Discover the future of digital workpapers. MyWorkpapers is a specialist provider of cloud solutions for collaboration and compliance for accountants, auditors, bookkeepers and businesses. MyWorkpapers provides a seamless platform for financial integration, document management, automated workflows, tasks and queries. Utilise pre-built, customisable content, checklists and methodologies to improve quality and efficiencies. 07 5555 0100 myworkpapers.com sales@myworkpapers.com
National Lending Group
K11
National Lending Group specifically develops in-house Mortgage Broker divisions for Accounting practices. With over 17 years’ experience we are the industry leaders in our field and in developing distribution channels for Accounting practices. Put simply, we do all the heavy lifting for you ensuring the desired results are achieved. 0406 076 828 nlg.com.au slake@nlg.com.au
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Accounting Business Expo | 2019
Nimbus Portal Solutions
E01
Nimbus is a cutting-edge Cloud Document Management (CDM) system with integrated Client Portal and Digital Document Signing. Securely store, edit, sign and share documents with your clients. Nimbus offers integration to many common Practice Management systems such as Xero Practice Manager. Plus MSOffice integration, webform checklists, email communication, and online appointments. 07 3279 1700 nimbusportals.com sales@nimbusportals.com
NowInfinity
E24
NowInfinity is a robust fintech company servicing the accounting and financial services industries and offers an essential toolkit for company, trust and legal documents. NowInfinity is unparalleled with its advanced corporate compliance, Trust register and estate planning and brings profitability, compliance and efficiency to any accounting firm. 07 5554 5398 nowinfinity.com.au sales@nowinfinity.com.au
Outsource Financial
K26
outsource financial is one Australia’s largest independently owned National Aggregator Groups. outsource works with Accountants and Financial Planners to assist them in integrating lending into their business by assisting them to become a loan writer themselves or by aligning our experienced Lending Managers into their business via our referral model. 1300 781 481 outsourcefinancial.com.au info@outsourcefinancial.com.au
Pagero G23 Pagero is committed to making the buying and selling process easy. We help companies connect with any business partner, through our open, global, cloud-based network. We deliver seamless integration with ERPs, business applications and best-of-breed solutions and unrivalled end-to-end operational excellence, resulting in data accuracy and real-time visibility. 0487 267 372 pagero.com bertrand.gauch@pagero.com
Panalitix D36 Everyday we’re helping accountants like you succeed. Panalitix’s technology solutions will transform how your business attracts and manages clients, improves your team, optimizes business processes, and introduces higher margin products. It’s an approach that can lead to revenue and profit growth. Learn more or start your free trial at Panalitix.com 07 3607 6600 panalitix.com sales-au@panalitix.com
Patricia Holdings
G07
We’ve helped over 250,000 accountants, lawyers and financial advisors as well as entrepreneurs set up companies across Australia since 1968. As a leading Australian online platform for company registration, trust deed and SMSF establishment, we’re on a mission to be the most trusted professional documents platform in Australia. 02 9953 2399 patricia.com.au Sales@Patricia.com.au
PayVu E16 Add new, higher profit payment services to your bookkeeping business or accounting practice without needing extra staff or time. PayVu enables you to make recommendations to clients to pay supplier invoices, wages, taxes and superannuation for approval via their mobile phone in just minutes. Get Your 30 Day FREE Trial. 0421 183 214 payvu.com.au dmartin@Paymentadviser.com.au
Peter Johnson’s Advisers Digest K30 Advisers Digest provides a weekly technical video delivered straight to your inbox where you can see industry expert Peter Johnson answer real problems asked of him by accountants. We also provide online training on SMSFs and Trusts as well as ongoing CPD for SMSF Auditors. 0413 335 700 AdvisersDigest.com.au peter@superleader.com.au
Practice Ignition
G16
Practice Ignition turns your proposal, terms of service and payment collection into a single smart contract. It’s fast, efficient and your clients will love it! Onboarding your clients, deploying workflows, invoices and collecting payments has never been simpler. Say goodbye to writing off time or scope creep with Practice Ignition. practiceignition.com sales@practiceignition.com
EXHIBITOR LISTINGS
Practice Protect
C34
