Welcome to Australia’s BIGGEST and BOLDEST new business event for the world of accountancy and finance
21-22 March 2017 | ICC Sydney
EVERYTHING TO GAIN. NOTHING TO LOSE.
120 EXHIBITORS / 110 SPEAKERS / 90 SESSIONS
CONTENTS Welcome........................................................4 Event highlights & information.......................7 Advisory board..............................................9 Agenda at a glance.....................................14 Speakers.....................................................19 Seminars.....................................................56 Exhibitors.....................................................76 Sponsors.....................................................89 Floorplan.....................................................90
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SPEAKERS PAGE 19
TUESDAY 21 - WEDNESDAY 22 MARCH 2017 OPENING HOURS: 10:00AM - 5:00PM @AccountingBExpo #ABExpo
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EXHIBITORS ORGANISED BY
www.AccountingBusiness.com.au
National Media Pty Ltd Level 1/146 Bundall Rd, Bundall Qld 4217 PO Box 8123, Gold Coast MC Qld 9726 nationalmedia.com.au
90+
SEMINARS 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. Published by Tomorrowstory.com
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WELCOME
A very warm welcome to Accounting Business Expo, the much-anticipated and talked about event of the year. We’ve created an unbelievable line-up for you and left no stone unturned. Unlike any other event you already know, Accounting Business Expo is refreshingly different. Built entirely for professionals involved in every single strand of accountancy, finance and wealth management – a platform for everyone to come together and network as a united community. Independently run, entrepreneurially driven and underpinned by innovation, Accounting Business Expo is free for all accountancy and finance professionals. With over 120 innovative solution providers on the Expo floor, the event brings together a broad mix of services and game-changing technologies. We’ve curated a marketplace to introduce you to new ideas, facilitate better business connections and help you make smarter purchasing decisions. Take time to explore the Expo hall and meet with our exhibitors and sponsors. They represent some of the world’s most innovative companies and offer some truly amazing solutions that can change they way you work, grow and evolve. Accounting Business Expo is much more than just an exhibition; it’s also a forum for business intelligence and knowledge sharing. We’ve integrated an outstanding education program that has been curated by our Advisory Board and Content Director, Sholto
MEET THE REST OF THE TEAM 4
Macpherson. The agenda is wide-ranging and caters for all your business requirements, including the ones you didn’t realise you needed. It’s a big program with over 90 business sessions and 110 speakers to choose from. The sessions are presented over two days and in six theatres located on the Expo floor. Each theatre is colour co-ordinated and packed full of practical, tactical advice and growth strategies for you, your team and your business. The full agenda is published in this magazine. All up, there’s 46 hours of free learning so don’t forget to make a record of all the sessions you attend to add to your CPD/CPE diary. There’s more information about this on page 6. It is with huge thanks to all our exhibitors, sponsors, speakers and supporters who have come together to create this refreshing and much needed forum – all of whom share a commitment to providing you with the most compelling and valuable business experience of the year. Finally, I would like to extend special thanks to our incredible Advisory Board members, who have supported us in helping create the very first event that is both shaped by, and delivered for, accountants, bookkeepers and finance professionals. With absolutely everything to gain and nothing to lose you cannot afford to miss this opportunity. I look forward to welcoming you.
Laura Venables Event Director
SHANNON TERRY Head of Operations
MATT SHELTON Exhibitor Sales
www.AccountingBusiness.com.au
It is impossible to read a business magazine or hear a politician talk about the economy without hearing about innovation. In the past you didn’t need to innovate. Now, it almost feels negligent not to. And accountants today are innovating; by shifting to radical pricing models, blending wealth management services, targeting industries and experimenting with fresh-from-beta apps and processes. Accounting is suddenly an exciting place to be, a career filled with surprising possibilities. Tech-driven change has shattered the stereotype. Nowhere else is this transformation happening as rapidly as it is in Australia. (Yes, that argument relies on the pretence that New Zealand is part of Australia, but the Kiwis are used to it. Just ask our All Blacks.) Australia has a relatively sophisticated banking system where electronic payments and processing is the norm. Our Tax Office is slowly moving towards a digital first-relationship with citizens and accountants. New firms, committed to running 100 percent cloud software, are springing up all over the place.
Uncover the latest concepts for accounting firms – in technology stacks, workflow design and business models. And it also covers the everyday challenges of running an accounting firm, from marketing, sales and HR right through to practice management. And for accountants working in the corporate world, we have pulled together all the latest ideas on blockchain, artificial intelligence, outsourcing and career development. This is a very exciting time to work in the accounting industry. Welcome to the Accounting Business Expo.
Sholto Macpherson Head of Content
It’s clear that accountants and bookkeepers are very keen to talk technology. However, there is an opportunity to build something bigger than one vendor or just technology. Australia is a terrific showcase for the future of the accounting profession; and with the merging of financial planning, of financial services more generally. Australia needs an event that draws together the many strands in the accounting and finance industry, that showcases the greatest ideas and inspires us all to find better ways of working that in turn inspire and reward our customers – this is the vision behind Accounting Business Expo 2017.
KIARNA HARVEY
LACHLAN FEA
Event & Marketing Executive
Digital Marketing Manager
www.AccountingBusiness.com.au
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EVENT HIGHLIGHTS THE EXHIBITION
With over 120 different tools, technologies and suppliers covering all areas of business, you’ll find the broadest selection of ideas and solutions to compare. With non-stop demos, presentations and incentives running all day. Take time to check out the full list of exhibitors and their location at the back of this magazine.
ORGANISERS OFFICE
Located directly at the back of the hall please refer to the show map on page 91.
LOST AND FOUND
THE AGENDA There’s six theatres packed full of practical, tactical advice and growth strategies for you, your team and your business. There’s no need to pre-register; simply arrive a few minutes before the session starts to get a seat. Details on the Agenda start on page 14. All theatres are colour coded and located in the exhibition hall. Check out the map on the last page.
Please enquire at the information point, located next the Registration Desk, level 2.
FIRST AID
In the event of any accident or emergency, please report to this to an Organiser or at the Organisers Office.
ATMs
LOOK FOR: Red Room
EXHIBITION INFORMATION
Blue Room
Orange Room
The Class Wealth Accounting Theatre
Green Room
presented by
The Modern CFO
THE NETWORKING LOUNGE - POWERED BY Located in the heart of the expo, The Networking Lounge – Powered by Billfeeds is the ultimate, central meeting place. With a range of refreshments on sale throughout the day, it’s the perfect place to host meetings, catch up with your peers or simply chill out and read the Event Magazine.
THE MEET-UP CAFÉ - SPONSORED BY
ATMs are located at ICC Sydney Exhibition Centre on the southern end of level 2.
TOILETS
Please see the show map at the back of the magazine for locations of toilets, including disabled facilities (and look for signage within the hall).
CLOAKROOM
Cloakroom is located on level 2 to the right of the main registration area.
NO SMOKING
Located towards the back of the exhibition hall, The Meet-up Café – Sponsored by Accountancy Insurance is another great place for meetings or to simply relax and grab a coffee anytime of the day.
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.
ARRANGE YOUR OWN MEET-UP!
NO CANVASSING
This is your event so make the most of it! With plenty of networking areas available why not bring along your usual meet-up group or arrange your own get together at Accounting Business Expo?
PIT STOP! When taking a break from the busy day, be sure to visit the slot car racetrack. Try something different, meet new people and build new connections and above all, have fun!
PROFESSIONAL PHOTOGRAPHER Is it time to sharpen up your LinkedIn profile? Perhaps you’ve been meaning to get a new photo for your company website? Our professional photographer will be stationed on the expo floor throughout the event so you can have a new professional headshot taken for free! It will take just a few minutes so take advantage of this great opportunity!
Canvassing by visitors is strictly prohibited. Promotional materials may not be distributed, except by exhibitors from their own stand. Visitors causing disruption should be reported to the Show Organisers at the Organisers Office.
PRIVACY
Your details have been recorded as part of the visitor registration process. This enables the Organiser to issue a name badge, record statistics on the event and send you information on future shows. If you have any concerns, you should contact National Media on +61 5510 5100.
RECORDING YOUR CPD / CPE
CPD / CPE hours may be claimed on a self-assessment basis. It’s 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 14-17. We’ve also provided you with a downloadable version on our website. Simply visit AccountingBusinessexpo.com.au/agenda As accompanying evidence, you’ll also receive an email immediately after the event, which will confirm your attendance at Accounting Business Expo, 2017.
www.AccountingBusiness.com.au
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Are you a medium-sized business? Join us for the launch of the M-Institute (ANZ), a not-for-profit organisation aimed at helping medium-sized businesses to scale up and become the giants of the future. Medium-sized businesses typically have $2 million to $100 million revenue. While they represent less than 8% of businesses, they account for 30% of revenue and are the fastest growing sector across Europe. Yet here they are largely forgotten. They’re lumped under the SME label when they are really more like large businesses but without their resources. To assist medium-sized businesses, the not-for-profit M-Institute (ANZ) will offer an evolving resource-partner community including DIY, workshops and personal trainers.
Medium-sized businesses punch well above their weight: Share of businesses < 8% Share of revenue 30% Share of employment 33% Barriers to reaching potential 90% M-Institute (ANZ) estimates
Attend Mike Rich’s presentation at 10.45am on Tuesday 21 March at the Accounting Business Expo Sydney (The Modern CFO theatre) to learn about the fastest ways to triple a medium-sized business and how the M-Institute and Attaché can help you. Mike Rich Attaché – Co-Founder M-Institute (ANZ) – Co-Founder +61 409 868 379 miker@attachesoftware.com
MEET THE ADVISORY BOARD Craig Stanmore CEO, Enspira Financial
David Boyar CEO, Sequel VCFO CO-Founder, Virtual CFO Association
Debra Anderson Director, Anderson Tax
Diane Lucas Director, Direct Management
Guy Pearson Chairman, Interactive Accounting CEO, Practice Ignition
Liellette Calleja Founder & Director, All That Counts
Lisa Callaghan Director, Interactive Accounting
Lisa Kernes COO, Ignite Alliance
Matt Paff Director, Value Adders Pty Ltd
Melanie Power Founder, Bookkeeper Revolution
Jason Andrew CoFounder, SmartBooks Online
Michael Beddoes Partner, The MBA Partnership
Jon McArthur Director, Moore Stephens
Sholto Macpherson Founder, Digital First
Kerry Black Principal, Ebony Accounting Consultants
Leanne Berry Director, Love Your Numbers
www.AccountingBusiness.com.au
Steph Hinds Head Ninja, Growthwise
Thomas Paule Chief Marketing & Digital Officer, Findex
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THE OUTPERFORMER is a career management platform dedicated to the accounting and financial community. It provides members with a safe and progressive environment to help them work through career challenges and decisions through the support of mentors, subject matter experts and the community.
INVEST IN YOUR NUMBER ONE ASSET – YOUR CAREER.
MEMBER BENEFITS: • 22 webinars a year with mentors and subject matter experts • Exclusive access to the community to share and solve problems
WHAT OUR MEMBERS SAY: MEGAN RICHARDS GROUP MANAGEMENT ACCOUNTANT WHITEHAVEN COAL “My meeting with my mentor provided me with valuable insight into the career progression of a successful finance professional. It was extremely helpful to be able to have a conversation that was not within a work context, meaning I felt more comfortable asking a range of questions. He gave me great advice on what he looks for in employees he manages, which gave me a better understanding of how I could improve my work performance.”
NATHAN KEEN GROUP COMMERCIAL MANAGER GOODMAN FIELDER
• Connect with talented mentors quickly by industry, company type, level of experience and expertise • Communicate in a safe environment under an alias for tricky or sensitive questions. • Access career tools for planning, preparing and decision making • Position yourself as a mentor for others and help the community thrive
ONLY $348 PER YEAR (BILLED AT $29 PER MONTH)
CLIENTS INCLUDE:
“The Outperformer is a really valuable platform for accountants who are looking to learn from CFOs and Executives about real and practical decisions they have made in their career and how that has influenced their success. I believe in learning from these situations so that you can make the right decisions when faced with similar problems or opportunities. It suits someone who is proactive enough to take control of their career, not someone who needs their hand held every step of the way. It would have been great to have this around when I was starting out. The Outperformer I believe is peerless, as it not only focusses accountants on careers within finance & accounting, but assists them to develop awareness of how to use their skills to develop & excel outside of finance & accounting.”
theoutperformer.co
THE MODERN CFO THEATRE
BURSTING WITH QUALITY ADVICE AND TACTICAL GROWTH STRATEGIES, THE MODERN CFO THEATRE OFFERS A BROAD SPECTRUM OF KNOWLEDGE FOR PROFESSIONALS AT ALL LEVELS. From understanding what it really takes to become a CFO, to furthering your career as an established finance executive, hear about the Australian businesses who are successfully automating with artificial intelligence and how accountants can add virtual CFO services to their practice. Not to be missed!
TIMETABLE TUESDAY
WEDNESDAY
THE FASTEST WAYS TO TRIPLE A MID-SIZE BUSINESS Mike Rich, Director, Attaché Software
10:45 AM
HOW TO GET HOLD OF $190 MILLION FOR YOUR CLIENTS Lisa Kernes, COO, Ignite Alliance
ROADMAP TO BECOMING A CFO Brad Eisenhuth, Co Founder, The Outperformer & David Marshall, CFO
11:45 AM
ARTIFICIAL INTELLIGENCE IS EATING THE WORLD Jonathan Spence, CEO, Xtracta
12:30 PM
HOW TO BRING VCFO FEES INTO YOUR ACCOUNTING PRACTICE Paul Turnbull, Manager, DFK Benjamin King Money; Katie Bryan, Managing Director, Propeller Advisory; Lisa Kernes, COO, Ignite Alliance & David Boyar, CEO, Sequel vCFO
HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM Mark Witt, MD, Practice Exchange; Magnus Yoshikawa, Director, Jadeja Partners & Michael Peters, Managing Partner, Peters & Partners
1:50 PM
HOW TO TRANSITION TO COMMERCE – A WORLD OF OPPORTUNITY Michelle Japp, Head of Finance, Stockland; Andres Bernal, Finance Manager, Malabar Coal; Brad Eisenhuth, Co-Founder, The Outperformer & Nihi Chellappah, Senior Finance Manager, Speedcast
ARTIFICIAL INTELLIGENCE IN BUSINESS: CASE STUDIES Jonathan Spence, CEO, Xtracta
2:40 PM
GET READY TO RIDE THE AMAZON WAVE Jeri Murphy, Amazon Expert & Cloud Integrator, WhichAddOn.com
A PRACTICAL GUIDE TO OFFERING CFO SERVICES Adrian Pin, Managing Director, ForwardCFO
3:30 PM
THE MOST POWERFUL TOOL FOR WINNING CLIENTS – EMOTION Fraser Jack, Partner & CMO, Myonlineadvisers
PREPARE FOR IMPACT – WHEN AI MEETS ACCOUNTS PAYABLE Desi Lorand, CEO, Power Business Services
4:15 PM
WHAT’S NEXT FOR FINANCE PROFESSIONALS? Colin Wright, Owner, 3S Synergy Group; Robin Snelling, Owner, BCP Growth; Brad Eisenhuth, Co-Founder, The Outperformer & Michael Stapleton, Owner, Pro Veritate
www.AccountingBusiness.com.au
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Transform your SMSF practice. Discover how Class Super, the leading SMSF admin cloud software, enables you to transform your SMSF business into a profit and growth centre.
If you are an accountant and you are not using @ClassSuper for your #SMSF processing, you are doing it wrong. #sogoodithurts An unprompted tweet from Wise Accounting, one of our users.
Find out how. Visit class.com.au/SMSFtransform Class will be on stand 570 at the Accounting Business Expo 2017 in Sydney, 21-22 March.
Wealth Accounting Theatre
ARE SMSFS CENTRAL TO YOUR BUSINESS? WOULD YOU LIKE THEM TO BE? Find out how you can increase the number of funds under management, reach new clients, streamline your processes and learn about the latest legislation in the Class Wealth Accounting Theatre, specifically designed for accountants and financial planners.
TIMETABLE TUESDAY
WEDNESDAY
HOW TO ATTRACT NEW SMSF CLIENTS Sarah Penn, Director, Mayflower Consulting
10:30 AM
SMSFS AND ESTATE PLANNING IN A POST JUNE-2017 WORLD Tony Negline, Superannuation Leader, Chartered Accountants Australia and New Zealand
A ROADMAP FOR HIGHER EFFICIENCY IN SMSFS Bob Groneman, CTO, Class
11:30 AM
SUPER SHAKEUP: STAYING ON THE RIGHT SIDE OF THE NEW LEGISLATION Liz Westover, Director, PwC
CAN ROBOTS FILL THE ADVICE GAP FOR SMSFS? Chris Brycki, CEO, Stockspot; Recep Peker, Research Director, Investment Trends; Marianne Perkovic, Executive General Manager, Commonwealth Bank Private & Darin Tyson Chan, Benchmark Media
12:30 PM
BEYOND SHARES: ALTERNATIVE INVESTMENTS FOR SMSFS Andrew Jones, Head of Comercial Developement, RateSetter; David Bassanese, Chief Economist, BetaShares; Jonathan Ramsay, Director, InvestSense & Mark Beveridge, Director, Quill Group
DEVIL IN THE DATA: THE FUTURE OF DATA FEEDS AND WEALTH ACCOUNTING Kevin Bungard, CEO, Class
1:40 PM
HOW TO UNLOCK THE VALUE OF YOUR SMSF RETIREE CLIENTS Tracy Williams, CEO, Accurium
FLYING HIGH: HOW OUR SMSF BUSINESS MOVED TO THE CLOUD Joel Smith, Sales Director, Class & Kim Bigg, Director, Perks
2:30 PM
THE THREE KEYS TO GROWING YOUR SMSF BUSINESS Tracey Besters, Co-Founder, SMSF Design
FINANCIAL PLANNING AND ACCOUNTING: COMPETITOR OR COMPLEMENTOR? Matthew Rowe, Executive Director, My Accounts
3:20 PM
INVESTING IN TURBULENT TIMES Hasan S Tevfik, Equity Research Analyst, Credit Suisse
www.AccountingBusiness.com.au
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PROGRAM AT A GLANCE TUESDAY RED ROOM
GREEN ROOM
BLUE ROOM
VALUE PRICING FOR BOOKKEEPERS Diane Lucas, Director, Direct Management
PRACTICAL TIPS TO AUTOMATING COMPLIANCE Matthew Prouse, Executive Director, Xero Australia
10:30
10:20
TIME
ORANGE ROOM
CLASS WEALTH
MEGA-TRENDS IN ACCOUNTING AND HOW TO SURVIVE THEM Tim Reed, CEO, MYOB
HOW TO ATTRACT NEW SMSF CLIENTS Sarah Penn, Managing Director, Mayflower Consulting
KILLER KPIS FOR E-COMMERCE BUSINESS Anna Lee, CFO, The Iconic
HOW TO RUN A CLIENT-CENTRIC FIRM Peter Docherty, General Manager Public Practice, CPA Australia
MORE LEADS IN LESS TIME: EFFECTIVE ONLINE MARKETING FOR BUSY ACCOUNTANTS Matt Wilkinson, Founder & CEO, Bizink INSIDE THE LAB: SIMULATING A LIVE HACK ON AN ACCOUNTING FIRM Karen McDonald, Associate Director - Professional Risks, Accountancy Insurance
11:10
11:00
10:45
THE FASTEST WAYS TO TRIPLE A MID-SIZE BUSINESS Mike Rich, Managing Director, Attaché Software
11:30
A ROADMAP FOR HIGHER EFFICIENCY IN SMSFS Bob Groneman, CTO, Class
11:40
HOW PEOPLE SKILLS POWER YOUR PROFIT Leanne Berry, Director, Love Your Numbers
WHAT YOUR CUSTOMERS WANT YOU TO KNOW ABOUT MOBILE Bianca Bowron-Cuthill, Head of Customer Care, Intuit
11:45
ROADMAP TO BECOMING A CFO David Marshall, Non - Executive Chairman, All Trades Queensland Pty Limited & Brad Eisenhuth, Co-Founder, The Outperformer
HOW TO MASTER THE POWER OF THE ECOSYSTEM Jeff Atizado, Joint Managing Director, SMB Consultants. Clinton Cowin, Managing Director, TradiePad
CRITICAL SKILLS FOR 2017: TEACH CLIENTS TO AUTOMATE Lielette Calleja, Director, All That Counts
12:20
12:00
11:50
HOW TO BRIDGE THE CULTURAL DIVIDE AND SUCCEED AT LONG TERM OFFSHORING Nick Sinclair, CEO, The Outsourced Accountant
FINTECH AND ATLFI: SORTING THE BUZZWORDS FROM THE BUSINESS OPPORTUNITIES Charlene Batson, Head of Strategic Partnerships, OnDeck & Simon Dennis, National Sales Manager, MYOB
12:30 13:00 13:30 13:40
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MODERN CFO
SECRETS TO DRIVING GROWTH IN SMSF (BEYOND EFFICIENCY) Mark Ellem, Executive Manager, Superconcepts
CAN ROBOTS FILL THE ADVICE GAP FOR SMSFS? Chris Brycki, CEO, Stockspot; Recep Peker, Research Director, Investment Trends; Marianne Perkovic, Executive General Manager, Commonwealth Bank Australia & Darin Tyson Chan, BenchmarkMedia
HOW TO DESIGN THE PERFECT ACCOUNTING FIRM Dorothy Crosby, Program and Training Manager, Panalitix
DEVIL IN THE DATA: THE FUTURE OF DATA FEEDS AND WEALTH ACCOUNTING Kevin Bungard, CEO, Class
WHAT’S NEXT FOR FINANCE PROFESSIONALS? Colin Wright, Owner, 3S Synergy Group; Robin Snelling, Owner, BCP Growth; Brad Eisenhuth, Co-Founder, The Outperformer & Michael Stapleton, Owner, Pro Veritate
HOW TO SCALE A CLOUD FIRM FROM STARTUP TO NATIONWIDE Matthew Rowe, Executive Director, My Accounts & Noel Tiufino, Managing Director, My Accounts HOW TO NURTURE YOUR TALENT – NOT MANAGE YOUR HUMAN RESOURCES Alex Haloulos, Sales Director, Sage
WHY I WOULD NEVER BUY YOUR FIRM Guy Pearson, CEO, Practice Ignition
www.AccountingBusiness.com.au
RED ROOM
GREEN ROOM
BLUE ROOM
ORANGE ROOM
CLASS WEALTH
SINGLE TOUCH PAYROLL – BRACING FOR IMPACT Rich McLean, Co-Founder, Keypay David Field, Director, Ozedi & Debra Anderson, Director, Anderson Tax
14:10
14:00
HOW TO SUCCEED AT RADICAL CHANGE Jane Challinor, Director, Real Business Group
LESSONS LEARNED FROM A GLOBAL TREND: ACCOUNTING TO ADVISORY Peter Vessenes, CEO, Profitsee
14:20
THE THREE CDM WORKFLOWS THAT CHANGED MY BUSINESS Jacquie Strudwick, Sales and Marketing, Nimbus Portal Solutions
14:30
FLYING HIGH: HOW OUR SMSF BUSINESS MOVED TO THE CLOUD Joel Smith, Sales Director, Class Kim Bigg, Director, Perks Integrated Business Services
14:40
ARTIFICIAL INTELLIGENCE IN BUSINESS: CASE STUDIES Jonathan Spence, CEO, Xtracta
TECH TRENDS IN HOSPITALITY - WHAT YOUR CLIENTS NEED TO KNOW Jessica Ellerm, Business Development Manager, Tyro & Greg Sheehan, CEO, Rightway
MISSION IMPOSSIBLE: HOW CAN YOU PROFIT FROM PAYROLL? Tracy Angwin, CEO, Australian Payroll Association
PROPERTY DEPRECIATION – THE MISSED OPPORTUNITY Bradley Beer, CEO, BMT Tax Depreciation FINANCIAL PLANNING AND ACCOUNTING: COMPETITOR OR COMPLEMENTOR? Matthew Rowe, Executive Director, My Accounts
15:20
15:00
14:50
SURVIVE AND THRIVE AS A BOOKKEEPER Peter Thorp, Director, Australian Bookkeepers Network
15:30
DOES YOUR WEBSITE SUCK? HOW TO WRITE A WEBSITE THAT GETS YOU MORE CLIENTS Steven Lewis, Director, Taleist
BENCHMARKING – HOW TO BECOME A GENERAL SPECIALIST Sam Coupland, Consultant, Benchmarking
A PRACTICAL GUIDE TO OFFERING CFO SERVICES Adrian Pin, Managing Director, ForwardCFO
15:40
HOW TO AUTOMATE WORKFLOWS IN HEALTHCARE Marcus Wilson, CEO, Surgical Partners
BUSINESS IS A GAME AND THE BEST TEAM WINS Steph Hinds, Head Ninja, Growthwise
TAX IN 2017: NAVIGATING THE CHANGES AHEAD Terry Hayes, Senior Tax Writer, Thomson Reuters
16:10
16:00
