Accounting Business Expo - Official Magazine, 2018

Accounting

Business the official magazine of Accounting Business expo 2018

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ACCOUNTING BUSINESS EXPO | 2018

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Contents

Welcome

Sponsors...........................................4

Following a much anticipated launch event last year we’re on-theedge-of-our-seat-excited to present to you, part deux.

Welcome to Accounting Business Expo - Australia’s biggest and most important exhibition for accountancy and finance professionals. In its second year we’ve come a looong way and boy, do we have a show for you!

We have loads of new stuff happening - which you’ll discover throughout this magazine. Here are some of my favourites: bigger seminar theatres, a ‘Tech Talk’ zone showcasing a whole bunch of cool solutions-in-action, and our free Matchmaking facility. No – it’s not about hearts and red roses, but it is kind of like a dating app for businesses. With so much choice on the expo floor, Matchmaking quickly identifies and connects you with the solution providers who best match your needs. Hallelujah!

By bringing together literally hundreds of solutions and service providers, coupled with a program of awesome speakers we’ve got your business challenges covered, no matter how big or small.

Accounting Business Expo will help you master your craft and make more money from the work you do. Time is money as the old saying goes, and who are we to tell you how to spend your day? Create your own agenda - the way you want it. And with plenty of dedicated areas to chill out and catch up with friends in between, what more could you want?

Wishing you a fantastic couple of days

Event highlights................................5 Advisory board.................................6 Welcome: Sholto McPherson........7 Agenda at a glance........................12 Speakers .........................................14 M-Institute Theatre........................25 Advisory Theatre............................27 BT Theatre.......................................29 Tech Talks.......................................30 Seminars.........................................42 Exhibitors........................................62 Exhibitor by category....................85 Floorplan.........................................89

Follow Us @AccountingBExpo #ABExpo

Event Director Accounting Business Expo

Meet the Team

Sholto Macpherson Head of Content

Kiarna (KJ) Harvey

Marketing & Relationship Manager

ORGANISED BY

Shannon Terry

Head of Operations

National Media Pty Ltd

Qld 9726 nationalmedia.com.au

Published by Tomorrowstory.com

Bundall Qld 4217 PO Box 8123, Gold Coast MC

ACCOUNTING BUSINESS EXPO | 2018

Phil Morris

Business Development Executive

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.

Level 1/146 Bundall Rd,

3

Matt Shelton

Exhibition Sales Director

www.accountingbusiness.com.au

SPONSORS

With thanks to our sponsors PLATINUM SPONSORS

M

GOLD SPONSORS

MEDIA PARTNERS

com.au

foraccountants.

XU magazine

resourcesforaccountants

INDUSTRY SUPPORTERS

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ACCOUNTING BUSINESS EXPO | 2018

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EVENT HIGHLIGHTS

Event Highlights EXPO New products, players and developments are coming to market continuously, keeping up with what’s new and next can be difficult. The Expo Hall is where you can discover it all. We’ve handpicked over 150 of the world’s best companies for you to meet and compare all under one roof.

See the full list of exhibitors on pages 62.

AGENDA Jam packed with an abundance of fascinating, thoughtprovoking and practical presentations from a broad mix of business leaders.

Details on the Agenda start on page 42.

Theatres are individually named and located in the exhibition hall. Location map on page 89.

Look for:

Looking to invest in new technology? Want to compare solutions? Need to understand what tools do what? The Tech Talks Theatre is the hot spot for solutions-in-action. It’s the place to see live demos from our partners.

Running every 20 minutes, these rapid-fire 15 minute demos are designed to walk you through the features and benefits of a range of solutions that can make a real difference to your business and your clients’.

Timetable on page 30.

CBD Situated in the heart of the exhibition the CBD is the ultimate meeting spot. With a range of refreshments on sale throughout the day, the CBD is your quintessential destination to host a gathering, catch up with your peers or simply chill out and read the Event Magazine!

MEET-UP CAFE

KEYNOTE THEATRE

Once you’ve explored the entire expo floor, the Meet-up Café - Brought to you by Financials for Office 365 is perfectly located to offer you a welcome break! A relaxed setting for meetings or a place to simply relax and grab a coffee between seminars.

ADVISORY THEATRE BT THEATRE M INSTITUTE THEATRE

ARRANGE YOUR OWN MEET-UP!

GREEN THEATRE

This is your event so make the most of it! With plenty of networking and chill-out areas located all around the expo hall, why not bring along your usual meetup group or arrange your own get together at Accounting Business Expo?

YELLOW THEATRE ORANGE THEATRE PURPLE THEATRE

RECHARGE BAR

TECH TALKS

MATCHMAKING

loans

Powered by Conveniently located next to the CBD you can take a seat, charge your phone and breathe a sigh of relief!

This brand new, free service will enable you to identify then navigate your way to the right solutions quickly and effectively. Secure pre-arranged meetings at the event by creating your ‘must-see’ list of exhibitors, from the comfort of your home or office. If you have not yet done so, simply register here.

RECORDING YOUR CPD / CPE HOURS CPD / CPE points may be claimed on a self-assessment basis. It is your responsibility to judge, which of the educational seminars are relevant and contribute to your individual, professional and personal development.

For ease of record keeping, you’ll find the agenda at a glance on page 12. We have also provided you with a downloadable version on our website. Simply visit accountingbusinessexpo.com.au/agenda As accompanying evidence, you will also receive an email immediately after the event, which will confirm your attendance at Accounting Business Expo, 2018.

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ACCOUNTING BUSINESS EXPO | 2018

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ADVISORY BOARD

Advisory Board The Accounting Business Expo Advisory Board features some of Australia’s forward thinking accountants, bookkeepers and finance professionals who were selected to help shape this unique event. The Advisory Board has played an important role in ensuring we maintain an audience-first approach. With huge thanks to…

Craig Stanmore

David Boyar

Debra Anderson

Diane Lucas

Guy Pearson

Jason Andrew

Jon McArthur

Kerry Black

Laura Venables

Leanne Berry

Lielette Calleja

Lisa Callaghan

Lisa Kernes

Matt Paff

Michael Beddoes

Sholto Macpherson

Steph Hinds

Thomas Paule

CEO, Enspira Financial

Director, Direct Management

Director, Moore Stephens

Director, Love Your Numbers

COO, Ignite Alliance

Founder, Digital First

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ACCOUNTING BUSINESS EXPO | 2018

CEO, Sequel VCFO

Chairman, Interactive Accounting

Principle, Ebony Accounting Consultants

Director, All That Counts

Director, Value Adders

Head Ninja, Growthwise

Director, Anderson Tax

Co-Founder, Smartbooks Online

Event Director, Accounting Business Expo

Director, Interatice Accounting

Director, The MBA Partnership

CMO, Findex

www.accountingbusiness.com.au

WELCOME

How to master your craft

By Sholto Macpherson

W

hat does an accountant do and what is the best way to run an accounting business? How can a bookkeeper expand their services? What is the best innovation a finance director can introduce to the business and further their career?

Each year at Accounting Business Expo I look for the most interesting, challenging and different answers to these questions.

Technology, of course, is bending conventional definitions out of shape.

But it’s not just technology – a wave of new business ideas are rocking the foundations. The expo pools these trends into a wellspring of innovation which, thanks to the progressive nature of Australasian accountants and software companies, is unrivalled in the world.

Plus we have some of the best cloud accounting practitioners sharing their automation secrets for running highly efficient compliance firms.

Accounting Business Expo is a roiling sea of creativity where you can soak up breakthrough ideas and share a drink with the best and freshest minds. If this doesn’t get you excited (and how could it not?)

I’d like to propose another reason for attending both days this March.

The accounting profession is in an unusual position. Doomsayers are predicting automation will cost accounting jobs yet, thanks to that same automation, doing a tax return has never been more profitable. Is changing the way you make money really necessary?

I understand the psychology behind this. But perhaps it is the wrong question to ask yourself.

Try this one instead: Can I be any better at what

ACCOUNTING BUSINESS EXPO | 2018

These past summer holidays I took my two daughters and myself to a rollerblading lesson at the local skate shop.

The shop had told us our instructor was a world champion at freestyle rollerblading. At the beginning of the lesson I had to ask – was it true? “Three times,” he said.

“The world of business isn’t like the world of competitive sports…

Measure performance not just in the business’ financials, but in the eyes of your customers.”

This year we present CFOs who implement automation platform Salesforce and content marketing engine HubSpot.

Accountants running blockchain consultancies and cryptocurrency investor agencies.

Auditors bringing their systematic mindset to bookkeeping agencies. And accountants turned investment bankers returning to advise SMEs with financial modelling.

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I do? As an individual, as a business owner, or in relation to the business itself. Can your business perform better? The answer should always be yes. I only recently understood why.

Watching him skate transformed a silly recreational activity into art, a display of beautiful possibilities and flawless execution. When someone demonstrates mastery it is literally mesmerising. How could we ever be taught by anyone else?

It is unthinkable. How much would we be prepared to pay for another lesson? Happily twice as much. How would we treat any advice given by this instructor? With devoted commitment.

The world of business isn’t like the world of competitive sports. There’s no Olympics where one accountant is ruled the best in compliance. We can create and dominate our own niches. Your toughest competition is your current self. You could be:  The best tax accountant for retailers in the Western suburbs  The CFO driving the fastest growth in an engineering company  The most referred bookkeeper among the local accounting firms Master your craft. Measure performance not just in the business’ financials, but in the eyes of your customers.

Each of us has the ability and the opportunity to inspire everyone around us. How rewarding, and what a world it would be, if we all could seize it.

I hope you enjoy the show.

Sholto Macpherson Head of Content Sholto Macpherson is head of content for Accounting Business Expo and editor of DigitalFirst.com

www.accountingbusiness.com.au

SOLUTION SPOTLIGHT

AROFLO JOB MANAGEMENT

D36

DEED DOT COM DOT AU

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Actuarial Certificates for SMSF $55 AroFlo is leading job management software built for tradies. It’s a powerful cloud solution that manages everything from job scheduling, timesheets and quotes, through to inventory, assets, invoices and payments.

Visit stand D36 to discover our Partner Program and try your chances at winning one of six $250 cash giveaways.    

Katrina Miller 03 9259 5200 partners@aroflo.com aroflo.com

EMPLOYSURE

 Manoj Abichandani  02 9684 4199  sales@ecpi.com.au  ecpi.com.au

H12

If you are an accountant advising or assisting employers with workplace documents, its essential your advice is right every time. Following a client’s direction is no excuse. Employment law is complex, so it’s essential to seek specialist advice.

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www.ecpi.com.au was developed in response to a growing market need for a quality online service which is easy to use. Our cutting edge technology with rollover of data from previous year saves valuable time in completing the application form. Your answers to our cleverly designed structured questions give you a preliminary exempt percentage within minutes and the final certificate is emailed usually within the same day.

ECPI.COM.AU

FATHOM

G30

Fathom is a management reporting and financial analysis tool that helps accountants and businesses measure performance, monitor trends and identify opportunities.

Beautiful reporting and analysis starts here.

• Understand financial data using interactive analysis dashboards

As Australia’s leading workplace relations specialist, Employsure gives you access to expert advice, documentation and solutions across employment relations and health and safety, packaged for your small and medium sized clients.

• Create consolidated reports for multiple entities

 Jessie Goodman  1300 835 409  events@employsure.com.au  employsure.com.au

 Ethan Cooney  0449 619 464  enquiries@fathomhq.com  fathomhq.com

ACCOUNTING BUSINESS EXPO | 2018

•

Compare and rank companies, clients or franchisees

•

Design customised reports with your branding

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Collaborate with report scheduling and commentary

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OPINION

DAY 1 Time

KEYNOTE THEATRE

TECH TALKS

PURPLE THEATRE

GREEN THEATRE

M INSTITUTE THEATRE

ADVISORY THEATRE

ORANGE THEATRE

YELLOW THEATRE

BT THEATRE

Sponsors

9:15 to 9:45

How the fourth industrial revolution is changing SMEs More choice, happier clients – how to run an efficient, multivendor firm

10:00 to 10:30

How to nail it in wholesale – it’s all about sales style

10:30 to 11:00

Taking the mystery out of digital marketing for accountants

11:00 to 11:30

11:30 to 12:00

How to get match-fit for exporting

How to turn a $3k client into $12k

How to harness the power of cloud apps for your clients

The fastest way to increase sales?

Understand what makes you competitive

How to hire your ninth (and beyond!) employee in the Philippines Volume, value or weight: the key to understanding landed costs

Don’t give wrong advice: everything you need to know about SMSF contributions

How to talk to your client about personal wealth: Top five triggers What does future talent look like in advisory and how to hire for it?

How to make money (not lose it!) on value pricing

Grow Your Business through Digital Storytelling

2:00 to 2:30

2:25 to 2:40

Integrated Accounting and Business Management Solution for mid-size companies

3:00 to 3:15

Why Castaway Forecasting?

3:00 to 3:30

How to add a profitable financial planning practice to your firm in 60 days

How to avoid going to an expensive ERP system

Tax in 2018: Navigating the rough waters ahead

How do I buy a practice and not screw it up?

Real-time advisory and new fiscal skills – unearthing the global trend

How to ride the online wave to more sales

Beat burnout: how to get more done when you just can’t stop

Profitable partners: how to successfully set up strategic relationships

What happens when a national firm gives insight dashboards to its clients?

Why a CPA went “all in” on blockchain

3:30 to 4:00

Hear how a guru with HNW clients gains share of wallet

Reporting reimagined... Discover the new reporting in Fathom Field of dreams or false economy: Nailing ROI for outsourcing

4:30 to 5:00

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Fastest way to increase your net worth? Improve your network

InfoTrack Company Lifecycle

1:30 to 2:00

4:00 to 4:30

How to nail tax planning by month nine (and forecast the rest)

The Intelligent Practice

1:00 to 1:30

3:35 to 3:50

5 Steps to automating an SME distribution business

My $40 million life lesson – teach your clients how to be entrepreneurial

12:30 to 1:00

1:50 to 2:05

Licensing and referrals – how do you make it work?

Progressive Digital Practice Examples

11:45 to 12:00

12:55 to 1:10

Cloud vs Industry Benchmarks – hard data on what works best (and what doesn’t)

Tips for driving innovation in 30+ staff companies

How an SMSF audit can be fully automated.

11:10 to 11:25

12:20 to 12:35

How to get a million dollars overnight – real life scenarios

The big debate: Is advisory the future or hype?

Understand the power of online perpetual inventory control

10:35 to 10:50

12:00 to 12:30

Automation and robotics in auditing – what’s actually working today

Preaccounting: Why ignoring expense management is a costly mistake

How to overcome the six barriers to growth

ACCOUNTING BUSINESS EXPO | 2018

Why you should only build IP in your business

How an accountant became a growth strategist – with sixfigure clients

Investing in Australian business – the changing landscape

Single Touch Payroll – a foolproof guide FUTRLI’s roadmap – a sneak preview of the next 12 months

Firms in flux – how do you drive innovation in mid-size firms?

www.accountingbusiness.com.au

DAY 2 Time

KEYNOTE THEATRE

TECH TALKS

PURPLE THEATRE

GREEN THEATRE

M INSTITUTE THEATRE

ADVISORY THEATRE

ORANGE THEATRE

YELLOW THEATRE

BT THEATRE

Sponsors

9:10 to 9:50

From compliance accountant to “creative” counsellor – the CFO behind a billion-dollar Australian tech startup Mastering the art of good cashflow – what clients really want

10:00 to 10:30

Meet the little giants: world-class innovation from Aussie SMEs

10:30 to 11:00 10:35 to 10:50

How to stop your firm blowing cash on ASIC fees

11:30 to 12:00

Understanding the real cost of your SME clients’ assets

The three biggest problems in manufacturing today – and how to solve them

How I won a $100k p.a. client in one meeting

The future of cloud accounting and the culture you’ll need to thrive

How to grow your firm through digital storytelling

Why financial modelling is the most critical skill for any CFO

How to maximise the value of your business The best ways to systemise bookkeeping: Lessons from an ex-auditor

How I took my ASX client global with killer dashboards

What will regulation technology look like in 2020?

Outsourcing your firm? Target these three processes first

Manage Your Clients’ Business Payments whilst saving valuable time

2:00 to 2:30 2:25 to 2:40

Grow Your Business through Digital Storytelling

3:00 to 3:15

The very real threat of cybercrime and your accounting firm

3:00 to 3:30

Secrets to growth that won’t blow out your costs

How to overcome the six barriers to growth

Revolution: Its time to reimagine your working week

Imagining the “cognitive-assisted accountant”

Cybersecurity: Practical tips for tax practitioners

How to make digital marketing work for your firm

Conquering the cloud: keep your money and clients

What do SMSF clients want? Your chance to find out

How automating document processes will unlock your practice Explainer: what is machine learning and what does it mean for accounting?

3:30 to 4:00 The depreciation game has changed!

How the new rules affect your clients

4:30 to 5:00

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How to create an amazing culture that accelerates advisory

Other opportunities Single Touch Payroll can present

1:30 to 2:00

4:00 to 4:30

Not getting paid? How to get a rock-solid proof of delivery

Manage your clients’ depreciation schedules with ease using MyBMT

1:00 to 1:30

3:35 to 3:50

How to future-proof your firm against disruption

Go Big, Boutique or Broke

12:30 to 1:00

1:50 to 2:05

Death by apps – finding a simpler road map for a cloudbased firm

Secrets to improving cash flow in medium businesses

Frustrated with accounting system limits? Discover Financials Powered

by Microsoft

11:45 to 12:00

12:55 to 1:10

Super Reforms’ secret agenda is all about customer service. Do you make the grade?

Why the advisory pricing model is broken (and how you fix it)

The Practice of Now: Embrace the new accounting landscape

11:10 to 11:25

12:20 to 12:35

How to attract the right talent to your firm

Progressive Digital Practice Examples

11:00 to 11:30

12:00 to 12:30

A faster way to do M&As – how to speed up due diligence

Single Touch Payroll – a foolproof guide

ACCOUNTING BUSINESS EXPO | 2018

How to launch a cloud advisory startup in an established accounting firm Spotlight on Black Economy and WorkRelated Expenses what it means for you and your clients

Money in rosters: how I cut my wages bill by $600k Open Banking: What impact will it have on accounting – and when?

How do you create a culture that values mental health?

How to flip compliance clients, scale advisory services and triple your revenue

Mind the gap! Are your SMSF clients falling short in retirement?

How social can fuel content creation and attract your ideal client

www.accountingbusiness.com.au

SPEAKERS

Keynotes From compliance accountant to “creative” counsellor – the CFO behind a billion-dollar Australian tech startup Damien Singh, Head of Finance, Canva Damien Singh is Head of Finance at Canva, where he oversees global accounting, taxation & risk, and works closely with the COO on key strategic initiatives. Not your average finance professional, Damien’s unique experience includes leading audits for public interest entities and heading the finance team of an ASX-listed business.

See page 52 to learn more.

Go big, boutique or broke Trent Innes, Managing Director, Xero Australia Trent is the Managing Director of Xero Australia, the leading cloud-based accounting platform for small business. Grounded by a strong people-focus, he develops the team to better help small businesses thrive in Australia.

Starting his career as a practicing accountant, Trent saw firsthand the opportunity technology presents to growing businesses. He has more than 20 years experience growing and managing major businesses across the accounting and IT industries, including Microsoft Business Group in Australia. He now centres his expertise on high-performing cultures that accelerate fast-growing cloud solutions. See page 55 to learn more.

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ACCOUNTING BUSINESS EXPO | 2018

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SPEAKERS

My $40 million life lesson – teach your clients how to be entrepreneurial Jo Burston, CEO and Fouder, Inspiring Rare Birds and Job Capital Jo Burston is the founder and CEO of Job Capital a company she grew from nothing to $40M in less than 5 years with a team of 12, co-founder of education program Startup.Business (learning entrepreneurship in school curriculum) and founder of the entrepreneurial movement for women Inspiring Rare Birds.

See page 44 to learn more.

How the fourth industrial revolution is changing SMEs Tim Reed, CEO, MYOB Tim Reed joined MYOB in June 2003 and was appointed CEO in 2008 after holding a range of management roles.

Throughout his time with MYOB, Tim has overseen the business’ growth and its transformation into an online business. Tim holds a Master of Business Administration from Harvard Business School, graduating as Baker Scholar, and a Bachelor of Commerce (Honours) from the University of Melbourne and is a graduate of the Australian Institute of Company Directors.

See page 42 to learn more.

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ACCOUNTING BUSINESS EXPO | 2018

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SPEAKER YEARBOOK

Speaker Yearbook As the most innovative and progressive business event on the calendar, Accounting Business Expo plays host to over 100 speakers. An impressive lineup of global thought leaders will share their valuable business insights.

Adrian Patty

Founder, PracticeConnections

Amantha Imber

Amreeta Abbott

Bianca Bowron-Cuthill

Brad Eisenhuth

CEO, Inventium

Head of Customer Care, Australia, Intuit

Bruce Mackenzie

CEO, NowInfinity

Amanda Kenafake CEO, Power Tynan

Ben Twidale

Senior Taxation & Business Adviser, Power Tynan

Bruce Carr

Founder & CEO, The Outperformer

Middle Aged Ninja, Webninja

Bryan Ashenden

Cameron Stone

Managing Director, TimeTarget and HumanForce

Head of Financial Literacy & Advocacy, BT Financial Group

Principal, Satellight powered by Walker Wayland

Canio Muscillo

Carlo Minassian

Chris Ridd

Director, Muscillo Romano CPA

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Alan FitzGerald

Director of Advice and Innovation, Spark Partners

ACCOUNTING BUSINESS EXPO | 2018

Founder & CEO, LMNTRIX

CEO, myprosperity

www.accountingbusiness.com.au

SPEAKER YEARBOOK

Chris Heysen

Director, Advanced Business Manager

David Boyar CEO, Sequel CFO

Di Peters

Craig Stanmore

David Thompson

David Smith

VP of Global, TSheets

Director Sales & Marketing, SVX Group

Deb Croucher

Managing Director, Ajendico

Founding Director, Brilliant Digital

Greg Will

Diane Lucas

Principal, Armstrong Dawson

Greg Murphy

Founder, Unleashed Software

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Corey Davis

ACCOUNTING BUSINESS EXPO | 2018

Director, Direct Management

Fleur Telford

Director of Technology for Enterprise, KPMG

CEO, Enspira Financial

Founder, Smithink

Debra Anderson

Small Business Specialist, Anderson Tax & Consulting

Edward Hayes

Business Transformation Advisor, Connect Accounting

Frank Hageali

Head of Funds Management, Secured Lending

www.accountingbusiness.com.au

The right answer.

Right now.

Knowledge Shop Membership.

Give your team the resources they need when they need them.

Advisers’ Help Desk.

The Help Desk is the ultimate backup support for busy practices.

Workpaper Knowledge Bank.

One clear, simple method of managing quality control.

Quarterly PD. Face-to-face member-only PD across Australia for free.* Client Newsletters & Updates.

Never write a client newsletter again.

Technical Alerts & News.

Keep up-to-date and on top of change.