Practice Protect is Australia’s largest Cyber Security firm working solely with the Accounting and Bookkeeping Professions. We provide done-for-you policies, technology and training that helps you reduce risk, protect your firm and get on with doing business safely. 02 9191 9389 practiceprotectonline.com info@practiceprotectonline.com
Profitsee
G09
ProfitSee is an automated and white-labelled reporting, forecasting, budgeting, and analytical tool designed to help accountants and bookkeepers have proactive conversations with their small business clients. Create efficiencies in your practice, grow your services, manage against risk, and help your clients thrive! 02 8015 5842 myprofitsee.com support@myprofitsee.com
Prushka Fast Debt Recovery
K05
Prushka has been in business since 1977 and have grown to become Australia’s premier debt collection agency. It has a well-earned reputation for providing quality service to clients and has formed strategic alliances with major peak-body associations across Australia, including The Institute of Public Accountants, legal associations and the AMA. 1800 641 617 prushka.com.au clientservices@prushka.com.au
Pursuited feat. My Career
B02
Pursuited is a talent matching platform built for candidates to be headhunted into the next step of their career. Verified employers headhunt you based on your criteria. Pursuited will be featuring a new development at ABE, the Chartered Accountants ANZ My Career tool, accessed through your myCA portal. 1300 764 473 pursuited.com info@pursuited.com
Receipt Bank
G32
Receipt Bank is revolutionising bookkeeping for over 6,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the value of bookkeeping and real-time accounting. 1800 107 451 receipt-bank.com partners@receipt-bank.com
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Accounting Business Expo | 2019
™
Richard Lloyd Recruitment
D02
Shelcom A40
With over 115 years of combined experience, Richard Lloyd Accounting Recruitment consistently provides high quality, tailored recruitment solutions for job seekers and employers. Having just celebrated our 10 year anniversary, our aim has always been to successfully connect Sydney’s Accounting talent with outstanding job opportunities, exceeding expectations along the way. 02 8324 5640 richardlloyd.com.au enquiries@richardlloyd.com.au
As an ASIC agent and professional authority, Shelcom specialises in ASIC company services, corporate restructures, business name registration, setting up of Trusts, SMSFs and more. We offer a personalised service tailored to your needs. We are a family business, since 1987, so we understand the value of genuine and individual care. 1300 722 796 shelcom.com.au companies@shelcom.com.au
SAP Concur
B41
SAP Concur imagines the way the world should work, offering cloud-based services that make it simple to manage travel and expenses. SAP Concur services adapt to individual employee preferences and scale to meet the needs of companies from small to large, so they can focus on what matters most. 02 9113 7358 concur.com.au zac.kardiasmenos@sap.com
Secured Lending
G03
Secured Lending, provides fast, short term funding solutions. With in-house property specialists, we can settle 1st/2nd mortgages and caveat loans of up to $10M, within 24 hours. Whether funds are for working capital, land development or bridging finance, we pride ourselves on providing each client with a tailored finance solution. 1300 795 175 securedlending.com.au info@securedlending.com.au
Sentrian G01 The productivity of your people drives success. Sentrian provides the tools, skills and on-demand support required to help your people realise the full potential of technology. Benefit from a Microsoft Gold Partner Cloud Services Provider with 25+ years accounting firm experience with people in Brisbane, Sydney and Melbourne. 1300 791 678 sentrian.com.au enquiries@sentrian.com.au
SF Audits 360
K04
SMSF audits exclusively to accountants that use BGL Simple Fund 360. In typically less than 1 minute, the process of requesting and paying for an audit is complete. Never any need to send any documents to your auditor ever again. Audit reports uploaded directly to your Simple Fund 360 profile. 0417 469 794 sfaudits360.com.au brendan@sfaudits360.com.au
Smart Business Systems
C07
Smart Business Systems specialises in providing quality IT advice, support and project management to accounting practices. We take great pride in being an IT services firm that actually makes a difference to our customers. Australia wide, we have been building and supporting IT Systems for over 10 years. 1300 798 717 sbsystems.com.au info@sbsystems.com.au
Smarter SMSF
B27
Smarter SMSF (previously known as the SMSF Academy) provides SMSF training, support and documents built by active SMSF specialists. We bridge the gap in training, education and tools so you can grow your business through self-managed super funds. 1300 959 476 smartersmsf.com team@smartersmsf.com
