As an accounting professional, are you constantly caught between clients asking "What software should I use?" and tech vendors promising the world? It's time to evolve from reluctant tech middleman to trusted digital advisor.
Join David and Tim as they show you how to confidently guide clients through their technology decisions without becoming their IT department. You'll learn to assess client needs, recommend appropriate solutions, and position yourself as the strategic advisor who helps businesses thrive in an increasingly digital world.
This session addresses the real challenges accountants face: clients who want a buzzy software solution when they need something more robust, those drowning in paperwork who resist change, and the constant pressure to have answers about every new fintech solution that hits the market.
Perfect for CPAs, bookkeepers, accounting firm partners, and finance professionals who want to add strategic value while staying in their lane.
Presenters
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.
Scott Peeler-Hammond
Head of Sales
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.