Come and experience us at ABE18 knowledgeshop.com.au Phone 1800 800 232 Knowledge Shop - the adviser’s adviser

® * Two team members attend PD for free every quarter.

SPEAKER YEARBOOK

SPEAKER YEARBOOK

Hannah Dawson

Ian Knight

Chief Revenue Officer, FUTRLI

Managing Director, Axsia Group

Hanno Winterbach

Ian Taylor

Jason Andrew

ABM ERP Expert, Advanced Business Manager

Chair, Tax Practitioners Board

Ian Boyd

James Solomons

Financial Industry Director, Xero

Inbal Steinberg

Technology Consultant, ConvertworX

Jason Atkins

CFO, Blockchain Club

John Knight

Managing Director, businessDEPOT

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Helen Cockle

Founder & CEO, FUTRLI

ACCOUNTING BUSINESS EXPO | 2018

CFO, XREF Limited

Jeffrey Mentiplay

Head of Data Innovation & Partnerships, ANZ

Josie Attard

Senior Strategic Advisor CPA, FUTRLI

Kasey Macfarlane

Assistant Commissioner - SMSF Superannuation, Australian Taxation Office (ATO)

Director, SmartBooks Online

Jim Hennington

Founding CEO, Accountants Scaled Advice Platform (A.S.A.P.)

Justin Eley

Senior Product Manager, Equifax

Kerry Agiasotis

Executive Vice President, Asia Pacific Sage

Kath Bowler

CEO, Licensing for Accountants

www.accountingbusiness.com.au

Discover if your customer is a good payer before you sign them up!

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Understanding the business you’re dealing with can help you to: • Keep the cash flowing • Negotiate the right payment terms • Minimise financial risk

SwiftCheck is brought to you by Equifax, the leading provider of credit information and analysis in Australia and New Zealand, and partner with Xero.

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SPEAKER YEARBOOK

Kevin Bungard CEO, Class Limited

Leanne Berry

Director, Love Your Numbers

Lance Rubin

Laurel Grey

Lisa Callaghan

Leanne Faulkner

Marianne Wichman

Lisa Kernes

Senior Digital Analyst, RSM Australia

Director, Interactive Accounting

Lielette Calleja

Business Owner, Fortitude at Work

Director, All That Counts

STP and Payroll Advisor, Attache Software

COO, Ignite Alliance

Mandy Holloway

Matt Wright

Mark Said

MC Carter

Matt Paff

CEO, Courageous Leaders

CEO, MKS Group

CTO, Rubicon Red

Mat Grant

Founder & CEO, PARADOX

Client Service Director, Waypoint

Matthew Prouse

AU Partner Solutions Manager, Xero Australia

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CEO, Model Citizn

ACCOUNTING BUSINESS EXPO | 2018

Director, Value Adders

Melanie Power

Founder, The Revolutionary Firm

www.accountingbusiness.com.au

SPEAKER YEARBOOK

Melanie Dunn

SMSF Technical Services Manager, Accurium

Michael Roohan

CEO and Founder, Bean Ninjas

Mike Rich

Michael Grogan

Partner, Ambrosiussen Accountants

Mike Mortlock

Managing Director, MJR Super Advice

Co-Founder, Attache & NFP M-Institute (ANZ)

Managing Director, MCG Quantity Surveyors

Neil Sparks

Nick Sinclair

Nick Hastings

Paul Lenton

Paul Smarrelli

National Manager SMSF Strategy, BT Financial Group

Noel Tiufino

CEO, The Outsourced Accountant

Managing Director, My Accounts

Managing Partner, Nexia Australia

Peter Thorp

Peter Rheinberger

Director, Australian Bookkeepers Network

Ranika Dawson

Principal, RDC Accountants

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Meryl Johnston

ACCOUNTING BUSINESS EXPO | 2018

CEO, RFE Group

Rebecca Mihalic

Director, Aptus Accounting & Advisory

Director, hammerjack

Principal, Business Facilitation Services

Phong Le

Head of Growth APAC, Expensify

Richard Jones

Head of Segment and Strategic Sales, SAI Global

www.accountingbusiness.com.au

SPEAKER YEARBOOK

Rick Merten

Rick Polito

Managing Director, Permission

Business Consultant, Axsapt

Robert Spano

Ron Lesh

Executive Chairman, Bigstone

Managing Director, BGL Corporate Solutions

Scott Nelson

Shane Porter

Partner, nem Australasia

Slav Tabachnik Partner, Deloitte

Sajini Shabbir

Manager - Business Development, H-Connect

Simon Dennis

Director, Summer Technology

Head of Partnerships, MYOB

Stuart Hunter

Steve Sammartino

Senior Strategic Advisor, FUTRLI

Steve Millward

Futurist & Author

Tom Cranfield

Chief Analytics Officer, Data Republic

Tim Hoopmann

Head of Funds Management, Secured Lending

Timothy Munro

CEO, Change Accountants & Advisors

23

Rob Pillans

Founder and Accounting Firm Coach, Planet Consulting

ACCOUNTING BUSINESS EXPO | 2018

Founder and CEO, Spinn Business Solutions

Trent Mclaren

Head Of Accounting & Partnerships, Practice Ignition

www.accountingbusiness.com.au

M

AT-A-GLANCE M-INSTITUTE THEATRE AGENDA Growth strategies for medium businesses

THEATRE

The toughest decision for mid-size companies is knowing how to invest for the biggest return. Hear the latest ideas from seasoned entrepreneurs on improving cashflow, increasing sales and cutting operating costs.

WEDNESDAY, 21 MARCH

THURSDAY, 22 MARCH

10:00am 10:30am

How to overcome the six barriers to growth

Single Touch Payroll – a foolproof guide

Mike Rich | Co-Founder, Attaché Software & NFP M-Institute ANZ

Marianne Wichman | STP & Payroll Advisor, Attaché Software

11:00am 11:30am

Tips for driving innovation in 30+ staff companies

Secrets to improving cashflow in medium businesses

Amantha Imber | CEO, Inventium

Mike Rich | Co-Founder, Attaché Software & NFP M-Institute ANZ

1:00pm 1:30pm

The fastest way to increase sales? Understand what makes you competitive

How to maximise the value of your business Ian Knight | Managing Director, AXIA Group

Scott Nelson | Partner, nem Australasia

2:00pm 2:30pm

How to avoid going to an expensive ERP system

How to overcome the six barriers to growth

Paul Kelly | CEO, YearOne Software

Mike Rich | Co-Founder, Attaché Software & NFP M-Institute ANZ

3:00pm 3:30pm

How to ride the online wave to more sales Bruce Carr | Sales Director, Webninja

How to make digital marketing work for your firm Rick Merten | Managing Director, Permission

4:00pm 4:30pm

Single Touch Payroll – a foolproof guide Marianne Wichman | STP & Payroll Advisor, Attaché Software

Money in rosters: How I cut my wages bill by $600k Bruce MacKenzie | Managing Director, TimeTarget and HumanForce

25

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

Meet the all-in-one platform that helps you make better business decisions.

Visit us for a demo on Stand D20

Tomorrow’s insights, today

INSERT PAGE NAME

AT-A-GLANCE FUTRLI ADVISORY THEATRE AGENDA Serious about building an advisory business?

Practical tips from the pioneers.

ADVISORY THEATRE

Jam-packed with the big ideas to succeed in the high value, higher margin service of business advisory. Discover how to land clients that pay six-figure fees, find or train staff to sell advisory and learn how to create a culture so good your staff won’t want to leave.

WEDNESDAY, 21 MARCH 10:30am 11:00am

Amanda Kenafake | CEO, Power Tynan Rebecca Mihalic | Director, Aptus Accounting & Advisory David Boyar | CEO, Sequel CFO Josie Attard, Senior Strategic Advisor, FUTRLI (moderator)

Why the advisory pricing model is broken (and how you fix it)

David Coutts | Business Advisor, Bluesky Business Solutions Michael Grogan | Partner, Ambrosiussen Accountants Stuart Hunter | Senior Strategic Advisor, FUTRLI (moderator)

How to nail tax planning by month nine (and forecast the rest)

How to create an amazing culture that accelerates advisory

Canio Muscillo | Director, Muscillo Romano CPA

Ben Twidale | Senior Taxation & Business Adviser, Power Tynan Amanda Kenafake | CEO, Power Tynan Josie Attard | Senior Strategic Advisor, FUTRLI (moderator)

12:30pm 1:00pm

How to turn a $3k client into $12k

How I won a $100k p.a. client in one meeting

Rebecca Mihalic | Director, Aptus Accounting & Advisory

Canio Muscillo | Director, Muscillo Romano CPA

1:30pm 2:00pm

What does future talent look like in advisory and how to hire for it?

How I took my ASX client global with killer dashboards

Greg Will | Principal, Armstrong Dawson Lisa Kernes | COO, Ignite Alliance Steve Cole | Managing Director, Signature Consulting Helen Cockle | CRO, FUTRLI (mod)

James Solomons | CFO, XREF, Aptus Accounting & Advisory Stuart Hunter | Senior Strategic Advisor, FUTRLI (moderator)

What happens when a national firm gives insight dashboards to its clients?

How to launch a cloud advisory start-up in an established accounting firm

Peter Saccasan | National Head, Business Advisory, RSM Australia Laurel Grey | Senior Digital Analyst, RSM Australia Stuart Hunter | Senior Strategic Advisor, FUTRLI (moderator)

Cameron Stone | Principal, Satellight powered by Walker Wayland

FUTRLI’s roadmap – a sneak preview of the next 12 months

How to flip compliance clients, scale advisory services and triple your revenue

Hannah Dawson | Founder and CEO, FUTRLI

Stuart Hunter | Senior Strategic Advisor, FUTRLI

11:30am 12:00pm

3:30pm 4:00pm

4:30pm 5:00pm

27

The big debate: Is advisory the future or hype?

THURSDAY, 22 MARCH

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

The smarter way to manage SMSFs We know that as an accountant, the work you do is critical to the success of your client’s SMSF. BT Panorama can help streamline your SMSF administration, supporting you to build capacity in your accounting firm and provide more value to your SMSF clients. > Provides your clients with access to over 2,400 investments to build a diversified SMSF portfolio. > Two-way data feeds with Simple Fund 360 and Class Super provide a shared whole of wealth view for your client’s portfolio. > Tax time made easy with dedicated accountant access and the ability to generate up-to-date tax and investment reports online.

To learn more Visit

btpanorama.com.au/accountants Call

1800 812 131

The information in this document has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at 1 February 2018.

The information provided is factual information and does not take into account your personal needs, objectives or circumstances and therefore, before acting on it, you should consider whether it is appropriate for you. BTPS operates Panorama Investments. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716 or by visiting www.panorama.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. In addition, BTPS is the provider of the Panorama SMSF Establishment Service. The Guide and Terms and Conditions for this service are available by contacting BTPS. BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT CMA acquired through the Panorama products, an investment in, or acquired using, the Panorama products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the Panorama products. © 2018 BT Financial Group.

BT17642B-0218ab

AT-A-GLANCE BT THEATRE AGENDA

INSERT PAGE NAME

Building the perfect practice – a guide for leaders

THEATRE

Leadership and talent, innovation and automation. Partners have plenty on their plate when building a successful firm.

Pick up effective strategies for SMSF, hiring top performers and navigating trends in technology.

WEDNESDAY, 21 MARCH 10:00am 10:30am

Automation and robotics in auditing – what’s actually working today

THURSDAY, 22 MARCH How to attract the right talent to your firm Mandy Holloway | CEO, Courageous Leaders

Slav Tabachnik | Partner, Audit & Assurance, Deloitte Australia

11:00am 11:30am

1:00pm 1:30pm

2:00pm 2:30pm

3:00pm 3:30pm

4:00pm 4:30pm

29

Licensing and referrals – how do you make it work?

How to future-proof your firm against disruption

Kath Bowler | CEO, Licensing for Accountants Ranika Dawson | Principle, RDC Accountants Craig Stanmore | CEO, Enspira Financial Michael Roohan | Managing Director, MJR Super Advice & MJR Accountants

Steve Sammartino | Futurist

Don’t give wrong advice: everything you need to know about SMSF contributions

What will regulation technology look like in 2020?

Bryan Ashenden | Head of Financial Literacy & Advocacy, BT Financial Group

Ron Lesh | CEO, BGL Corporate Solutions Kasey MacFarlane | Assistant Commissioner SMSF Superannuation, ATO Jim Hennington | Founding CEO, A.S.A.P Advisory Neil Sparks | National Manager SMSF Strategy, BT Financial Group (moderator)

How do I buy a practice and not screw it up?

Imagining the “cognitive-assisted accountant”

David Smith | CEO, Smithink

Kieran Hagan | Big Data and Analytics Technical Team Leader, IBM

Profitable partners: how to successfully set up strategic relationships

What do SMSF clients want?

Your chance to find out

Lielette Calleja | Director, All That Counts Adrian Patty | Director of Advice & Innovation, Spark Partners John Knight | Managing Director, businessDEPOT David Boyar | CEO, Sequel CFO (moderator)

Speakers: Three mystery SMB’s

How an accountant became a growth strategist – with six-figure clients

Mind the gap! Are your SMSF clients falling short in retirement?

Lisa Kernes | COO and Founder, Ignite Alliance

Melanie Dunn | SMSF Technical Services Manager, Accurium

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

TECH TALKS Looking to buy new technology? Trying to compare solutions? Need to understand what tools do what? The Tech Talks Stage is the hot spot for solutions-in-action. It’s the place to see live demos from our partners.

WEDNESDAY, 21 MARCH 10:35 10:50

11:10 11:25

Understand the power of online perpetual inventory control

1:50 2:05

Unleashed Software • Find out the benefits of working perpetually in the cloud

Brilliant Digital Storytelling • Why digital storytelling works in 2018

• Discover how to manage inventory in the cloud

• Why you need a strategic approach

• Uncover how to help your clients with inventory requirements

• How to measure return on investment

How an SMSF audit can be fully automated

2:25 2:40

Evolv White - Super audit software redefined • Discover how to automate routine audit processes, instead of doing them manually.

• Stock control and distribution • Flexibility and integrated handy apps for mobile devices

• Find out how automation reduces SMSF audit risk.

Progressive Digital Practice Practice Examples

3:00 3:15

Progressive Digital Practice • Witness a tax return signed with two taps

CCH iFirm • Find out what it takes to run an ‘Intelligent Accounting Practice’.

• Learn about the rise of the sophisticated client service experience and how underlying technologies, plus an approach to the cloud, can build new value for firms and their clients.

• Discover how CCH iFirm can simplify and automate the running of your practice.

12:55 13:10

Castaway Forecasting • From imminent failure to IPO. Hear how one adviser transformed a business using Castaway

• Take away our Guide to Evaluating Forecasting & Reporting Tools

• Top 10 examples of a Practice App making your clients life easier.

The Intelligent Practice

Why Castaway Forecasting?

• Understand how CEOs use Castaway’s modelling power to solve high-value business problems

• Does your ATO document delivery meet the new standards?

12:20 12:35

Integrated Accounting and Business Management Solution for mid-size companies ABM - Advanced Business Manager • Real time results and reporting

• Learn a new approach to SMSF audit - a review and exceptions based audit approach.

11:45 12:00

Grow Your Business through Digital Storytelling

3:35 3:50

Reporting re-imagined... Discover the new reporting in Fathom Fathom • Learn how to easily create reports that your clients will love.

• Learn how to deliver customised reports and dashboards faster than ever before • Discover how to automate and accelerate your advisory workflows

InfoTrack Company Lifecycle InfoTrack Company Lifecycle • Learn how InfoTrack’s innovative technology can simply assist with entity registration, company edits and alerts, through a single source • Simple and efficient company lifecycle management • Discover smart technology that can assist your business to grow in increasingly changing times

30

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

TECH TALKS Running non-stop every 20 minutes, these rapid-fire 15 minute demos are designed to walk you through the features and benefits of new technology solutions that can make a difference to your business, and your clients.

THURSDAY, 22 MARCH 10:35 10:50

Progressive Digital Practice Practice Examples

1:50 2:05

PayVu • The payment app that bridges the gap between your accounting software and internet banking.

Progressive Digital Practice • Witness a tax return signed with two taps

• Hear how you can pay all bills, wages, taxes and superannuation in minutes, not hours each month!

• Does your ATO document delivery meet the new standards?

• Learn how you can utilise PayVu to securely recommend payments to business owners, and for business owners to approve and submit payments via their mobile phone in just seconds.

• Top 10 examples of a Practice App making your clients life easier.

11:10 11:25

The Practice of Now: Embrace the new accounting landscape

2:25 2:40

Sage Accountant Solutions • Find out how using Sage solutions can help you run your entire practice

• Why you need a strategic approach • How to measure return on investment

• Discover why Sage successfully services 7500 practices across Australia

Frustrated with accounting system limits?

Discover Financials Powered by Microsoft

3:00 3:15

Financials for Office 365 • Power up your cloud accounting with big business functionality, made easy for SMB.

• Discover the current state of cybercrime • Find out how easy your information can be obtained by a cyber criminal!

• Differentiate your Advisory. Deliver deep insights to your clients using enhanced reporting through Power BI.

Manage your clients’ depreciation schedules with ease using MyBMT MyBMT • Request a quote for a new depreciation schedule and stay up to date on its progress • Download completed schedules in CSV & Excel formats • Request updates to your clients’ schedules and more

12:55 13:10

The very real threat of cybercrime and your accounting firm Cyber Shield & Practice Protect • How the new Notifiable Data Breach laws affect all accountants

• Help clients achieve real efficiencies. Turn emails seamlessly into accounting transactions

12:20 12:35

Grow Your Business through Digital Storytelling Brilliant Digital Storytelling • Why digital storytelling works in 2018

• Our complete practice solution integrates compliance, productivity and client accounting to drive growth and productivity

11:45 12:00

Manage Your Clients’ Business Payments whilst saving valuable time

3:35 3:50

How automating document processes will unlock your practice Virtual Cabinet • Learn how automating the capture, storage and retrieval of your documents will improve efficiency.

• Discover how to simplify collaboration and increase operational performance • Find out how to increase visibility on staff productivity throughout your practice

Other opportunities Single Touch Payroll can present Single Touch Payroll • Discover what you need to do now • Complimentary STP Checklist for all attendees • Productivity benefits for businesses

31

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

INSIGHT

3 marketing essentials successful firms use

W

hen you see progressive, high-growth, awardwinning accounting firms like Growthwise, Consolid8, Change Accountants & Advisers, Inspire, Zerobooks and Advise Accountants, and you look for common elements to their success, one thing that immediately stands out is their modern marketing and presence.

Their websites make an impact, their blog articles have an edge—people read them and love them—and they have a consistent social media presence.

There’s a buzz about these firms’ brands and they attract great staff and progressive clients who want business advisory services.

One thing that’s not immediately obvious though, is that they’ve all sought the marketing advice, training and services of global digital marketing agency, Practice Paradox (‘PARADOX’).

Founding PARADOX in 2009, MC was the pioneer globally in advising accounting firms how to embrace the—then new— forms of marketing such as blogging, social media, SEO and content-driven marketing.

“We were such early movers in this space that other advisors to the profession—who didn’t yet ‘get’ the power of digital marketing—openly scoffed, “What on earth does an accounting firm need a blog for?” MC explains.

“I just replied, ‘Watch this space’.”

“MC Carter is the father of marketing for accountants” - Paul Meissner, From The Trenches podcast

3 marketing essentials for modern accounting firms 1. STRUCTURE: Without a clear structure to follow, a firm’s marketing will tend to be ad hoc, with no rhyme or reason to it, bouncing from one fad to the next, fuelled by the Partners’ latest conference attendance.

2. STRATEGY: Most accounting firms are targeting similar types of clients and are all claiming to be ‘different’ in exactly the same ways! A focused approach based on PARADOX’s ‘7 Big Rocks’ of strategy helps a firm to cut through the noise.

3. SUPPORT: Effective marketing requires skills across strategy, writing, design, web tech, SEO, social media and more. MC says, “You won’t find these skills in the one person, and without support services for creating and publishing content, for the majority of firms, it just won’t happen.” It’s crucial to get the right team around you.

Visit practiceparadox.com.au/blueprint to download your free Marketing Machine 2.0 poster-sized PDF

Since its inception PARADOX has helped launch and transform hundreds of accounting firms internationally, many of whom have become ‘rockstars’ in the accounting profession. 4 of the past 6 Xero Partners of Year in Australia, for example, have used PARADOX’s marketing services.

MC asserts the reason PARADOX gets results so consistently for accounting firms is the balanced approach of building an overall ‘marketing machine’ for each firm.

“We teach accountants that there’s no one silver bullet. A shiny new website is not the answer. Social media is not the answer. SEO is not the answer.” MC says accountants are preyed upon daily by vendors telling them their product or solution is the key.

33

ACCOUNTING BUSINESS EXPO | 2018

MC Carter Founder, Practice Paradox practiceparadox.com.au STAND H23

www.accountingbusiness.com.au

INTERNATIONAL SKILLED TALENT AT YOUR FINGERTIPS ■ Save Time ■ Save Money ■ Flexible Workforce Management Solution As one of a limited number of Federal Government On-Hire Labour Agreement (OHLA) contract holders, Job Capital is authorised to directly employ overseas skilled workers on 457 business visas and then ‘on-hire’ them to unrelated business entities (i.e. your organisation or your client’s organisation). Let us do the running around for you. Simple.

To find out more, visit jobcapital.com.au Or contact Senior Business Development Manager Helen Judge 02 8005 3420 | helen@jobcapital.com.au

INSIGHT

Be a leader in diversity and inclusion How do you convert a 50:50 staff at entry level into a 50:50 staff in senior management? The answer is engaging and retaining your high potential women with a Rare Birds Corporate Mentoring Program.

W

e know that gender diversity is great for business. According to research by McKinsey, companies in the top quartile for gender diversity are 15 per cent more likely to have financial returns above their national industry medians. Companies that have more women on their board of directors also have better financial results than those who have fewer (McKinsey, Why Diversity Matters).

However, in Australian companies there is a gap between women’s potential and its realisation with only 16 per cent of CEO positions and 34 per cent of senior management positions being filled by women (Catalyst.org). One way for companies to combat this inequality and support their key female talent is to provide mentoring opportunities.

organisation can end up losing in order to recruit and train a replacement (Turnover Costs Way More Than You Think, Julie Cantor).

Mentoring is a cornerstone of the Rare Birds initiative in supporting individuals on their professional and personal journey. A mentorship provides a context that encourages growth, learning and confidence, with real tools and experiences that enable the mentee to think big, act big and create innovative “Mentoring is a cornerstone solutions within your organisation, regardless of their position. of the Rare Birds initiative in

supporting individuals on their professional and personal journey. “

We would like to invite your company to take part in our corporate mentoring program, to connect your female employees with high calibre mentors - Jo Burston, who can guide them through a year of Founder and CEO, Rare Birds their professional journey. Our highGetting women into programs like the touch program is managed by our Inspiring Rare Birds Mentoring Program Community Manager from start to enables success and growth. More skilled, confident and finish, with consistent evaluations and reports provided on engaged employees leads to better returns and workplace mentee’s progress and development. culture. One study highlighted that 78 per cent of individuals said being a part of a mentorship program made them feel Sponsoring your female staff through the Rare Birds program more engaged with their organisation (PeopleFluent, The is an opportunity to support the intrapreneurs within your Digital Generation in the Workplace). This is crucial because organisation, align your company with innovation, and increased engagement leads to better retention, thus highlight your organisation as a leader in diversity and avoiding the six-to-nine months of an employee’s salary an inclusion. In fact, Sun Microsystems found the ROI on mentoring can be 1,000 per cent or better (Sun Mentoring).