Spotlight Reporting
G08
Spotlight Reporting is an award-winning cloud-based software that offers a great range of comprehensive management reports, fully customisable dashboards, three-way forecasting, and franchise reporting. Spotlight tools deliver clarity for better decision-making and allow accountants to expand their service options, revenue and client satisfaction. Start your free 28-day trial today. spotlightreporting.com customer@spotlightreporting.com
SuperConcepts G02 SuperConcepts provides administration, software and education services to the SMSF market. With more than 30 years of experience and a team of Australia’s leading technical experts, it is no surprise that over 60,000 SMSFs rely on our services. 1300 038 389 superconcepts.com.au sales@superconcepts.com.au
EMPOWERING ACCOUNTANTS TO
CREATE VALUE
We’re on a mission to be the most trusted professional documents platform in Australia Rated 9.5 out of 10
Partner with us at Patricia.com.au
EXHIBITOR LISTINGS
SuperGuardian E10 SuperGuardian is an independently owned Chartered Accounting firm and specialist self-managed super fund (SMSF) Administrator, with more than 15 years industry experience. By combining the latest web-based technology with a high level of personal service, we provide a premium SMSF administration service that represents value for money. 1300 787 576 superguardian.com.au
Surgical Partners
E14
Surgical Partners is a financial management platform for medical practices and their doctors. Its system integrates with any healthcare accounting system and splits the doctor’s bills into practice share, and doctor share, in real time. 0416 185 123 surgicalpartners.com.au integrate@surgicalpartners.com.au
TaxBanter K28 TaxBanter provides effective professional tax training to businesses of all sizes throughout Australia. Delivered by highly experienced industry experts and supported by comprehensive technical materials, TaxBanter’s tax training allows you to earn valuable CPE/ CPD hours. We provide both face-to-face training and online training options to suit a variety of needs. 03 9660 3500 taxbanter.com.au enquiries@taxbanter.com.au
The Outsourced Accountant
D14
The most professional accounting outsourcing partner to help you build an offshore team. We select and develop your best people. We live and breathe the accounting industry. Everything we do is about making your life easier. We understand the value of your time and the trust your clients place in you. 1300 896 522 theoutsourcedaccountant.com info@theoutsourcedaccountant.com
Thomson Reuters
G24
Our trusted experts and progressive technology is dedicated to assisting businesses deal with the fast rate of technological change by providing you with innovative, integrated software and content. Whether you’re an accounting firm, corporation, or government, we can help you excel at what you do every day. tax.thomsonreuters.com.au
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Accounting Business Expo | 2019
Triumph ERP Software
G04b
Triumph ERP software enables you to take control and manage all business processes within your organisation. Its comprehensive, fully integrated, and flexible design provide the best foundation for you to grow your business. Triumph ERP is the ultimate next step for businesses that have outgrown software such as MYOB, Xero, and QuickBooks. 1800 653 545 triumph.com.au info@triumph.com.au
Umlaut IT
B36
At Umlaut we work to help businesses in the financial services market manage their data to improve efficiency, meet compliance requirements and reach their growth potential. Our mission is to empower each client to uncover analytical insights that add tangible, incremental value to their businesses. 1300 809 580 umlautit.com.au contact@umlautit.com.au
Waddle F21 Waddle provides an innovative invoice finance solution, which helps to solve the working capital problem faced by most growing businesses. Using custom built technology, Waddle seamlessly integrates with a customer’s accountancy platform and offers a line of credit that is unique to their own raised invoices. 1300 649 322 waddle.com.au team@waddle.com.au
Wolters Kluwer
F15
Wolters Kluwer is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. With the integrity of over 45 years’ experience in ANZ. cchifirm.com.au au-ifirm@wolterskluwer.com
Unleashed H03
Xero F14
Unleashed Software is a Software-as-aService(SaaS) company that provides mediumsized manufacturing, wholesale and distribution companies with a smart inventory management solution. Unleashed provides real-time visibility of inventory and transactions across suppliers, warehouses, production, customers and sales. It integrates with industry-leading cloud accounting and business applications to deliver a total solution. +64 9 447 1334 unleashedsoftware.com partners@unleashedsoftware.com
