About This Webinar
Most accountants think margin comes from new tech or a better workflow. It doesn't. Margin comes from pricing the job correctly, finding the advice and structuring work already sitting in your existing clients, promoting it at the right time, and delivering on time.

It starts with the year-end job you're doing right now. In this session, David and Tim walk through the 12-month calendar they use in their own practice, showing exactly what to offer clients, what to deliver, and what to upsell, month by month, with real revenue figures attached to each service.

Attendees will receive:

The 12-Month Marketing + Service Delivery Calendar for 2027
Two ready-to-send client marketing emails for Q1 (July–September 2026), built to drive demand for the services on that calendar
Agenda
  • How to manage client expectations when you change your pricing
  • How to tell clients what they need to do to deliver you a margin worth having
  • How to find tax and advisory opportunities inside the year-end job, so you grow revenue from clients you already have
  • What to promote and deliver next, and what it's worth, straight from the calendar
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.