To discuss implementing mentoring in your organisation or to find out more please contact the head of the program, Tierney Marey, at tierney@inspiringrarebirds.com

Jo Burston Founder & CEO, Rare Birds Inspiringrarebirds.com

35

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

MyPay

Express Leave

Employee Portal

INSIGHT

SMEs – the label that’s killing our growth

T

he medium sector is not officially recognised and by lumping medium enterprises in the SME label they are totally forgotten. Mid-size business owner Mike Rich says it is now time to make a change.

of our economy. Medium business owners, like myself and those I represent, don’t seek special favours but we certainly want recognition of our economic importance and a level playing field. Some call it the forgotten child syndrome.

I have worked with medium businesses for over 40 years including: 1) co-founding Attaché Software who are the leading local supplier of accounting and payroll software to this sector. We are a medium business ourselves so we eat our own dog-food; and 2) I am the co-founder of the NFP M-Institute (ANZ) and we have spent over $2 million studying this sector.

A recent survey across 22 European countries also supports my view. It concluded medium businesses were growing at 16% per annum versus 1.5% overall. But despite punching well above their weight, 90% said they face barriers to reaching their full potential. At the NFP M-Institute (ANZ) we believe all medium businesses face these six barriers to a varying degree: time to think, cash flow, succession, sales growth, digital technology and affordable assistance. We are endeavouring to build a trusted resource hub to assist them, along with keynote speakers and free business improvement guides.

Let’s start with a key issue – we don’t even officially recognise there is a medium sector. Our use of the term SME is erroneous. Originally SME was small and micro enterprises. By “At the NFP M-Institute lumping medium enterprises in the SME (ANZ) we believe all medium label, they are totally forgotten. They businesses face these six have no similarity what so ever with barriers to a varying degree: small businesses. Medium businesses are more like large businesses in nearly time to think, cash flow, every respect except they lack their succession, sales growth, depth of resources.

The second issue is commentators and governments focus on physical rather than economic numbers. Probably because of their concern for readership and votes, but numbers miss the point.

There are over 2 million businesses across Australia. About 95% are small and nearly 70% have no staff. There are under 100,000 medium businesses, while large business numbers are under 10,000. Despite this gross imbalance, the three distinct sectors – small, medium and large – each provide around a third of total revenue and employment. Looking only at the number of businesses has misdirected our energy to just a third of our economy. The consequences are particularly bad in regional areas where medium businesses are the lifeblood of the local community.

Recognising the three distinct sectors would also help create more balanced and bipartisan economic discussion and policy.

Currently it is grossly overweight on small and start-ups which also damages confidence in two thirds

37

ACCOUNTING BUSINESS EXPO | 2018

digital technology and affordable assistance.”

- Mike Rich, Co-Founder, Attaché Software & NFP M-Institute (ANZ)

But the most pressing issue immediately facing all medium businesses is Single Touch Payroll (STP). The deadline for compliance is 1 July 2018. On the positive side, STP provides an opportunity to improve the performance and value of businesses. Attaché’s free STP Checklist can save valuable time in getting ready, regardless of what payroll software you use – visit: attachesoftware.com/STP. There is also a special version for advisors like accounting firms and IT service providers with a step-by-step guide to how they can help their clients transition to STP. I’d welcome you to contact me if you’d like to know more about any of this.

Mike Rich Co-Founder, Attaché Software & NFP M-Institute (ANZ)  0409 868 379  miker@attachesoftware.com attachesoftware.com/STP STAND A20

www.accountingbusiness.com.au

SOLUTION SPOTLIGHT

MARKETLEND

E02

Marketlend’s Marketplace lending platform helps small to medium sized enterprises access trade credit funds quickly and efficiently. Marketlend specialises in providing funding solutions, including Supply Chain Finance, Stock Finance, Debtor Finance, and Unsecured Lines of Credit. The model is easy to use, transparent, secure and robust. Most importantly, Marketlend offers SMEs a much needed alternative to traditional lending with no requirement for property collateral security.  Rob Golding  0481 102 368  sales@marketlend.com.au  marketlend.com.au

SAM COMPUTER SYSTEMS

FINANCIALS FOR OFFICE 365

Frustrated by limitations in small business accounting systems? Financials enables businesses with tools they need to scale by introducing efficiencies with Microsoft productivity solutions combined with the power of advanced reporting insights from their accounting data.

Differentiate your advisory with highly secure, powerful cloud accounting that your client can grow with.

Give them tools now that can be unlocked when they are ready.

Discover Cloud Accounting Powered by Microsoft TODAY.    

F43

E52

Steve Woolley 02 8042 9888 sales@o365financials.com o365financials.com

SQUARE

G43

SAM Computer Systems is Australasia’s leading provider of specialist business software to the automotive (independent service and repair) aftermarket.

With 30 years’ experience making workshops and related businesses more successful, SAM underpins its acclaimed software with a comprehensive support and training service including skilled consultants directly available by phone.

38

SAM is uniquely positioned to work alongside accounting practitioners ensuring mutual clients receive the best operational and accounting advice and support at all times.

Discover how to save time and optimise your business through powerful payments systems, innovative hardware and software, and flexible app and API integrations with Square. From accounting apps and ecommerce systems to sales reports and online invoices, Square has everything you need to start, run and grow your business. Create your free account in minutes and join the millions of businesses using Square.

 Nicky Stuart  +64 2 7269 8025  sales@sam.co.nz  samdrive.com.au

 Paul Saunders  1800 870 189  au-sales@squareup.com  squareup.com/au

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SOLUTION SPOTLIGHT

ST.GEORGE BANK

F02

JCURVE SOLUTIONS

At St.George, we believe in the power of starting something. You could start something new by joining our Home Loan Referral Program where you could secure new benefits for your clients and your business.

E06

Businesses often need more than accounting-only software to support growth. They need real-time visibility across the business to make informed, agile decisions.

JCurve Solutions (ASX: JCS) delivers award-winning ERP business management software that successful companies use to grow faster. We’re a 5-star NetSuite partner, with exclusivity to “JCurve ERP” a small business edition and offer MYOB Advanced. We help companies leverage best-practice processes, reduce inefficiencies and grow. Visit Stand E06.

Terms and conditions and eligibility requirements apply.

Eligible referrers may receive a financial commission from St.George Banking Group. © St.George Bank ABN 33 007 457 141 AFSL and Australian credit licence 233714.  Sanjay Anand  0481 917 709  sanjay.anand@stgeorge.com.au  stgeorge.com.au

 1800 528 783  partners@jcurve.com.au  jcurvesolutions.com/erp

Your Complete Payroll Solution Premier Cloud Services Since 2001 • All sizes of businesses 1 – 200+ • 50+ reports, helpdesk and phone support, feature rich • Employee kiosk with leave requests, projected balances, leave calendar and timelogs • Upload employee HR documents and profile photo • Partner programme for Accountants & Bookkeepers

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New Zealand

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www.ipayroll.co.nz | sales@ipayroll.co.nz

WELLINGTON

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AUCKLAND

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HAMILTON

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CHRISTCHURCH

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SYDNEY

|

MELBOURNE

INSIGHT

Outsmart your competitors… and rise to the top!

The SMSF Academy is now known as Smarter SMSF

T

ime is everything for accounting professionals today. Staying current and having immediate access to compliant SMSF resources is the only way to implement best-practice outcomes for your clients. It’s a simple strategy that, without the right support, can be complex, confusing, risky and time consuming.

Our name change from The SMSF Academy to Smarter SMSF reflects the refinements that we’ve made to add even greater value for our members.

Like even smarter, more versatile, technology-driven ways to access the depth and breadth of our SMSF services that we have become recognised for.

It is with this deep and far reaching knowledge of self-managed super funds that Smarter SMSF provides flexibility in our service to an even greater level of training, documents and support to stay at the top of your game.

Class Super. Being connected and nimble, we review and adapt our documents as changes occur in the legislation and regulations to ensure that they are always accurate, thorough and compliant.

First to know and always in the know, we are on top of the issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge “First to know and always in to their clients. To achieve this level of specialisation takes real world the know, we are on top of the accounting, advice and legal experience, issues as they arise, talking acquired over more than 20 years as with our members and then practitioners.

generating what they need to pass on the benefits of this knowledge to their clients.“

We invite you to visit us at stand H31 to demonstrate the depth of specialist SMSF services available, along with - Aaron Dunn, CEO & details explaining our suite of products including SMSF documents, training Co-founder, Smarter SMSF and support. The demonstrations will focus on showing you a smarter way by Through our membership or on a pay-as-you-go (PAYG) leveraging key integrations with BGL’s Simple Fund 360 and basis, Smarter SMSF provides online access to more Class to create your SMSF documents. than 50 specialised SMSF legal, pension and compliance documents. All are best-practice, current and regularly The demonstrations will occur every hour throughout the updated. You can seamlessly create these documents using ABExpo on the quarter hour (e.g. 11:15 am). our integrations with BGL Simple Fund 360, CAS 360 and

Aaron Dunn CEO & Co-founder  1300 95 94 76  team@smartersmsf.com www.smartersmsf.com STAND H31

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www.accountingbusiness.com.au

Seminars

Wednesday, 21 March

9:15am - 9:45am

KEYNOTE THEATRE

How the fourth industrial revolution is changing SMEs Tim Reed, CEO, MYOB Welcome to the fourth industrial revolution. A wave of technology is reinventing the way SMEs operate, their speed of growth and the size of their market. Although this revolution is in its early stages, it is changing SMEs’ expectations about accounting services. Meet the new SMEs and find out what they will want from you. yy Discover emerging industries and the services they need yy Learn about the technological trends shaping future SMEs yy F ind out how client expectations are changing and how to maintain high satisfaction

10:00am - 10:30am

PURPLE THEATRE

yy O ptimise your clients’ preaccounting workflows and processes, and in turn your accounting tasks yy D iscover how to increase ROI by up to 598% by automating expense management in your firm

10:00am - 10:30am

BT THEATRE

Automation and robotics in auditing – what’s actually working today Slav Tabachnik, Partner - Audit & Assurance, Deloitte Australia Hear how a Big Four firm is pursuing a data-driven, automated audit that focuses auditor attention on areas requiring professional judgement only. Accountants are using robotics and AI technology to deal with the demands of high volume auditing.

Hear how a firm today depends on direct-to-auditor feeds, valuation tools, and greater connectivity between accountants and auditors.

More choice, happier clients – how to run an efficient, multi-vendor firm

yy L earn how to automate the transfer of evidence from administrator to auditor

Bianca Bowron-Cuthill, Head of Customer Care & Service Australia, Intuit Quickbooks

yy H ear how AI identifies key contract terms and decides if it’s an audit risk worth investigating

Clients don’t want to “pick any colour, as long as it’s black” when it comes to accounting software. Instead of forcing clients onto one package (or lose their business), find out how to run the most efficient workflow in a multi-vendor firm. It’s always good to have options!

yy D iscover the next generation of tools that are enabling a truly risk-based audit approach

yy L earn how to manage your workflow when using two or more cloud accounting programs yy Discover how to match clients to the best accounting program yy F ind out why it’s worth reducing business risk by diversifying vendors

10:00am - 10:30am

M INSTITUTE THEATRE

10:30am - 11:00am

GREEN THEATRE

How to nail it in wholesale – it’s all about sales style Di Peters, Managing Director, Ajendico Wholesale businesses can have crazily complex sales processes where goods are sold by weight, number, volume and pack size. A wholesaler that can sell products in the way that customers want to buy it will have more repeat sales. Find out how to be flexible while staying efficient in a complex industry.

How to overcome the six barriers to growth

yy L earn about what is important to wholesale industry clients for selling, tracking and reporting

Mike Rich, Co-Founder, Attaché Software & NFP M-Institute ANZ

yy D iscover how a customised system can give a wholesaler a better customer experience – and more sales

Are you one of the medium businesses ($2m to $100m revenue) that make up under 5% of companies yet provide a staggering 30% of all revenue and jobs? Despite this superior performance, the mid-market is largely forgotten by advisors and government alike. Find out how to break through the barriers to reach your full potential.

yy F ind out why off-the-shelf accounting programs can be disastrous for a wholesaler

yy F ind out how to avoid the daily whirlwind and focus on substantial improvements to operations yy T ips for business owners on how to spot the most creative ways to increase value yy D iscover how to uncover intergenerational opportunities for your business

10:00am - 10:30am

ORANGE THEATRE

Preaccounting: Why ignoring expense management is a costly mistake Phong Le, Head of Growth APAC, Expensify When preaccounting tasks are not done, the accountant (you!) is held responsible. Core tasks such as receipt and mileage tracking and expense submission make up the bulk of time-consuming tasks but are the clients’ responsibility. From this session, gain control by making the end of month close more efficient.

10:30am - 11:00am

ADVISORY THEATRE

The big debate: Is advisory the future or hype?

Amanda Kenafake, CEO Power Tynan Rebecca Mihalic, Director, Aptus Accounting & Advisory David Boyar, CEO, Sequel CFO Josie Attard, Senior Strategic Advisor, Futrli (mod) Is advisory the future of the profession or is it just hype? What do you have to do to deliver quality advice that a client is happy to pay for? This panel will answer the questions you’ve always wanted to ask. yy U nderstand the different levels of advisory and which one fits you best yy Find out what SMEs really want from a business advisor yy H ear how compliance firms are making money from advisory today

yy L earn how to identify and diagnose preaccounting inefficiencies

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ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SEMINARS | WEDNESDAY

10:30am - 11:00am

YELLOW THEATRE

11:00am - 11:30am

BT THEATRE

How to get a million dollars overnight – real-life scenarios

Licensing and referrals – how do you make it work?

Frank Hageali, Head of Funds Management, Secure Lending Tom Cranfield, Senior Credit Analyst, Secured Lending

Kath Bowler, CEO, Licensing for Accountants Ranika Dawson, Principal, RDC Accountants Craig Stanmore, CEO, Enspira Financial Michael Roohan, Managing Director, MJR Super Advice & MJR Accountants

Why is Secured Lending popular? Because a business owner can borrow up to $10 million and get approval within 24 hours.

Discover the types of scenarios –part completed developments, land banks, ATO debt issues, winding up notices and short term cashflow relief – where next-day access to cash is critical. yy Find out how to get approved for secured lending yy Learn about the most common use cases for secured lending yy H ear how businesses have used fast loans to improve their situations

11:00am - 11:30am

PURPLE THEATRE

Taking the mystery out of digital marketing for accountants MC Carter, Founder & CEO, Paradox Are you a “cut-through” or “crusty” firm? Discover five components your firm’s ‘marketing machine’ needs. And find out, finally, the answer to the two most common questions, “Where do I start?” and “What should I do next?” yy Learn three pillars to successfully market your firm yy Find out how to measure the effectiveness of your marketing yy F ind out what fast-growth, award-winning accounting firms do differently with their marketing

11:00am - 11:30am

M INSTITUTE THEATRE

Tips for driving innovation in 30+ staff companies Amantha Imber, CEO, Inventium Your ability to generate breakthrough ideas to business challenges is the key to outlasting your competitors. Hear the latest scientific findings on what really drives highly inventive and disruptive thinking – and how you can apply these findings in your job. Learn how to innovate what you do and disrupt the competition. yy Get a set of practical tools to drive breakthrough thinking yy D iscover the skills that will help you literally outthink and outlast competitors yy L earn how to spread the innovation virus quickly and effectively within your company

11:00am - 11:30am

ORANGE THEATRE

Cloud vs Industry Benchmarks – hard data on what works best (and what doesn’t) Matthew Prouse, AU Partner Solutions Manager, Xero Australia How does technology improve a practice? A survey of 1,000 Australian accountants and bookkeepers reveals the metrics that change when your firm moves to the cloud. From small sole practitioners to national firms, find out how practices have mastered the learning curve of new technologies to improve profitability and staff retention.

How do you make licensing and referrals work, regardless of your choice? Unless you’ve become fully licensed, referrals should be a part of your model. Hear expert Kath Bowler recap the latest rules and a panel of accountants discuss their different licensing choices and how they make referral relationships work. yy Understand where the licensing lines are yy F ind out how referral arrangements fit in different licensing models yy D iscover the importance of client engagement for all approaches

11:30am - 12:00pm

GREEN THEATRE

5 Steps to automating an SME distribution business Hanno Winterbach, ERP Expert, Advanced Business Manager Ever wondered how that classic, out-of-the-garage success story made it into a big business? At some point a fast-growing manufacturer has to jump from manual methods to automating at scale. If you’re struggling to break through (or have clients in this position), discover the top five workflows to automating distribution for an SME. yy L earn how to ensure that everything in your business is identifiable and measurable yy D iscover how to run more efficient stocktakes and reduce missing stock yy F ind out how to automate the ordering system to match your supplies and purchase orders

11:30am - 12:00pm

ADVISORY THEATRE

How to nail tax planning by month nine (and forecast the rest) Canio Muscillo, Director, Muscillo Romano CPA Every accountant worth their salt is doing tax planning. Usually it all happens from April through June – but what if you could get it all done by March? Discover a different approach where you do a mini-tax return before end of year and forecast the next three months using three scenarios. yy F ind out how you can save a bundle of time with one tax planning template for all clients yy L earn the difference between tough-sell forecasts and demonstrated value in tax planning yy D iscover how to get clients excited about the data at their fingertips

yy W hat are the three key attributes of the most successful Australian practices? yy L earn how you measure up on revenue growth, staff retention and employee compensation yy Discover how to achieve your practice goals in 2018

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SEMINARS INSERT PAGE | WEDNESDAY NAME

11:30am - 12:00pm

YELLOW THEATRE

YELLOW THEATRE

Fastest way to increase your net worth? Improve your network

How to harness the power of cloud apps for your clients

Kerry Agiasotis, Executive Vice President, Asia Pacific, Sage

There is an increasing demand from clients for advice as they look to migrate their business to cloud based tools. Gone are the days where one platform is able to fulfill all business requirements; business systems have become a complex aggregate of integrated apps. Discover how to successfully navigate your clients through this minefield of choices.

Global analyst firms predict that your business will soon be valued on the strength of your ecosystem and relationships – your network may well be your net worth! Find out the three most effective ways you can increase the power and value of your network, and how this translates directly into bigger opportunities for your firm. yy D iscover how to build out your own ecosystem of valuable relationships yy L earn the theory for creating value in networks and how it applies to individuals and business yy H ear real-life examples of firms that used networks to add millions to their valuations

12:00pm - 12:30pm

KEYNOTE THEATRE

My $40 million life lesson - teach your clients how to be entrepreneurial Jo Burston, CEO, Inspiring Rarebirds / Job Capital Everyday someone decides to start their own business – without any idea of how to actually run one. Hear this serial tech and social impact-driven entrepreneur share her story of growth, the challenges, the wins and the critical role accountants and financial advisers played in her near-overnight success. Discover why there is a desperate need to teach SMEs the skills and mindset of entrepreneurialism. yy F ind out what SMEs really want from their accountants and financial advisers yy H ear why most financial services firms fail to cater for entrepreneurial minds yy Discover the astonishing value of emerging women’s markets

12:30pm - 1:00pm

GREEN THEATRE

How to get match-fit for exporting Winning in the local market and have dreams of global expansion? This must-attend session will step you through the process of preparing your systems, working capital and staff to start exporting. Find out how to use cost-plus methods that will reveal whether you can target large or long-distance markets profitably. yy Understand which export method suits your business yy L earn how to win the support of your board, management and staff yy D iscover how to handle returned containers and international recalls

12:30pm - 1:00pm

Greg Murphy, Founder, Unleashed Software

yy D iscover how to assess client requirements and help them establish an evaluation process yy F ind out what makes a cloud app worth recommending to clients yy Learn how to confidently advise your clients on cloud solutions

1:00pm - 1:30pm

PURPLE THEATRE

How to hire your ninth (and beyond!) employee in the Philippines Nick Sinclair, CEO, The Outsourced Accountant Mark Said, CEO, MKS Group Is your outsourced team heading towards double digits? Would you like it to? Take a look at the profile of an advanced firm that has invested in its offshore employees to hit the next stage of growth. Everything from wellness, community and culture through to the rhythms that sustain a larger business. yy F ind out how to foster your working culture across two national cultures yy D iscover the secret to world-class communications that eliminate the barrier of distance yy H ear about the low-cost ways to fly out and train your offshore staff in your onshore offices

1:00pm - 1:30pm

M INSTITUTE THEATRE

The fastest way to increase sales? Understand what makes you competitive Scott Nelson, Partner, nem Australasia

Paul Smarrelli, Principal, Business Facilitation Services

ADVISORY THEATRE

How to turn a $3k client into $12k

Growing sales quickly is the No.1 priority of businesses with $2m to $100m in revenue – but very few achieve rapid success. The simplest way is to stop and review your business’s competitive advantage, identify the most attractive markets and validate your ideas against competitors and industry benchmarks. yy F ind out how to use market data to create a definitive sales growth strategy yy H ear how competitive market dynamics hold the key to scaling sales quickly yy L earn how to use your competitors to validate a strategy before investing in it

1:00pm - 1:30pm

ORANGE THEATRE

How to talk to your client about personal wealth: Top five triggers

Rebecca Mihalic, Director, Aptus Accounting & Advisory

Chris Ridd, CEO, myprosperity

How do you convert regular clients into higher payers? And then do that repeatedly across your customer base? Hear how a NSW firm segmented and scored their clients against six factors to find ideal advisory clients. Find out why charging for advisory needs to be bespoke and how to do it profitably.

How can you recommend a client invest more in their business if you don’t know what they have in their personal accounts? The first conversation about personal wealth doesn’t have to be the hardest. Find out the best opportunities to start managing your clients’ personal lives as well as their commercial.

yy Practical tips for making more money from advisory

yy Learn how to initiate a discussion about setting up an SMSF

yy D iscover how to price your advisory services for clients of different sizes and needs

yy Spot the signs that a client is worried about money

yy L earn how to use success/failure notifications to automate sales opportunities

44

12:30pm - 1:00pm

ACCOUNTING BUSINESS EXPO | 2018

yy F ind out the best time to discuss reducing personal debts or growing net wealth

www.accountingbusiness.com.au

Looking for one software solution to manage your clients’ personal and business affairs all in one place?

Come and meet us at

STAND F49

Right outside the Meet Up Café SVX offers Interactive and collaborative software to advance your clients’ financial journey:

FREE Emergency

phone charger giveaways!