Xero is a beautiful, easy-to-use global online platform for small businesses and their professional advisors. It’s cloud-based accounting software that connects people with the numbers anytime, anywhere. And it gives you powerful practice tools to efficiently manage compliance and offer a broad range of advisory services. xero.com/au
Virtual Cabinet
B39
Virtual Cabinet Document Management and Portal is used by 22 of the Top 100 accounting firms in Australia and NZ. Send documents to clients and use electronic signatures for faster turnaround times. Track who’s opened your documents, automatically file emails, see audit trails, optimise workflows and more. Get a free demo today! 0401 759 279 virtualcabinet.com tom.games@virtualcabinet.com
XU Magazine
K12
XU Magazine is the independent magazine run by Xero users, for Xero users. The magazine is aimed at the 1.3 million strong community of Xero users worldwide. Every issue is available FREE of charge in digital format. Printed editions are also available for a small charge - just pay postage. xumagazine.com alex@xumagazine.com
Zivora D10 Zivora cuts out the noise and brings small business, bookkeepers and accountants together in a playful, engaging and insightful space to drive business growth. Move your information from complex and overwhelming to simple and engaging….. Because we aren’t all accountants. 0416 054 403 zvora.co sayhello@zivora.co
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EXHIBITOR BY CATEGORY
Exhibitor by Category ACCOUNTING SOFTWARE
Accentis.......................................................... F35 AccountKit..................................................... E15 Accredo Australia Pty Ltd...........................A08 Advanced Business Manager....................A28 Arrow - Tencia ERP Software.....................H31 BGL Corporate Solutions............................ E08 Class...............................................................D34 ClockOn..........................................................H07 Cloudsolve.....................................................G04 Cognito Software..........................................D42 Deed Dot Com Dot Au Pty Ltd.................... E07 FeeSynergy....................................................A36 Futrli................................................................A24 GoCardless.................................................... F22 Hubdoc...........................................................D03 InfoTrack........................................................G10 Intuit QuickBooks......................................... E30 Jiwa Financials.............................................A10 Lime Actuarial...............................................A14 MYOB.............................................................. F28 NowInfinity..................................................... E24 Pagero............................................................G23 Practice Ignition............................................G16 Practice Protect............................................C34 Receipt Bank..................................................G32 SAP Concur....................................................B41 Spotlight Reporting Pty Ltd........................G08 SuperConcepts.............................................G02 Thomson Reuters.........................................G24 Triumph ERP Software............................. G04b Virtual Cabinet...............................................B39 Wolters Kluwer.............................................. F15 Xero................................................................. F14 ADD-ONS & APPS
Accentis.......................................................... F35 AccountKit..................................................... E15 Accredo Australia Pty Ltd...........................A08 Advanced Business Manager....................A28 Arrow - Tencia ERP Software.....................H31 BGL Corporate Solutions............................ E08 Class...............................................................D34 ClockOn..........................................................H07 Cloudsolve.....................................................G04 Cognito Software..........................................D42 Deed Dot Com Dot Au Pty Ltd.................... E07 FeeSynergy....................................................A36 Futrli................................................................A24 GoCardless.................................................... F22 Hubdoc...........................................................D03 InfoTrack........................................................G10 Intuit QuickBooks......................................... E30 Jiwa Financials.............................................A10 Lime Actuarial...............................................A14 MYOB.............................................................. F28 NowInfinity..................................................... E24 Pagero............................................................G23
