Client Advisory Series

Four one hour sessions to help you get bigger fees and better educated clients.
START CLIENT ADVISORY SERIES

About This Client Advisory Series

Did you become an accountant to be stuck on a compliance treadmill or to help your clients live a better life?

Moving away from compliance and into client advisory moves you into building better lifestyles for your clients, and you!

An advisory system can
* build your business and revenue
* better educate your clients on how you can help
* exceed your client's expectations and show you care
* realise the work/life balance you want


This series of workshops will show you how you can use great technology to get bigger fees, better-educated clients, and a better lifestyle for you and your clients.

Day 1: Cash Flow Advice – become the hero as you help your clients make the best financial decisions 
Day 2: Trust Deed Advice – help your clients comply with all legal requirements 
Day 3: Tax Planning – make tax planning the most profitable time for your Practice instead of the most stressful. 
Day 4: Estate Planning – protect your clients’ wealth for their loved ones 
 
If you can't make the time — register, and we'll send you the recording!  
 Each webinar you attend is worth 45 minutes of FREE CPD. 

Meet The Speakers

  • 1727765085-36eea683f853257b
    David Boyar
    General Manager, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
  • 1727765098-f66ead60c9e88fa6
    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.
Sessions in this Client Advisory Series
  • 1727918174-2fcb4939f30ebdc8
    Day 1: Cash Flow Advice
  • 1727918610-b9f2d6ebd5b14910
    Day 2: Trust Deed Advice
  • 1727918871-254f76de50905584
    Day 3: Tax Planning
  • 1727919127-afe369c9c4640a6f
    Day 4: Estate Planning

Join the Client Advice Series

REGISTER NOW
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