• Centralised personal and business financials • Integrated wealth management to manage the Adviser/Client Relationship • Proactive advice to clients using real time data • Drives revenue and growth • Creates collaborative long term client loyalty • Provides the opportunity to apply your brand to the software • Helps you stay ahead of the competition

Book a demonstration today. Call Valencia on +61 408 400 515

SVX

svxgroup.com

SEMINARS | WEDNESDAY

1:00pm - 1:30pm

BT THEATRE

Don’t give wrong advice: everything you need to know about SMSF contributions Bryan Ashenden, Head of Financial Literacy & Advocacy, BT Financial Group Changes to contribution rules in 2017 fooled some into thinking it was now a simpler process. The truth is it’s more complicated – and the consequences of getting it wrong can be very ugly. Hear about the most misunderstood changes that advisors still get wrong and what they must know for July 2018. yy D iscover the new measures for super that come into effect on 1 July yy F ind out why employers’ obligations are going to change and who will be affected yy L earn how you can help your clients achieve their goals faster by understanding the legislation

1:30pm - 2:00pm

GREEN THEATRE

Volume, value or weight: the key to understanding landed costs Rick Polito, Business Consultant, Axsapt We all love spreadsheets but try using one to calculate landed costs. A product cost includes transport fees, import and duty charges, insurance, local freight storage – all of which can vary over time and in various currencies. Find out how to eliminate one of the biggest headaches for importers and exporters. yy D iscover an easier way to allocate product costs that scales to several containers a month yy F ind out how to reduce formula errors and reduce risk during an audit yy U nderstand how to handle GST on the customer invoice but not the supplier’s

1:30pm - 2:00pm

ADVISORY THEATRE

What does future talent look like in advisory and how do you hire for it?

Greg Will, Principal, Armstrong Dawson Steve Cole, Managing Director, Signature Consulting Lisa Kernes, COO, Ignite Alliance Helen Cockle, CRO, Futrli (mod) Firms reward talent today for timeliness, accuracy and quality of work. Yet advisory relies on functional skills such as financial modelling and forecasting, and partnership skills such as empathy, storytelling and listening. How can you train up your staff and how do you attract red-hot talent from the corporate world? yy F ind out if you are delivering advisory or selling advisory and delivering compliance yy L earn what makes a firm attractive to commercially trained accountants yy D iscover how to focus your staff on client performance instead of compliance

1:30pm - 2:00pm

YELLOW THEATRE

How to make money (not lose it!) on value pricing Lielette Calleja, Director, All That Counts Diane Lucas, Director, Direct Management Lisa Callaghan, Director, Interactive Accounting Timothy Munro, CEO, Change Accountants & Advisors (mod) How do you set the right fee for each client and make sure you’re making a profit? Hear the top tips, war stories and best practices from practitioners who have been selling services under value pricing for years.

yy F ind out how to talk to clients about the way that you bill, inclusions and exclusions yy D iscover the best way to handle scope creep and turn profit eaters into profit makers

2:00pm - 2:30pm

PURPLE THEATRE

How to add a profitable financial planning practice to your firm in 60 days Peter Rheinberger, CEO, RFE Group Building a financial planning practice that is profitable, compliant, adds value to your clients and doesn’t distract you from your accounting work is a complex equation. Learn how to create this solution, build a significant new business line and asset, improve profitability and ring fence your clients in the rapidly changing financial services sector. yy L earn the different ways you can create a financial services solution yy F ind out which strategies are most appropriate for your business yy W alk away with a blueprint to create your own financial services practice

2:00pm - 2:30pm

M INSTITUTE THEATRE

How to avoid going to an expensive ERP system Paul Kelly, CEO, YearOne Software Are you a medium business managing jobs, projects, manufacturing and the like using old desktop accounting software? Find out how to add important functionality to systems like Attaché. A great alternative if you aren’t ready for an expensive ERP system. yy D iscover which processes you can automate easily to boost productivity yy L earn how to increase the flow of information between systems yy Find out how to maximise the use of mobile devices

2:00pm - 2:30pm

ORANGE THEATRE

Tax in 2018: Navigating the rough waters ahead Terry Hayes, Head of Tax and Senior Tax Writer, Thomson Reuters Single Touch Payroll and other ATO digital transformation projects are rewriting guidelines and adding to the ongoing updates in taxation law and policy. Public interest in tax is mounting around MNCs – is the political will for tax reform rising too? Join this session to hear about the developments that will matter most to your clients. yy Find out the biggest changes in the legislative pipeline yy Discover the practical implications of key tax cases and rulings yy Learn about the ATO’s ambitions in tax collection

2:00pm - 2:30pm

BT THEATRE

How do I buy a practice and not screw it up?

David Smith, CEO, Smithink For sellers: How do you maximise the value of your practice? For buyers: What are the keys to a successful acquisition? Practical ideas you can immediately apply whether you’re a buyer or a seller. Learn how to avoid the common mistakes. Getting it wrong can bring stress and cost significant time and money. yy Buying or selling internally? Discover how to create a win win yy Find out how to create an effective succession plan yy Learn about effective due diligence for buyers yy

yy L earn how to run a proper client discovery process to spot the danger signs

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SEMINARS INSERT INSERT PAGE | WEDNESDAY PAGE NAME NAME

3:00 - 3:30pm

PURPLE THEATRE

3:30pm - 4:00pm

GREEN THEATRE

Real-time advisory and new fiscal skills – unearthing the global trend

Why a CPA went “all in” on blockchain

Peter Vessenes, CEO & Founder, ProfitSee

The obsession with cryptocurrencies is at fever pitch. New currencies are launching every month. Hear how a Gold Coast CPA set up two services for blockchain enthusiasts. The first creates digital currencies for Australian businesses looking to improve their supply chains, the other buys and sells cryptocurrencies for investors.

The trend towards advisory is global and unstoppable. From France to Brazil, from the Big 4 to boutique firms, a fascinating shift is taking place. Real-time accounting is opening the door to new fiscal management skills. Hear more about this global trend that is defining the next generation of advisory. yy F ind out how to build clients’ companies through capital management and risk mitigation yy D iscover the three most significant advisory services that clients want yy L earn how to fix what is about to break in a business before it does

3:00pm - 3:30pm

M INSTITUTE THEATRE

How to ride the online wave to more sales Bruce Carr, Sales Director, Webninja It is tough to work out an online strategy while still maintaining traditional channels. And you want to avoid transferring data between systems. Find out how to give both existing and new customers a better way to buy that will accelerate your sales. yy L earn why improving the online experience can increase how often customers order yy F ind out how web portals can increase sales with lower overheads than traditional channels yy D iscover how to use eBay or Amazon to amplify sales through your own webstore

3:00pm - 3:30pm

ORANGE THEATRE

Beat burnout: how to get more done when you just can’t stop Edward Hayes, Business Transformation Advisor, Connect Outsourcing Are you working around the clock and wondering how to get your life back? Everyone is looking for that quick fix solution, but when you’re under pressure you don’t even have time to research your options. Stop chasing the silver bullet and discover the tactics one firm used to conquer a mountain of work. yy F ind out how to begin to transform your business with the least amount of effort yy D iscover the key to changing how you work and building a machine that supports you yy L earn about a radical alternative to the traditional outsourcing model that requires no time to implement

3:00pm - 3:30pm

BT THEATRE

Profitable partners: how to successfully set up strategic relationships Lielette Calleja, Director, All That Counts Adrian Patty, Director of Advice & Innovation, Spark Partners John Knight, Managing Director, businessDEPOT David Boyar, CEO, Sequel CFO (mod) Accountants often worry that other financial advisers will poach their clients. This fear stops them from receiving a steady stream of referrals from quality professionals. How do you find experts you can trust who will bring your business and not steal it?

Jason Atkins, CFO, Blockchain Club

yy Find out why investors want to buy such high-risk commodities yy L earn how a digital currency can increase efficiency, transparency and trust with suppliers yy U nderstand the opportunities for using blockchain with innovative clients

3:30pm - 4:00pm

ADVISORY THEATRE

What happens when a national firm gives insight dashboards to its clients?

Peter Saccasan, National Head, Business Advisory, RSM Laurel Grey, Senior Digital Analyst, RSM Australia Stuart Hunter, Senior Strategic Advisor, FUTRILI (mod) When you first show a client their business in a dashboard – with the right metrics – they suddenly see accounting in a different light. Instead of just paperwork, clients understand the importance of numbers. Hear how a 29-office national firm is beginning to convince clients to invest in accurate and complete data at all times. yy D iscover how dashboard advisory has had a fundamental impact on the client relationship yy Hear how to fast-track younger accountants to advisory yy F ind out why advisory clients encourage their own frontline staff to increase data accuracy

3:30pm - 4:00pm

YELLOW THEATRE

Hear how a guru with HNW clients gains share of wallet David Thompson, Director Sales and Marketing, SVX Group Paul Lenton, Managing Director, Nexia Sydney Clients often bring interesting projects, complex structures and prestige to a firm; and sometimes good fees. So how do you increase your value proposition and make your clients ‘sticky’ – in particular your HNW clients? Hear Paul Lenton from prestigious Sydney firm Nexia share his experiences on how to get the best out of your clients. yy The key to increasing HNW client engagement and satisfaction yy How to simplify the customer experience for a complex client yy Create a client for life by managing all generations of the family

4:00pm - 4:30pm

PURPLE THEATRE

Field of dreams or false economy: Nailing ROI for outsourcing Nick Hastings, Director, hammerjack Companies rush into outsourcing hoping to save 70% on wages only to realise the high cost of maintaining standards. ROI evaporates as owners spend their days managing the outsourced team. Find out how to avoid the false economy of bad outsourcing by focusing on high-quality, repeatable results instead of lowest cost. yy Understand the role that technology plays in outsourcing

yy H ow to understand what you want from a strategic relationship and how to start dating

yy D iscover which outsourcing models deliver on quality without excessive supervision

yy U nderstanding the difference between a strategic relationship and clip-the-ticket referrals

yy H ear practical examples of operating accounting and finance teams overseas

yy L earn how to value your own skills and exchange it with a strategic partner

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SEMINARS INSERT PAGE | WEDNESDAY NAME

4:00pm - 4:30pm

M INSTITUTE THEATRE

Single Touch Payroll – a foolproof guide Marianne Wichman, STP & Payroll Advisor, Attaché Software STP impacts medium businesses the most. If you wait until your software is upgraded you could miss the cut-over date. The ATO will require a valid reason if you are not ready. Find out the facts about Single Touch Payroll and what it means for you. yy Take away a detailed checklist with easy-to-do steps yy D iscover what you need to change in your software and accounting processes to comply yy G et the most efficient method for moving from “haven’t done anything” to “I’m ready”

4:00pm - 4:30pm

BT THEATRE

How an accountant became a growth strategist – with six-figure clients Lisa Kernes, COO and Founder, Ignite Alliance Do you know how to turn a $6k a year accounting client into $200k a year? Hear how an accountant leapt from vCFO to vCOO by implementing better systems and processes for clients. This firm has developed a profit funnel methodology for systematically increasing transaction value that has doubled its turnover three years running. yy L earn how to identify opportunities to improve clients’ operational performance yy D iscover how to bring a pre-formed management team to a small business yy H ear about the firm’s “grantbot” that educates and segments visitors into qualified leads

4:00pm - 4:30pm

ORANGE THEATRE

Investing in Australian business – the changing landscape Ian Campbell, Non-Executive Director, Bigstone Our ability to access and invest in Australian business has changed dramatically thanks to emerging financial technologies.

Already today your clients can invest in business debt, equity, ICOs... the list goes on. But the biggest rising star is peer to peer lending, a stable yet high yield opportunity.

4:30pm - 5:00pm

ADVISORY THEATRE

FUTRLI’s roadmap – a sneak preview of the next 12 months Hannah Dawson, Founder and CEO, FUTRLI Your advisory clients want more data, more metrics, across more of their business. Your partners want to increase revenue by expanding the number of clients buying advisory services.

Find out where the market-leading reporting and forecasting application is heading next and the opportunities this will create for your firm. yy H ear about our latest plans to transform reporting and forecasting yy F ind out how to meet or exceed clients’ expectations with easier to build insights yy D iscover the latest thinking in advisory and how you can apply it to your business

4:30pm - 5:00 pm

YELLOW THEATRE

Firms in flux – how do you drive innovation in mid-size firms?

Alan FitzGerald, Founder, PracticeConnections Rob Pillans, Founder and Accounting Firm Coach, Planet Consulting Fleur Telford, Director of Technology Enterprise, KPMG Matt Paff, Director, Value Adders (mod) The sleepy world of practice management is in a period of renewal thanks to acquisitions and a rash of new entrants. Firms are launching cloud accounting divisions under entirely new brands or are turning the whole ship around. Find out which ideas are worth trying in your firm this year. yy D iscover strategies for moving your clients to the cloud and which are the most successful yy L earn about projects that are essential to staying competitive with your peers yy H ear about the latest point applications that can improve specific processes in your firm

yy Discover the best ways to invest in Australian business yy Find out how to ensure you’re covered against negative events yy Learn about the returns available in peer to peer lending

4:30pm - 5:00pm

GREEN THEATRE

Why you should only build IP in your business Carlo Minassian, CEO, LMNTRIX What does an enterprise CEO know that a small business owner doesn’t? That intellectual capital is the most important asset in a company. Hear a two-time entrepreneur in enterprise technology share his philosophy for building a highly valuable business that is impossible for competitors to catch. yy D iscover the difference between delivering services and building IP assets yy L earn about the common mistakes entrepreneurs make building their first business yy F ind out how to invest in creating IP that differentiates you from the competition

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ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SEMINARS INSERT PAGE | THURSDAY NAME

Seminars 9:10am - 9:50am

Thursday, 22 March KEYNOTE THEATRE

From compliance accountant to “creative” counsellor – the CFO behind a billion-dollar Australian tech startup Damien Singh, Head of Finance, Canva Thousands of tech startups launch each year yet only a handful ever make it to a billion-dollar valuation. Backed by some of the biggest names in the industry such as Lars Rasmussen and Guy Kawasaki, Canva is one of Australia’s biggest success stories.

Hear how its chief accountant learned the difference between corporate finance and startup finance, mastered the mechanics of negotiations, and helped build a creative, entrepreneurial workforce of the future. yy H ear Damien’s personal journey from compliance accountant to “creative” counsellor yy D iscover what investors want from finance teams to gain confidence in a company yy L earn about equity compensation, how to pitch and how to demonstrate value

10:00am - 10:30am

PURPLE THEATRE

Mastering the art of good cashflow – what clients really want Justin Eley, Senior Product Manager, Equifax Forget tax returns. The number one thing that your clients want is help with their cashflow. Regardless of size, it’s the amount you have in the bank that will determine whether you sleep well at night. We look at the best strategies to improve your clients’ cashflow. yy F ind out how to reduce bad debt and debt recovery costs for your clients yy D iscover how to help clients pick the best customers who always pay their bills yy Learn how to create credit terms for clients

10:00am - 10:30am

M INSTITUTE THEATRE

Single Touch Payroll – a foolproof guide Marianne Wichman, STP & Payroll Advisor, Attaché Software STP impacts medium businesses the most. If you wait until your software is upgraded you could miss the cut-over date. The ATO will require a valid reason if you are not ready. Find out the facts about Single Touch Payroll and what it means for you. yy Take away a detailed checklist with easy-to-do steps yy D iscover what you need to change in your software and accounting processes to comply yy G et the most efficient method for moving from “haven’t done anything” to “I’m ready”

10:00am - 10:30am

ORANGE THEATRE

A faster way to do M&As – how to speed up due diligence Richard Jones, Head of Segment and Strategic Sales, SAI Global Drowning in paperwork every time you do an M&A? What would happen if your junior missed something? Not only would it look extremely bad, you could get sued and lose the client. Hear highly practical tips on how to conduct detailed research for M&A, administration or insolvency work that will save time and keep your client happy.

yy Quickly uncover who has charges on a company’s assets yy F ind out how to aggregate hundreds of reports and certificates into a manageable state

10:00am - 10:30am

BT THEATRE

How to attract the right talent to your firm Mandy Holloway, CEO, Courageous Leaders Do you have ambitions to grow your firm? Practices often stall in their expansion because they’re missing a critical ingredient. It all starts at the top. Leadership behaviour drives brand, attitude and culture. Discover how to prioritise leadership in your firm and hit that growth spurt. yy F ind out why Accenture, Deloitte and PwC have dumped performance appraisals – and what has replaced them yy U nderstand the difference between real conversations and managing the performance of staff yy L earn how to develop bench strength in your firm by building deeply skilled and engaged people

10:30am - 11:00am

GREEN THEATRE

Meet the little giants: world-class innovation from Aussie SMEs Matt Wright, CTO, Rubicon Red From augmented reality in your local pharmacy to chatbots in your call centres, Aussie SMEs are adopting new technologies to delight the customer whilst driving down costs. Hear how SMEs are rapidly bringing to market innovative solutions before the competition. yy L earn about cutting-edge ideas in retail, call service that drive sales and efficiency yy Find out how pioneering SMEs search for chances to innovate yy D iscover how to rapidly develop an idea from concept to prototype to market-ready product

10:30am - 11:00am

ADVISORY THEATRE

Why the advisory pricing model is broken (and how you fix it) David Coutts, Business Advisor, Bluesky Business Solutions; Michael Grogan, Partner, Abrosiussen Stuart Hunter, Senior Strategic Advisor, FUTRLI (mod) Too many accountants have fallen into the trap of pricing themselves like a software company. If you are advertising your services in three packages you’re inevitably working for free or overcharging the client. Neither is good for your long-term financial health. Hear real stories of how firms are successfully pricing their fixed-fee services. yy H ear how to price bespoke advisory so that you get a good margin and the client stays happy yy D iscover why so many SMEs prefer to do their own forecasts and how you can help them yy L earn how to remove clients’ fear of calling their accountant for advice

yy Learn how top forensic accountants get a handle on complex entity structures

52

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

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SEMINARS | THURSDAY

10:30am - 11:00am

YELLOW THEATRE

ORANGE THEATRE

Super Reforms’ secret agenda is all about customer service. Do you make the grade?

Death by apps – finding a simpler roadmap for a cloud-based firm

Kevin Bungard, CEO, Class Super

Mat Grant, Client Services Director, Waypoint

The Super Reforms will shake out SMSF advisers who fail to deliver on customer service. Clients need help navigating the complexities of the legislation and meet events-based reporting requirements. Hear one firm share everything it has learned about streamlining admin, tracking client engagement and delivering a whole-of-wealth perspective to each client.

Does your tech stack have more apps than iTunes? Onboarding taking too long and is just too complex? A firm that can’t track what its staff are doing across multiple apps will struggle to know the cost of delivering a service. Hear new ideas about how to simplify your life and stop time leakage.

yy D iscover why SMSF clients are expecting a much higher level of service than you currently deliver yy L earn from a firm that has already travelled down the road to better client engagement yy H ear how to streamline administration to reduce your costs while improving customer experience

11:00am - 11:30am

PURPLE THEATRE

How to stop your firm blowing cash on ASIC fees

yy S ee three app stacks for cloud firms, and hear the pros and cons of each yy D iscover a process for tracking time better for billing or cost and reviewing margin yy L earn how to centralise the “sources of record” for sales and support

11:00am - 11:30am

BT THEATRE

How to future-proof your firm against disruption Steve Sammartino, Futurist

Amreeta Abbott, CEO, NowInfinity Accountants are spending tens of thousands on ASIC fees due to trivial errors in records. Incorrect addresses, dates of birth and names of directors in client files cost one firm $120,000 in a single year. Find out how AI algorithms compare databases to patch this revenue leak.

The graduates you are hoping to hire don’t have the skills you actually need. The business landscape is knocking down today’s giants and raising up younger, faster players. The major factors of production are being disrupted forever. Find out how to succeed in your job, in the accounting profession and with the clients you want. yy Find out how to cope with the accelerating pace of technology

yy Discover the hidden cost in common data entry mistakes

yy Discover new business strategies for a technology driven world

yy L earn how to shift the risk for inaccurate records away from the firm

yy U nderstand how technology’s influence on pop culture is changing business culture

yy H ear the latest developments in corporate compliance automation

11:30am - 12:00pm

GREEN THEATRE

Not getting paid? How to get a rock-solid proof of delivery Chris Heysen, CEO, Advanced Business Manager Delivering goods generates a tonne of paperwork and headaches matching proof of delivery to orders. Not to mention managing cash collected on delivery. Learn how to automate this backoffice function by using mobile devices like Australia Post and the courier companies. It’s not just a better customer experience, it can save hours in manual labour. yy L earn how to eliminate delivery reconciliation in your back office yy D iscover how SMEs can get the same quality tools as enterprise yy F ind out how to automatically transmit cash verification as well as proof of delivery

11:00am - 11:30am

M INSTITUTE THEATRE

Secrets to improving cashflow in medium businesses

11:30am - 12:00pm

ADVISORY THEATRE

How to create an amazing culture that accelerates advisory Ben Twidale, Senior Taxation & Business Adviser, Power Tynan Amanda Kenafake, CEO, Power Tynan Josie Attard, Senior Strategic Advisor, FUTRLI (mod) Imagine if you took the standard practice KPIs such as productive hours and replaced them with innovative hours. If you rewarded staff for spending time talking to team members about new ways to measure drivers in clients’ businesses. Hear how a firm changed advisory from 40% of revenue to nearly 70% in less than three years. yy F ind out why it’s worth dumping the six-month performance review for ongoing conversations yy D iscover how to motivate your team by sharing 50% of any gross profit above your target yy H ear a CEO and accountant share how to invest in advisory and make it part of the everyday

11:30pm - 12:00pm

ORANGE THEATRE

Mike Rich, Co-Founder, Attaché Software & NFP M-Institute ANZ

Understanding the real cost of your SME clients’ assets

Cash equals opportunity – in which area of the business can you invest to increase profits? A boost in cash flow can help you find that lever to the next stage of growth. Find out the best ways to improve your cash flow by an amount equal to or higher than 12% of revenue.

Do your business clients really understand the total cost and output of their assets? Learn how to explain to clients what they need from their capital asset schedules to ensure the assets are doing the work for them – and not the other way around.

Robert Spano, Chairman, Bigstone

yy Find out how to reduce debtors by 50%

yy Understand the total cost of assets in any business

yy Learn how to drop discounts by 30%

yy L earn how to position yourself to advise on investing on capital assets

yy Discover how to decrease cost of sales by 4%

54

11:00am - 11:30am

ACCOUNTING BUSINESS EXPO | 2018

yy Discover which structures will work best for your clients

www.accountingbusiness.com.au

SEMINARS | THURSDAY

12:00pm - 12:30pm

KEYNOTE THEATRE

1:00pm - 1:30pm

PURPLE THEATRE

Go big, boutique or broke

How to grow your firm through digital storytelling

Trent Innes, Managing Director, Xero Australia

Deb Croucher, Founding Director, Brilliant Digital

It’s not just Australian SMEs that are going global – accountants are increasingly adventurous. Gone are the days where a practice was restricted to the local suburb. In this session we delve into the opportunity global platforms present and predict what the future looks like in the age of the digital system of record.

