The 2022 Client Service Systems
Strategy Masterclass
Join ChangeGPS Founder Timothy Munro and CEO David Boyar as they show you how to build your service strategy and de-stress your client delivery in their first web event of the 2022/2023 Financial Year.
Planning is beginning for the Financial Year End with a focus on efficient and standardised ways to get work done. Like everything post pandemic, this is happening earlier than ever.
You can get ahead.
Standardising your service delivery gives you peace of mind by knowing there is a training program for your staff that meets your clients demands and helps you respond to the challenges in attracting staff.
Join to learn how to:
- Develop a standard service system for any client experience in your practice
- Generating interest for a service
- Engaging a client for the price you deserve
- Preparing the work using standardised templates
- Delivering the work to clients in a standard way that reduces your risk, increases delivery time and upskills staff
To kick start the financial year start with planning your clients. See Dave and Tim deep dive into ChangeGPS's most popular service systems used by thousands of leading accountants in Australia.
- Business and Individual Tax Return System
- Cash Flow Pricing System
- Lifestyle Accounting System
- SMSF Financial Statements and Tax Return System (updated July 2022)
- Business Financial Statement and Tax Return System (updated by July 2022)
- Client Rebound System
- Successor Director System
- Estate Planning System
[Watch Now]
The 2022 Client Service Systems Strategy Masterclass
Conditions for CPD points:
- Members of CAANZ may claim this activity as CPD hours if personally satisfied it is professionally relevant and meets the CPD characteristics set out in regulation CR7 for CAANZ
- CPA Australia members may record this activity in the CPD diary if the activity increased knowledge, skills or capability in relation to the members job role or career aspiration.
- Members of the IPA are recommended to show their attendance at the webcast and enter it into their record of CPD activity.
- Members of The Tax Institute can record this as structured CPD if it is relevant to their role.
Your Hosts
Timothy Munro
Founder, ChangeGPS
Tim founded ChangeGPS after founding award-winning accounting firm Change Accountants & Advisors. Tim is a former Director of the Institute of Public Accountants, is currently its Queensland President, and 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.
David Boyar
CEO, 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.
We do legendary frontline accounting software.
You do what matters.
Software for the business of accounting.
Thousands of details that make a thriving practice run. Hundreds of tried and true templates for fast, easy and powerful client communications. The billing models and methods that unleash your profit potential.
Software for compliance and advisory.
All your expertise standardised, de-risked and pre-written as advice. Automated workpapers, reports, benchmarking, and up-to-the minute compliance. Software that makes monetising your advice a simple, profitable daily reality.
Bring your team.
CPD is best served in a group. Invite along your team and give them the confidence to have the important conversations with their clients.