92
Accounting Business Expo | 2019
BILLS & EXPENSES
Advanced Business Manager....................A28 Arrow - Tencia ERP Software.....................H31 Cloudsolve.....................................................G04 GoCardless.................................................... F22 Hubdoc...........................................................D03 Jiwa Financials.............................................A10 Arrow Voice and Data..................................C33 Duo Tax Quantity Surveyors.......................B14 Jirsch Sutherland.........................................K31 Secured Lending...........................................G03 BUSINESS INTELLIGENCE
InfoTrack........................................................G10 Lime Actuarial...............................................A14 Pagero............................................................G23 SAP Concur....................................................B41 AutoEntry.......................................................C21 FuseDocs.......................................................B42 Macnair Pty Ltd............................................. F04 MyWorkpapers..............................................C02 National Lending Group..............................K11 Prushka Fast Debt Recovery......................K05 Umlaut IT........................................................B36 Waddle............................................................ F21 BUSINESS ADVISORY
Jirsch Sutherland.........................................K31 Futrli................................................................A24 MYOB.............................................................. F28 Adieu...............................................................H01 Apricity Finance............................................ E39 Castaway Forecasting................................. E35 Connect Outsourcing...................................C04 de Jonge Read..............................................G36 Insolve.............................................................K08 MAUS Business Systems...........................G34 MLC Wealth...................................................B04 Panalitix..........................................................D36 CRM
Exsalerate....................................................... F10 FYI....................................................................H15 GreatSoft Australia.......................................A22 hammerjack...................................................B13 Nimbus Portal Solutions............................. E01 CLOUD INTEGRATION
hammerjack...................................................B13 Macnair Pty Ltd............................................. F04 MyWorkpapers..............................................C02 Cloudsolve.....................................................G04 GoCardless.................................................... F22 Arrow Voice and Data..................................C33 Cognito Software..........................................D42 NowInfinity..................................................... E24 Thomson Reuters.........................................G24 Triumph ERP Software............................. G04b Xero................................................................. F14
Annexa............................................................C29 Business Fitness...........................................D04 DocuSign........................................................B07 Expensify........................................................ F02 Patricia Holdings..........................................G07 Sentrian..........................................................G01 Smart Business Systems............................C07 Smarter SMSF...............................................B27 Surgical Partners.......................................... E14 Unleashed......................................................H03 COMPLIANCE SOFTWARE
NowInfinity..................................................... E24 MYOB.............................................................. F28 Pagero............................................................G23 BGL Corporate Solutions............................ E08 Act2 Solutions...............................................C09 APS - Software For Accountants...............B35 GovReports....................................................K29 HR Central......................................................K09 IntegraPay......................................................H09 Shelcom.........................................................A40 ECOMMERCE