The best way to stand out from the competition is to tell a unique story. You may think your business is unremarkable but there will be some part of it that is instantly attractive to your clients. Find out how to use digital storytelling to win qualified new business and bring in ‘A’ players who want to work with you.

yy U ncover the opportunities and benefits of going global, based on real world case studies

yy How to recruit top talent through storytelling and social media

yy L earn how businesses, government and accounting software are sharing data today yy U nderstand the shortcomings of today’s approach and the urgent need to change

12:30pm - 1:00pm

GREEN THEATRE

The three biggest problems in manufacturing today – and how to solve them Shane Porter, Director, Summer Technology Manufacturers are always looking for ways to reduce costs while maintaining quality. A great place to start is automating administrative tasks such as costing and job tracking. Nothing reduces costs faster than removing staff from a process. Hear about hands-on ideas you can use to boost margins in your factory or warehouse. yy F ind out how to reduce manpower and errors by linking systems yy D iscover how to identify time-consuming tasks that are easily automated yy L earn why an e-commerce portal for your wholesale customers can increase orders

12:30pm - 1:00pm

ADVISORY THEATRE

How I won a $100k p.a. client in one meeting Canio Muscillo, Director, Muscillo Romano CPA Hear firsthand how, with a little preparation and the power of good reporting, this Brisbane accountant picked up a $100,000 a year client - in one meeting. yy D iscover how quickly you can get a feel for a business using a reporting dashboard yy F ind out how to quickly identify the biggest issues in a client’s business yy L earn how to tell a story using cashflow to educate clients about alternative scenarios

12:30pm - 1:00pm

YELLOW THEATRE

The future of cloud accounting and the culture you’ll need to thrive Corey Davis, Vice President, Sales, TSheets Machine-based learning is already transforming the accounting profession in terms of productivity, accessibility and networking.

Culture and people are now the ultimate competitive advantage for accountants and bookkeepers. How do you develop a strong culture and how do you hire a team that fits? Join this session to set your business apart from the rest. yy F ind out how AI will transform the accounting industry by performing decision-based tasks yy L earn how to create a culture that will differentiate yourself from competitors who copy your model yy D iscover how to future-proof your business by emphasising the irreplaceable human element

yy Find out why your customer wants to hear your personal story yy D iscover how your digital story can grow your brand and your sales

1:00pm - 1:30pm

M INSTITUTE THEATRE

How to maximise the value of your business Ian Knight, Managing Director, AXIA Group Most businesses are too committed to operations to think about strategies that increase value. Learn about the critical criteria for ensuring your business is capable of maximising its value, especially as many senior staff, customers and suppliers may be looking to retire soon. yy F ind out how to deploy strategies that will attract the highest premium over time yy H ear about the drivers for value in sales in manufacturing, professional services and tourism yy D iscover the first, best step to increasing the value in your business this year

1:00pm - 1:30pm

ORANGE THEATRE

Why financial modelling is the most critical skill for any CFO Lance Rubin, CEO, ModelCitzn Brad Eisenhuth, CEO, The Outperformer Financial modelling isn’t data modelling and analytics can be far more effective than forecasting or budgeting cashflow. A holistic financial model forecasts the balance sheet, P&L and cash flow – and with interactive pictures rather than tables of historical numbers. Find out how skills from investment banking won an accountant big CFO clients from the Big Four to FinTech. yy U nderstand how to forecast thousands of scenarios using a Monte Carlo simulation yy L earn how you can acquire financial modelling skills or hire them into your firm yy F ind out how to influence clients’ decisions with visual scenarios they will love

1:00pm - 1:30pm

BT THEATRE

What will regulation technology look like in 2020?

Ron Lesh, CEO, BGL Corporate Solutions Kasey MacFarlane, Assistant Commissioner – SMSF Superannuation, ATO Jim Hennington, CEO, A.S.A.P Advisory Neil Sparks, National Manager SMSF Strategy, BT Financial Group (mod) Superannuation has been at the forefront of government regulation for a number of years now. Each wave of changes has a huge administrative impact on practitioners. Hear an expert panel (including the ATO) discuss what is coming for SMSF and Wealth within the next two years. yy F ind out how the ATO intends to use technology to enable regulation yy L earn about the new tools that will help practitioners automate and increase efficiency yy D iscover the benefits to adding a digital advice fulfilment strategy to your practice

55

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SEMINARS | THURSDAY

1:30pm - 2:00pm

GREEN THEATRE

2:00pm - 2:30pm

M INSTITUTE THEATRE

The best ways to systemise bookkeeping: Lessons from an ex-auditor

How to overcome the six barriers to growth

Meryl Johnston, CEO & Founder, Bean Ninjas

Are you one of the medium businesses ($2m to $100m revenue) that make up under 5% of companies yet provide a staggering 30% of all revenue and jobs? Despite this superior performance, the mid-market is largely forgotten by advisors and government alike. Find out how to break through the barriers to reach your full potential.

Wish you could do your job faster? Hear from an ex-auditor who systemised her bookkeeping business with standard operating procedures (SOPs) to dramatically increase efficiency. yy F ind out why building a set of procedures increases the value of your business over time yy L earn how to sell your home-grown expertise in internal controls and processes to your clients yy Discover how to run jobs along project management principles

1:30pm - 2:00pm

ADVISORY THEATRE

How I took my ASX client global with killer dashboards James Solomons, CFO, XREF Stuart Hunter, Senior Strategic Advisor, Futrli (mod) A fast-growing recruitment service used by Qantas, Westpac and Bupa knew its platform had global potential. The company is a pin-up for a Sydney business forecasting and executing its global expansion. Hear the behind-the-scenes story from the accountant who took a young public company global and set up regular reporting to investors and board. yy F ind out why Google Docs and Excel are too slow for reporting in a modern, global business yy H ear how this client tracked four-weekly budget cycles alongside quarterly reports yy D iscover how to pull together the reporting dashboards for a public company

1:30pm - 2:00pm

YELLOW THEATRE

Outsourcing your firm? Target these three processes first Nick Sinclair, CEO, The Outsourced Accountant If you’re struggling to make the next hire and thinking about outsourcing you need to decide which tasks you will outsource first. Learn about the three most important processes to send to your offshore employee that will relieve pressure in your firm and set up a smooth transition to building an offshore team. yy From

proof to profit: Find out how to set up outsourcing in the shortest time possible yy D iscover the best way to record your processes and make sure they’re followed yy L earn how to open up communication between your in-house team and your offshore employee

2:00pm - 2:30pm

PURPLE THEATRE

Secrets to growth that won’t blow out your costs Sajini Shabbir, Business Development Manager, HConnect Falling short of your growth objectives? The secret to winning at business is to constantly expand your market, cut costs, run efficiently and innovate with your core product. We often tell staff to multi-task to improve efficiency – but how efficient is that? Learn how to add expertise without adding cost for faster execution and reliable results. yy Learn how to define your core business yy Discover the best way to record your business processes yy Understand why delegation is the secret to growth

Mike Rich, Co-Founder, Attaché Software & NFP M-Institute ANZ

yy F ind out how to avoid the daily whirlwind and focus on substantial improvements to operations yy T ips for business owners on how to spot the most creative ways to increase value yy D iscover how to uncover intergenerational opportunities for your business

2:00pm - 2:30pm

ORANGE THEATRE

Revolution: It’s time to reimagine your work week Simon Dennis, Head of Partnerships, MYOB Too many accountants and bookkeepers are sleepwalking into another year and another tax season. A silent yet swelling group of clients want new ways of working – and it will soon reach a tipping point. Find out how your typical working week needs to change to keep up with your clients and prevent a mass exodus. yy F ind out what it takes to service clients and staff in the age of immediacy yy D iscover how the way you work changes with digitally empowered clients yy Learn why you need to value relationships over transactions

2:00pm - 2:30pm

BT THEATRE

Imagining the “cognitive-assisted accountant” Kieran Hagan, Big Data and Analytics Technical Team Leader, IBM In the US, H&R Block is using Watson to scan 74,000 pages of tax legislation and 600 million data points from Block’s own databases to find every possible tax credit and deduction for each return. Find out how any firm can build their own cognitive service with execution models, tools and languages. yy D iscover how you can use the “garage methodology” to run your own design thinking workshop yy L earn how to create personality insights that rate an individual’s risk and behaviour profile yy F ind out why accountants will become more like data scientists as they adopt the latest tools

3:00pm - 3:30pm

PURPLE THEATRE

Cybersecurity: Practical tips for tax practitioners Peter Thorp, Director, Australian Bookkeepers Network New laws increase the onus on tax professionals to be cyber aware. You need to understand the risks to minimise the chance of attack. Fail to do so and the financial and reputational consequences can be dire. This session explores the Notifiable Data Breach Regime, insurances required, internal cybersecurity procedures, appropriate software, password management, multifactor authentication and more. yy U nderstand what the Notifiable Data Breach Regime means for you yy D iscover the sleeping risk in accounting files from loss of data and privacy yy Learn how the right tools and processes mitigate risk

56

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SEMINARS | THURSDAY

3:00pm - 3:30pm

M INSTITUTE THEATRE

How to make digital marketing work for your firm Rick Merten, Managing Director, Permission

3:30pm - 4:00pm

ADVISORY THEATRE

How to launch a cloud advisory start-up in an established accounting firm

Everyone knows there are an unlimited number of customers waiting to meet you online. Very few work out how to use digital marketing to generate leads. Learn the key elements of digital marketing and walk through a campaign conducted by an accounting firm that increased sales of value-added services without annoying clients.

Cameron Stone, Principal, Statellight powered by Walker Wayland

yy D iscover how to identify and stimulate the trigger points that make customers act

yy H ear how to put together a business case for a cloud advisory division

yy L earn how earning trust is essential to creating more profitable relationships

yy D iscover how the startup created advisory services that complemented those of the original firm

yy F ind out how to drive sales by understanding customer behaviour

yy F ind out why the startup rejected the term “vCFO” for a unique service name

3:00pm - 3:30pm

ORANGE THEATRE

Conquering the cloud: keep your money and clients Greg Murphy, Founder, Unleashed Software If the working ideal is getting paid to do what you love, it probably wouldn’t include cloud implementations. You can either spend time figuring out hundreds of add-ons or you can fast-track the process with a professional app implementor. Discover how to help your clients progress to powerful cloud solutions without getting your hands dirty. yy U nderstand the power of cloud component solutions and real time inventory control yy L earn why migrating to the cloud can either burn or benefit you and your clients yy F ind out where your firm fits in the growing network of cloud advisors and implementers

3:00pm - 3:30pm

BT THEATRE

What do SMSF clients want? Your chance to find out Three mystery SMBs Ever stopped to ask your SMSF clients what they want from you?

Here’s your chance to get answers to all your questions. Three business owners will give their frank and honest opinions about privacy versus convenience, how often they want to hear from you, and how they want to receive updates. yy U nderstand what SMSF clients expect from your customer service and what they will pay for yy F ind out whether your clients would use robo-advice and trust it yy D iscover what clients really think about portals, how they use them and what they really want

3:30pm - 4:00pm

GREEN THEATRE

Explainer: what is machine learning and what does it mean for accounting?

It’s not just the Big Four – mid-size firms are launching cloud divisions to offer innovative advisory services to new and existing clients. Hear the principal of an advisory startup share his experiences experimenting with pricing, services and culture, and the two-way referrals with the firm’s existing practice.

3:30pm - 4:00pm

YELLOW THEATRE

How do you create a culture that values mental health?

Tim Hoopmann, Founder & CEO, Spinn Business Solutions Leanne Faulkner, Director, Fortitude at Work Debra Anderson, Small Business Specialist, Anderson Tax & Consulting Noel Tiufino, CEO, MyAccounts (mod) Accounting professionals witness the emotional strain of entrepreneurial life among their clients. The financial consequences of a failed venture can shatter families. How should your staff handle clients in distress? And how can you support them (and yourself) on their own life journeys? An expert panel answers all your questions. yy L earn how to recognise mental health problems in clients and employees yy F ind out what you need to focus on to look after your own well being yy Get advice on how to have a mentally healthy workplace

4:00pm - 4:30pm

PURPLE THEATRE

The depreciation game has changed! How the new rules affect your clients Mike Mortlock, Managing Director, MCG Surveyors Depreciation changes to plant and equipment have serious ramifications for investors and the property industry. We look at an analysis of 1,000 residential depreciation schedules to investigate the real world impacts. Find out how to ensure your clients are avoiding the depreciation traps and uncover industry first depreciation data. yy U ncover industry first data on commercial and residential property investors yy Find out the impact of depreciation changes for your clients yy D iscover how to avoid the traps and claim maximum deductions for your clients

Inbal Steinberg, Technology Consultant, Convertworx Are you sick of hearing terms like AI and machine learning without anyone explaining how it works and what it will do?

Discover how mathematics is used in smart ways to improve accounting software, meet the basic algorithms that drive pattern recognition, and understand what the future of accounting will look like. yy U nderstand how machine learning actually works so you can explain it to your clients yy Find out which apps are already using ML or have plans to yy G et inspired about what is coming in accounting and business software

57

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

SEMINARS | THURSDAY

4:00pm - 4:30pm

M INSTITUTE THEATRE

Money in rosters: how I cut my wages bill by $600k Bruce MacKenzie, Managing Director, TimeTarget and HumanForce Rostering can be a nightmare when you’re struggling to manage holiday time, shift swaps and penalty rates. New inventions in payroll can save you a lot of time and money – like employee self-service portals, and using mobiles to monitor time and attendance. Hear how three businesses slashed payroll by improving the way they roster staff.

4:30pm - 5:00pm

GREEN THEATRE

Open Banking: What impact will it have on accounting – and when?

Ian Boyd, Director, Financial Web, Xero Jeffery Mentiplay, Head of Data Innovations & Partnerships, ANZ Steve Millward, Chief Analytics Officer, Data Republic

yy D iscover why KPIs for your roster helps your managers hit their numbers

This year government is going to publish its position on open banking. Banks will have to share more data on transactions and other areas with software developers and accountants. Is this going to be just another day – or will it redraw the entire financial system? Find out what changes are in store for accountants, software companies and fintechs.

yy L earn tips for creating templates that show the best way to staff and meet regulations

yy L earn about open banking and how it could change your business

yy F ind out why empowering your employees increases speed and accuracy of rostering

yy D iscover the impact of real-time payments and other digital economy trends

4:00pm - 4:30pm

ORANGE THEATRE

Spotlight on Black Economy and Work-Related Expenses - what it means for you and your clients Ian Taylor, Chairman, Tax Practitioners Board There’s greater scrutiny on travel, accommodation and homeoffice work-related expenses. Cash payments are under the spotlight as part of the ‘Black Economy’ review. Learn about your obligations as a tax practitioner and how your clients can avoid penalties in these areas. yy Find out how to stay within the law with work-related expenses yy L earn about the potential impact of the Black Economy review for your practice yy Hear about the next review areas in tax and compliance

4:00pm - 4:30pm

BT THEATRE

Mind the gap! Are your SMSF clients falling short in retirement?

Melanie Dunn, SMSF Technical Services Manager, Accurium A real gap in strategic advice is leaving SMSF clients exposed – longer-term retirement planning. People aren’t getting the advice they need to achieve their lifestyle goals. Find out how you can use modelling and projections to determine if clients have enough saved up – and how you market, charge for and deliver this planning. yy U nderstand the key financial risks facing retirees and how to allow for them when making retirement plans yy Learn how to extend conversations with clients beyond a threeyear window to ensure their retirement savings last as long as they do yy F ind out how you can give (and charge for) strategic advice without giving product advice

yy W ill bank feeds move from 24 hour delay to real time and if so when?

4:30pm - 5:00pm

ADVISORY THEATRE

How to flip compliance clients, scale advisory services and triple your revenue Stuart Hunter, Senior Strategic Advisor, Futrli Most firms that sell business advisory only provide it to the top 5% of clients. The rest of the compliance base just aren’t going to buy – or so you think. Find out the sales tactics and strategy that pioneering firms have followed to boost advisory from 5% to 80% and learn how you can do it too. yy D iscover how to accurately identify clients that could buy business advisory yy L earn how to frame advisory as a must-have rather than luxury extra yy F ind out how to hire and train the right staff to give quality business advice

4:30pm - 5:00 pm

YELLOW THEATRE

How social can fuel content creation and attract your ideal client Trent McLaren, Head of Accounting & Sales, Practice Ignition Mel Power, Founder, The Revolutionary Firm Jason Andrew, Director, SmartBooks Online Leanne Berry, Director, Love Your Numbers (mod) Professionals are leveraging social as an accessible platform to talk with their existing and potential audience. From tweeting to vlogging to book writing, they are sharing education, insights and stories, and in turn, building their brand. Discover how you can adopt simple tools and techniques to fuel your content creation and become your own marketing machine. yy L earn tools and techniques to help you write to reach your audience yy O rganically improve your website SEO and rank high for keywords yy G ain the confidence to use social media to share your message

58

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

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To book visit d1st.co/expo18

Exhibitors ACCENTIS

B35

Accentis Pty Ltd is a wholly Australianowned information systems solutions company, specialising in the manufacture and sale of world-class enterprise information and management software. Our research and development company has been in operation for over 10 years developing new and innovative software solutions for the ever-changing information age.  07 3172 6747  charles@accentis.com.au  accentis.com.au

ACCOUNTANCY INSURANCE

D24

Accountancy Insurance specifically assist accounting firms, with more than 3000 firms throughout Australasia and Canada utilising their services. Australian accounting firms can benefit from the following offerings: Tax Audit Insurance, Professional Indemnity Insurance & Cyber Insurance. To learn how you can benefit, talk to the Accountancy Insurance team.  1300 650 758  info@accountancyinsurance.com.au  accountancyinsurance.com.au

ACCOUNTKIT

C19

AccountKit is a cloudbased control centre for accountants and bookkeepers. Created by accountants for accountants, it brings together all the tools you need to streamline workflows and consolidate information within your practice. AccountKit integrates existing cloud software with a range of supporting administration, accounting and advisory tools.  sales@account-kit.com  account-kit.com

ACCREDO AUSTRALIA

E26

62

ACCOUNTING BUSINESS EXPO | 2018

H34

AccSource is an Online Accounts Outsourcing platform primarily for Micro, Small and Medium Enterprises (MSME) and Public Accounting Firms. Our Finance and accounting BPO services comprises from transaction processing to compliance and business analytics and delivers value creation and cost improvement all along the finance value chain.  0406 727 061  boobalan@accsource.com.au  accsource.com.au

ACCTWEB PLANNERWEB

H36

 0410 636 323  peter@acctweb.com.au  acctweb.com.au

ACIS

F26

Why take the risk?

We get it. As one of Australia’s largest providers of business and investment structures and restructures, Acis is trusted by professional advisers to overlay our market leading system with expert scrutiny of every transaction.  1800 773 477  acis@acis.net.au  acis.net.au

A30

Act2 Solutions provide actuarial certificates for SMSFs. Our friendly and approachable team focus on efficiency and accuracy when dealing with all clients. We’re a small, multi award winning outfit with a personal touch, but we’re also the exclusive actuarial certificate provider to the largest SMSF administration group in Australia.  1800 230 737  act@act2.com.au  act2.com.au

ADVANCED BUSINESS MANAGER A06 Advanced Business Manager (ABM) provides easy to use multi-currency, multi-location accounting software solutions for medium sized companies to enable management of Stock Control, Distribution, Importing, Manufacturing, POS, Exporting, Field Service, Construction and eCommerce.

Development of mobile device Apps give exciting solutions for CRM, Proof-ofDelivery, Timesheets, Sales and Service.  03 9484 2389

The potential in a practice’s client database and referral network is significant.

However there’s a reason why it remains untapped. We’ve developed services that provide the time, expertise and a new in-bound marketing option.

Results are amazing. Founded in 1989, AcctWeb works exclusively with accountants and financial planners.

ACT2 SOLUTIONS

Purpose-designed proven accounting and business management software purpose designed for growing Australian companies. Accredo Saturn and Accredo Mercury is accounting software with all the features and modules local companies needs. In addition to breadth and depth of functionality both are exceptionally easy to use and understand.  1800 233 916  sales@accredo.com.au  accredo.com.au

ACCSOURCE

 sales@advancedbusiness manager.com.au  advancedbusinessmanager.com.au

ANZ BANK

G17

ANZ Bank is proud to be associated with the Accounting Business Expo again in 2018.

ANZ Bank is looking forward to meeting with the industry to advise how we can work with you to help you run a better business and assist your clients.  0435 967 651  con.voultsios@anz.com  anz.com.au/business/industries/ professional-services/

APRICITY FINANCE

G03

Apricity provides Australian and New Zealand businesses with a flexible and responsive working capital facility that grows with your business.

It’s not a loan. We’re not a bank. And our customers tell us our invoice finance solution has saved them from cash flow stress and positioned them for growth.  1300 277 424  admin@apricityfinance.com  apricityfinance.com.au

APXIUM

D48

Apxium’s cloud based software helps businesses manage debtors, improve cash flow and substantially enhance profitability through multiple and quantifiable efficiency gains.

Fully integrated with MYOB AE/AO, XPM/Xero, Reckon APS, Apxium is a truly online system offering an end-to-end solution for invoicing, accepting payment, invoice funding and reconciling accounts receivable.  1300 765 865  sales@apxium.com  apxium.com

www.accountingbusiness.com.au

EXHIBITORS

AROFLO JOB MANAGEMENT

D36

H24

AroFlo is leading job management software built for tradies. It’s a powerful cloud solution that manages everything from job scheduling, timesheets and quotes, through to inventory, assets, invoices and payments. Visit stand D36 to discover our Partner Program and try your chances at winning one of six $250 cash giveaways.

ATL Network is a leading advisory group that helps accountants transform their accounting practices into Integrated Advisory Businesses. We work with a wide range of practices, assisting them to drive revenues, increase profits, improve client satisfaction and build a more valuable business.

 1300 794 818  info@aroflo.com  aroflo.com

 0417 435 212  colin.simkin@atlnetwork.com.au  atlnetwork.com.au

ARROW TENCIA ERP SOFTWARE

F38

ATTACHÉ SOFTWARE

A20

Attaché is the leading provider of accounting and payroll systems to medium businesses, typically $2m to $100m in revenue. It fills the gap between small cloud packages and ERP systems. With 70,000 users plus 500,000 employees receive an Attaché pay advice, it’s a major contributor to this sector’s success.

 1800 248 264  inquiries@arrow.net.au  arrow.net.au

 1300 288 224  info@attachesoftware.com  attachesoftware.com

B44

With over 18 years’ experience as leading experts in business and unified communications, Arrow Voice & Data are proud to present 8x8 Cloud Communications. Put your phone system in the cloud, connect all your people, locations and devices with a single system offering seamless mobile access and superior CRM integration.  1300 555 330  sales@arrowvoice.com.au  arrowvoice.com.au

ASSETLINE CAPITA

C17

ACCOUNTING BUSINESS EXPO | 2018

E57

Create additional revenue for your practice and help your clients.

