About This Webinar
Be the first to give your client a solid action plan

Every budget triggers the same scramble. Clients read the headlines, half the dates get reported wrong, and your phone starts ringing.

The firms that come out ahead are the ones that gives their clients a clear plan with the correct information as soon as possible.

In this session, David Boyar and Timothy Munro walk through the recent budget changes in clear terms, with key dates for your and your clients. Most importantly, they'll show you how to turn these tax reforms into proactive and profitable conversations across your whole client base, not just your top 20.


What you'll take away:

  • A jargon-free summary of the budget changes, with the correct effective dates, so your firm is the accurate source

  • How to segment your client base: who needs a call this month and who can wait

  • A one-page framework for running consistent client conversations, instead of six separate ad hoc chats

Presenters
  • 1710132343-3516c9f8d660ff38
    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.