Fishbowl Inventory.......................................C35 ERP
Pagero............................................................G23 Cognito Software..........................................D42 Triumph ERP Software............................. G04b Annexa............................................................C29 Advanced Business Manager....................A28 Arrow - Tencia ERP Software.....................H31 Jiwa Financials.............................................A10 Accentis.......................................................... F35 DEBTOR TRACKING
Prushka Fast Debt Recovery......................K05 FeeSynergy....................................................A36 Apxium............................................................D17 FUNDING /Â FINANCIAL SERVICES
FeeSynergy....................................................A36 Apxium............................................................D17 Apricity Finance............................................ E39 Insolve.............................................................K08 National Lending Group..............................K11 Waddle............................................................ F21 Secured Lending...........................................G03 Asset Finance Shop.....................................D07 Banjo Loans...................................................C10 Montara Wealth............................................D40 Outsource Financial.....................................K26 INSURANCE
Montara Wealth............................................D40 Accountancy Insurance............................... F08 Financial Mappers........................................K10
EXHIBITOR BY CATERGORY
INVENTORY
Jiwa Financials.............................................A10 Fishbowl Inventory.......................................C35 Cloudsolve.....................................................G04 Unleashed......................................................H03 Accredo Australia Pty Ltd...........................A08 INVOICES & JOBS
Accredo Australia Pty Ltd...........................A08 Apxium............................................................D17 Advanced Business Manager....................A28 GoCardless.................................................... F22 SAP Concur....................................................B41 Practice Ignition............................................G16 IT & INTEGRATION
Annexa............................................................C29 Macnair Pty Ltd............................................. F04 Arrow Voice and Data..................................C33 Sentrian..........................................................G01 Smart Business Systems............................C07 Surgical Partners.......................................... E14 Practice Protect............................................C34 Havealook Websites....................................K27 MARKETING & WEBSITE SERVICES
Havealook Websites....................................K27 Panalitix..........................................................D36 Advant Group................................................D01 Peter Johnson's Advisers Digest...............K30 OUTSOURCING
Macnair Pty Ltd............................................. F04 National Lending Group..............................K11 Asset Finance Shop.....................................D07 Outsource Financial.....................................K26 hammerjack...................................................B13 Connect Outsourcing...................................C04 Duo Tax Quantity Surveyors.......................B14 AccSource...................................................... E09 D&V Philippines Outsourcing..................... E33 GoGlobal Bookkeeping................................ F40 SuperGuardian.............................................. E10 The Outsourced Accountant......................D14 OCR/DATA ENTRY
AutoEntry.......................................................C21 Umlaut IT........................................................B36 Hubdoc...........................................................D03 Virtual Cabinet...............................................B39 DMS Pty Limited........................................... F24 Lightyear.........................................................D09 PAYMENTS
DMS Pty Limited........................................... F24 Practice Ignition............................................G16 Prushka Fast Debt Recovery......................K05 IntegraPay......................................................H09 DocuSign........................................................B07 PayVu.............................................................. E16