MODERN CFO HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM Mark Witt, MD, Practice Exchange; Magnus Yoshikawa, Director, Jadeja Partners & Michael Peters, Managing Partner, Peters & Partners
13:50
TIME
16:15
PREPARE FOR IMPACT – WHEN AI MEETS ACCOUNTS PAYABLE Desi Lorand, CEO, Power Business Services
16:20
HOW TO CRACK THE CODE ON COMPLIANCE PROCESS Anton Donde, Executive Director, Myworkpapers
www.AccountingBusiness.com.au
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PROGRAM AT A GLANCE WEDNESDAY RED ROOM
GREEN ROOM
BLUE ROOM
E-INVOICING VS ONLINE INVOICING - HOW TO GET PAID FASTER Andrew Stein, CEO, Payreq
SLACK IT TO ME! CREATING A CULTURE OF INNOVATIVE COMMUNICATION Tanya Titman, CEO, Consolid8
10:30
10:20
TIME
ORANGE ROOM
CLASS WEALTH
HOW SMALL BUSINESS CAN ADOPT INNOVATION QUICKER THAN BIG BUSINESS Trent Innes, Managing Director, Xero Australia
SMSFS AND ESTATE PLANNING IN A POST JUNE-2017 WORLD Tony Negline, Head of Superannuation, Chartered Accountants Australia & New Zealand
GEN Y AND THE SPEED OF MODERN BUSINESS David Shafer, CFO, Kogan
IS SELLING A DIRTY WORD? HOW TO SELL YOUR SERVICES Mel Power, Founder, Bookkeeper Revolution
OUTSOURCING OR OFFSHORING? PICK THE RIGHT STRATEGY Dorothy Crosby, Program and Training Manager, Panalitix ADVISING RETAILERS ON TECH-DRIVEN GROWTH TACTICS Jessica Ellerm, Business Development Manager, Tyro; Noel Tiufino, Managing Director, My Accounts & James Carey, Director, Prime Partners
11:10
11:00
10:45
HOW TO GET HOLD OF $190 MILLION FOR YOUR CLIENTS Lisa Kernes, COO, Ignite Alliance
11:30
SUPER SHAKEUP: STAYING ON THE RIGHT SIDE OF THE NEW LEGISLATION Liz Westover, Director, PwC
11:40
2008 VS 2018: WORKFLOWS FOR A CONNECTED PRACTICE Caroline Wright, Platform Strategy Manager, MYOB
EVERYTHING ABOUT MARKETING YOU WERE AFRAID TO ASK Wayne Schmidt, Accounting Practice Advisor, Karbon & Lielette Calleja, Director, All That Counts
11:45
ARTIFICIAL INTELLIGENCE IS EATING THE WORLD Jonathan Spence, CEO, Xtracta
BIG FOUR PANEL: ATO VS ACCOUNTANT. WHO WINS? Michael Clarke, COO, Deloitte Private; Charmaine Chalmers, Leader of PwC Enterprise Digital, PwC; Fleur Telford, Director, KPMG & Mark Tafft, Indirect Tax Leader, Oceania, EY
SKILLS STRATEGY: HOW BETTER STAFF DRIVE BIGGER PROFITS Peter Vesseneses, Director, Profitsee
12:20
12:00
11:50
CLOUD VS DESKTOP: WHAT IT MEANS FOR DOCUMENT MANAGEMENT Jacquie Strudwick, Sales and Marketing, Nimbus Portal Solutions
LOOKING TO DRAMATICALLY DRIVE REVENUE IN YOUR FIRM? THE BUSINESS CASE FOR BOOKKEEPING Nick Sinclair, CEO, The Outsourced Accountant
ECOSYSTEM VS PLATFORM: A RADICAL NEW APPROACH TO ACCOUNTING SOFTWARE Elzerie Van Wyk, Product Evangelist, Sage
12:30 13:00 13:30
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MODERN CFO
BEYOND SHARES: ALTERNATIVE INVESTMENTS FOR SMSFS Andrew Jones, Head of Comerical Development, RateSetter; David Bassanese, Betashares; Jonathan Ramsay, Director, InvestSense & Mark Beveridge, Director, Quill Group (mod)
HOW TO BRING VCFO FEES INTO YOUR ACCOUNTING PRACTICE Paul Turnbull, Supervisor - Business Services and Taxation Services, DFK Benjamin King Money; Katie Bryan, Managing Director, Propeller Advisory; Lisa Kernes, COO, Ignite Alliance & David Boyar, Director, Sequel vCFO
COMMERCIAL BLOCKCHAINS IN ACTION Nick Addison, Co-Founder and CTO, FinHaus Lab MAKING IT WORK: HOW ACCOUNTANTS AND BOOKKEEPERS CAN FORM PROFITABLE RELATIONSHIPS Kerry Black, Director, Bookkeeping Revolution; Leanne Berry, Director, Love your Numbers; Tim Munro, Director, Change Accountants & Mel Power, Founder, Bookkeeper Revolution
HOW TO CREATE A SUSTAINABLE PRACTICE Peter Docherty, General Manager Public Practice, CPA Australia
www.AccountingBusiness.com.au
RED ROOM
GREEN ROOM
BLUE ROOM
13:40
TIME
ORANGE ROOM
CLASS WEALTH
HOW TO RUN YOUR FIRM ON YOUR PHONE Kane Munro, Director, Accountancy Online
HOW TO UNLOCK THE VALUE OF YOUR SMSF RETIREE CLIENTS Tracy Williams, CEO, Accurium
CLOUD INTEGRATION – REAL LIFE STORIES Clinton Cowin, Managing Director, Tradiepad & Jeff Atizado, Joint Managing Director, SMB Consultants CAPACITY PLANNING FOR BOOKKEEPING TEAMS - PLANNING FOR GROWTH Diane Lucas, Director, Direct Management
14:10
14:00
13:50
HOW TO TRANSITION TO COMMERCE – A WORLD OF OPPORTUNITY! Michelle Japp, Head of Finance, Stockland; Andres Bernal, Finance Manager, Malabar Coal; Brad Eisenhuth, Co-Founder, The Outperformer & Nihi Chellappah, Senior Finance Manager, Speedcast
UNDERSTANDING THE ANATOMY OF CYBER ATTACKS ON ACCOUNTANTS Karen McDonald, Associate Director of Professional Risks, Accountancy Insurance
14:20
HOW TO SPOT FRAUD IN HEALTHCARE Marcus Wilson, CEO, Surgical Partners
14:30
THE THREE KEYS TO GROWING YOUR SMSF BUSINESS Tracey Besters, Co-Founder, SMSF Design
14:40
GET READY TO RIDE THE AMAZON WAVE Jeri Murphy, Amazon Expert & Cloud Integrator, WhichAddOn.com THE BUSINESS CREDIT SCORE: HOW TO HELP YOUR CLIENTS UNDERSTAND THEIR LENDING OPTIONS Neil Shilbury, General Manager Commercial & Property Solutions, Equifax Kameron Ahmad, Head of Operations, OnDeck EXPANDING BY NARROWING: HOW TO BRING FOCUS TO YOUR MARKETING Matt Wilkinson, Founder & CEO, Bizink
WHY ADVISORY WON’T SAVE YOU FROM TECHNOLOGY Matt Paff, Director, Value Adders
INVESTING IN TURBULENT TIMES Hasan S Tevfik, Research Equity Strategist, Credit Suisse
15:20
15:00
14:50
WHY CLIENTS LEAVE AND HOW TO KEEP THEM Darrell Weekes, Managing Director, Purple Thread Marketing
15:30
THINK GLOBALLY, RUN LOCALLY. THE ART OF RUNNING A DISTRIBUTED TEAM Jason Andrew, Co-Founder, SmartBooks Online
HOW TO PULL OFF A SUCCESSFUL M&A Dale Crosby, Senior Advisor, High Tech Soft Touch; Rob Pillans, Accounting Firm Coach, Planet Consulting; Magnus Yoshikawa, Director, Jadeja Partners & Craig Stanmore, CEO, Enspira
THE MOST POWERFUL TOOL FOR WINNING CLIENTS – EMOTION Fraser Jack, Partner and CMO, Myonlineadvisers
15:40
REFORM IS COMING: HOW TO PREPARE FOR THE NEW WORLD OF SMSF Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts WHEN TO PULL THE TRIGGER ON PRACTICE MANAGEMENT Matt Peng, Managing Director, Business Continuum; Greg Sheehan, Co-Founder & CEO, RightWay; Lisa Callaghan, Director, Interactive Accounting & Wayne Schmidt, Accounting Practice Advisor, Karbon TIPS TO AUTOMATE YOUR COMPLIANCE Anthony Papalia, Product Manager, Myadvisor.ai Chris Hooper, CEO, Accodex Sophie Hossack, Australian General Manager, ReceiptBank
16:10
16:00
MODERN CFO
16:20
ANSWER YOUR BIGGEST MARKETING CHALLENGE IN 9 MINUTES STUMP THE STRATEGIST David Siegel, Strategist, Step Change; Clare Rainbow, Head of Change, Step Change & Jeff Cooper, Founding Partner, Step Change
www.AccountingBusiness.com.au
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THE #1 CLOUD ERP OVER 40,000 ORGANISATIONS RUN NETSUITE GLOBALLY. www.netsuite.com.au | +61 2 9464 6100
SPEAKERS As the most innovative and progressive business event on the calendar, Accounting Business Expo will host over 110 industry thought leaders and keynote speakers. The conference program has been developed with the support of our Advisory Board and features the most recognised experts in their fields. From technology and business growth to tax and payroll, you’ll hear from some of the most influential people in accounting today.
KILLER KPIS FOR E-COMMERCE BUSINESS THE ICONIC
SEE PAGE 56
Anna Lee | CFO
Anna Lee is the CFO of THE ICONIC, Australia’s leading online fashion and sportswear retailer. She has over 20 years’ experience in Australian, New Zealand and APAC corporate environments underpinned by Big 4 finance foundations. Anna’s career started at PwC where her advisory client portfolio comprised of subsidiaries of MNCs and high growth entities. Since then, she has held senior roles in some of the fastest-growing and most successful global multinational organisations, including Adshel and Groupon, and has managed broad remits including finance, IT, HR, legal and compliance functions at General Manager and Finance Director/CFO levels. Anna is a qualified Chartered Accountant.
GEN Y AND THE SPEED OF MODERN BUSINESS SEE PAGE 64
KOGAN.COM
David Shafer | CFO, COO and Executive Director David Shafer has worked with Kogan.com since 2006, moving to a full-time role as Chief Financial Officer, Chief Operating Officer and Executive Director in November 2010. Prior to joining Kogan.com, David was a Senior Associate at Arnold Bloch Leibler. David holds a Bachelor of Law (Honours) and Bachelor of Commerce from The University of Melbourne. David is a Chartered Financial Analyst. Kogan.com is Australia’s leading pureplay online retail website, renowned for achieving price leadership through digital efficiency. Headquartered in Melbourne, Australia, Kogan.com’s mission is to make consumer goods more accessible and affordable for everyone.
www.AccountingBusiness.com.au
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SEE PAGE 66 BIG FOUR PANEL: ATO VS ACCOUNTANT. WHO WINS? What will be the impact of the ATO’s digitisation projects on the compliance process? In this panel we hear from senior partners in the accounting divisions at the Big 4 on the extent of change they anticipate and how they plan to change their compliance processes as a result.
CHARMAINE CHALMERS
Partner and Leader of PwC Enterprise Digital, PwC Charmaine leads the PwC Enterprise Digital business, which solves accounting and tax problems and eliminates pain points through software and automation. She founded Nifty R&D, an online solution making it easy and inexpensive for micro businesses to access the R&D Tax Incentive. The platform has been used by over 500 companies to access millions in funding for their innovation and was PwC’s first online business globally.
FLEUR TELFORD Director, KPMG
Fleur Telford is a specialist in the professional services industry with 20 years’ experience in Financial Controlling, IT Management and Operations Management. She is working on a three-year technology strategy to improve the integration, automation, and overall user experience for all the systems serving the KPMG Enterprise client base. This includes not only replacing systems at end of life, but also looking for innovative ways to use emerging technology to give KPMG an edge in service delivery.
MARK TAFFT
Digital Tax & Innovation Leader, EY Mark has been a tax partner since 1997. He has nearly 30 years’ experience assisting with Australian tax obligations, particularly in the fields of Data Analytics, Process Robotics and a variety of Taxes. He works with a broad range of clients assisting with data related activity, process robotics transactions, and on tax data extraction transformation, analysis and visualisation issues.
MICHAEL CLARKE
Chief of Strategy and Relations, Deloitte Private Michael is the Chief of Strategy and Relations at Deloitte Private in Australia and trusted adviser to some of Australia’s iconic and wealthy families. In recent years Michael has led Deloitte Private’s response to Digital Disruption, including the launch of ‘Connect’ and its ongoing evaluation.
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MEGA-TRENDS IN ACCOUNTING AND HOW TO SURVIVE THEM SEE PAGE 56
TIM REED CEO, MYOB
Tim Reed joined the MYOB Group in July 2004 when it acquired accounting software developer Solution 6. He was appointed CEO in 2008 after spending over four years in management roles including Managing Director of MYOB Australia and MYOB Group Product Executive.
PANEL: TIPS TO AUTOMATE YOUR COMPLIANCE SEE PAGE 74
SOPHIE HOSSACK
Australia Country Manager, Receipt Bank Sophie Hossack is Receipt Bankâ&#x20AC;&#x2122;s Australia Country Manager. As one of Receipt Bankâ&#x20AC;&#x2122;s first employees back in 2011, Sophie has worked in three of the sales teams around the world. Sophie and her team are focused on helping accountants and bookkeepers improve their efficiency and grow their business through automation.
ANTHONY PAPALIA Product Manager, myadvisor.ai
Anthony is the Product Manager at myadvisor.ai, a startup that combines cutting-edge techniques in data analytics, artificial intelligence and computational linguistics to deliver tailored, actionable financial analysis reports for accountants and SMEs at scale and speed. Prior to this, Anthony was the Cloud Enablement Specialist at PricewaterhouseCoopers.
CHRIS HOOPER CEO, Accodex
Among the plethora of labels with which he has been associated, Chris personally identifies with the definition of an Accounting Futurist. Chris believes the definition of an accountant is inevitably going to evolve, and for the better. As a veteran within the industry, he is convinced progressive change is necessary and has built his career around predicting the future of accounting trends.
www.AccountingBusiness.com.au
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FINTECH AND ALTFI: SORTING THE BUZZWORDS FROM THE BUSINESS OPPORTUNITIES SEE PAGE 00 SEE PAGE 58
SIMON DENNIS
National Sales Manager – SME Solutions, MYOB Simon Dennis is a man on a mission. As a leader, Simon is responsible for nurturing relationships and driving transformation within MYOB’s Bookkeeping and Certified Consultant community. He’s also hyper-focused on helping the business’s commercial and association partners, franchise partners, and retailers succeed.
CHARLENE BATSON
Head of Strategic Partnerships, OnDeck Australia Pty Limited Charlene Batson has served as OnDeck Australia’s Head of Strategic Partnerships since August 2015. She has 10 years’ experience in the financial services industry in Europe, the Middle East and Australia. At OnDeck, Charlene is responsible for growing strategic partnerships, which currently include MYOB and the Commonwealth Bank of Australia, to help improve small businesses access to finance.
HOW TO NURTURE YOUR TALENT – NOT MANAGE YOUR HUMAN RESOURCES SEE PAGE 58
ALEX HALOULOS
People and Payroll Sales Director, SAGE Software Australia
For the past 15 years, Alex has been working with Australian small and medium businesses to improve their business processes, particularly around payroll and people functions. He is a leader, motivator and communicator with a particular passion for improving corporate culture through technology.
HOW SMALL BUSINESS CAN ADOPT INNOVATION QUICKER THAN BIG BUSINESS TRENT INNES
SEE PAGE 64
Managing Director, Xero Australia Trent 18+ years’ experience growing and managing major businesses in the accounting and IT industries. Initially joining Xero as National Sales Director, Trent was appointed as Managing Director in 2016 to manage the company’s next phase of growth. Prior to Xero, Trent worked at Microsoft for six years as National Sales Manager of the Microsoft Business Group in Australia, managing the company’s enterprise resource planning (ERP) and customer relationship management (CRM) businesses.
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PANEL: ANSWER YOUR BIGGEST MARKETING CHALLENGE IN 9 MINUTES - STUMP THE STRATEGIST SEE PAGE 74
CLARE RAINBOW
Head of Change, Step Change After graduating from NIDA, Clare spent 12 years producing and project managing theatre, events and TV, including taking Priscilla Queen of the Desert, The Musical and Tap Dogs, all the way to the West End and Broadway. With later roles as GM, Creative Producer and Marketing Manager, Clare now focuses her diverse talents as Strategic Producer at Step Change in 2015.
JEFF COOPER
Founding Partner, Step Change His entrepreneurial pursuits began back in 2004 when he started his first business, designing exhibition spaces and running events, eventually giving birth to an interactive event concept later adopted by the likes of Big Day Out and other major festival organisers. A decade later, in 2014–2015, startups Jeff was involved in raised over $1m in investment, and Step Change — which he co-founded — was a multimillion dollar strategy consultancy, serving clients across five continents.
DAVID SIEGEL
Strategist, Step Change Dave is a strategist and entrepreneur from Cedar Rapids, Iowa, USA, home to the world’s largest cereal factory. Growing up in the family business, he’s launched all sorts of ventures from online start-ups to selling and consigning books out of a van at uni, to non-profits connecting Israelis and Palestinians here in Sydney. Now, as a Strategist, he spends his days practicing his passion for reviving and building businesses.
PROPERTY DEPRECIATION – THE MISSED OPPORTUNITY SEE PAGE 61
BRADLEY BEER
CEO, BMT Tax Depreciation
Brad began his career as a Quantity Surveyor in 1998. He was appointed Director in 2002, Managing Director in 2012, and CEO in April 2015 of BMT Tax Depreciation. Brad’s knowledge and enthusiasm for educating accountants, property investors and property professionals is obvious when you meet him, making him a sought after keynote speaker.
2008 VS 2018: WORKFLOWS FOR A CONNECTED PRACTICE CAROLINE WRIGHT
SEE PAGE 65
Platform Strategy Manager, MYOB Starting her career as an accountant at Pitcher Partners working with high net wealth individuals, Caroline developed a passion for technology early on and has spent more than 20 years taking software solutions for accountants and tax professionals to market. She spent 15 years at PricewaterhouseCoopers and the last eight years with Thomson Reuters, before joining MYOB in May this year.
www.AccountingBusiness.com.au
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SEE PAGE 57
WHAT YOUR CUSTOMERS WANT YOU TO KNOW ABOUT MOBILE BIANCA BOWRON CUTHILL
Head of Customer Care, Intuit Australia
Bianca is Head of Customer Care and the immediate past product leader for Intuit Australia. She has more than 17 years’ IT experience with expertise in the accounting and technology sectors. Previously Bianca worked for MYOB, Solution 6 and Telstra where she undertook key internal and external facing roles encompassing customer care, product development and management, consulting and operations.
OUTSOURCING OR OFFSHORING? PICK THE RIGHT STRATEGY SEE PAGE 64
DOROTHY CROSBY
Program & Training Manager, Panalitix
Dorothy Crosby has had over 25 years working with business and professional service firms in Australia. While leading a professional service team herself, Dorothy provides advice and support to accounting firms in the development and implementation of strategies for productivity and growth. She shares the best practices, cutting-edge tools, the latest research and strategies, bringing real world insight into your business.
SEE ALSO HOW TO DESIGN THE PERFECT ACCOUNTING FIRM PAGE 60
VALUE PRICING FOR BOOKKEEPERS DIANE LUCAS
SEE PAGE 56
Director, Direct Management Our motto is ‘Simplify Business’. This can be achieved in many ways – improved bookkeeping, training, streamlined processes. The end result is an efficient business providing the business owner with real time knowledge of what’s going on in their business. Cloud solutions are core to our own business strategy. We use technology to free up time allowing for more value-added work.
SEE ALSO CAPACITY PLANNING FOR BOOKKEEPING TEAMS - PLANNING FOR GROWTH PAGE 70
WHY CLIENTS LEAVE AND HOW TO KEEP THEM SEE PAGE 72
DARRELL WEEKES
Managing Director, Purple Thread Marketing
Darrell is a marketing strategist who teaches SME professional service businesses how acquire and retain clients using nocost and low-cost strategies. Prior to launching Purple Thread Marketing, Darrell spent 5 years as Director of Strategy at an international accounting and payroll software company, where he successfully developed and implemented a value based marketing strategy and a unique client acquisition and retention process.
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PANEL: HOW TO PULL OFF A SUCCESSFUL M&A SEE PAGE 72
DALE CROSBY
Senior Advisor, High Tech Soft Touch
Dale Crosby specialises in change management and has a specific interest in client communication and integration of compliance, business advisory and financial advisory services within accounting firms. He has over 15 year’s experience working directly with accounting and financial advisory firms to achieve growth and profit.
CRAIG STANMORE CEO, Enspira Financial
Craig is CEO of Enspira Group, Fellow of Chartered Accountants Australia and New Zealand, a Registered Tax Agent, a Registered Statutory Auditor and a Registered Financial Planner. Experienced in all fields, Craig is a Director in numerous financial orgnaisations and has been able to merge his extensive expertise in all areas of accounting, taxation, auditing, superannuation, business structuring and planning to provide a strong consulting capacity.
MAGNUS YOSHIKAWA Director, Jadeja Partners
With over twenty years’ sales and marketing experience intertwined with the family’s accountancy broking firm, Magnus took over from his father, Dip Jadeja in 2010. He focuses on keeping his father’s philosophy alive whilst pushing the business forward into new territories.
SEE ALSO HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM PAGE 60
ROB PILLANS
Founder and Accounting Firm Coach, Planet Consulting For 30 years Rob has been working in and with accounting firms. Few people, if any, can match the breadth and depth of his experience in the management of firms from 1 to 50 partners. He’s been the CEO of two accounting firms, the GM of one and the F&A Manager for two more. He spent 10 years delivering client services, including as a Business Services Manager.
www.AccountingBusiness.com.au
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HOW DIGITAL MARKETING CAN HELP GROW YOUR ACCOUNTING PRACTICE So you’ve been in business a while. You’ve built a great team, attracted some quality clients and developed a strong brand. And you did it all without any digital marketing. But… you’ve got a feeling in your gut you need to look at this digital thing. New competitors are appearing above you on page one of Google. You’re starting to appreciate the strength of social media. And business is slowing just a little... If you want digital marketing to transform your business by delivering a steady flow of qualified leads… you need to nail 5 key elements:
marketing… but don’t know how to make the change from more traditional marketing methods. We offer particular value to long-established businesses who have a clearly defined vision. So if you’re now thinking digital marketing could be just what you need to help grow the bottom line of your accountancy practice, come and talk to the Brilliant Digital team at the Accounting Business Expo on Stand 734. Or visit www.bbim.com.au to read some of our business transformation case studies.
1. Clarity – you must have a clear and winning digital strategy 2. Content – you must tell your business story, your customer story and your product story brilliantly
Brilliant Digital www.bbim.com.au
3. Create – you must create striking digital design around your brand
Contact: Deb Jeffreys, CEO and Digital Strategist info@bbim.com.au 02 9939 5223
4. Construct – you must build robust and high quality digital platforms
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5. Connect – you must connect and re-connect with your target market in multiple ways Most digital marketing and website design companies only offer some of these crucial elements. An incomplete solution that does not encompass all 5 elements usually fails to deliver the consistent and sustained lead generation required to transform a business through digital marketing. At Brilliant Digital we use our proven 5-step process to deliver a complete solution based around content rich digital storytelling. The result for you - a steady stream of educated ideal customers ready to do business. We’ve structured our business to ensure that our team are on the cutting edge of the fast-moving digital world. For many of our clients we become a long term partner providing a cost-effective, hassle-free, outsourced digital marketing department. We specialise in working with the owners and managers of successful businesses who recognise the value of digital
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ECOSYSTEM VS PLATFORM: A RADICAL NEW APPROACH TO ACCOUNTING SOFTWARE SEE PAGE 68
ELZERIE VAN WYK Product Evangelist, SAGE
Elzerie has more than 16 years’ experience in the design, implementation and support of accounting software. She is an expert in the use and development of cloud technology and other products that simplify accounting processes for accountants, bookkeepers and their clients. She is focusing on working with Sage accountants and end users to understand emerging platformbased cloud ecosystems and applications that will shape the next wave of accounting and practice management software for accountants.