Provide your clients access to legal forms, templates, HR contracts, Shareholder agreements, Trusts, Employment checks and Compliance tools. Easy access to 15 minute legal consultations. No memberships or subscriptions. Ask us about our $500 golden ticket offer.

AUSTRALIAN BOOKKEEPERS NETWORK

F08

AutoEntry is an intelligent cloud-based solution which captures and analyses scanned and photographed bank and credit card statements, bills, invoices, expenses, receipts and more, automating data entry into accounting software. A trusted supplier to over 2,000 accounting firms, AutoEntry integrates seamlessly with all major accounting and bookkeeping solutions.

BANJO

H21

Banjo is an online lender providing unsecured loans to small and medium sized businesses. If you have clients that need unsecured finance, want old fashioned service and a fair rate with an effortless application process, feel free to come past our exhibitor stand and find out more.  0421 808 508  nrogers@banjoloans.com  banjoloans.com

BGL CORPORATE SOLUTIONS

 02 8379 6980  info@ausdocsonline.com  ausdocsonline.com

Assetline Capital provides short-term funding for high quality property-backed transactions which sit outside normal (& ever tightening) mainstream bank policy. Assetline lends to businesses, secured by 1st mortgages on property, to 70% LVR, with loan terms from 3-24months. We are headquartered in Sydney but lend in all major metro centres.  1300 370 821  info@assetline.com.au  assetline.com.au

AUSDOCSONLINE

AUTOENTRY

 03 8518 4347  adrian.crome@autoentry.com  autoentry.com

Arrow Research Corporation was established in Australia in 1989 and is an award winning ERP software provider for the SME market. Our flagship product is Tencia, cloud based SaaS, or desktop accounting ERP software, including a BI dashboard, e-commerce and contact management capabilities and for payroll sites Single Touch Payroll.

ARROW VOICE & DATA

63

ATL NETWORK

BGL Corporate Solutions is Australia’s leading developer of cloud SMSF administration and ASIC corporate compliance software solutions. BGL’s Simple Fund 360 is the preferred SMSF admin solution of over 3,600 firms. CAS 360 is the preferred ASIC corporate compliance solution of over 850 firms. BGL. Your partner in compliance.  1300 654 401  info@bglcorp.com.au  bglcorp.com

BIGSTONE

G35

Australian Bookkeepers Network has been renowned as an innovative industry leader since 2001! Our purpose is to make a difference in the lives of Bookkeepers by providing a supportive community, unique tools and resources that enable bookkeepers to make well informed strategic business decisions and stay ahead in their industry.

E12

H35

Bigstone is Australia’s pre-eminent commercial lending marketplace, offering ease and certainty in business finance! True believers of FinTech, using data and automation to deliver a seamless experience for business, partners and investors. Bigstone offers simple, fast and easy finance, along with out-performing returns to investors.  02 9209 4329  info@bigstone.com.au  bigstone.com.au

 1300 856 710  info@austbook.net  austbook.net

www.accountingbusiness.com.au

TRUSTDEED.COM.AU DEEDS YOU CAN TRUST

Online Service for

CREATING, STORING AND MANAGING Legal Documents

Company Formation $86 + ASIC Fees. Free ABN registration Our online one form registers company, ABN, TFN instantly SMSF Trust Deed + Corporate Trustee + Apply ABN on one form Bulk updates $95, Change of Structure, Pension Documents SMSF Property Custodian Trust $165 - Approved by major Banks Related Party Lenders Deed + Loan Agreement Trusts – Discretionary, Fixed & NonFixed Unit Trusts Actuarial Certificate $97.50 Same Day Service - Instant Provisional Certificate

Register as a New Customer

Log on to Website

Select Product

Answer Simple Questions

Make Payment

Documents Emailed to You

All in 20 Minutes

Online SMSF Audit Be a Better Auditor

You have the knowledge, We have the tools 5 FUNDS FREE TRIAL - Register on www.onlinesmsfaudit.com.au

Complete Audit in Half Time Our System is your Solution - Increase Audit Efficiency

Australia's first, Ground breaking, fully automated

Online SMSF Auditing Software Online SMSF Audit Features GS 009

Fully Compliant with SIS Legislation

Meet & Exceed Professional Body Requirements

Secured Audit Documents Storage

One Click - Audit, Management, Contravention Report

Colaborate with Audit Team Members on Cloud

Time is Money This Program Saves Both

Integrated with Cloud Accounting Softwares

White Label Integration with your Website

AI: Robot Conducts SMSF Audit

(02) 9684 4199 sales@trustdeed.com.au

Suite 3.04, Level 3, 29-31 Solent Circuit Baulkham Hills NSW - 2153

EXHIBITORS

BMT TAX DEPRECIATION

G24

BMT specialise in providing comprehensive depreciation schedules for property investors.

Reduce risk, maintain compliance and maximise client deductions today. Their innovative new portal MyBMT can also help you manage all your clients’ depreciation needs in one central location.  1300 728 726  info@bmtqs.com.au  bmtqs.com.au

BSTAR

C52

BT Financial Group is the wealth management division of the Westpac Group, helping Australians manage, grow and protect their money since 1969. BT’s new wealth experience BT Panorama is an award-winning SMSF and investment solution to help accountants build capacity in their firms provide more value to their SMSF clients  1800 812 131

B43

 btpanorama.com.au/accountants

BUSINESS FITNESS

C08

Providing insights and practical ‘how to’ tools to bring accounting firms to the top of their game. We’ve been accelerating efficiency, growth and profitability in accounting firms through our leading industry-specific document management software, integrated workpapers, and benchmarking tools all delivered as part of our end-to-end collaboration platform.  1300 333 424  hownow@businessfitness.net  businessfitness.net

CAPITAL CLAIMS TAX DEPRECIATION

D37

Capital Claims Tax Depreciation provides property investors with quality tax depreciation schedules for all types of properties. Specialising in Commercial, Residential & Brand-new builds –Talk to them today to see how they can maximise deductions for you and your clients with free personalised estimates and consulting.  1300 922 220  kyliew@capitalclaims.com.au  capitalclaims.com.au

 accountants@panorama.com.au

Bstar is an advisory services research and technology business.

We support accountants to grow their practice through research, education and the online viba Alliance Partner Program. The Program’s special features include a patented business valuation tool, industry benchmarks and specialisation packages, ‘white labelled’ SME insights and thought leadership content.  07 3309 7100  info@bstar.com.au  bstar.com.au

BT FINANCIAL GROUP

CASEWARE AUSTRALIA NEW ZEALAND

F06

Powerful Software Solutions for Auditors & Accountants: CaseWare specialise in Audit, SMSF Audit, Analytics and Financial Reporting software created and supported in Australia, for Australian auditors and accountants. We use local experts and specialists to ensure we comply with Australian audit and financial standards and legislation. Powerful. Compliant.

Quality.  03 9660 4680  sales@caseware.com.au  caseware.com.au

EXHIBITORS

CASTAWAY FORECASTING

EXHIBITORS

E25

CLASS

B36

CLOCKON AUSTRALIA

C18

Castaway Forecasting is a specialist budgeting and cashflow forecasting software tool for SMEs and their business advisers. Castaway produces powerful, 3-way forecasts accurately showing the financial health of the business, now and in the future. With greater clarity about the future, business decisions can be made with confidence.

Class provides software for the administration of SMSF and non-SMSF portfolios, creating a collaborative environment for advisers &accountants to increase efficiency and deliver better outcomes for their clients. Class Super is an awardwinning SMSF administration software. Class Portfolio is an administration and reporting solution for companies, trusts and individuals.

Roster, Time and Payroll your workforce with Australia’s most powerful employee management system.

Available in separate modules or as an “All-in-One” solution. Empower your workforce with the latest in self-service software tools including mobile apps for iOS and Android (ClockOn GO) and our employee self-service web portal.

 02 9569 7144  sales@castawayforecasting.com  castawayforecasting.com

 1300 851 057  sales@class.com.au  class.com.au

 02 4344 9444  sales@clockon.com.au  clockon.com

CHANGE GPS

C23

CLIENTCOMM

H46

Welcome to your cloud platform of resources and advice apps your team will use daily to make you more money, and your life easier! Structure advice, Tax Planning, Structure diagrams, your firm’s service mix - all linked to Xero Practice Manager. ChangeGPS, the smart way to grow your accounting business

At Clientcomm we want to make the digital world a simpler place for you and your business. We provide Digital Communication & Social Media Tools to small businesses backed by personalised support. We have a library of articles and newsletters for accounting practices ready to send to your clients.

 1300 268 684  info@changegps.com.au  changegps.com.au

 0411 500 510  peter.talty@clientcomm.com.au  clientcomm.com.au

CLOUDPAYROLL

E50

CloudPayroll is cloud based fully integrated and compatible payroll system. Easy to use and affordable.

Employees receive a self-managed kiosk including leave, time-logs, payslips and payment summaries. Suitable for varying size businesses, we also manage superannuation, PAYG, STP enabled (coming soon) 50+ reports, and unlimited phone and email support.  02 9042 2689  sales@cloudpayroll.com.au  cloudpayroll.com.au

Profit. Ability.

Simplified administration of SMSF and other investment entities.

F ind out more.

Visit class.com.au/profitability

Class will be on Stand B36 at the Accounting Business Expo in Sydney, 21-22 March 2018.

EXHIBITORS

CLOUDSOLVE

D12

We can help you implement the solutions you need to run your practice in the cloud. We can work with you to help your clients implement the solutions they need to grow their business.

What better way to grow your practice than helping your clients grow their business?  02 9017 7373  rhys@cloudsolve.com.au  cloudsolve.com.au

CONNECT OUTSOURCING

C06

CPA Australia is one of the world’s largest accounting bodies with a global membership of more than 160,000 members. As the role of traditional accounting practices changes, CPA Australia has all the resources needed to support our public practitioners grow their practice and help take advantage of market opportunities.  cpaaustralia.com.au/professionalresources/public-practice

B26

Outsourcing done differently. Unlike other remote staffing companies, we have a team of 700 fully trained accountants ready to work for you.

There’s no recruitment process, and no training required. You pay only per job, so you use us only when you need us. Our work quality is guaranteed.  0421 796 169  ed.hayes@connectoutsourcing.com  connectoutsourcing.com

CPA AUSTRALIA

D & V PHILIPPINES

C36

D&V Philippines is your accounting talent sourcing firm based in Manila. Our team of CPAs has in-depth expertise in Australian accountancy and compliance with a proven track record. We provide a dedicated team with guaranteed backup to ensure continuity.  +63 2 846 1144  j.santos@dvphilippines.com  dvphilippines.com

DEAR SYSTEMS

F25

Powerful all-in-one could based solution to manage growing retail, wholesale or light manufacturing businesses. Built-in POS, B2B Wholesale portal and flexible inventory and order management features give you freedom to sell products, anywhere any time on any device.  0400 095 143  alexei.p@dearsystems.com  dearsystems.com

DEED DOT COM DO AU

D04

We provide online legal document delivery and TRUSTDEED.COM.AU management service. It DEEDS YOU CAN TRUST was set up in response to a market need for a good quality SMSF trust deed and other documents at a reasonable cost. Our trust deeds are combination of being highly technical yet practical and prepared by skilled solicitors.  02 9684 4199  sales@trustdeed.com.au  trustdeed.com.au

Moving to the Cloud?

Complete your journey with Nimbus Cloud Document Management BOOK A DEMO TODAY

CALL 1800 646 287 www.nimbusportals.com 68

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

EXHIBITORS

DEPUTY

D18

Deputy is a workforce management solution that removes the hassle of running your team. With Deputy you can complete your roster in minutes, publish to your team with a click, and seamlessly export time sheets to your payroll and accounting solution.  deputy.com

DOCSCORP

D54

Are the documents you use every day putting you at risk of regulatory non-compliance?

DocsCorp solutions for Financial Services not only improve efficiency, streamline work processes and reduce costs - they also minimize risk. Talk to us to find out more.  02 8270 8500  info@docscorp.com  docscorp.com

EFFECTIVE PD

ACCOUNTING BUSINESS EXPO | 2018

ENTITY MAKERS

D55

Effective PD offers an innovative way for accountants to obtain professional development. It offers brief and easy to listen to form of learning that can be squeezed into an accountant’s timetable. It provides weekly 20-minute pre recorded content, which can be watched anywhere, anytime as either video or podcast.

Why pay per Entity?

Entity Makers is an online, subscription based service which enables subscribers to order unlimited Trust and Self-Managed Superannuation fund entities for a small monthly subscription fee. Each entity formation provides a suite of professional documents via a user friendly platform.

 0428 022 441  admin@effectivepd.com  effectivepd.com

 info@entitymakers.com.au  entitymakers.com.au

EMPLOYSURE

H12

Our cost-effective service allows you to budget for complete protection and achieve peace of mind when it comes to employee management and workplace safety.

We will conduct a review of your current documents and processes, offer you protection and provide solutions for workplace compliance.  1300 835 409  events@employsure.com.au  employsure.com.au

69

F42

EQUIFAX

D46

Equifax powers the financial future of individuals and organisations globally.

Using the combined strength of unique trusted data, technology and innovative analytics, Equifax organises, assimilates and analyses data on more than 820 million consumers and 91 million businesses worldwide. Its database includes employee data contributed from over 7,100 employers.  justin.eley@equifax.com  equifax.com.au

www.accountingbusiness.com.au

EXHIBITORS

EUREKA TAXATION SERVICES

F48

Your Future Success Begins Today! Be your own Boss. Build an Asset. Secure your Future. Realise your Dreams.  882 737 950  franchise@eurekatax.com.au  eurekatax.com.au

EVOLV

E23

Team up with Evolv and discover what true collaboration can achieve. Our exclusive products – Black, White and Grey – deliver SMSF audits that are value-adds to your business. We continue to collaborate with the SMSF audit industry as we strive to develop the tools we you need.  0424 483 171  asharma@evolvsuper.com.au  evolvsuper.com.au

EXPENSEMANAGER With mobile technology, AI, digital data and the flexibility of the cloud, expensemanager

B18

expensemanager

 0450 033 389  phillip@expense-manager.com  expense-manager.com

EXPENSIFY

B24

 help@expensify.com  use.expensify.com

H40

EzzyBills, the first invoice processing system that uses Deep Learning.

Extract all invoice data including line items!

100% automatic, more accurate than humans, done in seconds.

Fully integrated with Xero/MYOB/QuickBooks, with automated bill payment for selected banks. EzzyBills is the #1 Rated Invoice Solution in Australia and New Zealand.  02 8003 3097  support@ezzydoc.com  ezzybills.com

ACCOUNTING BUSINESS EXPO | 2018

FISHBOWL

B17

Fishbowl provides stock control, order management and manufacturing solutions for Reckon Accounts and Xero. With the same tools as the big boys at a fraction of the cost, Fishbowl handles multi-locations, inventory tracking, manufacturing, barcoding, advanced reporting, point of sale and eCommerce integrations.

 jackrabbit@fastrabbit.com.au  fastrabbit.com.au

 1300 785 755  kylie@fishbowlinventory.com.au  fishbowlaustralia.com.au

FATHOM

G30

Reports and insights to help businesses thrive.

Fathom is a management reporting and financial analysis tool to help accountants and businesses measure performance, monitor trends and identify opportunities.  07 3333 2239  enquiries@fathomhq.com  fathomhq.com

A44

FeeSynergy is Australia’s leading provider of debtor management solutions to accounting practices. Our fee finance, online payment gateway and debtor management software applications are used by hundreds of leading accounting firms. Come and visit our stand and we will show you how to transform your practice.  03 9822 1300  lazs@feesynergy.com.au  feesynergy.com.au

Expensify automates the entire receipt and expense management process with an easy web and mobile app.

Just snap a photo of a receipt to create and submit expense reports in one click! Expensify imports card transactions and integrates with accounting softwares, enabling administrators to quickly approve and reimburse expense claims.

EZZYBILLS

A38

Finally a way to make greater profit from all your smaller clients.

The Precise Platform is a product offered to bookkeeping and accounting businesses only.

It increases productivity by cutting out the grind of completing accounts on accounting systems that are becoming more and more complex for small businesses.

FEESYNERGY

automates the expense reimbursement, receipt management and the supplier payment process and makes them paper free. Unlike other solutions, expensemanager automates all of accounts payable processes in the one affordable platform with local set up and support.

70

FAST RABBIT

FIFO CAPITAL

H42

Fifo Capital is a leading provider of business finance solutions with deep pockets and expert finance skills at the ready to support your cash flow and capital needs. Since our launch in 2005, Fifo Capital has provided over $1 billion of business finance. Call us today!  1300 852 556  lachlan.handley@fifocapital.com  fifocapital.com.au

FINANCIALS FOR OFFICE 365

E52

Financials for Office 365 is multi-award winning cloud accounting software built on the Microsoft platform. We fill a big gap in the market for the aspirational SMB who want big business functionality at a small business price tag --- With Finance, Reporting, Payroll, Distribution, Job Costing, Manufacturing and more.

FUSEDOCS

C38

Compile, format, and send client-ready documents at the click of a button with FuseDocs. FuseDocs is the smart robotic process automation solution for accountants. FuseDocs fully automates repetitive processes like collating annual client reports direct from your document management system. With Fuse on your team, productivity skyrockets!  07 3233 6440  hello@fusedocs.com.au  fusedocs.com.au

FUTRLI

D20

FUTRLI is an all-in-one forecasting and reporting platform that helps business owners and accountants make better business decisions. Our suite of powerful visualisation, alerting and forecasting tools and our industry-leading certification course transform the way you work, create actionable insights and accelerate the roll out of advisory services.  hello@futrli.com  futrli.com

GREATSOFT CRM

G18

GreatSoft is an innovative and award winning Software Development Company that provides cutting edge cloud based software solutions to professionals. Our African developed CRM, Payroll and Cloud Document Management Solutions help make your business more secure, more efficient and more profitable.  +27 8 3782 1666  jeanp@greatsoft.co.za  greatsoft.co.za

 02 8042 9888  steve.woolley@o365financials.com  o365financials.com

www.accountingbusiness.com.au

EXHIBITORS

H-CONNECT

E48

G26

An award-winning BPM/ SSO that provides services such as BPO specializing in F&A, Remote Assistance, Back Office support with the Center of Excellence specializing in HR, Seat-Leasing and PMO, serving clients across UK, USA, Australia and APAC. Solely owned subsidiary of Hirdaramani Group, with 125 years of heritage & stability.

Hedley Scott Recruitment is a leading recruitment consultancy offering specialist recruitment services to professional practice firms across Australia. As a trusted recruitment partner, our consultative approach is built on long-term, successful relationships earning us a reputation for delivering outstanding results for our clients and candidates.

 094 11 4692000  Sajini.Shabbir@hconnectint.com  hconnectint.com/

 02 8973 7520  enquiries@hedleyscott.com.au  hedleyscott.com.au

HAMMERJACK

G41

HUBDOC

C25

Hammerjack offer more than just people and office space. We provide outcomes, performance and quality, not just savings. We combine years of outsourcing experience with specialised finance and accounting expertise. Our simple, effective solutions can help you build your dedicated offshore team and lighten the load on your onshore advisors.

Advisors spend 30% of their time chasing client documents.

Hubdoc solves this problem by autofetching key financial documents and seamlessly syncing them (and their data!) with QBO and Xero. With Hubdoc, you can say goodbye to chasing documents and data entry and say hello to increased productivity and automation.

 1300 788 451  info@hammerjack.com.au  hammerjack.com.au

 08 7444 5026  jess@hubdoc.com  hubdoc.com

HANSAWORLD

G07

TM

INFOTRACK

D38

InfoTrack is an awardwinning technology company that is helping a range of professionals, businesses and individuals in a digital age. We provide an integrated platform that enables you to find, analyse, organise and communicate information efficiently and effectively.

 0431 333 934  mork@hansaworld.com  hansaworld.com

 1800 738 524  sales@infotrack.com.au  infotrack.com.au/

H20

Havealook is one of Australia’s fastest growing website design companies providing quality website design to more than 7,000 small and medium sized businesses since 2005. All websites are responsive and self-updatable 24/7. And we also offer a range of search engine marketing and optimisation services.  1300 367 009  sales@havealook.com.au  havealook.com.au

ACCOUNTING BUSINESS EXPO | 2018

INPAYTECH

C46

InPayTech, owner of ClickSuper, announces our latest payment solution, PayVu. PayVu, a business to business payment solution, bridges the gap between accounting systems and internet banking.

PayVu enables single pane of glass management of invoices, wages, taxes and superannuation to allow accountants/ bookkeepers and businesses to make payments in minutes.  02 8090 3252  dmartin@Paymentadviser.com.au  payvu.com.au

INSTITUTE OF CERTIFIED BOOKKEEPERS

H18

ICB aims to bring certainty to the bookkeeping profession. It answers the questions: How skilled is this bookkeeper? How do I prove my bookkeeping skills? How do I improve my bookkeeping skills? How do I do bookkeeping better? What are the benefits of being part of a professional organisation.  1300 856 181  admin@icb.org.au  icb.org.au

INSTITUTE OF PUBLIC ACCOUNTANTS

D47

The IPA is passionate about small business.

We constantly challenge ourselves ensuring we deliver the best service possible to our members while maintaining our small business focus. We are committed to advocating on behalf of members, delivering quality CPD, technical updates and an award winning online technical support platform.  1800 625 625  membership@publicaccountants.org.au  publicaccountants.org.au

HansaWorld is a leading international software house providing a full suite of Enterprise Resource Planning, Customer Relationship Management products and a range of smaller applications for accounting, CRM, Hotels and POS that deliver the flexibility required by today’s businesses.

HAVEALOOK WEBSITES

72

HEDLEY SCOTT RECRUITMENT

INUIT QUICKBOOKS

C24

Intuit is the world’s leading provider of financial solutions for individuals and small businesses and the advisors who support them.

Transform the way you work with your clients with QuickBooks Online Accountant. With anytime access, streamlined data and insightful reporting, you’re more valuable to your clients than ever before.  1800 618 521  proadvisorsales_au@intuit.com  intuit.com.au

IPRACTICEAPPS

G42

iPracticeApps is all about working with accounting practice to develop and deliver a Progressive Digital Practice” plan. This means clients signing documents with two taps. Delivering your ATO correspondence via your smart app. Making sure your digital security meets the right standards. Plus, over 30 other ideas.  0419 378 073  ron@ddslive.biz  iPracticeApps.com

www.accountingbusiness.com.au

EXHIBITORS

JCURVE

E06

KEYPAY

A24

JCurve Solutions (ASX: JCS), is a trusted Australian and New Zealand ERP Solutions Provider. The JCS team of experienced cloud ERP experts empowers businesses to make lasting improvements and performance gains. Our range of award-winning business management solutions provides the technology for better profitability and real business growth.

KeyPay is an all-in-one cloud based workforce management platform that seamlessly manages time and attendance, rostering and payroll. Built to improve the way payroll managers work, KeyPay eliminates the complexity of modern award interpretation with pre-configured awards and custom EAs, so you’ll never have manually calculate again.

