About This Webinar
When a client calls with a "quick question," it's rarely the whole story. They need clarity on the problem behind the question, but they need your help to even know what to ask. The best accountants recognise this as an invitation - not just to answer, but to guide.

The challenge? Most accountants answer the surface question and move on, leaving valuable advisory work and revenue on the table. You can transform these moments into meaningful conversations that get you paid for the strategic advice you're already capable of giving.

The holidays are the perfect time to build this skill. After the initial relax, your mind turns to your business - that book, that podcast. Use the break from lodgements to invest in yourself.

If this sounds like you, join Timothy Munro and David Boyar from ChangeGPS to learn:
Agenda
  • A self-assessment framework that shows you exactly where you stand on compliance and business advisory readiness. Most accountants discover strengths they didn't know they had or blind spots they've been ignoring
  • The three conversation types every compliance client needs - and the specific language to use in each one to introduce business advisory work without it feeling like a sales pitch
  • A client segmentation model so you know which 5-10 clients to approach first (going after everyone is a mistake - going after the right ones is new revenue in 30 days)
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.