About This Webinar
Workpaper processes in accounting firms can vary between team members and client files. As the firm grows, this can become a real problem. Each person follows a different checklist, information is stored in different places and formats, and reviewers have spend extra time following up on missing steps. This can lead to duplicated effort, inconsistent documentation, greater review pressure, and less capacity for client-focused work.

Join this practical webinar to explore how accounting firms can create a more repeatable, visible and scalable workpapers process.
Agenda
  • How to reduce duplicated effort and avoid rework
  • Using structured content and repeatable checklists to support consistency and efficiency
  • Ways to improve visibility across work in progress and outstanding actions
  • How to strengthen preparation and review across your entire team.
Presenters
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    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.
  • 1710132449-35c5d877d8ddf8c3
    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.