THE MOST POWERFUL TOOL FOR WINNING CLIENTS – EMOTION FRASER JACK
SEE PAGE 74
Partner and CMO, myonlineadvisers AFSL Fraser has a deep understanding of what makes a successful business, having been raised in a family of entrepreneurs, and a culture of constantly looking at ways to improve customer service and drive growth. These skills underpinned the growth of his own financial planning practice, where he developed innovative customer engagement, marketing and education strategies to build a highly successful business.
THE THREE CDM WORKFLOWS THAT CHANGED MY BUSINESS SEE PAGE 60
JACQUIE STRUDWICK
Nimbus Portal Solutions
Jacquie is a sales and marketing management professional with 29 years’ experience in professional services. From her beginnings as a trainee Chartered Accountant she quickly became obsessed with how to automate low-value tasks in a way that add value to clients. This drive has continued to shape her career over the past three decades.
SEE ALSO CLOUD VS DESKTOP: WHAT IT MEANS FOR DOCUMENT MANAGEMENT PAGE 66
WHY I WOULD NEVER BUY YOUR FIRM GUY PEARSON
SEE PAGE 58
Chairman, Interactive Accounting | CEO and Founder, Practice Ignition Guy is a Chartered Accountant with more than a decade’s experience in professional practice. He previously founded and grew Interactive Accounting into a leading cloud accounting practice focusing on start-ups and online businesses in Australia. Winner of multiple industry awards and Anthill’s 30 under 30 in 2014, Guy is a thought leader driven towards advancing the accounting industry to better serve small businesses, globally.
www.AccountingBusiness.com.au
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PANEL: MAKING IT WORK: HOW ACCOUNTANTS AND BOOKKEEPERS CAN FORM PROFITABLE RELATIONSHIPS SEE PAGE 68
KERRY BLACK
Principal, Ebony Accounting Consultants Kerry has been in the accounting profession for over 30 years. She is a Registered Tax Agent, MYOB Certified Consultant and Xero Certified Advisor, who’s passionate about helping accounting and bookkeeping professionals offer a combined professional solution. She specialises in small business, particularly trades, and has developed some simple to use systems to assist those new in business in costing their jobs.
TIMOTHY MUNRO
Director, Change Accountants & Advisors | CEO, Change GPS
Borne out of a highly successful firm, Timothy and his team at Change have been advising clients for over 22 years. Their focus is helping clients make smart financial decisions now for a better financial future. Timothy also founded Change GPS, a company providing internet based systems and processes for accounting firms to dramatically increase profits and offer a wider and better range of services.
LEANNE BERRY
Director, Love Your Numbers With over 20 years’ experience in helping others achieve their business goals, Leanne has carved a niche that’s lined with diverse qualifications, achievements, awards and experience. She’s a Certified MYOB Consultant; member of a MYOB Partner Advisory Group and has 25 years’ experience teaching small business management, frontline management and MYOB. Lead author of MYOB training manuals for Software Publications, she is a sought after ‘voice’ of the bookkeeping industry.
SEE ALSO HOW PEOPLE SKILLS POWER YOUR PROFIT PAGE 57
MELANIE POWER
Founder, Bookkeeper Revolution
Melanie has been involved in the Australian small business sector since her career kick-off in the accounting industry in 1992 when she began a bookkeeping business. Mel is the voice of the bookkeeping industry to Xero and is passionate about raising the profile of bookkeepers globally and helping them grow in the digital age of cloud technology. This has translated into the highly successful Xero Grow Your Practice series for bookkeepers.
SEE ALSO IS SELLING A DIRTY WORD? HOW TO SELL YOUR SERVICES PAGE 64
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HOW TO SUCCEED AT RADICAL CHANGE JANE CHALLINOR
SEE PAGE 60
Director, Real Business Group Pty Ltd Jane Challinor is one of Australia’s leading business coaches, with more than 30 years’ experience in a broad range of industries. She has founded and developed over 10 successful businesses using the same method to to transform hundreds of her clients’ businesses in Australia, USA and UK. She helps her clients get results fast, often doubling or tripling profitability in less than a year, without pressure on internal resources.
THINK GLOBALLY, RUN LOCALLY. THE ART OF RUNNING A DISTRIBUTED TEAM SEE PAGE 74
JASON ANDREW
CoFounder, SmartBooks Online
Jason is a Chartered Accountant with over a decade experience as a business and corporate advisor, working with government and SMEs. He advises on a range of areas including mergers and acquisitions and transaction services, valuations, strategy, performance improvement and tax. Jason is CoFounder of SmartBooks Online, a bookkeeping and analytics company helping small business owners make data driven decisions about their business.
GET READY TO RIDE THE AMAZON WAVE JERI MURPHY
SEE PAGE 72
Amazon Expert and Cloud Integrator, WhichAddOn.com Jeri Murphy is the CoFounder of WhichAddon.com and has one purpose: to educate cloud advisors and business users on how to find the right cloud systems and successfully implement them. Jeri is a qualified accountant and an inventory management expert. The next big thing is Amazon and Jeri, the Amazon Woman, is dedicated to helping all businesses in the Asia Pacific connect to Amazon and manage their inventory successfully in the cloud.
www.AccountingBusiness.com.au
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SHOULD ACCOUNTANTS ASK MORE QUESTIONS? As technology continues to disrupt accounting many firms are still struggling to increase their advisory income streams. One reason may be your people feel uncomfortable moving from the certain world of problem solving and compliance accounting to the fluid, uncertain and often emotional world of business advisors. One profession offers answers to questions; the other asks more questions. Deep, searching questions that serve to frame a problem rather than solve it. Here are two of the most generic ‘advisory questions’ that accountants should ask clients more often.
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• “If you had more cash, in your business (or privately), what would you spend it on?” Try asking your clients this question and you will soon unlock your cash flow advisory potential. smartAR guarantees to help clients improve their cash flow. We also help accountants develop their cash flow advisory services. Contact one of our team to discuss details.
• “What aspect of your business keeps you awake at night?” • “Where are the ‘capability gaps’ that hold your business back?” If you ask yourself those questions about your accounting firm you will see just how engaging they are! Given that 30% of all businesses are currently worried about their cash flow, smartAR suggest accountants ask ‘advisory questions’ in this area. For example:
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smartAR & feeLink www.smartar.com Contact: Dave Birch, Managing Director contact@smartar.com 1800 831 410
www.AccountingBusiness.com.au
HOW TO RUN YOUR FIRM ON YOUR PHONE KANE MUNRO
SEE PAGE 70
Founder and Director, Accountancy Online With a background at larger firms Kane started Accountancy Online with a view to delivering a proactive and prospective service to clients by using the right tools from the growing crowd of digital tools. Adopting the same perspective in his own business has allowed Kane to escape the grind and granted him the freedom and flexibility to operate with full autonomy from anywhere and anytime……well at least anywhere there’s a WiFi signal!
INSIDE THE LAB: SIMULATING A LIVE HACK ON AN ACCOUNTING FIRM SEE PAGE 57
KAREN MCDONALD
Associate Director - Professional Risks, Accountancy Insurance
Karen commenced her insurance career in 1985. She’s worked in both underwriting and insurance broking for local and international companies in Australia and New Zealand. She’s specialised in professional indemnity insurance for over 17 years, and more recently in cyber insurance and how the cover can benefit accountants.
SEE ALSO UNDERSTANDING THE ANATOMY OF CYBER ATTACKS ON ACCOUNTANTS PAGE 70
DEVIL IN THE DATA: THE FUTURE OF DATA FEEDS AND WEALTH ACCOUNTING KEVIN BUNGARD
SEE PAGE 60
CEO, Class
Kevin Bungard is a highly regarded industry expert in cloud technology systems, with more than 30 years’ experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries. Kevin joined Class in 2009 as Chief Operating Officer and has overseen the commercialisation, launch and rapid growth of Class Super, the leading cloud-based SMSF administration solution.
www.AccountingBusiness.com.au
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SUPER SHAKEUP: STAYING ON THE RIGHT SIDE OF THE NEW LEGISLATION LIZ WESTOVER
SEE PAGE 66
Director, PricewaterhouseCoopers Liz is a Director in the Private Clients division of PricewaterhouseCoopers, providing advice and technical support for the firm and its clients on superannuation and related tax matters. She has extensive experience in superannuation, regularly liaising and consulting with government, regulators and stakeholders on technical, legislative and policy matters, and is a regular commentator on superannuation issues with mainstream and social media.
WHY ADVISORY WON’T SAVE YOU FROM TECHNOLOGY SEE PAGE 72
MATT PAFF
Director, Value Adders
Matt Paff (BBus GAICD) is a veteran of the Australian business technology industry. Renowned for his blog, Matt is the founder of consulting firm Value Adders, which advises “ecosystem” app vendors on paths to commercialisation, and hospitality companies on modernising and integrating their technology stack. Matt is passionate about a practical, plain English perspective. ROI not BS.
SECRETS TO DRIVING GROWTH IN SMSF (BEYOND EFFICIENCY) MARK ELLEM
SEE PAGE 58
Executive Manager - SMSF Technical Services, SuperConcepts As Executive Manager at SuperConcepts, Mark’s primary role is providing technical and compliance support on SMSFs to financial advisers and accountants. A compliance expert, Mark ensures SuperConcepts administration and compliance platform is in line with the latest superannuation and taxation rules.
HOW TO SPOT FRAUD IN HEALTHCARE SEE PAGE 70
MARCUS WILSON CEO, Surgical Partners
Marcus is an engineer by training, and is passionate about implementing technology-based solutions for the complex challenges facing healthcare practices. Marcus began his career developing e-commerce products for the CommSec trading platform, before moving to equities research at Macquarie Bank. He has significant health industry experience and a track record of understanding and resolving issues at the practice administration level.
SEE ALSO HOW TO AUTOMATE WORKFLOWS IN HEALTHCARE PAGE 63
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PANEL: WHEN TO PULL THE TRIGGER ON PRACTAICE MANAGEMENT SEE PAGE 74
MATTHEW PENG
Managing Director, Business Continuum Matthew owns a Melbourne based cloud advisory firm, engaging with both businesses and accounting practices to advise on cloud system selection and implementation. He started Business Continuum to offer transformative change by educating users on how to design and maximize the use of new systems and how it empowers people within their organisation.
WAYNE SCHMIDT
Accounting Practice Advisor, Karbon
With over 25 years’ experience in the accounting industry spearheading the Australian expansion for Xero, MYOB and Reckon, Wayne is passionate about helping accounting practices to grow, embrace change and become more profitable. Based in Australia, and having worked with firms in the USA, UK and China, Wayne has a unique global understanding of accounting firms.
SEE ALSO EVERYTHING ABOUT MARKETING YOU WERE AFRAID TO ASK PAGE 66
LISA CALLAGHAN
Director, Interactive Accounting As a Director of Interactive Accounting, a modern cloud-based accounting practice, Lisa provides strategic, operational and financial advice to over 100 businesses, many of them in the tech sector. Providing CFO and value-based accounting services to some of Australia’s most exciting disruptors of industry, Lisa’s real passion lies using technology to create opportunities, scalability and efficiencies.
GREG SHEEHAN
CoFounder and Chief Executive, RightWay Ltd
CEO and CoFounder of Xero’s fastest growing global partner RightWay, which has grown from 4 people to 130 in five years and doubling in size year-on-year. Greg has speaks about the changing trends for accountants worldwide, going from corporate life (CFO Nike Australia, Air New Zealand) to the start-up world and the scaling of a fast-growth business.
SEE ALSO TECH TRENDS IN HOSPITALITY - WHAT YOUR CLIENTS NEED TO KNOW PAGE 61
www.AccountingBusiness.com.au
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GET PAID FASTER WITH LESS WORK! Apxium saves your business time and money. Here’s how:
• The ability to automatically write payment entries back into your system
• End-to-end receivables automation from invoice to fee collection and automated bookkeeping of payment entries
•
• Complete receivables system including customisable email and SMS reminders
Apxium are expert at systems integrations. We are integrated across market leading accounting software packages used throughout the accounting profession. Visit our website to see what our clients have to say and discover how Apxium can solve your everyday business problems!
• Easy for your clients to pay - all debtor communications contain links to the in-built payment gateway •
Everything is branded in your firm’s name
Market leading merchant fees
• Easily set up automated, paperless payment arrangements for clients • Further reduce debtor days with paperless fee funding - in-built, automated fee funding for your clients • Hosted, filterable, real-time views and reports of your debtors allowing easy administration of all your receivables •
A branded client portal
• No unreconciled or over payments. All payments made via Apxium reconciled against the invoice
Apxium www.apxium.com Contact: Gabor Szekernyes, Sales Director gabor@apxium.com 1300 765 685 or 0435 064 145
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Do you want more time, freedom, options, fun and profit?
Meet Apxium. Our innovative software makes it easy for your business to manage debtors, improve cash flow and enhance profitability. From the moment your business approves an invoice, Apxium automates the rest. Integrates with all major accounting software. *Conditions apply
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www.apxium.com
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Refer to this ad for $1000 credit towards integrations or monthly cost! 1300 765 685
www.AccountingBusiness.com.au
PANEL: HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM SEE PAGE 60
MICHAEL PETERS
Managing Partner, Peters & Partners
Michael Peters is FCA qualified through Ernst and Young and PricewaterhouseCoopers. Michael has held previous mergers and acquisition roles at ING, ANZ, and Macquarie Bank. He’s worked with 200+ firms on business succession over the last six years for accountants and financial planners, including all aspects of a succession from getting ready to sale, sale transactions, and post transaction.
MARK WITT
MD and Founder of Practice Exchange Mark is the MD and Founder of Practice Exchange, which specialises in the sale, merger and appointment of equity partners to accounting and financial planning practices. He also the MD and founder of Business Exchange, an Australian-based software company that’s developed a leading platform for the sale of businesses. More recently he founded Performance Exchange, a software company specialising in the development of business development software.
ALSO SPEAKING MAGNUS YOSHIKAWA, DIRECTOR, JADEJA PARTNERS PAGE 25
PRACTICAL TIPS TO AUTOMATING COMPLIANCE SEE PAGE 56
MATTHEW PROUSE
Solutions Manager for Practice Tools, Xero Australia
An escaped accountant formerly specialising in SME coaching and advisory services, Matthew is obsessed with empowering people to read and understand their personal and business numbers. As Solutions Manager for Practice Tools at Xero, Matthew works very closely with sales, education, enablement and product teams to ensure practice tools are suitable for the Australian market.
www.AccountingBusiness.com.au
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THE BUSINESS CREDIT SCORE: HOW TO HELP YOUR CLIENTS UNDERSTAND THEIR LENDING OPTIONS SEE PAGE 72
KAMERON AHMAD
Head of Operations, OnDeck Australia Kameron Ahmad is Head of Operations at OnDeck Australia where his focus is on developing local capability to help small businesses grow. Prior to joining OnDeck, Kameron was with the Commonwealth Bank of Australia for 10 years most recently a Director in Corporate and Commercial Finance. His career highlights include designing and executing the CBA’s strategy in the alternative lending industry and being part of the team driving risk-based pricing and portfolio management strategies.
NEIL SHILBURY
General Manager, Commercial & Property Solutions, Equifax Neil joined Equifax (previously Veda) in June 2016 with over 20 years’ experience in the financial services sector across Australia and Asia. He’s responsible for defining and driving the strategic direction for the portfolio of Commercial Risk Solutions across Commercial Lending, Trade Credit, Trade Insurance and Ratings Analytics.
BENCHMARKING – HOW TO BECOME A GENERAL SPECIALIST SEE PAGE 63
SAM COUPLAND Director, FMRC
Sam is a director of FMRC and previous director of benchmarking.com.au. His client facing roles span direct consulting and management training for professional service firms. In any one year he would be engaged by 50+ firms to assist with strategic planning, partner compensation, equity valuation and succession related issues. Sam is considered the foremost authority on law firm valuations.
THE FASTEST WAYS TO TRIPLE A MID-SIZE BUSINESS MIKE RICH
SEE PAGE 56
Managing Director, Attaché Software Mike came from an accounting background into a long career in IT focusing on medium-sized businesses (MSBs) with revenue of $2 million to $100 million. A recent survey of MSBs across over 20 European countries showed 16 per cent per annum growth, compared to just 1.5 per cent for those economies as a whole. Mike believes that the same ratio exists in ANZ so he co-founded the not-for-profit M-Institute (ANZ) which aims to help aspiring MSBs to ‘scale-up’ through an evolving resource partner community.
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HOW TO CREATE A SUSTAINABLE PRACTICE SEE PAGE 68
PETER DOCHERTY
General Manager - Public Practice, CPA Australia
Peter is the General Manager of Public Practice at CPA Australia encompassing strategic oversight of public practice policy and compliance, knowledge resources and advocacy. He is a technical adviser to the International Federation of Accountants (IFAC) Small to Medium Practice Committee and facilitated the development of the IFAC Guide to Practice Management for SMPs, CPA Australia’s Firm of the Future Report and the Practice Management portal.
SEE ALSO HOW TO RUN A CLIENT-CENTRIC FIRM PAGE 56
COMMERCIAL BLOCKCHAINS IN ACTION NICK ADDISON
SEE PAGE 68
CoFounder and CTO, Finhaus Labs Nick is an IT consultant specialising in blockchain/distributed ledger technology and financial services. As CTO of Finhaus Labs, he leads the design, build, testing and operation of blockchain solutions for clients. These solutions are mostly creating smart assets which tokenise something of value which can then be transferred/traded on a blockchain. He’s a member of Fintech Australia and sits on its Blockchain subcommittee, which is engaged in policy and standards setting for emerging blockchain technologies.
SKILLS STRATEGY: HOW BETTER STAFF DRIVE BIGGER PROFITS SEE PAGE 68
PETER M. VESSENES CEO and CoFounder, ProfitSee
Peter has served as a high-level corporate advisor since 1983. He began with assisting presidents of Fortune 100 companies, and broadened to include midsized corporations, closely held companies, start-ups, and capital formation. Peter is a popular platform speaker and the co-author of two books, Building Your Multi-Million-Dollar Practice and The Golden Rules of Economics: The Real Way Out Of America’s Financial Crisis.
SEE ALSO LESSONS LEARNED FROM A GLOBAL TREND: ACCOUNTING TO ADVISORY PAGE 60
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FROM AFL TO SUPERANNUATION AND INVESTMENT SOLUTIONS Q: Why did you choose a career in wealth management after football? Michael Mansfield played 12 years of first-grade AFL for Geelong and Carlton. In the ‘90s football wasn’t fully professional as it is now, so I was fortunate enough to be stockbroking when I was playing. In my time stockbroking it was clear wealth management wasn’t done well and there was an opportunity to do it from the client’s perspective. I did some further study, then joined Morgans Brighton in 2007 and have been building a wealth management business ever since.
STAND: Q: Who do you see winning the competition between accountants and financial planners?
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A: I don’t think it’s a competition, it’s a convergence of two services. As always it comes down to trust. If we can provide a complimentary service to clients that equals the accountant’s level of service, everyone’s a winner.
Q: How can financial planners and accountants work together without feeling threatened? A: Accountants historically were hesitant to work with other businesses as they were very protective of their clients. With cloud software like Class Super and Praemium they can sell new types of services by partnering with complimentary businesses like ours, and there’s no risk of the client going anywhere else. We provide superannuation and investment advice to their clients, and the accountant retains the client relationship. Cloud technology ensures they have full transparency at all times.
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Morgans Brighton www.morgans.com.au/brighton Contact: Michael Mansfield MBA,Dip FP, BCom Partner - Brighton (AR) 315765 michael.mansfield@morgans.com.au 03 9519 3531
www.AccountingBusiness.com.au
PANEL: WHATâ&#x20AC;&#x2122;S NEXT FOR FINANCE PROFESSIONALS? SEE PAGE 58
COLIN WRIGHT
Owner, 3S Synergy Group Colin set up 3S Synergy Group in 2013 to provide virtual CFO services to SME businesses. He has a strong background in performance management, experience working on gross profit improvement and in senior executive roles in the SME sector, including Strategic Development, Financial Controller and General Manager. He was a founding member of the Association of Virtual CFOs.
MICHAEL STAPLETON Owner, Pro Veritate Pty Ltd
Michael established his Virtual CFO practice in 2012. With a 24-year career in banking working at the big end of town, Michael has deep analytical skills and a detailed understanding of business cash flow drivers. He started Pro Veritate to use his big end of town skills for the benefit of the smaller end. He is a founding member of the Association of Virtual CFOs and a regular contributor to Smart Company.
ROBIN SNELLING Owner, BCP Growth
Robin is a Virtual CFO with BCP Growth who has worked with diverse businesses from $200,000 turnover to $120million. As a Virtual CFO, Robin passes on his management experience to SMEs in a variety of manufacturing operations, trades and service industries, facility management, professional services, importing, and financial services. Robin is a founding member of the Association of Virtual CFOs.
ALSO SPEAKING BRAD EISENHUTH, CO-FOUNDER, THE OUTPERFORMER PAGE 50
SURVIVE AND THRIVE AS A BOOKKEEPER PETER THORP
SEE PAGE 61
Director, Australian Bookkeepers Network and Australian Bookkeepers Association Peter Thorp is one of the founding principals of Australian Bookkeepers Network (ABN). He is also a director of ABN BAS and Australian Bookkeepers Association. Peter has been a Chartered Accountant for well over 30 years. In addition, Peter is also the founding director of PT Partners, a respected Brisbane-based accounting firm.
www.AccountingBusiness.com.au
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HOW TO ATTRACT NEW SMSF CLIENT SARAH PENN
SEE PAGE 56
Managing Director, Mayflower Consulting Prior to starting Mayflower in 2014, Sarah held a number of management roles in highly respected companies in the financial services sector including Asgard (now BT) and Macquarie Bank. Her responsibilities have included marketing, product and strategy across numerous business units including SMSF, retail super, financial planning, platforms, mortgages, cash, insurance, managed funds and financial planning software.Despite naming the business after the Mayflower, Sarah canâ&#x20AC;&#x2122;t sail. She has been on a catamaran once.
A PRACTICAL GUIDE TO OFFERING CFO SERVICES SEE PAGE 61
ADRIAN PIN
Managing Director, ForwardCFO
As a professional Chartered Accountant, Chief Financial Officer and as the founder of ForwardCFO, Adrian pioneered the delivery of virtual CFO services over the last decade. He is teaching firms how they can provide real time financial advice to their clients and add additional consulting revenue to the value of their practices through offering virtual CFO services.
HOW TO UNLOCK THE VALUE OF YOUR SMSF RETIREE CLIENTS TRACY WILLIAMS
SEE PAGE 70
CEO, Accurium
Tracy is a Chartered Accountant with extensive experience in both public practice and senior management positions within a number of professional services organisations. She is passionate about increasing the level of engagement and understanding retiree Australians have about their income and assets in retirement and has spearheaded Accuriumâ&#x20AC;&#x2122;s strategic focus as SMSF Retirement Specialists.
TAX IN 2017: NAVIGATING THE CHANGES AHEAD SEE PAGE 63
TERRY HAYES
Senior Tax Writer, Thomson Reuters
Terry is a senior tax analyst and tax writer with the tax and accounting business of Thomson Reuters. For many years he has been Editor-in-Chief of the Thomson Reuters Australia tax news services. Terry is the Thomson Reuters Asia-Pacific reporter for BEPS updates, and is also the Technical Editor of the Australian Financial Planning Handbook. Terry is a qualified accountant and tax agent.
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SLACK IT TO ME! CREATING A CULTURE OF INNOVATIVE COMMUNICATION TANYA TITMAN
SEE PAGE 64
Managing Director, Consolid8 With a focus on innovation and technology, Tanya Titman has built Consolid8 over the last 10 years to be a highly leveraged business with an amazing culture. Consolid8 has recently received national recognition for their innovation and outstanding business achievements as the 2016 Xero Accounting Partner of the Year.
FLYING HIGH: HOW OUR SMSF BUSINESS MOVED TO THE CLOUD SEE PAGE 60
KIM BIGG Director, Perks
Kim is a Chartered Accountant and Director at Perks Integrated Business Services, and has extensive experience in business and taxation matters. He has extensive knowledge of Self-Managed Super Funds and specialises in working with clients who are keen to transition to retirement or clients requiring succession planning advice.
JOEL SMITH
Sales Director, Class Joel manages the Class sales division, driving sales excellence and growth while providing market feedback and insight to Classâ&#x20AC;&#x2122; corporate strategy and development. Joel has over 15 yearsâ&#x20AC;&#x2122; experience as a sales leader in several tech industries around the world, including Financial Services, Cloud, Wireless and IT&T.
www.AccountingBusiness.com.au
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PANEL: HOW TO MASTER THE POWER OF THE ECOSYSTEM SEE PAGE 57
JEFFREY ATIZADO
Joint Managing Director, SMB Consultants
Jeffrey Atizado was an early adopter of cloud technology and integration and has been a trailblazer in the field ever since. His company, SMB Consultants, has long been at the forefront of business evolution and was instrumental in establishing the cloud integrator channel. Atizado champions the use of complimentary cloud-based applications and has teamed up with over a hundred accountants to deliver complete solutions for their Xero clients.