 1800 528 783  partners@jcurve.com.au  jcurvesolutions.com/erp

 02 8880 9282  sales@yourpayroll.com.au  keypay.com.au

JOBBAG MANAGEMENT SOFTWARE

G36

KNOWLEDGE SHOP

A26

JobBag is a comprehensive business management system for managing people and project work. From planning and scoping to allocating tasks and monitoring outputs. As a single source for meaningful insights and efficiencies, JobBag is more than just great accounting. It’s the tool for running Service-based Businesses.

What service do hundreds of accounting and advisory firms use every day? Knowledge Shop is the advisers’ adviser. Give your team the resources they need when they need them - adviser’s help desk, workpapers, Professional Development, client newsletters, technical updates, and so much more. Experience us at ABE18!

 02 8115 8080  sales@instinctsystems.com.au  jobbag.com

 1800 800 232  julie.zoghaib@knowledgeshop.com.au  knowledgeshop.com.au

JobBag

TM

LIME ACTUARIAL

H16

Lime Actuarial provides instantaneous Actuarial Certificates, so there is no waiting.

We charge only $100+GST per Certificate. You will find that our Certificates are easier, faster and better value than your existing provider. What’s more, we are integrated with Class Super and BGL 360.  1300 546 300  certificates@limeactuarial.com.au  limeactuarial.com.au

M-INSTITUTE

A20

NFP M-Institute assists medium businesses, typically $2m to $100m in revenue. It’s our fastest growing sector but is lumped in the SME category when more like large businesses without their resources. 90% say they face barriers to reaching their potential which we help address through a trusted resource community.

M

 03 8679 6522  info@m-institute.com.au  m-institute.com.au

EXHIBITORS

MACNAIR

EXHIBITORS

D07

Cost appropriate and low risk IT infrastructure are essential elements for modern Accounting practices. Discover how Macnair can manage your IT and communications costs while lowering your risk of data loss. Cynosura, one of our trusted partners, will be joining us. Register for a VIP demonstration via the link below.  02 881 45011  info@macnair.com.au  macnair.com.au/vip-demo

MARKETLEND

E02

Marketlend’s marketplace lending platform helps SMEs access the funds they need quickly and efficiently. Our model is proprietary, secure and robust and offers SMEs a clear and long needed alternative to traditional lending options. Think Marketlend when your clients need working capital finance.  0481 102 368  sales@marketlend.com.au  marketlend.com.au

MAUS BUSINESS SYSTEMS

A complete “all-in-one” Business Advisory platform designed for Accountants, Advisors, Consultants and Wealth Managers. MAUS Business Systems is a leading publisher of software operating for over 25 years. MAUS houses 15 brilliant business tools & assessments in one cloud-based platform, allowing you to structure and automate the client engagement!  1300 300 586  admin@maus.com.au  maus.com.au/landingpages/ ConsultantLandingPage.html

MCG QUANTITY SURVEYORS

ACCOUNTING BUSINESS EXPO | 2018

MERIT WEALTH

G05

F24

Over 500 accountants have now applied to join our Australian Financial Services Licence for accountants. Merit Wealth is a model designed by accountants, for the way that practitioners work. Led by Greg Hayes, Merit Wealth is part of the Knowledge Shop, Hayes Knight and Law Central family of companies.  0422 849 671  david.moss@meritwealth.com.au  meritwealth.com.au

MINUTEDOCK

Founded by directors Marty Sadlier & Mike Mortlock, MCG are industry leaders within the Quantity Surveying field across Australia and are known for industry first research. MCG’s mission is to assist property investors to maximise their cash flow through the provision tailored depreciation schedules and construction estimates.  02 4040 5014  contact@mcgqs.com.au  mcgqs.com.au

75

B31

D17

Time tracking and billing software for professional services.

Save time and hassle with a smarter approach to tracking the time you spend on clients & projects, keep on top of budgets, and automate your billing invoice generation.

Top-rated integrations with popular accounting software including Xero, QuickBooks, and MYOB.  team@minutedock.com  minutedock.com

www.accountingbusiness.com.au

EXHIBITORS

MY SHELF COMPANY

H28

MYPROSPERITY

B20

NIMBUS PORTAL SOLUTIONS

E36

My Shelf Company, with its industry-leading software offers the quickest and safest way to obtain pre-registered (aged) shelf companies. Our secure online platform for existing shelf companies and now, new company registrations also, is a truly unique and first-rate solution for the professional Australian market.

myprosperity is the leading personal wealth platform in Australia, with over 500 adviser partners and 18,000 end users. Available on desktop and as a mobile app, myprosperity boasts live data feeds, digital document signing, budgeting, cashflow and goal setting tools for an integrated approach to personal finance.

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.

 07 5600 9777  office@myshelfcompany.com.au  myshelfcompany.com

 03 9818 2095  support@myprosperity.com.au  myprosperity.com.au

 1800 646 287  sales@nimbusportals.com  nimbusportals.com

MYOB Our passion is making business life easier for you. As one of Australia’s leading cloud-based accounting software providers, MYOB makes life easier for approximately 1.2 million businesses across Australia and New Zealand by simplifying accounting, payroll, tax, CRM, websites, job costing, practice management, inventory and more.  1300 793 130  accountants.au@myob.com  myob.com

F30

MYWORKPAPERS

C07

Designed for accountancy practices, auditors, bookkeepers and businesses, MyWorkpapers is an industry proven cloud-based platform for digital workpapers, collaboration and reconciliation.

MyWorkpapers provides a seamless platform for financial integration, document management, automated workflows, tasks and queries. Utilise pre-built, customisable content, checklists and methodologies to improve quality and efficiencies.  07 5555 0100  sales@myworkpapers.com  myworkpapers.com

NOWINFINITY

F41

NowInfinity makes it simple. Now in one platform you can create entities, collaborate with other platforms and manage your client’s entities with ease. The NowInfinity platform features tools which will assist you in optimising your workflows giving you the ability to grow and strengthen your business.  07 5554 5398  info@nowinfinity.com.au  nowinfinity.com.au

EXHIBITORS

OFX

EXHIBITORS

D53

OUTSOURCE FINANCIAL

H22

OFX is the smart way to make payments to GLOBAL MONEY more than 190 TRANSFERS countries, with 24/7 trading and customer support and bank-beating exchange rates in 55 currencies. A convenient, secure and transparent way to send money overseas, OFX are the perfect partner for accountants looking to add value to their service.

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.

 1300 300 524  partners@ofx.com  ofx.com

 1300 781 481  info@outsourcefinancial.com.au  outsourcefinancial.com.au

ORACLE

A18

The Oracle Cloud delivers hundreds of SaaS applications and enterprise-class PaaS and IaaS services to customers in more than 195 countries and territories while processing 55 billion transactions a day. For more information about Oracle, please visit us at oracle.com.  marketing-rsvp_au@oracle.com  oracle.com/smb/finance.html

OZEDI

F44

PANALITIX is a global membership community that helps Accountants build great businesses for themselves and their clients. Accounting firms can achieve business growth by improving in areas of Attracting and Managing Clients, Team Engagement, Business Processes and Advisory Services. Realise your goals with the expert Support, Content and Technology provided.

HELPING ACCOUNTANTS BUILD GREAT BUSINESSES

 07 3607 6600  info@panalitix.com  panalitix.com

E47

Ozedi provides messaging solutions.

It’s a leading SuperStream gateway for superannuation contributions and has been processing live data since July 2017 under the ATO’s early release for Single Touch Payroll. It is also a provisionally accredited Access Point for the national e-invoicing framework developed by the Digital Business Council.  ozedi.com.au/

PANALITIX

PARADOX

H23

PARADOX is the global pioneer in the digital marketing for accountants space. As a PARADOX member your firm will tap into the Structure, Strategy and Support you need to create a strong and strategic digital presence, attract your ideal clients, and provide more advisory services to your existing clients.  1300 727 236  hello@practiceparadox.com.au  practiceparadox.com.au

EXHIBITORS

PRACTICE IGNITION

F20

Practice Ignition is a 100% cloud based platform to automate how smart practices run with engagement letters, compliance, payments — all in one. Win more clients, do less admin, boost cash flow and scale your business with Practice Ignition.  sales@practiceignition.com  practiceignition.com

PRACTICE PROTECT

B41 practiceprotect

Practice Protect specialises in cloud practiceprotect security for accountants from a technology, training and policy perspective. We help accountants maintain a credible reputation as data custodians to increase client confidence in the face of growing market awareness around privacy and cyber crime.  1300 010 114  info@practiceprotectonline.com  practiceprotectonline.com

PROFITSEE

D19

Forecasting and reporting made simple.

ProfitSee helps accountants, bookkeepers, and consultants provide proactive advisory services to their SME clients. Create efficiency with automated and white-labeled reporting, forecasting, budgeting, analysis, consolidation, franchising, KPIs, and more.  02 8015 5842  support@myprofitsee.com  myprofitsee.com

RECEIPT BANK

B08

We’re a specialist accounting recruitment agency where building long-term relationships, with both job seekers and employers, is at the heart of what we do.

For us every job brief and career goal is distinctive – therefore, we strive to provide high quality, tailored recruitment solutions for clients and candidates.  02 8324 5640  enquiries@richardlloyd.com.au  richardlloyd.com.au

ROCKETSPARK

F18

A beautifully simple website builder for ecommerce, accountants, bookkeepers & their clients across many industries. With a 5-star rating on the Xero app marketplace, Rocketspark is dedicated to helping nontechnical business owners set up a great looking website that connects with a range of add-ons to streamline their business.  info@rocketspark.com  rocketspark.com

SAGE

 1800 107 451  support@receiptbank.com  receipt-bank.com/

C12

E53

We provide people, infrastructure, practice management, software and services in financial advice. We have established over 25 joint ventures with quality accounting firms over the last 18 months. Our approach gives the accountant equity, dividends, directorship and shared control of a financial services company.

 sage.com/au

C43

One of Australia’s largest providers of information and software that will help your firm find the answers, gain insight and deliver better business outcomes. We build partnerships that you can rely on, and use our expertise and scalable, cost effective solutions to ensure that you deliver your business objectives.  02 8206 6529  Richard.Jones@saiglobal.com  saiglobal.com/property

F43

SAM - the #1 Specialist Automotive Workshop solution in NZ for over 25years. Designed and AUTOMOTIVE SERVICE IT supported by people from the automotive trade, it helps clients sell more labour, increase margins and reduce costs. SAM makes clients more successful, partnering with Accountants and Bookkeepers is a logical extension of this goal.

SAM PMS 716

TSI PMS 425

SCORO

G19

Scoro is an end-to-end business management solution that allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing.  1300 833 327  tejas@businesscontinuum.com.au  scoro.com

Sage is the global market leader for technology that helps businesses of all sizes manage everything from money to people, whether they’re a start-up, scale-up or enterprise.

Our mission is to free business builders from the burden of admin, so they can spend more time doing what they love.

SAI GLOBAL PROPERTY

SAM - SOFTWARE FOR WORKSHOPS

 64 027 2698 025  sales@sam.co.nz  samdrive.com.au

 1800 660 670

E17

Receipt Bank has been automating collection and data extraction of receipts and invoices since 2010. Today, our award-winning automation and AI technologies are used by 6,000+ accounting & bookkeeping firms globally. Our technology unlocks the value of accounting data, automates the bookkeeping process and facilitates more valuable client relationships.

RFE GROUP

RICHARD LLOYD RECRUITMENT

SECURED LENDING

H41

At Secured Lending, we focus on fast, short term funding solutions.

With in-house property specialists, we can settle a loan within 24 hours. Whether funds are needed for working capital, land development or bridging finance purposes, we pride ourselves on providing each client with a tailored finance solution.  1300 795 175  info@securedlending.com.au  securedlending.com.au

SELFMANAGEDSUPER

C58

selfmanagedsuper offers both online and print publications tailored separately for SMSF professionals and individual trustees participating in the largest sector of the superannuation industry. Receive quality, relevant and reliable industry updates from our experienced financial services editorial team every week. Subscribe to SMSF adviser news: smsmagazine.com.au/subscribe  02 8973 3315  info@bmarkmedia.com.au  smsmagazine.com.au

 1300 071 107  enquiries@rfegroup.com.au  rfegroup.com.au

78 78ACCOUNTING ACCOUNTING BUSINESS BUSINESS EXPO EXPO | 2018 | 2018

www.accountingbusiness.com.au

EXHIBITORS

SELFWEALTH

H26

SMART BUSINESS SYSTEMS

F36

SelfWealth is an online for investors, partnering to achieve the common purpose of better returns. At SelfWealth, we call a trade a trade. That’s why in 2016 we launched Australia’s flat fee brokerage solution, SelfWealth TRADING. Our members can now trade shares for just $9.50 per trade.

Smart Business Systems specialises in providing cutting edge IT advice, support and project ® management to accounting practices. We take great pride in being an IT services firm that actually makes a difference to our customers. Australia wide, we have been building and supporting IT Systems for over 10 years.

 03 8658 6074  info@selfwealth.com.au  selfwealth.com.au

 1300 798 717  obuckland@sbsystems.com.au  sbsystems.com.au

SENTRIAN

B37

For over 25 years, professional services firms around Australia have relied on Sentrian to help them secure data, solve IT problems and reach informed technology decisions. Speak with Sentrian about: protecting your firm from cyber attack; integrating and securing cloud platforms; removing IT barriers to growth.  1300 791 678  enquiries@sentrian.com.au  sentrian.com.au

SHELCOM CORPORATE SERVICES A32 We provide Company, Business Name, Trust establishment services and outsourced company compliance services to accounting and legal professionals and their clients.  1300 722 796  companies@shelcom.com.au  shelcom.com.au

SKIPPR CASH FLOW

D52

Skippr makes cash flow management quick and easy. Engage and advise clients on cash flow using visual insights, real-time forecasts, scenario modelling and action plans. Clients can also boost cash flow using Skippr Invoice Finance. Draw funding and reconcile payments seamlessly on the one platform. Simple!  02 8006 1026  partners@skippr.com.au  skippr.com.au

SLATER BYRNE RECOVERIES

E24

Slater Byrne are a commission based debt recovery company operating Australia wide with offices in Sydney, Brisbane & Melbourne. We specialise in helping all types of businesses and companies recover overdue accounts and improve cash flow.

SMARTCORP

G38

Smartcorp is one of Australia’s largest company incorporation smartcorp and trust deed businesses. With over 35 years experience, Smartcorp are the pioneers of smart, compliant corporate documents. Our personalised service and cloud-based technology deliver automation and efficiency. Corpliance, our compliance software, helps you effectively manage your clients ASIC responsibilities.  1300 856 972  linda@smartcorp.com.au  smartcorp.com.au

SMARTER SMSF

H31

SPOTLIGHT REPORTING

F23

Spotlight Reporting is an award-winning cloud-based software, offering a great range of comprehensive management reports, fully customisable dashboards, three-way forecasting, and franchise reporting. Spotlight tools deliver clarity for better decision-making and allow accountants to expand their service options, revenue, and client satisfaction. Free 28-day trial available at spotlightreporting.com/ free-trial  customer@spotlightreporting.com  spotlightreporting.com

SQUARE

G43

Square creates tools that help sellers of all sizes start, run and grow their businesses. ® Square’s free point-of-sale service offers tools for every part of running a business, from accepting card payments and tracking inventory to real-time analytics and invoicing.  1800 760 137  au-sales@squareup.com  squareup.com/au

ST.GEORGE BANK

F02

The SMSF Academy is now known as Smarter SMSF. The change reflects a smarter, more versatile, technology-driven way to access the depth and breadth of our services including SMSF documents, training and support. Come and visit us at stand H31 and ask us how!

At St.George, we believe in the power of starting something. We started small, as a local building society, serving the families and community of Hurstville. We’ve branched out over time but one thing has always stayed the same, putting people and communities at the heart of everything we do.

 1300 959 476  team@smartersmsf.com  smartersmsf.com

 0481 917 709  sanjay.anand@stgeorge.com.au  stgeorge.com.au

SMSF ASSOCIATION

C54

The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector. As the peak body representing the SMSF sector, the Association has the vital role of continually improving the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community.  1300 779 096  MemberServices@smsfassociation.com  smsfassociation.com

STOCKSPOT

G44

Stockspot is Australia’s largest and most experienced online investment adviser. We make investing easy and affordable. Whether you’re growing your wealth, saving for a home, a family or retirement, we help you do it with the right investment portfolio and guidance.  02 8091 8090  enquiries@stockspot.com.au  stockspot.com.a

 02 9191 4518  liam@slaterbyrne.com.au  slaterbyrne.com.au

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ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au www.accountingbusiness.com.au

EXHIBITORS

SUITEFILES

G37

SuiteFiles is one integrated cloud system built to help businesses securely manage their files, emails, templates and more. Connected to the tools that matter to organisations, like Microsoft Office, Xero accounting software and Xero Practice Manager, SuiteFiles lets you work seamlessly with your files and client data.  64 49165176  support@suitefiles.com  suitefiles.com

SUPER RECORDS

E44

SURGICAL PARTNERS

E11

Benchmarking.com.au are the leading provider of industry specific benchmark data in Australia, combining cutting edge technology with 26 years of benchmark knowledge. We provide benchmark data for 100+ industries. Implement your own branding, import data from Xero and print to various formats including Word for complete flexibility.

 0416 185 123  daniel@surgicalpartners.com.au  surgicalpartners.com.au

 02 9262 5564  enquiries@benchmarking.com.au  benchmarking.com.au

SVX GROUP

F49

SVX - Interactive and Collaborative software KNOW MORE. DO MORE. to advance your clients’ Financial journey. The SVX Platform is a software solution to manage the Adviser-Client relationship, enabling all the clients’ personal and business financial information and related documentation consolidated into a single solution in real time.

 0402 626 628  duane@superrecords.com.au  superrecords.com.au

 0408 400 515  vmeindl@svxgroup.com  svxgroup.com

E37

SECURE VALUE EXCHANGE

SYNERGY 8

D57

With over 30 years’ experience, SuperConcepts is a leading innovator in SMSF services.

Specialist accountant services include: Accountants Outsource for the overburdened accountant; SMSF administration software, SuperMate is designed to lift efficiency, quality and productivity; & SMSF education and technical expertise, from experts you can rely on.

Synergy 8 makes it easier to build and grow an online presence by combining the power of multiple apps and tools into a single platform.

 1300 023 170  sales@superconcepts.com.au  superconcepts.com.au

Tax & Super Australia is a not-for-profit membership based organisation that provides relevant and easy-to-understand tax and superannuation publications and training – empowering professionals to better service their clients. As an advocate for professionals, we support today’s practitioners so they can thrive tomorrow.

SUPERGUARDIAN

D26

SuperGuardian is a Chartered Accounting firm and specialist self-managed super fund (SMSF) Administrator, with more than 15 years’ industry experience. By combining the latest web-based technology with a high level of personal service, we provide a premium SMSF administration service that represents value for money.  1300 787 576  olivia@superguardian.com.au  superguardian.com.au

D14

Surgical Partners is the financial management platform for medical practices and their doctors, integrating transaction data with online accounting platforms, and splitting the Doctor’s billings into practice share, and Doctor share, in real time.

This solution will integrate your Practice Management System with all leading cloud accounting software.

Super Records provides wholesale solutions for firms based on their individual needs & requirements. Our focus is within the Business Services, SMSF Administration, SMSF Audits and Paraplanning areas. Super Records utilises the latest technology and our impressive staff resources, to offer premium services that are also value for money.

SUPERCONCEPTS

THE BENCHMARKING GROUP

H32

Brilliant Digital - Growing businesses through powerful digital storytelling. We work with successful businesses creating a powerful online brand for your company that delivers quality leads and ideal customers. Brilliant Businesses Delivering complete business sale solutions.

We’re proactive business brokers achieving great outcomes using storytelling and digital marketing.  02 9939 5223  info@bbim.com.au  bbim.com.au

THE OUTSOURCED ACCOUNTANT C48

Synergy 8 DIGITAL MARKETING SOFTWARE

 1300 787 970  info@synergy8.com  synergy8.com

TAX & SUPER AUSTRALIA

C05

 03 8851 4555  info@taxandsuperaustralia.com.au  taxandsuperaustralia.com.au

TAXBANTER

THE BRILLIANT GROUP

H30

TaxBanter provides professional tax training to businesses of all sizes throughout Australia. Training is delivered through a variety of sessions, workshops and specialist tax seminars, and all are delivered by highly experienced industry experts. Supported by comprehensive technical materials, TaxBanter’s tax training allows you to earn valuable CPE/CPD hours.

The Outsourced Accountant is the leader in providing dedicated accounting and professional support staff for firms in the USA, Australia, New Zealand to grow their global teams and supercharge capacity. With over 700 qualified accountants and support staff, we deliver all the resources to help support your workflow and grow.  1300 896 522  info@toa.com.ph  theoutsourcedaccountant.com

THOMSON REUTERS

F12

The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information solutions to accounting, tax and corporate finance professionals. Through the information of our trusted experts and progressive technology, we are dedicated to making organisations as profitable, productive and efficient as possible.  1800 074 333  info.anz@thomsonreuters.com  tax.thomsonreuters.com.au

 03 9660 3500  joee@taxbanter.com.au  taxbanter.com.au

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ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

EXHIBITORS

TIME & ACCESS SYSTEMS

H43

Time & Access Systems is a leading provider of Workforce Management Solutions including Time and Attendance Management, Payroll Automation, Labour Cost Reporting, Rostering and Access Control. Our customised solutions with interfaces to 3rd party business applications ensure we provide the most efficient and cost effective workforce management solution available.  1300 665 165  info@timeandaccess.com.au  timeandaccess.com.au

TRIUMPH ERP BUSINESS SOFTWARE

G20

Triumph ERP is an Australian mid-range modular business management solution, designed for companies that have outgrown products like Xero and MYOB. Its comprehensive, fully integrated, and flexible design provide the best foundation to grow your business, either in the cloud or on-premise, including an “out of the box” web shop.  1800 653 545  info@triumph.com.au  triumph.com.au

TRUEPILLARS

G32

The platform: TruePillars’ marketplace brings together small businesses in need of a loan, and investors looking for regular returns. The difference: Our investor-funded loans have the lowest unsecured interest rates out there, with years, not months to repay – helping business not only stay above water, but thrive.  1300 320 288  contact@truepillars.com  truepillars.com/

TSHEETS BY QUICKBOOKS

B42

TSheets by QuickBooks is mobile, cloud-based time tracking and scheduling software employees love!

Thousands of customers in over 100 countries trust TSheets to provide real-time, valuable business insight — and 500,000+ employees around the world rely on TSheets to track accurate-to-the-second time for payroll.  Sandy_Vo@intuit.com  tsheets.com

UMLAUT

A36

Umlaut help you manage the data journey in your business - from capturing, consolidating, securing your data in the first place, to liberating and leveraging that data to add tangible,

EMPOWERING YOUR DATA

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ACCOUNTING BUSINESS EXPO | 2018

incremental value to your business and value-add services for your clients.