PAYROLL + HR
Accentis.......................................................... F35 GovReports....................................................K29 HR Central......................................................K09 ClockOn..........................................................H07 ELMO Cloud HR & Payroll...........................D16 KeyPay............................................................A16 POINT OF SALE
APS - Software For Accountants...............B35 Xero................................................................. F14 Patricia Holdings..........................................G07 FYI....................................................................H15 GreatSoft Australia.......................................A22 Nimbus Portal Solutions............................. E01 InfoTrack........................................................G10 AccountKit..................................................... E15 Change GPS...................................................C18 CPA Australia................................................. E22 EzzyBills..........................................................G14 RECRUITMENT, TRAINING & EDUCATION
ELMO Cloud HR & Payroll...........................D16 Outsource Financial.....................................K26 The Outsourced Accountant......................D14 Peter Johnson's Advisers Digest...............K30 SuperConcepts.............................................G02 Pursuited feat. My Career...........................B02 Richard Lloyd Recruitment.........................D02 TaxBanter.......................................................K28 REPORTING
CPA Australia................................................. E22 Business Fitness...........................................D04 Castaway Forecasting................................. E35 Spotlight Reporting Pty Ltd........................G08 Profitsee.........................................................G09 Zivora..............................................................D10 SMSF SOFTWARE & SERVICES
The Outsourced Accountant......................D14 Peter Johnson's Advisers Digest...............K30 SuperConcepts.............................................G02 Connect Outsourcing...................................C04 AccSource...................................................... E09 SuperGuardian.............................................. E10 Financial Mappers........................................K10 BGL Corporate Solutions............................ E08 Act2 Solutions...............................................C09 Shelcom.........................................................A40 MyWorkpapers..............................................C02 Smarter SMSF...............................................B27 Lime Actuarial...............................................A14 Class...............................................................D34 Deed Dot Com Dot Au Pty Ltd.................... E07 Evolv Super.................................................... F09 SF Audits 360................................................K04
TAXATION TOOLS & SERVICES
Act2 Solutions...............................................C09 APS - Software For Accountants...............B35 GovReports....................................................K29 Duo Tax Quantity Surveyors.......................B14 Wolters Kluwer.............................................. F15 BMT Tax Depreciation.................................. I07 Knowledge Shop...........................................C14 TIME TRACKING
ClockOn..........................................................H07 WORKFLOW AND DOCUMENTS
Knowledge Shop...........................................C14 Shelcom.........................................................A40 MyWorkpapers..............................................C02 Smarter SMSF...............................................B27 Deed Dot Com Dot Au Pty Ltd.................... E07 Business Fitness...........................................D04 Patricia Holdings..........................................G07 FYI....................................................................H15 Nimbus Portal Solutions............................. E01 InfoTrack........................................................G10 Change GPS...................................................C18 HR Central......................................................K09 DMS Pty Limited........................................... F24 DocuSign........................................................B07 Umlaut IT........................................................B36 Virtual Cabinet...............................................B39 FuseDocs.......................................................B42 Acis..................................................................H08 OTHER