SEE ALSO CLOUD INTEGRATION – REAL LIFE STORIES PAGE 70
CLINTON COWIN
Founder and Managing Director, TradiePad Clinton was one of the world’s pioneering cloud integrators for the trades and services sector. He was helping businesses move their operations to the cloud before cloud integration was even a “thing”. TradiePad has been recognised as a global leader through inclusion in Xero’s Premium Cloud Service Providers program, membership of the Apple Consultants Network, a Telstra Professional Services partner, and, most recently, invitation into Apple’s Mobility Partner Program.
SEE ALSO CLOUD INTEGRATION – REAL LIFE STORIES PAGE 70
THE THREE KEYS TO GROWING YOUR SMSF BUSINESS SEE PAGE 72
TRACEY BESTERS
Co-Founder, SMSF Design & The Strategy Hub
As an accountant and adviser Tracey is passionate about helping firms to grow their revenue from SMSF strategic advice, charge based on what they are really worth and attract the right clients for them. The work that Tracey does with firms has resulted in an average of $7k additional revenue per SMSF.
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SMSFS AND ESTATE PLANNING IN A POST JUNE 2017 WORLD SEE PAGE 64
TONY NEGLINE
Superannuation Leader, Chartered Accountants Australia and New Zealand
Tony provides technical support to members working with SMSFs. His knowledge extends to all aspects of superannuation, including self-managed super funds. Tony has worked for over 25 years in financial services and has authored an SMSF Guide and writes weekly columns for The Australian and the Switzer Super Report.
DOES YOUR WEBSITE SUCK? HOW TO WRITE A WEBSITE THAT GETS YOU MORE CLIENTS STEVEN LEWIS
SEE PAGE 61
Director, Taleist
Steven Lewis has been a journalist for nearly 20 years. He has written for the Financial Times, Esquire, GQ and the International Herald Tribune. Corporate clients have included Rolex, HSBC, Intel, Coca-Cola and Microsoft. Steven built his first website for a client in 1994, when there were fewer than 10,000 websites in the world. In 2004 he started one of Australiaâ&#x20AC;&#x2122;s first social media agencies. Since then he has consulted to clients like Westpac, IAG, Pfizer, AMP and Tourism Tasmania.
MISSION IMPOSSIBLE: HOW CAN YOU PROFIT FROM PAYROLL? SEE PAGE 61
TRACY ANGWIN
CEO, Australian Payroll Association
Tracy Angwin is a solutions expert, media commentator and popular keynote speaker and the driving force behind Australian Payroll Association. Tracy is also the bestselling author of The Payroll Revolution (2013) and Profit from Payroll (2015).
www.AccountingBusiness.com.au
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PANEL: SINGLE TOUCH PAYROLL – BRACING FOR IMPACT SEE PAGE 60
DAVID FIELD Director, Ozedi
David is the Director of Ozedi, a private cloud data exchange providing businesses with a single technology platform for business to superannuation reporting, business to government reporting and business to business transacting. He also the Founding Chair and current Vice Chair– Australian Business Software Industry Association and the Director of Landmark Consulting Services.
DEBRA ANDERSON Director, Anderson Tax
Debra Anderson is a small business specialist, author, blogger, accountant, tax agent, industry advisor and one of Australia’s leading MYOB Certified Consultants. As a thought-leader in the accounting and bookkeeping industry she is a sought after writer, speaker and industry advisor. She has over 26 years’ experience working with businesses of all shapes, sizes and industries.
RICHARD MCLEAN
CoFounder, KeyPay
Richard McLean is a co-founder of KeyPay - a cloud payroll and workplace automation tool. He has over 20 years of experience in the IT industry and at least 10 years working with cloud technology. His experience across technology and industries, along with his lateral approach to business, means he has a deep understanding of modern technology and the role it plays in an ever changing business world.
FINANCIAL PLANNING AND ACCOUNTING: COMPETITOR OR COMPLEMENTER? MATTHEW ROWE
SEE PAGE 61
Executive Director, My Accounts Matthew is an Independent Director, business founder, owner and former Chairman of the Financial Planning Association of Australia. Just over a year ago he successfully managed his transition and succession as a significant shareholder from the 30th largest accounting firm in Australia to attend Harvard Business School. Matthew has a track record in leading a high performing professional services organisation, strong corporate and regulatory experience, as well as being recognised as a successful change agent within financial services.
SEE ALSO PANEL: HOW TO SCALE A CLOUD FIRM FROM STARTUP TO NATIONWIDE PAGE 58
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PREPARE FOR IMPACT – WHEN AI MEETS ACCOUNTS PAYABLE DESI LORAND
SEE PAGE 63
CEO, Power Business Services Desi is the Chief Executive of Power Business Services, an Australasian company specialising in converting manual business document processing into automated processing. The service results in faster processing of business documents at under 40 per cent of the cost of manual processing.
MORE LEADS IN LESS TIME: EFFECTIVE ONLINE MARKETING FOR BUSY ACCOUNTANTS SEE PAGE 56
MATT WILKINSON CEO, Bizink
Matt Wilkinson is the founder and CEO of Bizink. Bizink helps accountants and bookkeepers grow their practices through their websites and online marketing. Matt has worked with accountants since 2010. He has over 15 years’ experience of digital marketing for his own businesses and other companies as a consultant.
SEE ALSO EXPANDING BY NARROWING: HOW TO BRING FOCUS TO YOUR MARKETING PAGE 72
PANEL: CAN ROBOTS FILL THE ADVICE GAP FOR SMSFS? SEE PAGE 58
CHRIS BRYCKI
Founder and CEO, Stockspot Chris Brycki started Stockspot in 2013 to help more Australians access low cost, unbiased and transparent investment advice and portfolio management online. A highly experienced trader, he spent his early career as a portfolio manager at hedge funds and UBS investing the banks’ capital. He saw how traditional industries were being disrupted by innovative and fast moving technology companies and he decided to do the same with wealth management.
MARIANNE PERKOVIC
Executive General Manager Commonwealth Private, Commonwealth Bank Australia Marianne is the Chair of the Commonwealth Private Board Investment Committee and has 22 years’ financial services experience. She holds directorships across five of CBA trustee boards, including Commonwealth Private Limited, and is a member of the Industry Committees including FSC’s Advice Board Committee and the ABA’s Financial Advice Strategy Group.
RECEP PEKER
Research Director, Investment Trends
Recep Peker leads the Investment Trends Wealth Management research team, which identifies and evaluates emerging trends relating to consumers, investors, SMSFs, financial planners and investment technology in Australia and the UK.
DARIN TYSON CHAN Founder, Benchmark Media
Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include financialobserver, theinstoreport and selfmanagedsuper. He’s covered the financial services space for the past eight years and has worked for a variety of trade publications including Money Management, and IFA magazine.
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ARTIFICIAL INTELLIGENCE IS EATING THE WORLD SEE PAGE 66
JONATHAN SPENCE CEO, Xtracta Limited
Jonathan is the founder and CEO of Xtracta, a leading data extraction software company. A visionary in the field of AI, Jonathan started the company’s R&D team years before AI left the academic world and went mainstream. Jonathan has a passion for merging AI technology with market driven solutions and has a keen understanding of the way AI can be used to transform business and wider society.
SEE ALSO ARTIFICIAL INTELLIGENCE IN BUSINESS: CASE STUDIES PAGE 61
ADVISING RETAILERS ON TECH-DRIVEN GROWTH TACTICS JESSICA ELLERM
SEE PAGE 66
Business Development Manager, Tyro Payments Jessica joined Tyro in 2009, working with Tyro’s community of point of sale vendors to grow the EFTPOS and payments business. She now oversees the roll out of Tyro’s new mobile business bank account and Tyro’s working capital solution, Tyro Growth Funding. Alongside Tyro, Jessica is an active voice in the local and international Fintech space, writing for a number of global publications and her own blog.
SEE ALSO TECH TRENDS IN HOSPITALITY - WHAT YOUR CLIENTS NEED TO KNOW PAGE 61
JAMES CAREY
Director, Prime Partners
James’ “why?” is to help small business owners improve their lives by making business easier, especially with the help of technology. As the newest director at Prime Partners he’s also directed his attention towards driving internal efficiency.
NOEL TIUFINO
Managing Director, My Accounts Noel Tiufino is the Managing Director of My Accounts and has been with the company since its beginnings in 2007. During that time, My Accounts has grown from a local Northern Beaches operation in Sydney to a national company servicing clients all over Australia.
SEE ALSO HOW TO SCALE A CLOUD FIRM FROM STARTUP TO NATIONWIDE PAGE 58
www.AccountingBusiness.com.au
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E-INVOICING VS ONLINE INVOICING - HOW TO GET PAID FASTER SEE PAGE 64
ANDREW STEIN CEO, Payreq
Andrew Stein has been working in and with Financial Services and Government for 30 years as a Fintech specialist, expert IT architect, payment specialist and management consultant in organisations such the Commonwealth Bank, BPAY, and the Boston Consulting Group. He is a member of the Digital Business Council developing the new Federal initiated eInvoicing scheme and the CEO of Payreq.
REFORM IS COMING: HOW TO PREPARE FOR THE NEW WORLD OF SMSF SEE PAGE 74
GRAEME COLLEY
Executive Manager, SMSF Technical and Private Wealth, SuperConcepts
Graeme is a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector. Graeme has held senior roles in the Australian Tax Office and as an Assistant Commissioner of the Insurance and Superannuation Commission. Most recently, Graeme was Director, Technical and Professional Standards at the SMSF Association.
LOOKING TO DRAMATICALLY DRIVE REVENUE IN YOUR FIRM? THE BUSINESS CASE FOR BOOKKEEPING SEE PAGE 66
NICK SINCLAIR
CEO, The Outsourced Accountant Nick Sinclair is one of the foremost experts in offshoring for Accounting firms. As the CEO of The Outsourced Accountant Nick drives an Australian based executive team to deliver outstanding and dedicated offshoring solutions for Accounting and Finance firms in the Philippines. With over 450+ specialist accountants and support staff that are part of a repeat double digit growth business, Nick thrives on being able help firms succeed and unlock their potential.
SEE ALSO HOW TO BRIDGE THE CULTURAL DIVIDE AND SUCCESS AT LONG TERM OFFSHORING PAGE 57
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PANEL: BEYOND SHARES: ALTERNATIVE INVESTMENTS FOR SMSFS JONATHAN RAMSAY
SEE PAGE 68
Director, InvestSense
Jonathan has over 20 years’ experience in asset consulting and funds management in the UK and Australia where he’s held a number of senior roles such as Head of Asset Consulting and Chief Investment Officer. At InvestSense Jonathan helps clients develop and manage their own investment products, and sits on or chairs a number investment committees. Jonathan is sought after for industry events and media commentary.
ANDREW JONES
Head of Commercial Development, RateSetter
Andrew has over 23 years’ experience in financial services. Prior to RateSetter he worked at Challenger, one of Australia’s largest investment management companies, where has was Executive Director M&A and Strategy. Before that he worked at Zurich Capital Markets, Qantas Airways and Baker & McKenzie.
DAVID BASSANESE Chief Economist, BetaShares
David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients. Prior to BetaShares, David was an economic columnist for The Australian Financial Review (AFR) for over a decade. Prior to the AFR, David spent several years in the financial markets as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank. David is the author of two online investment books, including Australia’s most comprehensive book on the local ETF market.
MARK BEVERIDGE Director, Quill Group
Mark is a partner and director at Quill Group, a multi disciplinary AFSL specializing in Accounting, Financial Planning, and the provision of wholesale SMSF admin services to other accountants and planners. From the early days of his investment career, Mark has included Alternative assets in client portfolios. A stint as a futures broker gave him an understanding of some hedge fund strategies.
www.AccountingBusiness.com.au
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ROADMAP TO BECOMING A CFO SEE PAGE 57
BRAD EISENHUTH
Co-Founder, The Outperformer Brad Eisenhuth is the CoFounder of The Outperformer - the online career management platform dedicated to the accounting and finance profession. He is also the author of CFgrOw: Staying in the driver’s seat on the path to CFO, (published Feb 2015) and has appeared in the Australian Financial Review, Acuity Magazine, ShortList and other publications.
SEE ALSO PANEL: WHAT’S NEXT FOR FINANCE PROFESSIONALS? PAGE 58
DAVID MARSHALL
CFO
David is an accomplished CFO who has held the position with some high profile Australian organisations including Mincom, Clarius Group, Force Corp and as EGM with Aurion Corporation. He has significant experience in strategic transactions including IPO’s and working with private equity. David’s broad experience positions him well for sharing wisdom around the CFO journey and what it takes for emerging finance leaders.
INVESTING IN TURBULENT TIMES HASAN S TEVFIK
SEE PAGE 72
Equity Research Analyst, Credit Suisse Hasan S Tevfik joined Credit Suisse in 2013 as the Australian Equity Strategist based in Sydney. He is part of a team which concentrates on broader themes and their implications for investors. He has previously worked as a European and Global Equity Strategist, with both Credit Suisse and Citigroup, in London. Hasan has 20 years’ experience in the investment industry and started just before the Asian crisis wreaked havoc in 1997.
A ROADMAP FOR HIGHER EFFICIENCY IN SMSFS SEE PAGE 57
BOB GRONEMAN
Chief Technology Officer, Class
Bob is a technologist with over 15 years’ experience building innovative software solutions in the financial services and accounting industries. He currently manages product development at Class, having led the development effort for the last 8 years, and is responsible for taking a strategic product vision and translating it into a successful product.
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PANEL: HOW TO BRING VCFO FEES INTO YOUR ACCOUNTING PRACTICE SEE PAGE 68
KATIE BYRAN
Managing Director, Propeller Advisory
Katie Bryan is the Managing Director of Propeller Advisory. Propeller Advisory was founded in 2016 after Katie experienced difficulty getting buy-in from staff and Partners to set up Virtual CFO teams in public practice firms. Katie is on the Executive Committee of both the Virtual CFO Association and the Bond University Alumni.
LISA KERNES COO, Ignite Alliance
Lisa has 15 yearsâ&#x20AC;&#x2122; experience specialising in C+ roles in tax, business services, software, engineering and online marketing. Lisa founded Ignite Alliance to share her knowledge and experience with her clients, and propel them forward using the power of accounting, technology and online marketing so they can love coming to work.
SEE ALSO HOW TO GET HOLD OF $190 MILLION FOR YOUR CLIENTS PAGE 64
DAVID BOYAR
CEO, Sequel VCFO | CoFounder, Virtual CFO Association
David Boyar founded Sequel VCFO in 2014 after seeing too many SME businesses fail to gain financial control and visibility from their internal accounting function. He is a CoFounder and Vice President of the Virtual CFO Association. He was worked as a Business Banker for NAB and as a consulting Virtual CFO, before developing the model for scalable VCFO business.
PAUL TURNBULL
Manager, DFK Benjamin King Money Paul is a Chartered Accountant and manager at DFK Benjamin King Money in Camberwell, Melbourne. Paul manages a team of six and oversees several key client relationships. Importantly, Paul is responsible for the development and growth of our virtual CFO service offering, ensuring the service is adopted by all partners in the practice.
www.AccountingBusiness.com.au
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PANEL: HOW TO TRANSITION TO COMMERCE â&#x20AC;&#x201C; A WORLD OF OPPORTUNITY
SEE PAGE 70
MICHELLE JAPP
Head of Finance, Stockland Michelle produced a fantastic career with PWC in audit and assurance, both in Australia and the UK. She was part of their Young Leadership Program as a Senior Manager before moving to ASX listed property giant, Stockland in 2011. Michelle has been promoted through the business and is currently the Head of Finance for Stocklandâ&#x20AC;&#x2122;s Retirement Living business.
ANDRES BERNAL
Finance Manager, Malabar Coal
Andres is a Chartered Accountant who spent the beginning of his career with BDO and Grant Thornton Australia, which included a six-month secondment in Sweden. Andres took the leap over to Australian coal developer, Malabar Coal as their Finance Manager, gaining a broad range of experience in an exciting position, working closely with their leadership team and Board.
NIHI CHELLAPPAH
Senior Finance Manager, Speedcast Nihi started his career in law, but soon decided a move to the accounting and finance career space called. He joined Deloitte in Audit in 2012 and after nearly four years decided to look at his options. Unlike many, an interesting turn of events resulted in Nihi landing a job in Hong Kong with global network and satellite communications business SpeedCast as a Senior Finance Manager. He has just returned to Australia to continue his career with the business.
HOW TO CRACK THE CODE ON COMPLIANCE PROCESS ANTON DONDE
SEE PAGE 63
Executive Director, My Workpapers Anton Donde joined the business in January 2015 as Executive Director. He is also a Chartered Accountant, founder and CEO of a payroll processing business in USA (sold to Zurich in 1998), founder and CEO of a sales tax SaaS business in USA (sold to CCH in 2011). Anton has extensive experience in software-based services businesses.
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BUSINESS IS A GAME AND THE BEST TEAM WINS STEPH HINDS
SEE PAGE 63
Head Ninja, Growthwise Steph Hinds is an accountant, technologist and founder of Growthwise, an accounting firm in Newcastle. Growthwise provide small business accounting on steroids that help businesses automate, streamline and improve their systems, processes and profits. Steph is also on a mission to help accountants collaborate, challenge and learn from each other and ultimately shape the industry of the future.
CRITICAL SKILLS FOR 2017: TEACH CLIENTS TO AUTOMATE SEE PAGE 57
LIELETTE CALLEJA
Founder and Director, All That Counts Lielette is a small business cloud accounting specialist and registered BAS agent with 20 yearsâ&#x20AC;&#x2122; experience. She founded All That Counts 12 years ago to help small business adopt some of the financial principles found in large business.
SEE ALSO EVERYTHING ABOUT MARKETING YOU WERE AFRAID TO ASK PAGE 65
Australian Payroll Association provides payroll advice and specialised training Join as a member today and recieve a 15% discount on one of our annual memberships Also recieve a 15% discount off our classroom training or online short courses Discount code: ABE17
www.austpayroll.com.au
FREE
FREE
SEMINARS
10:45AM - 11:15AM // THE MODERN CFO THEATRE
THE FASTEST WAYS TO TRIPLE A MID-SIZE BUSINESS
TUESDAY 10:20AM - 10:50AM
Mike Rich, Managing Director, Attaché Software
GREEN ROOM
VALUE PRICING FOR BOOKKEEPERS
Diane Lucas, Director, Direct Management Does the thought of value pricing send shivers down your spine? You're not alone. This session demystifies value pricing and shows how it can be used to grow your bookkeeping business. There’s more to it than the standard approach to pricing your services; this session will future-proof your business against automation. Key takeaways: • Discover how the changing market demands a change of skills to survive • Learn about the skills of today’s bookkeeper • Recognise the value you provide to price it for profit
10:20AM - 10:50AM
BLUE ROOM
PRACTICAL TIPS TO AUTOMATING COMPLIANCE
Matthew Prouse, Solutions Manager for Practice Tools, Xero Tax and compliance workflows are rapidly changing with the emergence of online tools for accountants and bookkeepers. Cloud apps can sync data from accounting software to tax forms automatically, slashing data entry. Find out how the latest tools and ideas can minimise the repetitive grind of compliance work. Key takeaways: • Discover tax compliance workflows in the cloud • Find out how a connected platform increases productivity • Learn how cloud tools can setup your practice for success
10:30AM - 11:00AM
CLASS WEALTH ACCOUNTING THEATRE
HOW TO ATTRACT NEW SMSF CLIENTS
It’s easy to spend too much on marketing and still not achieve results. This session provides an effective framework to review your current marketing and discover how to spend your time, effort and money for maximum results. Learn about four simple tools you can use to improve your marketing, and walk away with practical steps you can take immediately. Key takeaways: • Find out how to stop wasting time on unproductive marketing • Discover four (free!) new tools to give your marketing the edge • Learn practical changes you can implement tomorrow
ORANGE ROOM
TUESDAY 11AM - 11:30AM
GREEN ROOM
HOW TO RUN A CLIENT-CENTRIC FIRM
Peter Docherty, General Manager, Public Practice, CPA Australia The biggest challenge facing many firms is not to be seen as transactional accountants. Clients want a business partner who understands their vision and priorities. Successful firms know that strong and lasting relationships with clients are the foundation to growth. Join CPA Australia’s practice management expert to develop your own strategy and lead the change. Key takeaways: • Find out how the art of conversation can develop your business • Learn techniques to extend your client base through referrals • Discover how to increase your value to clients through technology
11:00AM - 11:30AM
BLUE ROOM
MORE LEADS IN LESS TIME: EFFECTIVE ONLINE MARKETING FOR BUSY ACCOUNTANTS For time-poor accountants, marketing is the first thing they drop when work gets busy. But without marketing, no business can grow. There is a knack to marketing that brings in new customers without costing you a lot of time. Join this session to hear how other firms get a constant stream of online leads by investing a handful of minutes each month. Key takeaways: • Discover why you may already have all the leads you need • Learn how to create “lead magnets” cost effectively • Find out how marketing automation can maximise your marketing budget and time
11:00AM - 11:40AM
RED ROOM // KEYNOTE
MEGA-TRENDS IN ACCOUNTING AND HOW TO SURVIVE THEM
KILLER KPIS FOR E-COMMERCE BUSINESS
Tim Reed, CEO, MYOB
Anna Lee, CFO, THE ICONIC
Technology is forcing the evolution of accounting at a blinding rate. Long-term strategy is crucial for survival. MYOB CEO Tim Reed presents a landmark study authored by a futurist on the threats and opportunities for accountants and bookkeepers in the next 10 years. Discover the tools you will need to future-proof your business and how to position yourself for success.
Online retailers are no longer a novelty, they have become an essential part of business and consumer spending. And yet many accountants are in the dark to knowing what online retailers care about. Anna Lee, CFO for online fashion retailer the Iconic, reveals the metrics that matter to one of the best-known e-tailers.
Key takeaways: • Learn about the most important developments in the next decade of accounting • Find out how to position your firm to weather the change • Hear about the critical skills and tools you will need
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Key takeaways: • Learn about the easiest way for mid-size businesses to get a competitive edge • Discover how many of your customers and suppliers will retire over the next five years – what are you doing about it? • Hear how accounting firms need to focus on mid-sized clients before they walk
Matt Wilkinson, CEO, Bizink
Sarah Penn, Managing Director, Mayflower Consulting
10:30AM - 11:00AM
European economies are languishing yet their mid-size businesses are growing at a staggering 16% p.a. How do we repeat the Europeans’ success? Join this highly educational session on how mid-size companies can encourage staff to be more creative, find new affordable sources of assistance and build a technology platform tuned for high growth.