WAYPOINT

 1300 809 580  partner@umlautit.com.au  umlautit.com.au

UNLEASHED SOFTWARE

B06

Unleashed Software is a Software-as-aService(SaaS) company that provides medium-sized manufacturing, wholesale and distribution companies with a smart inventory management solution. Unleashed provides real-time visibility of inventory and transactions across suppliers, warehouses, production, customers and sales. It integrates with industry-leading cloud accounting and business applications to deliver a total solution.  03 9021 0914  sales@unleashedsoftware.com  unleashedsoftware.com

VALENTA BPO SOLUTIONS

E13

Valenta BPO are specialists in financial service outsourcing and offshoring. We enable hundreds of businesses in Australia, NZ, Canada, UK, US and the Asia-Pacific, grow through effective staffing solutions. We ensure that you have the best resources to help relieve bottlenecks, improve expertise and deliver cost-effective and efficient solutions.  0451 971 935  varsha.fleming@valentabpo.com  valentabpo.com/index

VIRTUAL CABINET

H25

Over 39,000 businesses and professionals worldwide, including VirtualCabinet some of the leading accounting firms in Australia and New Zealand like Pitcher Partners use Virtual Cabinet Document Management and Client Portal to organise their business and engage their customers. Get in touch with us to see how we can help your firm.  02 8319 9494  anz.hello@virtualcabinet.com  virtualcabinet.com/

WADDLE

C41

Waddle is the easiest way to borrow funds against your unpaid invoices. Simply link your accounting software to Waddle and start drawing funds against future payments. Waddle is the only 100% automated accounting lending add-on across Australia and New Zealand trusted to deliver affordable cash flow to SMEs.  1300 649 322  paul@waddle.com.au  waddle.com.au

C20

We bring new processes and technology together to create a better way of working.

We can only do this by knowing our clients on a deep level. That means asking questions, listening, understanding how they work, and ultimately caring for their business as if it was our own.  03 9008 5950  enquiries@wearewaypoint.com  wearewaypoint.com

WOLTERS KLUWER

C14

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 facilitate practice growth and enhance client relationships.  1300 300 224  au-wolterskluwer@wolterskluwer.com  wolterskluwer.cch.com.au

XERO

E18

Xero is beautiful accounting software that millions of people love using to run their small business. Xero is available all over the world and runs in the cloud, this means you can do your finances using any device with an internet connection – anytime, anywhere.  xero.com/au/partners

XU MAGAZINE

D58

XU Magazine is the independent magazine magazine run by Xero users, for Xero users. The magazine is aimed at the 1 million strong community of Xero users worldwide. Want to see your firm on the front cover? Why not stop by our stand and speak to us about co-branding opportunities.

XU

 alex@xumagazine.com  xumagazine.com

ZRILO BUSINESS INSIGHTS

A42

The Business Insights Platform provides a multi-App reporting solution that can be branded as your business. The platform consolidates data from both accounting and operational Apps into one dashboard, accessible on any device.

Consolidated reporting views allows you to group clients and set the metrics you want to see.  1300 009 397  info@zrilo.com  zrilo.com

www.accountingbusiness.com.au

Client Workspace Practice Management / DM Database Integration

Online Appointments

CLOUD

Document Management Digital Document Signing

Email Communications

Webform Checklists

NimbusÂŽ is your time-saving cloud document management (CDM) and portal solution built for professional business.

CLOUD DOCUMENT MANAGEMENT AND PRACTICE PORTAL

Transition to your paperless office and combine rich CDM services with email communications, digital document signing, client document collaboration and webform checklists all tied together with practice management / CRM integration.

Nimbus is your single integrated solution.

Replace multiple standalone web apps and migrate to Nimbus where you only have one system to manage and keep up to date.

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1800 NIMBUS (1800 646 287)

The SMSF Association helps maintain my confidence, compliance and competence.

“As an SMSF Association member, I have access to all the latest industry news and views. I’m kept up to date with sector updates daily and can access technical support quickly for day-to-day practice. My expertise is independently endorsed, but even more importantly, I’m confident in my knowledge and continuously building a network of peers and business opportunities.”

Daniel Martinez SE N IO R FIN A N CIA L ADV ISOR, PFG FIN A N CIA L SE RV ICE S

Visit our website to find out more about SMSF Association Membership www.smsfassociation.com/membership

Member SINCE SEPTEMBER 2015 3 YEARS

SMS 0099 Member Aquisition_Daniel_A4v2.indd 1

31/01/2018 2:24:11 PM

Exhibitors by Category ACCOUNTING SOFTWARE

ADD-ONS & APPS

Caseware Australia New Zealand...F06

Castaway Forecasting...................... E25

ATL Network.......................................H24

JCurve Solutions............................... E06

Receipt Bank....................................... E17

Banjo....................................................H21

Fast Rabbit.......................................... A38

BMT Tax Depreciation...................... G24

BStar.................................................... B43

Entity Makers...................................... D55

Spotlight Reporting............................F23

ChangeGPS......................................... C23

Castaway Forecasting...................... E25

Practice Protect................................. B41

D & V Philippines................................ C36

Financials for Office 365.................. E52

NowInfinity...........................................F41

FUTRLI................................................. D20

Receipt Bank....................................... E17

FUTRLI................................................. D20

Macnair................................................ D07

Bigstone..............................................H35

FuseDocs............................................ C38

MAUS................................................... B31

Smart Business Systems..................F36

Surgical Partners............................... E11

Practice Ignition..................................F20

Accentis............................................... B35

Zrilo Business Insights..................... A42

RFE Group........................................... E53

HansaWorld........................................ G07

Synergy 8............................................. D57

Secured Lending................................H41

Xero...................................................... E18

AutoEntry.............................................F08

Spotlight Reporting............................F23

BMT Tax Depreciation...................... G24

PANALITIX...........................................F44

SVX Group............................................F49

Attaché Software............................... A20

Waddle................................................. C41

Zrilo...................................................... A42

iPracticeApps..................................... G42

My Shelf Company............................H28

Docscorp............................................. D54

DEAR Systems....................................F25

Spotlight Reporting............................F23

Fishbowl.............................................. B17

MYOB....................................................F30

SuiteFiles............................................. G37

SuperConcepts.................................. E37

expensemanager............................... B18

MAUS Business Systems................ B31

InPayTech........................................... C46

Class.................................................... B36

Skippr Cash Flow............................... D52

Virtual Cabinet....................................H25

Fathom................................................G30

Thomson Reuters...............................F12

AusDocsOnline................................... E57

Deed Dot Com Do AU....................... D04

Lime Actuarial....................................H16

BT Financial Group............................ C52

ProfitSee.............................................. D19

Practice Protect................................. B41

Change GPS........................................ C23

Advanced Business Manager......... A06

AroFlo Job Management................. D36

NowInfinity...........................................F41

Rocketspark.........................................F18

MyWorkpapers................................... C07

Clientcomm........................................H46

FUTRLI................................................. D20

Expensify............................................. B24

Triumph ERP Business Software... G20

Apxium................................................. D48

Accredo Australia.............................. E26

Smartcorp........................................... G38

Connect Outsourcing........................ B26

Hubdoc................................................ C25

Arrow Tencia ERP Software.............F38

EzzyBills...............................................H40

InfoTrack............................................. D38

MinuteDock......................................... D17

FuseDocs............................................ C38

ClockOn Australia.............................. C18

FeeSynergy......................................... A44

Unleashed Software.......................... B06

AccountKit.......................................... C19

The Benchmarking Group................ D14

Inuit Quickbooks................................ C24 Sage..................................................... C12 Equifax................................................. D46 Surgical Partners............................... E11 Zrilo Business Insights..................... A42 Wolters Kluwer................................... C14 Nimbus Portal Solutions.................. E36

BILLS & EXPENSES Surgical Partners............................... E11 AutoEntry.............................................F08 expensemanager............................... B18 InPayTech........................................... C46 Expensify............................................. B24 Hubdoc................................................ C25 EzzyBills...............................................H40 ANZ Bank............................................ G17

85

BUSINESS ADVISORY

ACCOUNTING BUSINESS EXPO | 2018

BUSINESS INTELLIGENCE Castaway Forecasting...................... E25 PANALITIX...........................................F44 Fathom................................................G30 ProfitSee.............................................. D19 The Benchmarking Group................ D14 Arrow Tencia ERP Software.............F38 Equifax................................................. D46 ATL Network.......................................H24 M-Institute.......................................... A20.

Bstar..................................................... B43 SVX GROUP.........................................F49 Arrow Voice & Data........................... B44 Tax & Super Australia........................ C05 CRM Arrow Voice & Data........................... B44 Synergy 8............................................. D57 MYOB....................................................F30 AccountKit.......................................... C19 AcctWeb PlannerWeb......................H36 Scoro....................................................G19 SAM - Software for Workshops.......F43 Hammerjack....................................... G41 CLOUD INTEGRATION Arrow Voice & Data........................... B44 Hammerjack....................................... G41 Expensify............................................. B24 Receipt Bank....................................... E17 Practice Protect................................. B41 Unleashed Software.......................... B06 Bigstone..............................................H35

www.accountingbusiness.com.au

INDEX

Smart Business Systems..................F36

outsource financial............................H22

MAUS Business Systems................ B31

Merit Wealth........................................F24

BT Financial Group............................ C52

Banjo....................................................H21

MyWorkpapers................................... C07

Fifo Capital..........................................H42

InfoTrack............................................. D38

Stockspot............................................ G44

Nimbus Portal Solutions.................. E36

TruePillars........................................... G32

CloudSolve.......................................... D12

ASSETLINE CAPITAL........................ C17

Macnair................................................ D07 Smarter SMSF....................................H31 Business Fitness................................ C08 Sentrian............................................... B37 Umlaut................................................. A36 Super Records.................................... E44 Waypoint............................................. C20 E-COMMERCE My Shelf Company............................H28 Rocketspark.........................................F18 Triumph ERP Business Software... G20 Havealook Websites.........................H20 OFX....................................................... D53 Square..................................................G43 ERP Triumph ERP Business Software... G20 MYOB....................................................F30 Arrow Tencia ERP Software.............F38 Fishbowl.............................................. B17 JCurve Solutions............................... E06 Financials for Office 365.................. E52 HansaWorld........................................ G07 Accredo Australia.............................. E26 JobBag Management Software..... G36 Oracle................................................... A18 DEBTOR TRACKING

Accountancy Insurance.................... D24 Employsure.........................................H12 INVENTORY Banjo....................................................H21 Fishbowl.............................................. B17 JCurve Solutions............................... E06 Financials for Office 365.................. E52 Unleashed Software.......................... B06 CloudSolve.......................................... D12 Waypoint............................................. C20 DEAR Systems....................................F25 Accentis............................................... B35 Attaché Software............................... A20 Advanced Business Manager......... A06 INVOICES & JOBS Advanced Business Manager......... A06 Apricity Finance................................. G03 Accredo Australia.............................. E26 JobBag Management Software..... G36 Scoro....................................................G19 SAM - Software for Workshops.......F43 expensemanager............................... B18 AroFlo Job Management................. D36 Inuit Quickbooks................................ C24 OZEDI................................................... E47

Apxium................................................. D48

Valenta BPO Solutions...................... E13

FeeSynergy......................................... A44

TSheets by QuickBooks................... B42

Slater Byrne Recoveries................... E24

Practice Ignition..................................F20

FUNDING / FINANCIAL SERVICES Apxium................................................. D48 FeeSynergy......................................... A44 Slater Byrne Recoveries................... E24 OFX....................................................... D53 Bigstone..............................................H35 ANZ Bank............................................ G17 Waddle................................................. C41 Skippr Cash Flow............................... D52 Marketlend.......................................... E02 Apricity Finance................................. G03 St.George Bank...................................F02 SelfWealth...........................................H26 Secured Lending................................H41

86

INSURANCE

ACCOUNTING BUSINESS EXPO | 2018

MARKETING & WEBSITE SERVICES Rocketspark.........................................F18 Havealook Websites.........................H20 Synergy 8............................................. D57 AcctWeb PlannerWeb......................H36 Clientcomm........................................H46 PARADOX............................................H23 The Brilliant Group.............................H32 XU Magazine...................................... D58

OUTSOURCING AcctWeb PlannerWeb.......................H36 Valenta BPO Solutions...................... E13 Employsure.........................................H12 outsource financial............................H22 Hammerjack....................................... G41 Macnair................................................ D07 Sentrian............................................... B37 Super Records.................................... E44 Fast Rabbit.......................................... A38 SuperConcepts.................................. E37 Connect Outsourcing........................ B26 D & V Philippines................................ C36 Shelcom Corporate Services........... A32 The Outsourced Accountant........... C48 AccSource...........................................H34 SuperGuardian................................... D26 H-Connect........................................... E48 OCR / DATA ENTRY OZEDI................................................... E47 Umlaut................................................. A36 AutoEntry.............................................F08 Hubdoc................................................ C25 EzzyBills...............................................H40 iPracticeApps..................................... G42 Virtual Cabinet....................................H25 PAYMENTS Valenta BPO Solutions...................... E13 Apricity Finance................................. G03 Practice Ignition..................................F20 Banjo....................................................H21 Slater Byrne Recoveries................... E24 OFX....................................................... D53 ANZ Bank............................................ G17 Fifo Capital..........................................H42 Square..................................................G43 InPayTech........................................... C46 PAYROLL & HR Employsure.........................................H12 H-Connect........................................... E48 Accentis............................................... B35 Attaché Software............................... A20 Oracle................................................... A18 AusDocsOnline................................... E57 ClockOn Australia.............................. C18 Deputy.................................................. D18 Hedley Scott Recruitment................ G26 CloudPayroll........................................ E50 Time & Access Systems..................H43 KeyPay................................................. A24

www.accountingbusiness.com.au

INDEX

POINT OF SALE

SMSF SOFTWARE & SERVICES

WORKFLOW & DOCUMENTS

Square..................................................G43

SMSF Association............................. C54

KeyPay................................................. A24

DEAR Systems....................................F25

SuperGuardian................................... D26

Knowledge Shop................................ A26

Super Records.................................... E44

Shelcom Corporate Services........... A32

PRACTICE & PROJECT MANAGEMENT H-Connect........................................... E48 Hedley Scott Recruitment................ G26 Practice Ignition..................................F20 SuperGuardian................................... D26 JobBag Management Software..... G36 Scoro....................................................G19 CloudSolve.......................................... D12 Waypoint............................................. C20 AccountKit.......................................... C19 PANALITIX...........................................F44 ATL Network.......................................H24 SVX GROUP.........................................F49 SuiteFiles............................................. G37 MinuteDock......................................... D17 Sage..................................................... C12 Wolters Kluwer................................... C14 SAI Global Property........................... C43 RECRUITMENT, TRAINING & EDUCATION Hedley Scott Recruitment................ G26 Institute of Public Accountants...... D47 Richard Lloyd Recruitment.............. B08 SMSF Association............................. C54 Knowledge Shop................................ A26 CPA Australia...................................... C06 Effective PD.........................................F42 TaxBanter............................................H30 REPORTING CPA Australia...................................... C06 SVX GROUP.........................................F49 SAI Global Property........................... C43 Oracle................................................... A18 Inuit Quickbooks................................ C24 TSheets by QuickBooks................... B42 Skippr Cash Flow............................... D52 MAUS Business Systems................ B31 Business Fitness................................ C08 Fathom................................................G30 ProfitSee.............................................. D19 The Benchmarking Group................ D14 Spotlight Reporting............................F23 FUTRLI................................................. D20 Zrilo Business Insights..................... A42 myprosperity...................................... B20

SuperConcepts.................................. E37

Change GPS........................................ C23

The Outsourced Accountant........... C48

Smartcorp........................................... G38

AccSource...........................................H34

Caseware Australia New Zealand...F06

Stockspot............................................ G44

Deed Dot Com Do Au........................ D04

BT Financial Group............................ C52

Acis........................................................F26

MyWorkpapers................................... C07

SAI Global Property........................... C43

Smarter SMSF....................................H31

Business Fitness................................ C08

NowInfinity...........................................F41

SuiteFiles.............................................G37

Lime Actuarial....................................H16

AusDocsOnline................................... E57

Caseware Australia New Zealand...F06

OZEDI................................................... E47

Class.................................................... B36

Umlaut................................................. A36

Thomson Reuters...............................F12

Virtual Cabinet....................................H25

Deed Dot Com Do Au........................ D04

HansaWorld........................................ G07

Evolv..................................................... E23

InfoTrack............................................. D38

Act2 Solutions.................................... A30

Nimbus Portal Solutions.................. E36

Acis........................................................F26

Entity Makers...................................... D55

BGL Corporate Solutions................. E12 TAXATION TOOLS & SERVICES

OTHER Entity Makers...................................... D55

The Outsourced Accountant........... C48

myprosperity...................................... B20

AccSource...........................................H34

Institute of Public Accountants...... D47

Thomson Reuters...............................F12

Secured Lending................................H41

myprosperity...................................... B20

Tax & Super Australia........................ C05

Institute of Public Accountants...... D47

MCG Quantity Surveyors.................. G05

Knowledge Shop................................ A26

Act2 Solutions.................................... A30

TaxBanter............................................H30

CPA Australia...................................... C06

Sage..................................................... C12

ATL Network.......................................H24

Wolters Kluwer................................... C14

Fifo Capital..........................................H42

iPracticeApps..................................... G42

Macnair................................................ D07

Shelcom Corporate Services........... A32

Sentrian............................................... B37

Accountancy Insurance.................... D24

Fast Rabbit.......................................... A38

Secured Lending................................H41

PARADOX............................................H23

My Shelf Company............................H28

The Brilliant Group.............................H32

Tax & Super Australia........................ C05

XU Magazine...................................... D58

BMT Tax Depreciation...................... G24

Merit Wealth........................................F24

Change GPS........................................ C23

TruePillars...........................................G32

Smartcorp........................................... G38

Smart Business Systems..................F36

Eureka Taxation Services..................F48

Equifax................................................. D46

MCG Quantity Surveyors.................. G05

M-Institute.......................................... A20.

TIME TRACKING TSheets by QuickBooks................... B42 MinuteDock......................................... D17 ClockOn Australia.............................. C18 Deputy.................................................. D18 Time & Access Systems..................H43 KeyPay................................................. A24

Bstar..................................................... B43 Docscorp............................................. D54 Institute of Certified Bookkeep.......H18 Australian Bookkeepers Network... G35 Capital Claims Tax Depreciation..... D37 selfmanagedsuper............................ C58 RFE Group........................................... E53

SAM - Software for Workshops.......F43 AroFlo Job Management................. D36

87

ACCOUNTING BUSINESS EXPO | 2018

www.accountingbusiness.com.au

A

F

R

Accentis

B35

Fast Rabbit

A38

Receipt Bank

Accountancy Insurance

D24

Fathom

G30

RFE Group

E53

AccountKit

C19

FeeSynergy

A44

Richard Lloyd Recruitment

B08

Accredo Australia

E26

Fifo Capital

H42

F18

H34

E52

Rocketspark

AccSource

Financials for Office 365

AcctWeb PlannerWeb

H36

Acis

F26

Act2 Solutions

A30

Advanced Business Manager

A06

ANZ Bank

G17

Apricity Finance

G03

H

Apxium

D48

H-Connect

E48

AroFlo Job Management

D36

Hammerjack

G41

Arrow Tencia ERP Software

F38

HansaWorld

G07

Arrow Voice & Data

B44

Havealook Websites

H20

ASSETLINE CAPITAL

C17

Hedley Scott Recruitment

G26

ATL Network

H24

Hubdoc

C25

Attaché Software

A20

I

AusDocsOnline

E57

InfoTrack

D38

Australian Bookkeepers Network

G35

Institute of Certified Bookkeepers

H18

AutoEntry

F08

Institute of Public Accountants

D47

Inuit Quickbooks

C24

iPracticeApps

G42

B

Fishbowl

B17

FuseDocs

C38

FUTRLI

D20

G GreatSoft CRM

G18

Banjo

H21

BGL Corporate Solutions

E12

Bigstone

H35

BMT Tax Depreciation

G24

Bstar

B43

BT Financial Group

C52

KeyPay

A24

BullRush

F50

Knowledge Shop

A26

Business Fitness

C08

C

J J Curve Solutions

E06

JobBag Management Software

G36

K

L Lime Actuarial

H16

D37

M

Caseware Australia New Zealand

F06

M-Institute

A20

Castaway Forecasting

E25

Macnair

D07

Change GPS

C23

Marketlend

E02

Class

B36

MAUS Business Systems

B31

Clientcomm

H46

MCG Quantity Surveyors

G05

ClockOn Australia

C18

Merit Wealth

F24

CloudPayroll

E50

MinuteDock

D17

CloudSolve

D12

My Shelf Company

H28

Connect Outsourcing

B26

MYOB

F30

CPA Australia

C06

myprosperity

B20

MyWorkpapers

C07

Capital Claims Tax Depreciation

D C36

DEAR Systems

F25

Deed Dot Com Dot Au

D04

Deputy

D18

Docscorp

D54

E

S Sage

C12

SAI Global Property

C43

SAM - Software for Workshops

F43

Scoro

G19

Secured Lending

H41

selfmanagedsuper

C58

SelfWealth

H26

Sentrian

B37

Shelcom Corporate Services

A32

Skippr Cash Flow

D52

Slater Byrne Recoveries

E24

Smart Business Systems

F36

Smartcorp

G38

Smarter SMSF

H31

SMSF Association

C54

Spotlight Reporting

F23

Square

G43

St.George Bank

F02

Stockspot

G44

SuiteFiles

G37

Super Records

E44

SuperConcepts

E37

SuperGuardian

D26

Surgical Partners

E11

SVX GROUP

F49

Synergy 8

D57

T

N

D & V Philippines

E17

Nimbus Portal Solutions

E36

NowInfinity

F41

O OFX

D53

OIA

H37

Tax & Super Australia

C05

TaxBanter

H30

The Benchmarking Group

D14

The Brilliant Group

H32

The Outsourced Accountant

C48

Thomson Reuters

F12

Time & Access Systems

H43

Triumph ERP Business Software

G20

TruePillars

G32

TSheets by Quickbooks

B42

U Umlaut

A36

Unleashed Software

B06

V Valenta BPO Solutions

E13

Virtual Cabinet

H25

Oracle

A18

W

Effective PD

F42

outsource financial

H22

Employsure

H12

OZEDI

E47

Waddle

C41

Entity Makers

D55

P

Waypoint

C20

Equifax

D46

Wolters Kluwer

C14

Eureka Taxation Services

F48

PANALITIX

F44

Evolv

E23

PARADOX

H23

PayVu

C46

expensemanager

B18

Practice Ignition

F20

Expensify

B24

Practice Protect

B41

EzzyBills

H40

ProfitSee

D19

88

ACCOUNTING BUSINESS EXPO | 2018

X Xero

E18

XU Magazine

D58

Z Zrilo Business Insights

A42

www.accountingbusiness.com.au

FLOOR PLAN

BT THEATRE

KEYNOTE THEATRE

YELLOW THEATRE

ORANGE THEATRE

ADVISORY THEATRE

M INSTITUTE THEATRE

GREEN THEATRE PURPLE THEATRE

LEGEND

Toilets

Tech Talks

Lounge Area

Café

Match Making Lounge

Recharge Bar

Sales Lounge

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