Acis..................................................................H08 Duo Tax Quantity Surveyors.......................B14 AccSource...................................................... E09 SF Audits 360................................................K04 CPA Australia................................................. E22 TaxBanter.......................................................K28 Havealook Websites....................................K27 Arrow Voice and Data..................................C33 Sentrian..........................................................G01 Smart Business Systems............................C07 Montara Wealth............................................D40 Insolve.............................................................K08 Adieu...............................................................H01 de Jonge Read..............................................G36 Australian Bookkeepers Network.............. E36 MCG Quantity Surveyors.............................G39 XU Magazine.................................................K12
www.accountingbusiness.com.au
93
Exhibitor List A AAA and Co. CPAs Accentis Accountancy Insurance AccountKit Accredo Australia AccSource Acis Act2 Solutions Adieu Advanced Business Manager Advant Group Annexa Apricity Finance APS - Software for Accountants Apxium Arrow - Tencia ERP Software Arrow Voice & Data Asset Finance Shop ATO Mate Australian Bookkeepers Network AutoEntry
B08 F35 F08 E15 A08 E09 H08 C09 H01 A28 D01 C29 E39 B35 D17 H31 C33 D07 B33 E36 C21
B Banjo Loans Best Practice BGL Corporate Solutions BMT Tax Depreciation Business Fitness
Change GPS Class Classic Funding Group ClockOn Cloudsolve Cognito Software Connect Outsourcing CPA Australia Cybercillin
C10 K06 E08 I07 D04
de Jonge Read Deed Dot Com Dot Au DMS DocuSign Duo Tax Quality Surveyors
E35 C18 D34 A42 H07 G04
Employment Innovations Evolv Super Expensify Exsalerate EzzyBills
K10
FINSTRO
A34
Fishbowl Inventory
C35
Fresh Number FuseDocs FUTRLI FYI
Pagero Panalitix
A24
Patricia Holdings
H15
PayVu
F40 K29
GreatSoft Australia
A22
H hammerjack
B13
HansaWorld
B09
Havealook Websites
K27
HR Central
K09
Hubdoc
D03
G36 E07 F24 B07 B14
Informate World
F42
InfoTrack
G10
Insolve
K08
IntegraPay
H09
Intuit QuickBooks
E30 K16
H33 F09 F02 F10 G14
E16 K30 G16
Practice Protect
C34
Pro-Collect Profitsee
Prushka Fast Debt Recovery Persuited feat. My Career
Jiwa Financials
Richard Lloyd
B22 G09 K05 B02
G32 D02
S
selfmanagedsuper Sentrian SF Audits 360 Shelcom Smart Business Systems Smarter SMSF Spotlight Reporting
K31
Super Guardian
A10
Surgical Partners
K
R Reciept Bank
SuperConcepts
Jirsch Sutherland
B41 G03 C41 G01 K04 A40 C07 B27 G08 H13 G02 E10 E14
T A16
TaxBanter
C14
Technology for Accountants The Outsourced Accountant
L
Thomson Reuters D09
Lime Actuarial
A14
Triumph ERP Software
Umlaut IT
Macnair
Unleashed
F04
MAUS MCG Quantity Surveyors MLC Wealth
G34 G39 B04 D40
MYOB
F28
MyWorkpapers
C02
National Lending Group Nimbus Portal Solutions
K11
E01 E24
G42 D14 G24 G04
B36 H03
V Virtual Cabinnet
B39
W Waddle Wolters Kluwer
N
K28
U
M
NowInfinity
G07
SuiteFiles
J
Montara Wealth D16
D36
Secured Lending
Lightyear E33
G23
SAP Concur
E22 C03
P
B42
F22
GovReport
Knowledge Shop
K26
Practice Ignition
GoGlobal Bookkeeping
KeyPay
B40
Outsource Financial
Peter Johnson’s Advisors Digests
GoCardless
C04
OFX
C39
G
D42
E ELMO Cloud HR & Payroll
A36
Financial Mappers
iPracticeApps
D D&V Phillippines Outsourcing
Fee Synergy
I
C Castaway Forecasting
O
F
F21 F15
X Xero
F14
XU Magazine
K12
Z 94
Accounting Business Expo | 2019
Zivora
D10
Floorplan
THEATRE 5 Financial Planning Next SMSF Now
THEATRE 3 Business Success
THEATRE 2 The Progressive Bookkeeper
Business Advisory
SALES OFFICE
MEET UP CAFE LOUNGE K31
A42 B41
B42 C41
C42 D51
D42 E41
A40 B39
B40 C39
C40 D49
D40 E39
C36 D35
B36 C35
A36 B35
THEATRE 4 Tax Today
Toilets
THEATRE 7 Beyond Disruption
THEATRE 6 Business & Finance
A34 B33
B34 C33
A30
B30 C29
A28
B27
D36 E35
C34
D34 E33
RECHARGE LOUNGE
E36 F35 E34
F42 G41
G42 H41
F40 G39
G40 H39
F38
G36 H33
F30 G35
G34 H31
K30
THEATRE 8 Zero - 100 Perfect Practice
K29
CENTRAL BAR
E30
F28
K28
G32
K27 K26
A24
B24
E24
F24 G23
A22 B21
B22 C21
E22 F21
F22 G21
A16 B15 A14 B13
MEETING LOUNGE
C18 D17
B14
C14 D13
D16 E15 D14 E13
E16 F15 E14
TABLETALKS
G24
G16 H15 F14
K16
G14 H13 I07
THEATRE 1 Beautiful Business
C10 D09
D10 E09
E10 F09
B08 C07
C08 D07
D08 E07
E08
B04 C03
C04 D03
D04
B02 C01
C02 D01
D02 E01
K8
K10 K11 K12
A10 B09
B10 C09
A08 B07
SEATING
COFFEE
K4
K5
K6
K7
E02
Toilets
F10 G09
G10 H09
F08 G07
G08 H07
F04 G03
G04 H03
F02 G01
G02 H01
H08
TECH TALKS
CAFE
Entry
Platinum Sponsors
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www.accountingbusiness.com.au
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