Key takeaways: • Find out which KPIs count to help an online retailer grow • Hear from a leading CFO about the biggest challenges in running online retail • Learn what type of accountant an online retailer really wants to hire
www.AccountingBusiness.com.au
11:10AM - 11:40AM
ORANGE ROOM
INSIDE THE LAB: SIMULATING A LIVE HACK ON AN ACCOUNTING FIRM
How easy is it for a criminal to penetrate your network and access your files and clients’ data? And what do they do with the information once they have it? Watch a live hack by an IT security company against the most common setup of an accounting firm. Key takeaways: • See how easy it is to be hacked with a live demonstration • Learn how basic protection can save your firm money and time • Understand how criminals value different types of data
CLASS WEALTH ACCOUNTING THEATRE
A ROADMAP FOR HIGHER EFFICIENCY IN SMSFS Bob Groneman, CTO, Class
Your clients want more from you and so does the ATO. These are forcing fundamental changes in SMSF administration and software design. The only way to meet the increase in requests on both sides is through automation and efficiency. Get the latest in improved SMSF workflows and the specific features coming to Class Super. Key takeaways: • Learn about the ATO’s plans for increasing the frequency of data requests • Find out how you can meet or exceed client’s expectations through smarter workflows • Discover the latest thinking in efficiency and how you can apply it to your business
11:40AM - 12:10PM
GREEN ROOM
HOW PEOPLE SKILLS POWER YOUR PROFIT Leanne Berry, Director, Love Your Numbers
No two clients are the same. No two employees are the same. People skills are essential to running a successful bookkeeping business. Hear how to recognise characteristics in yourself, your clients and your team to help you to work more effectively. Better people skills will help you achieve better results. Key takeaways: • Learn how to work more effectively to meet client needs • Find out how to recognise personalities to improve communication skills • Hear how building a cohesive team delivers great results
11:40AM - 12:10PM
BLUE ROOM // FIRESIDE CHAT
WHAT YOUR CUSTOMERS WANT YOU TO KNOW ABOUT MOBILE Bianca Bowron-Cuthill, Head of Customer Care, Intuit Quickbooks
Find out what your small business customers are really doing on mobile. Once you know market trends and how to navigate them, your mobile mindset will be your new best friend and customers will love you even more. Be warned: your competitors won’t want you to attend! Key takeaways: • Discover how your small business customers are using mobile • Learn how to embrace a mobile mindset • Find out how to educate your customers on mobile tools
www.AccountingBusiness.com.au
THE MODERN CFO THEATRE
ROADMAP TO BECOMING A CFO
Karen McDonald, Associate Director – Professional Risks, Accountancy Insurance
11:30AM - 12:00PM
11:45AM - 12:15PM
Brad Eisenhuth, Co-Founder, The Outperformer David Marshall, CFO There is a common misconception that being the best accountant in the room will set you up for reaching the CFO chair. It is increasingly evident that this is not the case. Find out what it takes to break through to this coveted executive role in a large, complex organisation. Key takeaways: • Understand how to position yourself to work with the board and lead a large team • Learn how to take strategic career risks that set you up for success • Discover career management principles to apply in your career today
11:50AM - 12:20PM
ORANGE ROOM
HOW TO BRIDGE THE CULTURAL DIVIDE AND SUCCEED AT LONG-TERM OFFSHORING Nick Sinclair, CEO, The Outsourced Accountant
Offshoring tasks is one of the best strategies an accounting or finance firm can deploy for long term success. However, offshoring is not without risks. National culture plays an enormous role in how to keep offshore employees happy and productive. Find out how to manage these cultural differences and scale a business effectively. Key takeaways: • Find out how to bridge the cultural gap with staff in the Philippines • Learn which accounting tasks are best suited to offshoring • Discover the processes you need to set up an offshore office
12:00PM - 12:40PM
RED ROOM // KEYNOTE
HOW TO MASTER THE POWER OF THE ECOSYSTEM
Jeff Atizado, Joint Managing Partner, SMB Consultants Clinton Cowin, Managing Director, Tradiepad You know cloud accounting software can connect to other business apps. But do you really understand what that means for your clients? Two leading cloud integrators join forces to show you what is possible when you combine several apps into a single solution. And they outline the potential pitfalls that lay in wait when exploring this minefield. Key takeaways: • Understand the depth of demand for cloud software among your clients • Find out how integrated solutions can improve the quality of accounting data • Learn about the best way to work with integration partners
12:20PM - 12:50PM
GREEN ROOM
CRITICAL SKILLS FOR 2017: TEACH CLIENTS TO AUTOMATE Lielette Calleja, Director, All That Counts
Did you know that automation and systems can help your clients remain competitive? Every business has vital yet time-consuming tasks. As accountants and bookkeepers, we are in a position to identify which tasks can be systemised. Find out how you can lead your clients to growth and scalability without increasing costs. Key takeaways: • Learn how to build a culture that embraces system automation • Discover how to identify the need for change and how to make it happen • Find out how to automate, streamline and systemise a business
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12:20PM - 12:50PM
BLUE ROOM
FINTECH AND ALTFI: SORTING THE BUZZWORDS FROM THE BUSINESS OPPORTUNITIES Charlene Batson, Head of Strategic Partnerships, OnDeck Simon Dennis, National Sales Manager, MYOB
Financial technology (FinTech) and alternative finance (AltFi) are reshaping the way businesses and consumers borrow money. But what do these really mean and how can they benefit you and your clients? In this session we look at how FinTech is reshaping payments, insurance and investments. Then we take a deep-dive into alternative lending, and how it can help your clients grow and finance their business. Key takeaways: • Hear how the alternative lending landscape is changing in Australia • Find out how accountants can help their clients find the right lender • Learn about the newest lending options, how they differ and the benefits of each
12:30PM - 1:00PM
THE MODERN CFO THEATRE // PANEL
WHAT’S NEXT FOR FINANCE PROFESSIONALS?
Colin Wright, Owner, 3S Synergy Group Robin Snelling, Owner, BCP Growth Brad Eisenhuth, Co-Founder, The Outperformer Michael Stapleton, Owner, Pro Veritate Thinking about setting up as a virtual CFO? This relatively new career is drawing professionals from all areas of finance as a potentially lucrative and fulfilling vocation. This panel of virtual CFOs will discuss the hurdles they faced in setting up their businesses, how they find and keep clients, and the tricky topic of pricing. Key takeaways: • Discover how vCFOs work with clients • Learn how to set up a virtual CFO practice • Find out how to transition from your current career to a vCFO
12:30PM - 1:00PM CLASS WEALTH ACCOUNTING THEATRE // PANEL
CAN ROBOTS FILL THE ADVICE GAP FOR SMSFS?
Chris Bryci, CEO, StockSpot Recep Peker, Research Director, Investment Trends Marianne Perkovic, Executive General Manager Commonwealth Private, Commonwealth Bank Australia Darin Tyson Chan, Benchmarking The idea of robo-advice for SMSFs seems contradictory to some. Aren’t SMSFs supposed to be self-directed investors? There is an argument that robo-advice can create a core portfolio at a cost that is attractive to fee-conscious SMSFs. Hear how robo-advice can help an SMSF business scale up to more clients. Key takeaways: • Find out the potential use cases as well as the limitations of robo-advice • Learn how to use robo-advice to reduce your internal costs • Discover how to service smaller clients profitably
12:30PM - 1:00PM
ORANGE ROOM
SECRETS TO DRIVING GROWTH IN SMSF (BEYOND EFFICIENCY) Mark Ellem, Executive Manager, Super Concepts
Improved efficiency and reduced costs are common claims from software companies. But what about increasing the value of your business by driving up your top line revenue? Making a few, small changes to the way you run your SMSF business can have a big impact on your earning potential. They can also improve the outcomes for your clients. Key takeaways: • Discover which improvements have the biggest impact • Learn how to use dashboards to increase your engagement with clients • Find out why software efficiency is not enough to run a competitive SMSF
1:30PM - 2:00PM
GREEN ROOM
HOW TO NURTURE YOUR TALENT – NOT MANAGE YOUR HUMAN RESOURCES Alex Haloulos, People & Payroll Sales Manager, Sage Software Australia
We live in a Talent Economy where the daily experiences of your employees in the office determines how engaged they are with their work. If you are just managing your “human capital” you’re failing to develop the potential of your staff – and your business. In this session, we unearth what it takes to create a high-performance culture. Key takeaways: • Learn how employee experience, engagement and retention drive corporate performance • Discover easy ways to improve employee experiences • Find out about the systems that support a positive work culture
1:00PM - 1:40PM
RED ROOM // FIRESIDE CHAT
HOW TO SCALE A CLOUD FIRM FROM STARTUP TO NATIONWIDE Matthew Rowe, Executive Director, My Accounts Noel Tiufino, Managing Director, My Accounts
It’s a long road to take a cloud-based bookkeeping practice from startup to a national footprint. And when can you call yourself a national practice if your clients are mostly remote? Hear first hand an entrepreneur’s journey of scaling a national firm with his personal mentor. Key takeaways: • Learn about the biggest hurdles in starting a cloud bookkeeping practice • Discover the breakthroughs that led to the next stage of growth • Hear how the role of a mentor can help you grow faster
1:30PM - 2:00PM
BLUE ROOM
WHY I WOULD NEVER BUY YOUR FIRM Guy Pearson, CEO, Practice Ignition
It’s now cheaper and more efficient to grow your own practice than buy another practice. Find out how to get a greater multiple or even better, become an owner and collect dividends instead of chasing clients. For partners looking to retire, exit or pass over management control of a firm. Key takeaways: • Hear first hand how it was cheaper to build a business rather than to buy • Learn how firms are valued and how you can increase y our valuation • Discover a path to ownership and dividends rather than fire sale and lump sum
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1:40PM - 2:10PM
CLASS WEALTH ACCOUNTING THEATRE
DEVIL IN THE DATA: THE FUTURE OF DATA FEEDS AND WEALTH ACCOUNTING Kevin Bungard, CEO, Class
Data feeds are rightly billed as a fantastic innovation for portfolio administration, but feeds are only as good as the data that flows through them and the systems that catch it. This session shows accountants and administrators how to select the mission-critical systems that ensure data is timely, accurate and complete. Key takeaways: • Learn about the expanding types of data feeds in SMSF and accounting • Discover the impact an effective system can have on your practice • Find out how to optimise data paths using best-practice workflows
1:40PM - 2:10PM
ORANGE ROOM
HOW TO DESIGN THE PERFECT ACCOUNTING FIRM
Dorothy Crosby, Program and Training Manager, Panalitix If you were to redesign your firm into the perfect firm, what would it look like? Start again with a new plan and transform your accounting firm into a sustainable highly profitable business. Discover a model for the perfect firm that covers people and structure, operations, marketing, clients and services, and metrics. Key takeaways: • Find out what makes up the model of the perfect firm • Discover where to start and how to take action • Learn about strategies to overcome roadblocks
1:50PM - 2:20PM
THE MODERN CFO THEATRE // PANEL
HOW TO GET THE HIGHEST VALUATION FOR YOUR FIRM Mark Witt, MD, Practice Exchange Magnus Yoshikawa, Director, Jadeja Partners Michael Peters, Managing Peters, Peters & Partners
What is the right price for your firm and how can you improve it? Hear two leading brokers give examples of recent sales and talk about what drives a valuation multiple. You can work on key areas that will maximise the sale and ease the transfer of clients and staff. Key takeaways: • Understand the state of the market for accounting firms • Find out inside tips on sales contracts • Learn how to handle restraints, warranties and indemnities
2:00PM - 2:40PM
RED ROOM // KEYNOTE
HOW TO SUCCEED AT RADICAL CHANGE
Jane Challinor, Director, Real Business Group Accountants in practice must overhaul their business models to accommodate cloud accounting, a digitised ATO and the expectations of Gen Y clients. Change in business is hard. In this session, we break through the barriers and look at the skills, mindset and strategies required to pull off radical change in your business. Key takeaways: • Learn the keys steps you need to take for your business’ success • Uncover bottlenecks holding you back in business and life and sabotaging your freedom • Learn how to leverage your time so you can focus on what’s more important
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2:10PM - 2:40PM
GREEN ROOM // PANEL
SINGLE TOUCH PAYROLL – BRACING FOR IMPACT Richard McLean, Co-Founder, Keypay David Field, Director, Ozedi Debra Anderson, Director, Anderson Tax
This year the ATO is moving to digital reporting for payroll based on real-time, transactional data. Accountants and bookkeepers will need to wade through a huge amount of conflicting information to understand how Single Touch Payroll will change the way they do business. Hear how STP will alter the services you provide clients and the internal changes required to accommodate it. Key takeaways: • Find out how Single Touch Payroll will affect your revenue • Learn how to prepare your clients • Discover how to turn change into profit
2:10PM - 2:40PM
BLUE ROOM
LESSONS LEARNED FROM A GLOBAL TREND: ACCOUNTING TO ADVISORY Peter Vessenes, CEO, ProfitSee
Around the world, accounting firms of all sizes are moving into value-added services. But is this the same in every country? How does it differ? And what can Australian firms learn from the global pioneers? Join this session as we reveal the most important lessons in making the shift to advisory. Key takeaways: • Learn how proactive management keeps your firm ahead of the competition • Hear why client retention is a growing issue for all firms – and how to win at it • Discover why the days of seasonal tax work are over
2:20PM - 2:50PM
ORANGE ROOM
THE THREE CDM WORKFLOWS THAT CHANGED MY BUSINESS
Jacquie Strudwick, Sales and Marketing, Nimbus Portal Solutions Have you thought about how you handle the documents within your firm? Has the process changed at all in the past five years? Hear how three firms combine paperless document sending, signing and data capture into single workflows and slash the administrative time spent handling documents. Key takeaways: • Learn how paperless engagement and approval processes work • Discover how to easily manage documents with offshore staff • Find out how to automate data collection from clients
2:30PM - 3:00PM
CLASS WEALTH ACCOUNTING THEATRE
FLYING HIGH: HOW OUR SMSF BUSINESS MOVED TO THE CLOUD Joel Smith, Sales Director, Class Kim Bigg, Director, Perks
Thinking of moving your SMSF admin to a cloud based system but not sure where to start? In this on-stage interview an SMSF business owner shares their experience in making the transition from desktop software to the cloud and the lessons learned along the way. Bring your questions. Key takeaways: • Learn about the steps involved in moving to a cloud program • Discover the major dos and don’ts in pulling off an effective transition to the cloud • Find out the impact of cloud-based systems on processes within this SMSF business
www.AccountingBusiness.com.au
2:40PM - 3:10PM
THE MODERN CFO THEATRE
3:00PM - 3:40PM
RED ROOM // KEYNOTE
ARTIFICIAL INTELLIGENCE IN BUSINESS: CASE STUDIES
MISSION IMPOSSIBLE: HOW CAN YOU PROFIT FROM PAYROLL?
Business and industry are undergoing a transformation with new and powerful automation tools permeating virtually every industry. Early adopters are quietly adopting AI well before the competition. We explore changes taking place today and what it will mean for businesses in the next two, five and 10 years, and beyond.
It sounds counter intuitive but the right payroll strategy can in fact increase your company’s bottom line. Hear how to minimise the cost of your clients’ payroll while maximising governance and compliance. Find out how to master the three areas that impact cost, efficiency and compliance of payroll to reveal the profit hidden in this function.
Jonathan Spence, CEO, Xtracta
Key takeaways: • Hear about the use of automation in multiple industry types • Learn how to begin the journey towards automation • Understand the changing skills and structure of employment and the human labour force
2:50PM - 3:20PM
BLUE ROOM // FIRESIDE CHAT
TECH TRENDS IN HOSPITALITY - WHAT YOUR CLIENTS NEED TO KNOW
Jessica Ellerm, Business Development Manager, Tyro Payments Greg Sheenan, Co-Founder and Chief Executive, RightWay In hospitality, service is king. Back of house and front of house have to work together seamlessly. Docket books and paper reservation diaries are being replaced by ordering apps and online reservation systems. Learn about top tech trends driving customers to hospitality venues and ensuring diners have a great experience. Key takeaways: • Learn about automated booking and rostering systems and their impact on accounting • Discover the easiest area for improvement in a hospitality business • Find out which technology can improve customer experience and repeat trade
2:50PM - 3:20PM
GREEN ROOM
SURVIVE AND THRIVE AS A BOOKKEEPER
If you are a contract bookkeeper this is a session not to be missed. We take a look into the future of the bookkeeping industry and supply you with five must-haves for your bookkeeping business to survive and thrive in an ever-changing environment. Key takeaways: • Discover the five must-haves to survive and thrive • Find out what successful bookkeepers are doing • Learn about where the industry is heading
ORANGE ROOM
PROPERTY DEPRECIATION – THE MISSED OPPORTUNITY Bradley Beer, CEO, BMT Tax Depreciation
Do you know how much potential tax savings are wrapped up in your clients’ property? Usually a lot more than people realise. Find out how to achieve unexpected results with low value/cost pooling strategies, split reporting for co-owners, and scrapping options for removed assets or renovations. Key takeaways: • Find out how to easily estimate how much depreciation your clients can achieve • Discover the main factors that influence the size of a property depreciation claim • Learn how a specialist quantity surveyor will reduce risk for accountants
www.AccountingBusiness.com.au
Key takeaways: • Hear how the right payroll strategy affects your bottom line • Discover the three areas that make up payroll best practice • Learn about the red flags of payroll fraud
3:20PM - 3:50PM
CLASS WEALTH ACCOUNTING THEATRE
FINANCIAL PLANNING AND ACCOUNTING: COMPETITOR OR COMPLEMENTER? Matthew Rowe, Executive Director, My Accounts
How can accountants and planners work together? The two groups sometimes have a difficult relationship. Now they are increasingly joining forces and it can be unclear where the boundaries lie. Hear how financial planners and accountants can share clients without one side taking over or harming the client relationship. Key takeaways: • Find out whether financial planners will take over accountants, or the reverse • Discover how well financial planners and accountants perform in key skills • Learn how both vocations can increase clients’ willingness to pay and therefore the size of the market overall
3:30PM - 4:00PM
THE MODERN CFO THEATRE
A PRACTICAL GUIDE TO OFFERING CFO SERVICES Adrian Pin, Managing Director, ForwardCFO
Peter Thorp, Director, Australian Bookkeepers Network & Australian Bookkeepers Association
3:00PM - 3:30PM
Tracy Angwin, CEO, Australian Payroll Association
If you’re not sure how to transition your firm from compliance to consulting, this session is a “how to” guide for CA firms. Find out how to retrain your staff from providing “after the fact” compliance services to delivering real-time advice. Includes examples, case studies and practical “real-life” experiences. Key takeaways: • Learn which CFO services will add the most value to your client relationships • Discover the key trait that holds back most accounting firms from moving to CFO • Find out which types of clients need a CFO and how to easily identify them
3:30PM - 4:00PM
GREEN ROOM
DOES YOUR WEBSITE SUCK? HOW TO WRITE A WEBSITE THAT GETS YOU MORE CLIENTS Steven Lewis, Director, Taleist
How much business are you losing because your website isn’t convincing potential clients to call you? There are three things your website should be saying but it probably isn’t. Find out what they are from a professional copywriter, who will show you what your website needs to say to bring in more prospective clients. Key takeaways: • Learn what to say to make your website more persuasive to potential clients • Find out how to get more prospects to take action and call you • Discover how to nudge Google into sending you more business
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ATTENTION: BOOKKEEPERS
Top 3 reasons to hone your technical knowledge
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Reason #3 Common law duty If a client suffers damage or loss because of your mistake, you could be held financially liable under common law—whether you’re a BAS agent or not. Staying sharp on technical matters is your best insurance against negligence.
Reason #1 Being DAMN GOOD at your job. Legal obligations aside, the best reason for honing your technical knowledge is a personal one: it’s called being DAMN GOOD at your job. It’s getting it right first time. It’s anticipating a cashflow problem and averting disaster. It’s making a difference to your client’s business— and their life.
Reason #2 Code of Conduct obligation If you’re a BAS agent, you have a second legal reason to keep your technical knowledge up-to-date: the Code of Conduct. Fines, suspension and even prosecution are just some of the sanctions the TPB can impose on a BAS agent who doesn’t hold up their end of the bargain.
Because… behind every good business is a GREAT bookkeeper.
Australian Bookkeepers Network www.austbook.net 1300 856 710
STAND:
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www.AccountingBusiness.com.au
3:30PM - 4:00PM
BLUE ROOM
4:15PM - 4:45PM
THE MODERN CFO THEATRE
BENCHMARKING – HOW TO BECOME A GENERAL SPECIALIST
PREPARE FOR IMPACT – WHEN AI MEETS ACCOUNTS PAYABLE
Accountants are facing pressure to go beyond the numbers. Generic advice is easily obtained and clients are inclined to price shop for this. Industry benchmarks can show how similar businesses have achieved their results and can give your advice the credibility you need to retain good clients and attract new ones.
The typical tools for accounts payable automation include scanners and form templates. Now artificial intelligence is entering the ring and its impact will be huge. AI doesn’t just read the data on an invoice, it understands it. And that means it works with other business documents such as purchase orders.
Key takeaways • Discover how the market for professional advice is changing • Find out how to engage with an industry group • Learn about the topics that push your clients’ buttons
Key takeaways: • Hear how a well known brand used AI to reduce its AP division from 35 to four staff • Find out which other documents can be processed by AI • Discover the more complex work AP staff move onto when AI automates data collection
Sam Coupland, Consultant, Benchmarking
3:40PM - 4:10PM
ORANGE ROOM
HOW TO AUTOMATE WORKFLOWS IN HEALTHCARE
4:20PM - 4:50PM
Marcus Wilson, CEO, Surgical Partners
Sticky cottage industries are often the slowest to adopt financial technology. Healthcare is a case in point. The healthcare industry faces unique workflow challenges; now novel solutions are breaking down the inertia in medical practices. This session looks at the experiences of early adopters in automating their practices so you can help your clients automate theirs. Key takeaways: • Discover how to talk with conservative, security-conscious business owners • Learn what worked from early experiments in automating healthcare • Understand the unique challenges posed by workflows in healthcare
4:00PM - 4:40PM
Desi Lorand, CEO, Power Business Services
ORANGE ROOM
HOW TO CRACK THE CODE ON COMPLIANCE PROCESS Anton Donde, Executive Director, Myworkpapers
Firms are under pressure to pick up the pace. From filing tax returns and financial statements to advisory, the speed of every process is becoming critical. Changes to legislation will require more frequent compliance reviews and reporting to authorities. Hear the latest ideas on process design and how the cloud can lift your game. Key takeaways: • Learn how to systemise the processes in your practice • Understand trends in workflows, systems and processes for firms • Hear how collaboration can drive the compliance process
RED ROOM
BUSINESS IS A GAME AND THE BEST TEAM WINS Steph Hinds, Head Ninja, Growthwise
In sport you have one objective: to win. Why should your business be any different? Learn how create your business A-Team that’s ready to not only compete, but win in business. Learn about a process for creating goals used by a high-growth cloud firm, and how it keeps its team motivated and focused on achieving those goals. Key takeaways: • Find out how a leader builds and grows a team for the short and long term • Discover how focusing on employees ‘playing in the right positions’ is the recipe for success • Learn how to set objectives and key results based on the performance of the entire team
4:10PM - 4:40PM
BLUE ROOM
TAX IN 2017: NAVIGATING THE CHANGES AHEAD Terry Hayes, Senior Tax Writer, Thomson Reuters
Staying on top of the huge amount of change to taxation law, policy and guidelines is hard for even the most organised and interested practitioners. This year will give you plenty of reasons to contact your clients. Join this session to hear which insights will matter most to your clients and their businesses. Key takeaways: • Find out the biggest changes in the legislative pipeline • Discover the practical implications of key tax cases and rulings • Ensure you’re alert to developments not just in income tax but GST as well
www.AccountingBusiness.com.au
TAKING A BREAK? Be sure to visit these areas for some welldeserved fun! Pitstop Visit the giant slot car racetrack. Anyone can play at anytime during the day, so give it a go – try something different, build new connections and above all, have fun! Professional Photography Service Is it time to sharpen up your LinkedIn photo? Perhaps you’ve been meaning to get a new photograph for your company website? We’ve got you covered! Our photographer and make-up artist are on hand to provide you with your best headshot yet!
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SEMINARS
cap will affect their existing estate planning arrangements and how to engineer the best result.
WEDNESDAY 10:20AM - 10:50AM
BLUE ROOM
SLACK IT TO ME! CREATING A CULTURE OF INNOVATIVE COMMUNICATION Tanya Titman, Managing Director, Consolid8
With so many great tools available at our fingertips, we are spoilt for choice when it comes to office communication? Choosing the best solution for your business is just the start. How to implement and embed it into your culture is the challenge. This session will take you on a journey into creating a culture of innovation and the surprising impact that it has made on one accountant’s practice. Key takeaways: • Learn how to eliminate email overload • Discover how to create effective team collaboration through technology • Find out how to automate communication by building your own bot
10:20AM - 10:50AM
GREEN ROOM
10:45AM - 11:15AM
THE MODERN CFO THEATRE
HOW TO GET HOLD OF $190 MILLION FOR YOUR CLIENTS Lisa Kernes, COO, Ignite Alliance
SMEs often have no idea how much free money the government gives away in R&D grants. This is not just about science, medicine, and software. Businesses in accounting, engineering, recruitment, solar, finance, education, marketing, construction and more have all won grants. The only thing required is a good idea. Win the love of your clients by giving them a tax refund they will never forget. Key takeaways: • Learn about the size of the pool of grants nationally • Find out how the NSW government alone is giving SMEs $190 million • Discover how to file grants quickly and efficiently for your clients
11:00AM - 11:30AM
BLUE ROOM
E-INVOICING VS ONLINE INVOICING - HOW TO GET PAID FASTER
OUTSOURCING OR OFFSHORING? PICK THE RIGHT STRATEGY
Andrew Stein, CEO, Payreq
Dorothy Crosby, Program and Training Manager, Panaltix
Businesses spend a huge amount of money and time sending and chasing invoices. Electronic invoicing is a growing trend that automates the exchange and processing of invoice related documents. Find out about the progress of the federal B2B e-invoicing framework and how moving to e-invoicing can increase efficiency in your own business and your clients’.
Are you hitting capacity but don’t want to increase your payroll? Unsure whether to outsource or to offshore? Offshoring is growing popular but you need to do it right. Increase your knowledge of offshoring so you can make an informed decision about whether it’s the right move for your business.
Key takeaways: • Find out the difference between e-invoicing and online invoicing • Learn how electronic invoicing can increase your efficiency • Discover a standardised approach to reaching many customers
10:30AM - 11:00AM
ORANGE ROOM
HOW SMALL BUSINESS CAN ADOPT INNOVATION QUICKER THAN BIG BUSINESS Trent Innes, Managing Director, Xero
Small businesses used to run on Microsoft Office and little else. Now an innovation boom in niche cloud software – from CRMs to inventory and HR – is reinventing how small businesses operate. Find out the latest technology innovations, the positive impacts and opportunities in small business and the accounting industry. Key takeaways: • Learn how to explore innovation and opportunity rather than focusing on disruption • Discover how to apply the newest ideas to your practice or business • Find out how other small businesses are reinventing their operations
10:30AM - 11:00AM
CLASS WEALTH ACCOUNTING THEATRE
SMSFS AND ESTATE PLANNING IN A POST JUNE-2017 WORLD
Tony Negline, Superannuation Leader, Chartered Accountants Australia and New Zealand The $1.6 million transfer balance cap comes with many permutations and combinations. It will prompt most SMSF members to re-examine what happens to their super upon death, or in the event of a disability or terminal illness. Find out how the
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Key takeaways: • Discover if insurance inside super is still useful and for whom • Work out if reversionary pensions are worthwhile • Validate if paying pensions to minor children is still a good strategy
Key takeaways: • Learn about common offshoring models • Discover the myths and truths of offshoring client work • Find out how to minimise the risks in managing a remote team
11:00AM - 11:30AM
GREEN ROOM
IS SELLING A DIRTY WORD? HOW TO SELL YOUR SERVICES Mel Power, Founder, Bookkeeper Revolution
Bookkeepers in practice are experts at ensuring our clients’ financial data is in order and helping them understand what is happening in their business. But when it comes to telling others how we can help them, the fear of selling rears its ugly head. Learn how to be confident in showing your value to your existing and prospective clients. Key takeaways: • Understand the value exchange process • Learn about the sales mindset • Find out how to engage and retain your clients
11:00AM - 11:40AM
RED ROOM // FIRESIDE CHAT
GEN Y AND THE SPEED OF MODERN BUSINESS David Shafer, CFO, Kogan.com
On 1 April 2016, Kogan.com acquired Dick Smith Online Business. Two months later Kogan.com had relaunched Dick Smith Online on its own e-commerce platform. Even for Kogan this was fast – a month ahead of schedule which brought in $3 million extra revenue. Kogan.com’s CFO and a major shareholder explains how to keep pace with a business that moves at lightning speed. Key takeaways: • Hear how the expectations of service have changed with Gen Y • Find out how a CFO rolls out finance and strategy at speed to match IT • Learn about the challenges in managing two high profile brands
www.AccountingBusiness.com.au
w o n ts r a t s e r u t u f r u o Y
11:10AM - 11:40AM
ORANGE ROOM // PANEL
ADVISING RETAILERS ON TECH-DRIVEN GROWTH TACTICS Jessica Ellerm, Business Development Manager, Tyro James Carey, Director, Prime Partners Noel Tiufino, Managing Director, My Accounts
Do you know what sort of advice a retailer needs? Hear how two advisors work together to implement the top revenue-boosting tactics they’ve seen work time and time again. They will show you how to build proactive retail advisory into your practice and hone in where it matters most for your retail clients. Key takeaways: • Pick up tested growth tactics to share with your retailer clients • Learn about the most common tech-driven opportunities for growth in retail • Hear how to offer growth advice to your clients
11:30AM - 12:00PM
CLASS WEALTH ACCOUNTING THEATRE
SUPER SHAKEUP: STAYING ON THE RIGHT SIDE OF THE NEW LEGISLATION Liz Westover, Director, PwC
The federal government recently introduced the most far reaching changes to superannuation in a decade. What do the changes mean for your SMSF clients and your business? What are the key measures you need to watch out for? Hear about the best strategies available to make the most of the new regime. Key takeaways: • Learn how to quickly identify the clients most affected by the new rules • Find out what the key decisions are to be made and when • Discover the potential pitfalls of the new measures for your clients
11:40AM - 12:10PM
BLUE ROOM // FIRESIDE CHAT
EVERYTHING ABOUT MARKETING YOU WERE AFRAID TO ASK Wayne Schmidt, Accounting Practice Advisor, Karbon Lielette Calleja, Director, All That Counts
Want to ask what really works for your own business? In this interactive session, an accounting industry guru is quizzed onstage by a leading bookkeeper about which marketing tactics work best for accountants and bookkeepers. Audience participation encouraged! Key takeaways: • What are the simplest and most effective marketing tactics today • How to avoid and recognise expensive marketing disasters • How to stand out from other accountants and bookkeepers
11:40AM - 12:10PM
GREEN ROOM
2008 VS 2018: WORKFLOWS FOR A CONNECTED PRACTICE Caroline Wright, Platform Strategy Manager, MYOB
Too many firms are still working in the past. If you’re waiting on clients for their latest data file or relying on data entry for revenue, your firm is in danger of falling too far behind the competition. Reimagine the ideal workflows that run your firm in 2018. How will your connected practice optimise efficiency gains and create high value collaboration with your clients now and tomorrow? Key takeaways: • Understand the threats to firms running on outmoded workflows • Discover the workflows that matter most in your firm • Find out how to optimise your workflows using the latest technology
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11:45AM - 12:15PM
THE MODERN CFO THEATRE
ARTIFICIAL INTELLIGENCE IS EATING THE WORLD Jonathan Spence, CEO, Xtracta
Artificial intelligence has transitioned from science fiction and the movie screen to one that is ever present in our personal lives. But how does it work and what does it do? Often AI is operating invisibly behind the scenes. Find out where AI exists today and where you will find more AI based technology tomorrow. Key takeaways: • Learn about the technology on the immediate horizon • Discover the AI applications we are seeing today • Hear what AI will mean for your lives, society and humanity into the future
11:50AM - 12:20PM
ORANGE ROOM
CLOUD VS DESKTOP: WHAT IT MEANS FOR DOCUMENT MANAGEMENT
Jacquie Strudwick, Sales and Marketing, Nimbus Portal Solutions Cloud accounting and the common ledger put an end to sending data files back and forth. You can get the same efficiencies – higher productivity, easier collaboration – by also storing your documents in the cloud. Find out why cloud storage fundamentally changes the way you think about storing and delivering documents. Key takeaways: • Learn about the “common document” equivalent of the common ledger • Find out what makes the cloud more secure than your server or desktop • Find out why you never have to worry about backups again
12:00PM - 12:40PM
RED ROOM // PANEL
BIG FOUR PANEL: ATO VS ACCOUNTANT. WHO WINS?
Michael Clarke, Deloitte Private, Chief of Strategy and Relations Charmaine Chalmers, Partner & Leader of PwC Enterprise Digital, PwC Fleur Telford, Director, KPMG Mark Tafft, Digital Tax & Innovation Leader, EY What will be the impact of the ATO’s digitisation projects on the compliance process? In this panel we hear from senior partners in the accounting divisions at the Big 4 on the extent of change they anticipate and how they plan to change their compliance processes as a result. Key takeaways: • Learn what the ATO plans to introduce with its digitisation projects • Discover what the impact will be on your firm • Hear from the Big Four how they intend to change the way they work
12:20PM - 12:50PM
BLUE ROOM
LOOKING TO DRAMATICALLY DRIVE REVENUE IN YOUR FIRM? THE BUSINESS CASE FOR BOOKKEEPING Nick Sinclair, CEO, The Outsourced Accountant
Accountants have a huge opportunity to dramatically increase firm profit from an unlikely area – bookkeeping. Bookkeeping gives you data and insights into your clients’ businesses and is a critical platform for advisory and additional services. Learn about the business case for adding a bookkeeping service to your firm and how to run it profitably in just four weeks. Key takeaways: • Find out how to add a profitable bookkeeping service to your firm • Learn about the different profit margins in accounting and other financial services • Discover how to add complementary services to bookkeeping
www.AccountingBusiness.com.au
EMBRACE THE
OPPORTUNITIES AHEAD
SAGE SOLUTIONS FOR ACCOUNTING PROFESSIONALS Innovative technology and increasing client and business needs are creating new opportunities for accounting professionals. Seize them today and discover how Sage solutions can benefit accounting professionals.
Book a demo today
www.sage.com/au/embrace
12:20PM - 12:50PM
GREEN ROOM
SKILLS STRATEGY: HOW BETTER STAFF DRIVE BIGGER PROFITS Peter Vessenes, CEO, ProfitSee
Cloud accounting has created enormous demand for new software skills. The more efficiency you squeeze out of your software, the more profitable your firm. This session compares the skills most in demand by firms in US, UK and Australia and reveals where they source their training, how they train their staff and which features make the biggest difference. Be in this session if you want the intel to help you and your people drive bigger profits. Key takeaways: • Find out which skills are most in demand for employees • Learn why it’s worth training a dedicated expert • Discover how to minimise the skills gaps in your firm
12:30PM - 1:00PM
ORANGE ROOM
ECOSYSTEM VS PLATFORM: A RADICAL NEW APPROACH TO ACCOUNTING SOFTWARE Elzerie Van Wyk, Product Evangelist, Sage
What is the difference between apps that connect to your accounting software versus apps that are built on the same platform? The ecosystem model brought a wave of third-party apps that made accounting software much more useful to business. A newer model puts the ecosystem and accounting apps on the same software platform, which leads to tighter integration and realtime services. Key takeaways: • Find out why software ecosystems will be replaced by software platforms • Learn about the most popular platforms today • Hear how this transition will change how accountants work with their clients
12:30PM - 1:00PM CLASS WEALTH ACCOUNTING THEATRE // PANEL
BEYOND SHARES: ALTERNATIVE INVESTMENTS FOR SMSFS
Andrew Jones, Head of Comercial Developement, RateSetter David Bassanese, Chief Economist, Betashares Jonathan Ramsay, Director, InvestSense Mark Beveridge, Director, Quill Group (mod) SMSFs have a heavy concentration of assets in shares and cash and are often advised to diversify. Arguably this is more important now than ever. Valuations of many traditional assets are looking stretched and future investment returns highly uncertain. What are the alternatives? Key takeaways: • Discover which alternative investments suit the structure and risk profile of an SMSF • Find out how you can get access to alternative investments • Learn how to balance portfolios between alternative and mainstream investments
12:30PM - 1:00PM
THE MODERN CFO THEATRE // PANEL
HOW TO BRING VCFO FEES INTO YOUR ACCOUNTING PRACTICE Paul Turnbull, Manager, DFK Benjamin King Money Katie Bryan, Managing Director, Propeller Advisory Lisa Kernes, COO, Ignite Alliance David Boyar, CEO, Sequel vCFO
skills required for a virtual CFO and whether accountants are best suited to the role. Bring your questions. Key takeaways: • Hear from virtual CFOs on their experiences in practice • Discover how the business model for a virtual CFO differs from accounting • Learn about the skills required in management accounting
1:00PM - 1:40PM
RED ROOM
COMMERCIAL BLOCKCHAINS IN ACTION
Nick Addison, Co-Founder & CTO, FinHaus Lab The blockchain is the fascinating technology behind the world’s most popular crypto-currency, Bitcoin. It is also cited as a threat to accounting because it removes the need to audit transactions. But is it a threat? It’s here now – so come and find out. With workflows from three live projects at Australian companies. Key takeaways: • See how a blockchain operates in commercial applications running today • Learn about the most likely applications for blockchain • Find out what impact blockchains will have on accounting
1:30PM - 2:00PM
BLUE ROOM
HOW TO CREATE A SUSTAINABLE PRACTICE
Peter Docherty, General Manager - Public Practice, CPA Australia The classic business model for accounting firms is becoming unsustainable. Compliance looks at the past; business and individuals want to look at the future. So what does a sustainable practice look like? Join CPA Australia’s practice management expert in this open discussion. Bring your questions, challenges and success stories, and join the conversation. Key takeaways: • Understand why it is crucial to move away from compliance and towards advice • Learn strategies to reinvent your business model • Discover the importance of creating your own business brand
1:30PM - 2:00PM
GREEN ROOM // PANEL
MAKING IT WORK: HOW ACCOUNTANTS AND BOOKKEEPERS CAN FORM PROFITABLE RELATIONSHIPS Kerry Black, Director, Ebony Accounting Consultants Leanne Berry, Director, Love Your Numbers Tim Munro, Director, Change GPS Mel Power, Founder, Bookkeeper Revolution
Accountants and bookkeepers – they have to work together but why does it have to be so hard? Hear from both sides of the fence about the ideal qualities required for a functional relationship, advice on finding the best partner and how to manage prickly situations. Key takeaways: • Hear the horror stories (on both sides!) and what could have been done to avoid them • Learn about the importance of maintaining boundaries – and how to do it without endangering the relationship • Share your own experiences and ask for advice
Can a tax and compliance focused accounting practice move into virtual CFO services? How do the skill sets, culture and pricing model differ? Hear a robust panel debate the mindset and technical
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Cloud Document Management Everything to take your business to the next level
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Visit: www.nimbusportals.com 1800 NIMBUS (1800 646 287)
1:40PM - 2:10PM
ORANGE ROOM
HOW TO RUN YOUR FIRM ON YOUR PHONE Kane Munro, Director, Accountancy Online
How are you using mobile devices in your firm? Mobiles with location presence, image capture, money transfer, bar code scanning, text messaging and data storage all have the ability to change the way you run your business. Find out how you can embrace mobile to raise productivity of your staff – and deliver a better experience to your customers. Key takeaways: • Learn how to create end-to-end business processes in your firm using mobile applications • Discover how to engage new clients from your tablet • Find out why mobile is such a powerful medium for client communications
1:40PM - 2:10PM
CLASS WEALTH ACCOUNTING THEATRE
HOW TO UNLOCK THE VALUE OF YOUR SMSF RETIREE CLIENTS Tracy Williams, CEO, Accurium
Running out of cash is the biggest fear for those entering retirement and last year’s changes to super legislation make the issue an even greater minefield. What are the latest figures and research on adequacy in retirement and what can you do to help your clients prepare. Key takeaways: • Hear about the latest figures and research on adequacy in retirement • Learn about ways in which you can help your clients understand and manage longevity risk • Discover how to test your clients retirement plans more accurately
1:50PM – 2:20PM
THE MODERN CFO THEATRE // PANEL
HOW TO TRANSITION TO COMMERCE – A WORLD OF OPPORTUNITY
Michelle Japp, Head of Finance, Stockland Andres Bernal, Finance Manager, Malabar Coal Nihi Chellappah, Senior Finance Manager, Speedcast Brad Eisenhuth, Co-Founder, The Outperformer Leaving your firm and moving to industry opens up a world of opportunity. The career paths are so broad and the range of organisations you could join is vast. Those considering the move often feel a great deal of anxiety about moving into the unknown. Come and hear from three talented accounting professionals who share how they managed this critical career transition. Key takeaways: • Find out what you need to know before making the jump • Discover which of your skills and experiences are most valued by business • Learn how to adapt quickly and succeed in a new environment
2:00PM - 2:40PM
RED ROOM
CLOUD INTEGRATION – REAL LIFE STORIES
Clinton Cowin, Managing Director, TradiePad Jeff Atizado, Joint Managing Director, SMB Consultants Do you struggle with navigating all the add-ons? This session looks at some real life case studies of a range of businesses that have been through the transformation process, and how this has impacted their operations. The death of data entry and double handling has opened up a raft of efficiency gains, many of which drop directly to the bottom line. Key takeaways: • Learn how the cloud ecosystem can drive efficiency, growth and profits • Find out why you need the right tool for the job. One size most certainly doesn’t fit all • Understand how business processes are evolving
2:10PM - 2:40PM
BLUE ROOM
UNDERSTANDING THE ANATOMY OF CYBER ATTACKS ON ACCOUNTANTS
Karen McDonald, Associate Director of Professional Risks, Accountancy Insurance A wave of cyber-crime is targeting Australian businesses, and in particular accountants. Drawing from real-life case studies, this session dissects the most common and dangerous threats to accounting firms and reveals how to defend against them. Key takeaways: • Understand the current state of cyber-crime in Australia • Learn about the most common threats and the steps to combat them • Find out what you can do to decrease the risk in your firm
2:10PM - 2:40PM
GREEN ROOM
CAPACITY PLANNING FOR BOOKKEEPING TEAMS - PLANNING FOR GROWTH Diane Lucas, Director, Direct Management
Have you already shifted away from hourly rates? That’s great – but value pricing is only the first step. Bookkeeping businesses need to track time and manage their bench of employees to grow profitably. Hear how these concepts can be used together to maximise profit. Key takeaways: • Discover how to use time tracking to motivate your team • Learn the skill of calculating capacity to grow your team • Find out how to control your growth for maximum profit
2:20PM - 2:50PM
ORANGE ROOM
HOW TO SPOT FRAUD IN HEALTHCARE
Marcus Wilson, CEO, Surgical Partners If you’ve got healthcare clients, you can’t afford to miss this session. Healthcare transactions are complicated, leading to poor financial controls among doctors, dentists and allied health. Health professionals need to constantly watch out for internal fraud. Integrated accounting technology has brought routine checks and balances to this industry. Find out how you can use modern tools to reduce fraud among your healthcare clients. Key takeaways: • Learn about the three pathways for fraud • Discover how to reduce fake consultations • Find out how to ensure doctors are paid their full share of billings
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2:30PM - 3:00PM
CLASS WEALTH ACCOUNTING THEATRE
THE THREE KEYS TO GROWING YOUR SMSF BUSINESS
Tracey Besters, Co-Founder, SMSF Design & The Strategy Hub
ORANGE ROOM
EXPANDING BY NARROWING: HOW TO BRING FOCUS TO YOUR MARKETING
Accountants and advisers often lack the skills to attract new SMSF clients. If you are struggling with changing regulation, new technologies and shifts in the population of SMSFs, you are at risk of losing your existing clients. This presentation looks at the keys to growing revenues from your existing client base and strategies for winning new clients.
Matt Wilkinson, CEO, Bizink
Key takeaways: • Learn how to provide valuable strategic advice to your SMSF clients • Find out how to stand out from other providers • Discover a more lucrative method to pricing your services
Key takeaways: • Learn how to choose a focus area • Find out why you don’t need to give up “legacy” clients when you specialise • Discover how marketing becomes much simpler when you’re focused
2:40PM - 3:10PM
THE MODERN CFO THEATRE
GET READY TO RIDE THE AMAZON WAVE
Key takeaways: • Learn how clients can sell through Amazon with real-life stories • Understand what steps to take to get Amazon ready • Discover which software connects with Amazon and how
BLUE ROOM
THE BUSINESS CREDIT SCORE: HOW TO HELP YOUR CLIENTS UNDERSTAND THEIR LENDING OPTIONS Neil Shilbury, General Manager, Commercial & Property Solutions, Equifax Kameron Ahmad, Head of Operations, OnDeck
Business owners are often so busy running their businesses they don’t know whether it is in good shape. A healthy business can borrow money more easily or negotiate better trading terms. Learn how to diagnose the health of a business and shares clever tips on how your clients can improve the results. Key takeaways: • Find out about Know Your Score and what it tells a business owner • Discover the business credit score and its impact on a business • Learn why 9 out of 10 business owners never checked their business credit score
2:50PM -3:20PM
3:00PM - 3:40PM
RED ROOM
Matt Paff, Director, Value Adders
Retailers will have access to the world’s most sophisticated distribution platform when Amazon arrives in Australia. The session will cover software systems that connect to Amazon, successes to emulate and failures to avoid. Understand how you can advise your clients in setting up their business to be Amazon-ready.
2:50PM -3:20PM
If you market to everybody, you market to nobody. Yet most accounting firms “”target”” small businesses, the largest segment by number in the economy. Find out why focus is the key to successful marketing. Focused firms charge higher prices, work with better clients and enjoy their work. We’ll show you how.
WHY ADVISORY WON’T SAVE YOU FROM TECHNOLOGY
Jeri Murphy, Amazon Expert & Cloud Integrator, WhichAddOn.com
GREEN ROOM
WHY CLIENTS LEAVE AND HOW TO KEEP THEM
Darrell Weekes, Managing Director, Purple Thread Marketing Increasing competition and the shift to cloud accounting has damaged the idea of “clients for life”. In this session, we reveal the No.1 reason clients leave and the three bonds that keep them tied to a business. One bond is stronger than others; another is easier to develop. FACT: it costs 5 times more to attract a new client than keep an existing one. Key takeaways: • Learn the best defence to low-cost competition • Find out what makes your clients WANT to stay • Understand how your relationship with clients can impact both yours and their bottom line.
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3:00PM - 3:30PM
Is business advice a lost cause? Many providers have already demonstrated robo-advice based on their accounting software. What does this mean for accountants wanting to give operational advice? Hear a contrarian argument that accountants should move towards governance and focus on strategy, risk and change. Key takeaways: • Discover why the need for proper governance is an underserviced opportunity • Find out why businesses owners need help on risk and change • Understand how accountants can advise on governance
3:20PM - 3:50PM
CLASS WEALTH ACCOUNTING THEATRE
INVESTING IN TURBULENT TIMES
Hasan S Tevfik, Equity Research Analyst, Credit Suisse Self-managed super funds face a barrage of economic and market risks including rising economic protectionism, surging bond yields, frothy property markets and high global debt levels. This session will highlight the key issues SMSF investors and their advisers needs to be aware of. Key takeaways: • Get up to speed on the key trends driving investment markets • Learn the economic forces that will shape the future investment landscape • Ensure your SMSF clients are informed of the factors that will influence their future wealth
3:30PM - 4:00PM
BLUE ROOM // PANEL
HOW TO PULL OFF A SUCCESSFUL M&A
Dale Crosby, Senior Advisor, High Tech Soft Touch Rob Pillans, Accounting Firm Coach, Planet Consulting Magnus Yoshikawa, Director, Jadeja Partners Craig Stanmore, CEO, Enspira Deal making is hard, but integration following a merger or acquisition is even harder. Capturing the value of M&A is a balancing act that requires close attention to people, clients, resources, systems and culture. Join this panel discussion to understand the key challenges and solutions required to pull off a successful M&A. Key takeaways: • Find out how to tell if this is the right deal for your firm • Learn how to capture the value of the deal • Discover the key roadblocks during M&A transition
www.AccountingBusiness.com.au
EMAIL US
VISIT US
sales@supermate.com.au
supermate.com.au
3:30PM - 4:00PM
GREEN ROOM
THINK GLOBALLY, RUN LOCALLY. THE ART OF RUNNING A DISTRIBUTED TEAM Jason Andrew, Co-Founder, SmartBooks Online
Multi-million dollar tech companies such as Zapier, Basecamp and Automattic run globally distributed teams. Remote working is now a hot topic in professional services, yet it comes with unique challenges. In this session, we share first-hand experiences and tips in how to run a distributed bookkeeping business. Key takeaways: • Learn why your practice should consider running a distributed model • Discover the tools and tactics SmartBooks Online uses to run a distributed team • Find out the biggest challenges that ruin staff performance and morale
3:30PM - 4:00PM
THE MODERN CFO
THE MOST POWERFUL TOOL FOR WINNING CLIENTS – EMOTION Fraser Jack, Partner and CMO, Myonlineadvisers
What business are you in? Don’t just give the standard corporate response. Your client’s biological and emotional needs are far more important in determining what they want from their future financial professionals. Find out why your client cares more about how they feel than what you do – and how to tailor your services and marketing to match. Key takeaways: • Learn about the fundamental change in professional services • Discover how to provide a service that solves your client’s real problems • Understand the power of emotion and how to wield it to your advantage
3:40PM - 4:10PM
ORANGE ROOM
REFORM IS COMING: HOW TO PREPARE FOR THE NEW WORLD OF SMSF Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, Super Concepts
Get reform ready. 1 July 2017 marks the start date for a raft of sweeping super reforms. Learn about the key actions and SMSF client strategies to implement in the lead up to July and beyond. Topics include the new $1.6m Transfer Balance Cap, contribution caps, bring forward rules and call to action contribution strategies. Key takeaways: • Discover key features of the Transfer Balance Cap regime and its application to SMSFs • Learn how to apply the new bring forward rules for nonconcessional contributions • Find out how to implement a 2016/17 call to action contribution strategy
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4:00PM - 4:40PM
RED ROOM // PANEL
WHEN TO PULL THE TRIGGER ON PRACTICE MANAGEMENT
Matt Peng, Managing Director, Business Continuum Greg Sheehan, Co-Founder & CEO, RightWay Lisa Callaghan, Director, Interactive Accounting Wayne Schmidt, Accounting Practice Advisor, Karbon (mod) Changing practice management software is one of the biggest decisions a firm can take. The cost of retraining every employee as they climb the learning curve can drain your profits. And yet modern software can make it easier to take on more clients, deliver better service and scale your firm. Two accountants and a practice management specialist discuss when and how to make the move, and when to stay. Key takeaways: • Know the point at which it is worth investing in a shift to a new platform • Understand the costs involved in changing • Find out the benefits of running a more modern practice
4:10PM - 4:40PM
BLUE ROOM // PANEL
TIPS TO AUTOMATE YOUR COMPLIANCE
Anthony Papalia, Product Manager, Myadvisor.ai Chris Hooper, CEO, Accodex Sophie Hossack, Australian Country Manager, Receipt Bank High tech accounting firms around the country are using technology to increase throughput and reduce WIP on accounting’s bread and butter: compliance. In this session you will learn techniques and tools employed by award-winning practices to streamline their workflows. Key takeaways: • Learn how use lean six sigma in accounting workflows, regardless of your software • Discover what applications are making the biggest impact on productivity • Peek into the future of tax compliance work (Spoiler: It’s not dead)
4:20PM - 4:50PM
ORANGE ROOM // PANEL
ANSWER YOUR BIGGEST MARKETING CHALLENGE IN 9 MINUTES — STUMP THE STRATEGIST David Siegel, Strategist, Step Change Clare Rainbow, Head of Change, Step Change Jeff Cooper, Founding Partner, Step Change
Hit a roadblock with your marketing? Blast through it in just nine minutes in this fast-paced, entertaining session of ‘Stump the Strategist’. Seasoned marketers race against the clock to solve your problem live. Were they stumped or did they smash it? You decide. Key takeaways: • Have months worth of work solved in nine minutes • Learn the frameworks and thinking systems that only the biggest global brands have access to • Insights to out-of-the-box ideas for your business
www.AccountingBusiness.com.au
SimpleFund 360
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Join 2,000+ of your peers who are gaining incredible efficiencies by using Australia's most automated, technically advanced SMSF compliance solution with almost 200 data feeds, sophisticated data matching and highly intelligent corporate action processing.
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ASIC cloud corporate compliance solution
Simplify your life with automated annual reviews, smart document and company debt alerts, seamless document delivery and digital signing.
EXHIBITORS ACCENTIS 320 Accentis Enterprise is one fully-integrated solution to manage your entire business. Entry-level accounting software only goes so far...As businesses grow, manual systems evolve around limitations in software. This process of relying on spreadsheets or developing workarounds will cost you money. Includes General-Ledger, Inventory, Accounts-Payable, Accounts-Receivable, Manufacturing, CRM, Job Costing, Fixed-Assets, Payroll-HR and Document Management. P 07 3172 6748 E sales@accentis.com.au W www.accentis.com.au
ACCOUNTANCY INSURANCE
ALCHEMEX 660 Alchemex Pty Ltd has schooled itself in midmarket Business Intelligence (BI) and Cashflow Analysis, using platform independent tools for the last 10 years. We sell, consult and also train companies to use Sage Intelligence (formerly Alchemex™), Microsoft Excel, and Forecast5, and preferably transfer skills to our End Users, saving them time and money.
P 03 9854 6254 E enquiry@acctweb.com.au W www.acctweb.com.au/outsource-digitalmarketing/
P 02 9890 2339 E sales@alchemex.com.au W www.alchemex.com.au
ACT2 SOLUTIONS 654
Accountancy Insurance specifically assists accounting firms, with more than 2700 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 your accounting firm can benefit, talk to the Accountancy Insurance team. P 1300 650 758 E info@accountancyinsurance.com.au W www.accountancyinsurance.com.au ACCOUNTKIT 475 AccountKit is a toolkit made for Accountants and includes various registers (Mail & Correspondence), a business structure diagram tool, equipment finance calculator and more. Each leveraging off of existing client information in Xero & XPM to automate your processes and bringing visibility to the team. Integrates with Xero, XPM and NowInfinity. E sales@account-kit.com W www.account-kit.com
ACCREDO 104 Accredo is a proven accounting and business management software purpose designed for growing Australian companies. From general ledger through to job costing, Accredo has everything local companies need and can be tailored to the way you operate. Business friendly software that meets the needs of everyone involved in your organisation. P 1800 233 916 W www.accredo.com.au
ACCSOURCE OUTSOURCING SOLUTIONS
ACCTWEB 132 Digital marketing to develop client potential requires three things. A website; 5+ areas of interactive content, and a practice with the time and expertise to do the job. The practice’s role is 60%, few do it properly - failure. AcctWeb supplies all three components and results show our approach is working. Outsource today.
726
AccSource is an online accounts Outsourcing platform promoted by public accounting firms, primarily operates in Australian Market. AccSource is a complete end to end solution. AccSource has a competitive edge vis-a-vis data entry to other similar service providers.
255
As leaders in the integration and innovation for the preparation of Actuarial certificates, Act2 Solutions consistently provide lightning fast turnarounds at exceptional value. Independently owned and operated, we believe in providing our clients with a service that is professional, friendly and knowledgeable. Select Act2 as your actuarial provider and experience the efficiencies first hand. W act@act2.com.au
ADAPTIVE INSIGHTS
106
W www.adaptiveinsights.com
ANZ offers a dedicated industry banking package to accounting practices. This allows accounting practices who bank with ANZ to leverage against the goodwill value of the practice, under bespoke funding structures that benefit the firm. ANZ continues to invest in the accounting industry through various initiatives and sponsorship programs. W www.anz.com
Apxium is the only fully automated and integrated debtor management and payment gateway system that increases cashflow, reduces debtor days and bad debts. Apxium seamlessly integrates with all leading industry accounting packages. Special Offer: Free* integration into any practice with server based practice management software. (Normally $1,000) *conditions apply E sales@apxium.com W www.apxium.com
ARROW VOICE & DATA 650
With ABM, managing complex businesses becomes simpler. ABM is software that adapts to how your business works. By combining a powerful core accounting system with optional business management modules, ABM can be customised to help you manage every aspect of your business. Find us at stand 650 to see how ABM can help your business. P 1800 067 864 E sales@advancedbusinessmanager.com.au W www.advancedbusinessmanager.com.au
AIM 643 As the peak body for managers and leaders, we believe that leadership matters. With more than 12,000 individual and corporate members – and a further 5,000 organisations that buy our diverse range of management and leadership products and tools – AIM is the go-to organisation for professional managers and leaders. P 1300 661 061 E AIMCorporate@aim.com.au W www.aim.com.au
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APXIUM 444
Adaptive Insights is the recognised leader in cloud corporate performance management (CPM) offering capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and analytics that empower finance, sales, and other business leaders with insight to drive true competitive advantage. More than 3,000 companies in 85 countries use Adaptive Insights. Stop by and visit us on stand 106.
ADVANCED BUSINESS MANAGER
ANZ BANK
240
Arrow is an Australian owned Telecommunications and IT company offering the SME market a variety of successful business solutions. We provide an innovative range of products and services that can be tailored to meet your business requirements. Business Phones, Internet, Plans, Video Conferencing & Collaboration tools, IT. P 1300 897 891 E sales@arrowvoice.com.au W www.arrowvoice.com.au
ATTACHÉ SOFTWARE
460
Attaché was founded in 1981 when the first PC was launched, providing quality business systems to medium-sized businesses. Riding the technology wave ever since, we introduced SaaS and Cloud a decade earlier than most others. Today we have 70,000 users across Australasia and 1.2 million using our electronic document delivery service. P 1300 288 224
W www.accsource.com.au
76
www.AccountingBusiness.com.au
AUSTRALIAN BOOKKEEPERS NETWORK
202
The Australian Bookkeepers Network has been renowned as innovative industry leaders since 2001! We provide unique support tools, resources and a network of experts that enable bookkeepers to make well informed strategic business decisions and stay ahead in their industry. P 1300 856 710 E info@austbook.net W www.austbook.net
AUSTRALIAN PAYROLL ASSOCIATION/ PAYROLL HQ
BIZINK 265 Bizink helps Australian accountants and bookkeepers get more leads in less time. Our websites, content and marketing tools get you more of the right type of clients. If you’d like a free website audit, check out our website, bizinkonline.com
P 1300 333 424 E hownow@businessfitness.net W www.businessfitness.net
P 02 8006 4755 E enquiries@bizinkonline.com W www.bizinkonline.com
Canon is the world’s leading imaging brand that inspires and enables people to achieve more through products, services and solutions. The solutions from Canon Business Services create meaningful outcomes such as higher productivity, better efficiencies and managing costs by digitising, automating and mobilising business processes to help you face these new challenges head-on.
BLUEPRINT HQ 655
Australian Payroll Association provides specialist payroll advisory, training, qualifications and recruitment for Australian employers. If you or your clients don’t want to do the payroll, Payroll HQ provides fully managed payroll services for employers. We take care of payroll so you don’t have to. P 02 9818 1931 E info@austpayroll.com.au W www.austpayroll.com.au
AUTOENTRY 515 AutoEntry automates data entry of receipts, bills, purchase and sales invoices, bank and card statements and more, providing significant time and cost savings. A trusted supplier to over 2,000 accounting firms, providing intelligent solutions for data entry automation. P +4420 3393 3058 W www.AutoEntry.com
263
Blueprint HQ is a dedicated advisory business led by practicing accountants who have walked the path from compliance to reliance in their own practices. It is dedicated to assisting accounting firms accelerate their performance and provides the program, infrastructure, systems and support needed to ensure sustainable and accelerated growth. P 07 3067 7277 E info@blueprinthq.com.au W blueprinthq.com.au
BMT TAX DEPRECIATION
525
BMT Tax Depreciation specialise in providing depreciation schedules for property investors. BMT provide a range of apps and their schedules are available in CSV format. Learn how working with BMT adds value to your service, saves time, reduces risk and maximises your client’s claims by visiting their stand at ABE or call 1300 728 726. P 1300 728 726 W www.bmtqs.com.au/accountants
BENCHMARKING 223
BPO CONNECT
314
Since 1969 Benchmarking.com.au (and its sister organisation FMRC) has been conducting performance benchmarking of over 140 industries. With our online Benchmarking Platform, Benchmarking.com.au is matching its research capability with a robust online solution to conduct online benchmarking projects. Fully branded to the projects requirements from registration through to reporting.
Outsourcing for Accountants. CA/CPA qualified professionals to scale your firm. Supporting you with local account managers to increase your firm’s profitability. Outsourced Bookkeeping, SMSF Administration & Audit, Accountants’ Back Office BPO, Paraplanning. Our unique global resourcing model is helping hundreds of accountants across Australia scale their accounting firms indefinitely.
P 02 9262 5564 E markus@benchmarking.com.au W www.benchmarking.com.au
P 1300 228 724 W www.bpoconnect.com.au
BGL CORPORATE SOLUTIONS
500
BGL is Australia’s leading developer of SMSF administration & ASIC corporate compliance software solutions. BGL solutions include Simple Fund 360, used by over 2,000 SMSF administrators representing over 100,000 SMSFs & CAS 360, a fully automated cloud ASIC corporate compliance solution. Visit stand 500 to learn about BGL’s ABE special offer! P 1300 654 401 E info@bglcorp.com.au W www.bglcorp.com
www.AccountingBusiness.com.au
benchmarking tools all delivered as part of our end-to-end collaboration platform.
BRILLIANT DIGITAL
734
Brilliant Digital is a marketing company with a long track record of transforming businesses through digital marketing and storytelling. Their solution is complete and proven. The team specialise in working with successful businesses that recognise the value of digital marketing but don’t know how to make the change from more traditional marketing methods. P 02 9939 5223 W www.bbim.com.au
BUSINESS FITNESS
122
We provide the insights and practical ‘how to’ tools to bring accounting firms to the top of their game. Following this mission, we’ve been accelerating efficiency, growth and profitability in accounting firms through our leading industryspecific document management software, integrated workpapers and templates, and
CANON 466
P 131 383 W www.canon.com.au/business
CAPIFY 324 Capify pioneered small business alternative lending in Australia. With 9 years’ local experience and over $200,000,000 financed, Capify is Australia’s largest and most experienced alternative lender to small business. With a customer-centric focus on service, technology, innovation and simplicity; our vision is to support Australian businesses with effective and tailored finance solutions. W www.capify.com.au
CAPITAL CLAIMS TAX DEPRECIATION
473
Helping investors maximise return from their properties is what we are all about at Capital Claims Tax Depreciation. Experienced investors and tax agents may know about the obvious deductions, but we have the expertise to comprehensively assess property for all depreciation benefits. Our clients are invariably surprised and delighted by how many opportunities we identify.
CASEWARE AUSTRALIA & NEW ZEALAND
370
In business for over 20 years, our specialty is compliant Audit and Financial Reporting software solutions, tailored for the Australian market. Our Cloud-enabled products include powerful job management and collaboration tools, and purpose-built, super effective applications like CaseWare SMSF Audit. Visit us at stand 370 or give us a call! P 03 9660 4680 E sales@caseware.com.au W www.caseware.com.au
CASHMANAGER 116 CashManager-Smart Accounting Software. We develop and support our own software. Unique in our personal customer service. We guarantee you CashManager is the simplest to setup and easiest to use accounting software. Established 1991 to 30K customers across AU and NZ. Friendly and approachable locally based support team. Online or PC Based. W www.cashmanager.io
77
CASTAWAY FORECASTING
445
Castaway is an intelligent business modelling and financial advisory tool which can be used to support and guide business and project decision-making. Castaway’s powerful 3-way reporting and business modelling approach makes it the ideal tool for many tasks including: historic reporting, budgeting & forecasting, analysing KPIs and actuals, modelling scenarios and managing consolidations.
CLIENTCOMM 136
534
Save time & generate higher profits with our amazingly successful & simple language autoadvice, emails, reports & processes. Highly effective client engagement emails & proposals. Check out our latest innovation tools for yourself – instant client structure diagrams, intelligent auto advice for Tax Planning & Business Structures. Plus we’re Australia’s No. 1 Cloud Tech advisor for Accounting firms! P 1300 268 684 E info@changegps.com.au W www.changegps.com.au
CIN7 INVENTORY SOFTWARE
CPA Australia is one of the world’s largest accounting bodies with a global membership of more than 155,000 members working in 118 countries around the world. We provide the advocacy, training and resources needed to support our public practitioners to ensure they can grow their practice in a changing environment.
W www.clientcomm.com.au
P 1300 73 73 73 W www.cpaaustralia.com.au
Cin7 is the world’s most integrated, all-in-one POS, B2B, EDI, and 3PL inventory management solution. Cin7’s 100 integrations (and counting) include baked-in Electronic Data Interchange (EDI) connections to the biggest retailers around. Wholesalers, manufacturers, and retailers use Cin7 to manage stock in their supply chain from end-to-end. P 02 9098 8389 E marketing@cin7.com W www.cin7.com
CLASS LIMITED
570
112
Your complete payroll solution - Designed for SME businesses from 1 employee to 200+. Streamlines payroll processing, from only $2.00 per employee. CloudPayroll manages leave and superannuation with optional online timelogs. CloudPayroll set it up, provide training with unlimited support. Partner Programme available. Parent company iPayroll established 2001 is NZ’s largest IRD listed Intermediary. P 02 8036 5529 W www.cloudpayroll.com.au
Fully automated and intuitive cloud-based SMSF Audit - Cloudoffis SMSF Audit module provides a simple and easy to use platform through which all SMSF audits can be completed. This intelligent software allows audits to be completed in a more efficient and less time-consuming manner.
CONNECT ACCOUNTING
CST DOCUMENTS
310
CST is an online document provider for companies, trusts and SMSFs as well as more complicated documents like bare trusts; deeds of rectification, ratification and correction etc. If you want the simplest online ordering system backed up by qualified specialists to review each and every order you place, then we are here for you. P 1300 554 321 E orders@cst.com.au W www.cst.com.au
DEAR INVENTORY
485
Whether you’re a retailer, wholesaler, manufacturer, or all of the above, our easy-touse, comprehensive software automates your inventory management including centralized orders, Point of Sale (POS), custom B2B portal and a depth of integrations with accounting packages, ecommerce platforms and shipping services to streamline your operations and grow your business. E support@dearsystems.com W www.dearsystems.com
CLOUDSOLVE 315
730
CREDITSME 128 CreditSME is a lender match and borrower scoring platform for SMEs and their advisors. By using the borrower scoring technology, CreditSME quickly and confidently matches businesses up to the most suitable lenders from a panel of 50+ lenders and obtains the most competitive loan terms available.
W www.cloudintegration.partners
Cloudsolve consultants work closely with clients before recommending any software solutions, taking the time to understand their business and find the right option. Once a solution has been selected we manage every implementation from beginning to end, and train and empower clients’ staff ensuring the best possible outcome for every business we work with.
We provide domestic outsourcing solutions to public accounting practices across Australia. We specialise in preparing compliance based work for all business types and sizes including SMSFs. Unlike traditional outsourcing options, all work is prepared at our Gold Coast office by our qualified staff.
78
CloudIntegration.Partners is a partner program for Bookkeepers and Accountants. It combines two of the original cloud integrators in Australia, SMB Consultants and TradiePad under one program - making it easier for Bookkeepers and Accountants to find the right add-ons in retail, wholesale, hospitality, trades and construction verticals.
P 1300 979 457 E sales@cloudoffis.com.au W www.cloudoffis.com.au
P 1300 851 057 E sales@class.com.au W www.class.com.au
P 07 5657 1971 E info@cleverfoxconsulting.com.au W www.cleverfoxconsulting.com.au
523
CLOUDOFFIS 480
Class software enables accountants, administrators and advisers to increase profitability, fuel business growth and deliver better client service. Our mission is to deliver innovative administration solutions that automate manual workloads, driving high levels of processing efficiency and scalability.
CLEVER FOX CONSULTING
CLOUD INTEGRATION PARTNERS
CLOUD PAYROLL
484
300
At Clientcomm we want to make the digital world a simpler place for you and your business. We provide Digital Communication Tools backed by personalised support. It’s all done for you! Websites that are updated regularly with relevant articles and videos. Article library and newsletters. Social media pages updated regularly.
E sales@castawayforecasting.com
CHANGE GPS
CPA AUSTRALIA
724
Connect Accounting is your compliance accounting outsourcing provider. Our services include tax preparation and financial statement preparation for SMSF, companies, trusts partnerships as well as BAS preparation and management accounting. We also provide auditing services for SMSFs.
DEPUTY
430
Deputy is a simple and innovative workplace management solution for employee scheduling, time and attendance, team communication, task list, payroll and more. E partners@deputy.com W www.deputy.com
EASY BIZ FINANCE
664
EBF is Australia’s leading facilitator in the NonBank Lending space for Cash Flow, Asset and Property Finance by individually structuring transactions and determining both the right loan attributes and the right lender to the loan. EBF is driven by creating growth opportunities for businesses where the major banks can’t. P 1800 327 924
W www.connectaccounting.com.au
www.AccountingBusiness.com.au
EBF is Australiaâ&#x20AC;&#x2122;s leading facilitator in the Non-Bank Finance, specialising in Cash Flow, Asset and Property Finance. EBF achieves this by individually structuring transactions and determining both the right loan attributes and the right lender to the loan. EBF is driven by creating growth opportunities for businesses where the major banks canâ&#x20AC;&#x2122;t.
> Invoice Finance & Factoring > Equipment & Vehicle Finance > Cash Flow Finance > Non Bank Private Funding For more information please feel free to call T: 1800 EasyBiz [1800 327 924] or email silvio@easybizfinance.com.au EASYBIZ FINANCE PTY LTD,
Suite 1703A, Level 17, 1 Bligh St, Sydney NSW 2000 | T: 1800 EasyBiz [1800 327 924] E: silvio@easybizfinance.com.au | W: ebfinance.com.au
EVOLV SUPER
250
You may already know Evolv as the team that redefined SMSF audits via their revolutionary audit platform. You can choose to access our SMSF Audit technology platform, harness our power while still maintaining your own brand, or entrust your complete SMSF audits to us. Partner with us, without any fear and together we’ll face the future assured. P 1300 886 536 W www.evolvsuper.com.au
EXPENSIFY 510 Expensify delivers cloud-based receipt and expense management through a user-friendly web and mobile application. Features including SmartScan, direct accounting and workflow integrations, corporate card reconciliation, and next day reimbursement make Expensify is the industry-leader in receipt and expense management. W www.use.expensify.com
EZYCOLLECT 434 ezyCollect accelerates cash recovery by replacing labour-intensive tasks in debtor management with intelligent automation: generate invoice reminders from multiple channels (email, SMS, post); get deep A/R data in seconds; collect money online, personalise for your business; customise for every client. Book a 1-on-1 Demo plus get a free 30-day test drive. P 1300 780 524 E sales@ezycollect.com.au W www.ezycollect.com.au
EZZYBILLS 118 EzzyBills is the trading name of EzzyDoc Software Pty Ltd, founded in 2014. EzzyBills Invoice Automation is our flagship product, a cloud-based software service to extract invoice/ receipt data. EzzyBills has enjoyed explosive market adoption in the past two years, with the highest XERO customer ratings. Try out EzzyBills for free at ezzybills.com. P 02 8003 3097 E support@ezzydoc.com W www.ezzybills.com
FENTON GREEN
102
P 1800 642 747 E enquiries@fentongreen.com.au W www.fentongreen.com.au
80
P 1800 MY FINSTRO E support@finstro.com.au W www.finstro.com.au
FRESHDESK 645 Freshdesk is the leading provider of cloudbased customer engagement software. Based in San Bruno, California, with offices in Australia, Germany, the United Kingdom and India, Freshdesk is backed by Accel, Tiger Global Management, CapitalG and Sequoia Capital India. The company has over 100,000 customers around the world including 3M, Honda, Harvey Norman, HubOne and Cisco.
HEDLEY SCOTT RECRUITMENT
665
Hedley Scott Recruitment is a specialist accounting recruitment consultancy providing recruitment services to professional practice firms and businesses across Sydney. We aim to consistently exceed the expectations of our clients and candidates through our professionalism and high-quality service throughout the entire recruitment process. Speak to one of our specialist consultants for the latest market update. P 02 8973 7520 E enquiries@hedleyscott.com.au W www.hedleyscott.com.au
HUBDOC 533 Hubdoc fetches, files, and extracts data from financial documents automatically and stores them in one place - so you don’t have to.
INFOTECH SOLUTIONS
100
340
Intuit was founded in 1983 when our founder Scott Cook was watching his wife painfully do the bills. Scott knew there had to be a better way, and went on to start Intuit, with the mission of improving customers’ financial lives so profoundly they couldn’t imagine going back to the old way. P 1800 618 521 E proadvisorsales_au@intuit.com W www.intuit.com.au
IP AUSTRALIA
732
IP Australia is the government agency responsible for intellectual property (IP) rights in Australia. We contribute to the innovation system more broadly by using our skills and experience to assist Australian businesses to make the most of their IP.
IPA 575 The Institute of Public Accountants is a relevant, practical and responsive membership body for accountants. We are focused on supporting our members’ needs by providing quality education, access to technical resources, products and services, as well as advocating on important legislative issues. We are dedicated to making small business count. W www.publicaccountants.org.au
IPRACTICEAPPS 573 Our passion is building smartphone apps for accounting practices across Australia. Imagine your clients tapping on your app to access your portal and digitally sign a tax return, pay bills, take a photo of a document they just signed, send a change of address through, book an appointment. Find out more at www. iPracticeApps.com W www.iPracticeapps.com W www.iPracticehub.com
474
See the team at InfoTech Solutions to solve your IT woes, Specialising in the Accounting Industry we can solve your current headaches, migrate you to the cloud and provide advise as well as assistance to match you IT solution with your strategic direction . P 07 3390 8833 E info@infotech.com.au W www.infotechqld.com.au
120
Innovent are a team of professionals specialising in software development for business. Our primary goal is to design and implement solutions that meet the highest expectations of our customers. Successfully integrating Accountancy systems +more for 15 years. Not just Software developers - we are problem solvers. Experienced Xero, MYOB, Sage, Reckon, Attache, Keypay and CRM. P 1300 781 681 W www.innoventsoftware.com.au
INTUIT QUICKBOOKS
W www.ipaustralia.gov.au
P 02 9887 1545 W www.freshdesk.com
INNOVENT SOFTWARE
Fifo Capital is a leading provider of business finance solutions with expert finance skills at the ready to support for your cash flow and capital needs. Supporting clients of all industries from construction to retail, we get business – the challenges and the opportunities - and how to make good decisions fast. W www.fifocapital.com.au
Simple, holistic cash flow management for your business. Save time, get paid faster and grow your business. Sync Cloud Accounting in seconds and view real time, business intelligence. Credit check your customers and make sure you get paid every time. Pay your suppliers on time, and get paid right away on your invoices with Finstro’s smart funding solutions.
W www.hubdoc.com
Fenton Green is a leading Professional Indemnity and Cyber Insurance advisor, providing risk management, education and insurance services to over 3,000 accounting and financial planning firms Australia wide. Our experienced staff pride themselves on providing personalised services together with innovative solutions, meaning our clients have confidence that their insurance requirements are being adequately met.
FIFO CAPITAL
FINSTRO 244
JCURVE SOLUTIONS
410
We love solving business problems by improving inefficiencies, reducing costs and empowering growth. Unlock your client’s potential with software designed for companies outgrowing accounting only software that would benefit from real-time visibility across the business. As a 5-Star NetSuite Partner we deliver industry specific solutions for businesses, including our exclusive JCurve ERP small business edition. P 1800 528 783 E empowerme@jcurve.com.au W www.jcurvesolutions.com
KEYPAY 540 KeyPay is an end to end people management business tool from the time you roster an employee, to employees clocking on. Process your pay run efficiently with automated super payments and pre-built interpretation of Awards and custom EBA conditions in the AU marketplace.
www.AccountingBusiness.com.au
LEGRAND CRM
243
Build stronger client relationships and drive new business growth with Legrand CRM. An easy to use, flexible CRM packed with features to help your team work more efficiently. Deep integration with popular accounting systems, integrate with Outlook and Gmail. On your server or in the Cloud. Visit us at stand 243. P 02 8667 1500 E info@legrandcrm.com W www.legrandcrm.com
M-Institute (ANZ) helps medium-sized businesses ‘scale-up’. Although less than 8% of all businesses, they account for 30% of total revenue but are largely forgotten, lumped under the SME banner when they’re more like large businesses but without the resources. To assist them, M-Institute provides a resource partner community including DIY, workshops and personal trainers.
MACNAIR 130 Macnair is the Leading IT services specialists for Accounting Firms within Australia. We design, manage and deploy cost-effective solutions for Firms to improve and effectively manage your IT infrastructure and communications costs. Joining us on the stand will be our business partner from Cynosura. Interested to hear how you’re protecting your clients’ data. P 02 8814 5011 E info@macnair.com.au W www.macnair.com.au
728
MORE Super, an independent SMSF admin provider, has been offering a holistic, wholesale, SMSF outsourcing solution exclusively to accounting & financial planning practices for 13+ years. MORE Super provides 200+ accounting and financial planning practices the tools they require to build a comprehensive, sustainable and profitable SMSF offering.
MORGANS FINANCIAL BRIGHTON
426
MARKETLEND 535 Est. 2012, Marketlend is a marketplace lender offering a dynamic, transparent way for creditworthy businesses and professional investors to participate in trade credit without the unnecessary red tape. We give trade credit with insurance risk protection to investors, enabling businesses to access choice local and global investors at pricing equivalent to banks or better.
313
We optimise the quality of our client’s lives through the provision of an investment approach that ensures growth and wealth is realised. We fill the critical gap between traditional financial planners and transactional stock brokers through the construction and management of wealth strategies and investments for high net wealth individuals, intermediaries, corporates and NFP organisations.
P 02 8006 6798 E assistance@marketlend.com.au W www.marketlend.com.au
MAUS 323 MAUS Business Systems is an award winning, leading publisher of software that has been implemented in more than 60,000 SME’s and over 10,000 Advisors and Consultants globally. The award winning MAUS range of consultancy software includes: Business Planning, Financial Management, Valuation and Exit & Succession Planning and more. The software links to Xero and Quickbooks.
MOULA 325 Moula is a leading Australian, data-driven lender. Small businesses can borrow up to $250,000 to purchase inventory or equipment, fund working capital and much more. Moula leads the market with its responsible lending practices and partners with accountants and small business advisors to provide a hassle free solution to help their clients grow.
MY BUSINESS PATH
200
My Business Path is a national leading business turnaround and restructuring firm helping your clients get their businesses back on track. By decreasing debt and increasing cash flow, we can help protect your clients from the effects of insolvency allowing you to maintain your revenue. Come see us at stand 200 to discuss our referral program. P 1300 656 945 E info@mybusinesspath.com.au W www.mybusinesspath.com.au
MYOB 560 Our passion is making business life easier for you. Our business management solutions help you be more productive, which gives more time to build your venture or to enjoy life outside work. We
P 1300 555 117 E partners.au@myob.com W www.myob.com
MyWorkpapers is a specialist collaboration & compliance provider for accountants, auditors, bookkeepers and businesses. Our Cloud application provides a seamless platform for financial integration, doc mgmt, workflows, tasks & queries. Use pre-built, customisable content, checklists & methodologies to improve quality, processes & efficiencies. P 07 5555 0100 E sales@myworkpapers.com W www.myworkpapers.com
ORACLE NETSUITE
P 03 9519 3555 W www.morgans.com.au/brighton
With decades of experience working across key industries, Macquarie has developed deep understanding of what really matters to our clients – and what will help them grow. We can unlock new opportunities for your business, with a proven track record of creating tailored banking solutions with tangible benefits.
82
MORE SUPERANNUATION
help simplify your accounting, payroll, retail point of sale, CRM, job management, professional tax solutions, websites, and more.
MYWORKPAPERS 384
P 02 6103 0941 W www.moresuperannuation.com
E info@m-institute.com
P 02 9907 1669
Cognito Software first released MoneyWorks, its signature accounting product, in 1992. With continuous development over 25 years, MoneyWorks is a feature-rich, cost effective accounting platform. Visit us to see why thousands of Australian organisations, in sectors as diverse as mining, the arts, manufacturing & education, have moved to MoneyWorks. P 1800 140 859 E info@cognito.co.nz W www.cognito.co.nz
M-INSTITUTE 460
MACQUARIE BANK
MONEYWORKS 270
410
Oracle NetSuite GBU, a wholly-owned subsidiary of Oracle, pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the Internet. Today, Oracle NetSuite provides a suite of cloud-based financials / Enterprise Resource Planning (ERP) and omni-channel commerce software that runs companies in more than 100 countries P 02 9464 6100 E infoapac@netsuite.com W www.netsuite.com.au NIMBUS PORTAL SOLUTIONS
360
Nimbus Portal Solutions aims to make it easier for you to create, share and manage sensitive documentation in your business. We are committed to providing secure and efficient business to client collaboration and communication services based around our World class Cloud Document Management and Client Portal solution. P 1800 646 287 E info@nimbusportals.com W www.nimbusportals.com
ONDECK 483 OnDeck is a leader in online lending for Australian small businesses, committed to providing faster and easier access to finance. OnDeck uses an innovative, data-driven approach to determine the health of a small business and offer tailored finance solutions, through a streamlined process that respects a small business owner’s time. P 1800 340 573 E customerservice-au@ondeck.com.au
www.AccountingBusiness.com.au
OUTSOURCE FINANCIAL
110
outsource financial is an award winning National Aggregator that works closely with the professional sector. Our flexible business models include Loan Writing (including mentoring for new members) and a referrer model for professionals who don’t want to write loans, but want to add lending to their business. Visit our stand to find out more. P 1300 781 481 E info@outsourcefinancial.com.au
OZEDI 374 Ozedi provides messaging applications for superannuation contributions, Single Touch Payroll, electronic invoicing, government reporting. The electronic invoicing initiative launched by the Digital Business Council will revolutionise data processing. The Ozedi stand demonstration shows an invoice generated in Xero which then appears in accounts payable in Sage with no data entry. P 1300 737 614 W www.ozedi.com.au
PANALITIX 530 PANALITIX is a global membership community that has everything Accountants need to build great businesses. PANALITIX is where Accounting firms train and develop teams, acquire and deliver technology and content, secure accountability through coaching, and share knowledge via peer-to-peer interactions to drive increased profitability, enhanced capacity and sustainable revenue growth.
PAYMENT EXPRESS
234
Payment Express is a high-growth, innovative global leader in payment technology delivering a range of secure solutions to major corporate, banking and SME clients globally with our PCI DSS compliant payments solutions. E sales@paymentexpress.com W www.paymentexpress.com.au
PAYREQ 134 Payreq is an award-winning digital document management company that allows you to manage the digital delivery of your customer’s documents to wherever they have elected to receive it, via BPAY View or Australia Post’s My Post Digital Mailbox.Payreq’s proactive engagement with new schemes and standards will ensure your e-presentment requirements are future proofed. W www.payreq.com.au
PRACTICE IGNITION
253
Join thousands of forward-thinking accountants and bookkeepers using digitally signed proposals to onboard clients, processing payments, automatically raise invoices and deploy workflow. With a 14-day free trial to get started, you can bring your firm to the cloud today and see your accounting practice reimagined. W www.practiceignition.com
PROFITSEE 225 ProfitSee helps accountants, bookkeepers, and consultants provide proactive advisory services to their SME clients. Create efficiency with automated and white-labeled budgeting, forecasting, reporting, consolidation, franchising, KPIs, and more. Start your risk free 14-day trial at www.myprofitsee.com/trial E partnersuccess@myprofitsee.com W www.MyProfitSee.com
QUICKFEE 273 QuickFee makes it easier for professional firms to be paid. QuickFee’s Secure Online Payment Portal allows clients to pay how they want, when they want by either paying in full by EFT, credit card or in 3-12 monthly instalments with QuickFee Fee Funding. Whatever method they choose, your firm is paid in full and on time.
RANQX 653 Work your influence with Ranqx - easy, up-todate financial benchmarking. Send benchmark reports comparing your Xero and MYOB clients to industry averages. We transform pages of financial detail into simple, standardised snapshots based on real time data. Don’t guess. Know EXACTLY where to start a value add conversation.
to operate their businesses more efficiently and with less operational and financial risk.
online productised service providing social media engagement for accountants.
Receipt Bank’s award-winning bookkeeping software is trusted by 5,000+ practices. We help accountants and bookkeepers streamline their bookkeeping process. By doing this, they’re able to service more clients, reduce costs and increase profitability.
P 1300 730 000 E epropertysupport@saiglobal.com W www.saiglobal.com
P 1300 798 717 E info@sbsystems.com.au W www.sbsystems.com.au
P 1800 107 451 E partners@receipt-bank.com W www.receipt-bank.com
Scottish Pacific is Australia & New Zealand’s largest specialist provider of working capital solutions with a comprehensive range of debtor & trade finance facilities. More than 90% of all our new clients are referred to us by accountants, banks, commercial finance brokers & other business advisers.
RECEIPT BANK
RESULTS ACCOUNTANT COACHING
443
254
Are you frustrated that you don’t have a framework to mone4se the advice that you are con4nually giving away for free? If you want to provide structured business advisory services and just don’t know where to start...then speak to Results Accountant Coaching at stand 254. P 1300 539 748 W www.resultsbusinesscoaching.com.au
RICHARD LLOYD ACCOUNTING RECRUITMENT
138
Our mission is simple: to connect Sydney’s accounting talent with outstanding job opportunities. Too many agencies provide transactional recruitment - simply sending resumes without care or consideration. At Richard Lloyd, we believe hiring managers and job seekers deserve more. We believe in building lasting relationships and exceeding expectations every time. P 02 8324 5640 E enquiries@richardlloyd.com.au W www.richardlloyd.com.au
SAASSET
263
Saasset provides you with the ability to produce software recommendation reports - it compares the features of current accounting products with your client’s business needs and advises you of the ‘best fit’ software’. Take our free survey to see how you rate in making such recommendations today and receive some tips as to how this may be improved.” P 1800 722 773 E asset@saasset.com W www.saasset.com
SAGE
420
Sage – the market and technology leader for integrated accounting, payroll and payment systems, powered by the cloud and supporting the ambition of the world’s entrepreneurs and business builders. Because when business builders do well, we all do. P 1800 660 670 E sales@sagehandisoft.com.au W www.sage.com/au SAI GLOBAL
722
W www.scottishpacific.com
SELFWEALTH
114
SelfWealth TRADING is Australia’s only flat fee brokerage service, trade shares at the lowest prices in Australia, just $9.50 per trade regardless of the trade size or value. No commissions and no additional fees. Join SelfWealth TRADING today, 5 free* trades on approval, and it’s FREE to join! P 03 8658 6080 E info@selfwealth.com.au W www.selfwealth.com.au/
SEQUEL VCFO
260
Sequel VCFO Franchise offers a new career path for finance professionals and an alternative to freelancing by offering greater certainty of income and reduced risk. The Sequel business model is built entirely around what SMEs need. To learn more about our franchise services, visit www.sequelvcfo.com.au/franchising. P 1300 085 375 E hello@sequelvcfo.com.au W www.sequelvcfo.com.au/franchising
SHELCOM CORPORATE SERVICES
440
We help entrepreneurs, small business owners, accounting, legal and financial planning professionals with the establishment and maintenance of legal documents and business structures - company name and business name registration, trust deeds and self managed superannuation funds. No hidden fees and our prices are inclusive of GST, binding and delivery to your door. P 1300 722 796 W www.shelcom.com.au
BYRNE RECOVERIES SLATER BRYNE
312
640
Slater Byrne Recoveries offers a debt collection service that makes you a partner of Slater Byrne Recoveries. A performance based commission structure that means we only earn commission if we get your debts paid. There are no joining fees, administration fees or charges for the letters we send out.
SMART BUSINESS SYSTEMS
SMARTAR
727
Our specialist debtor management services assist in providing you with more cash; lower debtors and less hassles. We provide a range of services that help improve your debtor management and unlock cash flow; from up skilling current resources; to providing monthly payment options for your clients; through to managing your accounts receivable functions via smartAR. P 1800 831 410 E contact@smartar.com W www.smartar.com
SMSF LIFE INSURANCE REVIEWS
574
SMSF Life Insurance Reviews simplifies life insurance for you and your SMSF clients – no sales spin or product selling, just pure and simple compliance. Integrates with Class Super and BGL - Requires only 2 clicks per year and there is no setup to learn. P 02 8543 7000 W www.smsflir.com.au
SPOTLIGHT REPORTING
644
Spotlight Reporting is an award-winning software and Xero’s current App Partner of the Year. It offers a great range of comprehensive management reports, fully customisable dashboards, three-way forecasting and franchise reporting that deliver clarity for better decisionmaking. Start your free 28-day trial today. E customer@spotlightreporting.com W www.spotlightreporting.com
P 1300 794 290 E info@slaterbyrne.com.au W www.slaterbyrne.com.au
SAI Global Property is a division of SAI Global, supports a range of Australian industries with information, data services and business process outsourcing services that enable our customers
55 84
SCOTTISH PACIFIC BUSINESS FINANCE
380
Smart Business Systems provides fully managed IT support, hosted services and security to Accounting firms across Australia. Find us online, on LinkedIn or on Facebook. Rhiannon McDonald is the person behind whoSOCIAL, an
SUITEBOX
720
SuiteBox eliminates the barriers to completing business, by enabling business to be completed in a fully digital & mobile manner. SuiteBox combines video meetings, document collaboration, screen sharing, recording and digital signing. Enabling you to increase client engagement, achieve business efficiency, increase revenue and manage risk and compliance in a single technology solution. P 1800 626 657 E sales@suitebox.com W www.suitebox.com
SUPER CONCEPTS
373
Australia’s most innovative SMSF team. SuperConcepts is the leading innovator in SMSF services. With more than 30 years’ experience, you can be sure we understand the needs of your business, your industry and your clients, to deliver seamless and cost-effective SMSF solutions for your business. P 1300 023 170 E enquiries@superconcepts.com.au W www.superconcepts.com.au
www.AccountingBusiness.com.au
SUPERGUARDIAN 470
TAX AND SUPER AUSTRALIA
433
SuperGuardian is a Chartered Accounting firm and specialist self-managed super fund Administrator with more than 15 years’ industry experience. By combining the latest web-based technology, online account access for our clients and a high level of personal service, we provide a premium SMSF administration service that represents value for money.
Formerly known as Taxpayers Australia, Tax & Super Australia is a not-for-profit organisation assisting tax and superannuation professionals for nearly 100 years. With a long and proven track record, Tax & Super Australia provides relevant and easy-to-understand guidance on all tax areas that empowers our members to better service their clients.
P 1300 787 576 E info@superguardian.com.au W www.superguardian.com.au
P 03 8851 4555 E info@taxandsuperaustralia.com.au W www.taxandsuperaustralia.com.au
SURGICAL PARTNERS
520
Surgical Partners is the Financial Management Platform for Medical Practices and their Doctors - integrating any Practice Management System with any online accounting package. P 1300 911 672 E integrate@surgicalpartners.com.au W www.surgicalpartners.com.au
SYBIZ 545 Since 1975 Sybiz has been developing comprehensive ERP, financial, and human resource solutions. Our commitment to providing cutting-edge solutions meeting the unique challenges of each customer has seen Sybiz grow from a local IT provider to a world-class innovator in business software. P 1300 179 249 E sybiz@sybiz.com W www.sybiz.com
TAXBANTER 124 Effective professional tax training to businesses of all sizes throughout Australia. Delivered via a variety of flexible sessions, workshops and specialist tax seminars, TaxBanter’s tax training allows you to earn valuable CPE/CPD hours. Come and talk to us about how we can provide training for your firm. P 03 9660 3500 E enquiries@taxbanter.com.au W www.taxbanter.com.au
TECHNOLOGY FOR ACCOUNTANTS
increase productivity and support your hectic, crazy-busy work schedule. P 1300 765 014 E sales@technologyforaccountants.com.au W www.technologyforaccountants.com.au
THE OUTPERFORMER
THE OUTPERFORMER is a career management platform dedicated to the accounting and finance community. It provides members with a safe and progressive environment to help them work through career challenges and decisions through the support of mentors, subject matter experts and the community. E enquiries@theoutperformer.co W www.theoutperformer.co THE OUTSOURCED ACCOUNTANT
245
Technology For Accountants is an IT services firm that understands the unique challenges, needs and workflows of an accounting firm and can put in place solutions to increase billable hours, lower IT supports costs, dramatically
274
126
Headquartered in Australia, we are the worldwide leader in offshoring solutions for accounting/finance firms. Growing with over 400 qualified accountants and support staff we delivery all the resources to help support your workflow and grow. If you have capacity restraints, are looking to scale, or just want to know what’s possible - call today. P 1300 896 522 E info@toa.com.ph W www.theoutsourcedaccountant.com
THOMSON REUTERS
366
The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information solutions to accounting, tax and corporate finance professionals. We are dedicated to partnering with tax and accounting professionals to make you and your organisation as profitable, productive and efficient as possible. TIMELIO
375
Timelio is a peer-to-peer marketplace for invoice finance. Timelio improves cash flow for businesses by enabling them to get paid immediately, without waiting up to 90 days for customers to pay. The online marketplace connects growing businesses directly with a network of investors who fund their invoices, offering a unique alternative to traditional finance. P 1300 386 363 E info@timelio.com.au W www.timelio.com.au
TYRO 435 Tyro is Australiaâ&#x20AC;&#x2122;s only independent EFTPOS banking institution. Tyro holds an authority under the Banking Act to carry on a banking business. Tyro provides credit, debit, EFTPOS card acquiring as well as a transaction and deposit account integrated with Xero cloud accounting. Tyro takes money on deposit and offers unsecured cash-flow based lending. P 02 8907 1777 W www.tyro.com
VALENTA BPO SOLUTIONS
415
Valenta BPO is an outsourcing business specialising in Financial Planning, Accounting, Loan Processing and Legal services. Valenta has offices in Brisbane, Hong Kong, Malaysia, India, Armenia and UK. With Valenta, you can engage part time or full time professional staff, starting from just $900 per month without having to worry about training and HR management. P 1300 193 178 W www.valentabpo.com
VALIANT FINANCE
108
The Valiant platform is a business loan marketplace and uses a proprietary matching algorithm to match SMEs to the most appropriate business loan option. Valiant is currently partnered with all of the major banks and over 40 non-bank lenders to ensure
your SME clients obtain the best and most appropriate financing solution to fuel their growth. E support@valiantfinance.com.au W www.valiantfinance.com.au
VEND 230 Vend is cloud-based POS and retail software that lets retailers run their business in-store, online, and on-the-go. Vend includes inventory management, Ecommerce, customer loyalty, and reporting analytics. Vend integrates with other world-leading applications including Shopify, Xero and PayPal, and is a key retail partner in Appleâ&#x20AC;&#x2122;s global Mobility Partner Program. Learn more at stand #230. P 03 8593 7854 E sales@vendhq.com W www.vendhq.com
WADDLE 233 Waddle is the easiest way to get funds advanced against your unpaid invoices. Simply link Xero, QuickBooks Online or MYOB & accelerate cash flow. Waddle is the only 100% automated accounting add-on across Australia and New Zealand and is currently the highest rated financial services partner for Xero accounting software. P 1300 649 322 E team@waddle.com.au W www.waddle.com.au W www.blog.waddle.com.au
WEB NINJA
317
Web Ninja Online Ordering. B2B E-Commerce platform that helps Distributors and Manufacturers Grow. Deliver an integrated Online Sales experience that Customers demand in 2017. Grow Revenue and Reduce Costs. We have 500+ Clients linked to 20+ Business applications (think MYOB/Reckon/Attache/Jiwa /SAP). Book a 1-on-1 Demo plus get a free 30day test drive. P 1300 799 647 E sales@webninja.com.au W www.webninja.com.au
WOLTERS KLUWER
400
For more than 45 years, Australian professionals have been choosing Wolters Kluwer to help them advise their clients, run their businesses and manage their obligations. Our products and solutions combine information, expertise and technology to help facilitate practice growth and enhance client relationships. P 1300 300 224 E AU-wolterskluwer@wolterskluwer.com W www.wolterskluwer.cch.com.au
XEPPO 264 Financial Services industries are converging and we have developed an integrative product that brings accounting, audit, investment and insurance data together in one warehouse. A single centre of truth where the integration of financial affairs in one place, accessible by the client and advisers, provides an enhanced value proposition. P 1300 131 152 E sales@xeppo.com.au W www.xeppo.com.au
XERO 330 Xero is beautiful cloud-based accounting software that connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. Weâ&#x20AC;&#x2122;re proud to be helping over 860,000 subscribers worldwide transform the way they do business. E support@xero.com W www.xero.com
XTRACTA 220 Xtracta is a data extraction company leading the field with its artificial intelligence researched software. Since launch seven years ago it has grown to service many industries, particularly the accounting industry with its ability to automate the invoice handling process. For more information on Xtracta, contact us now. P 0064 9 951 0448 E info@xtracta.com W www.xtracta.com ZRILO 235 Zrilo has developed a platform that delivers industry specific cloud solutions for small to medium size business. Our Dynamic Insights platform makes finding the right solution simple, while delivering training and support to ensure businesses get the most out of their Apps. We also offer cloud integration services around integration and setup of your Apps. P 1300 009 397 W www.zrilo.com
Online Ordering for B2B Businesses B2B Online Ordering that seamlessly connects to your accounting package. Web Ninjaâ&#x20AC;&#x2122;s feature rich B2B platform is specifically designed for wholesale companies. Our easy to use template-based system can have you up and running in just a few days, cutting out unnecessary double handling and adding speed & efficiency to your operations. Our B2B platform allows your wholesale customers to self serve, freeing up your sales team and saving you money on administration costs. Orders yourcompany
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90
320
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300
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253
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128
CREDITSME
225
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654
ACCOUNTANCY INSURANCE
310
CST DOCUMENTS
273
QUICKFEE
104
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485
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653
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726
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430
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443
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132
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664
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254
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255
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138
106
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510
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650
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434
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263
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643
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118
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420
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660
100
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312
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275
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244
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444
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645
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240
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102
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460
ATTACHÃ&#x2030; SOFTWARE
665
HEDLEY SCOTT RECRUITMENT
655
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533
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202
AUSTRALIAN BOOKEEPERS NETWORK
120
INNOVENT SOFTWARE
515
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340
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223
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732
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500
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575
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265
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573
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314
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114
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260
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440
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640
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380
SMART BUSINESS SYSTEMS
727
SMARTAR
574
SMSF LIFE INSURANCE REVIEWS
644
SPOTLIGHT REPORTING
720
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373
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410
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470
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540
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520
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734
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243
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545
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122
BUSINESS FITNESS
130
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433
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466
CANON
426
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124
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324
CAPIFY
535
MARKETLEND
245
TECHNOLOGY FOR ACCOUNTANTS
473
CAPITAL CLAIMS TAX DEPRECIATION
323
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274
THE OUTPERFORMER
370
CASEWARE AUSTRALIA & NZ
270
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126
THE OUTSOURCED ACCOUNTANT
116
CASH MANAGER
728
MORE SUPERANNUATION
366
THOMSON REUTERS
445
CASTAWAY FORECASTING
313
MORGANS FINANCIAL
375
TIMELIO
534
CHANGE GPS
325
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435
TYRO
484
CIN7 INVENTORY SOFTWARE
200
MY BUSINESS PATH
415
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570
CLASS
560
MYOB
108
VALIANT FINANCE
730
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384
MYWORKPAPERS
230
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136
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360
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233
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523
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483
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317
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474
CLOUD IT
110
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400
WOLTERS KLUWER
112
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374
OZEDI
264
XEPPO
480
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530
PANALITIX
330
XERO
315
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234
PAYMENT EXPRESS
220
XTRACTA
724
CONNECT ACCOUNTNG
134
PAYREQ
235
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