Annual Client Meetings Masterclass

Demonstrate last year's value.

Set the scene for next year's growth.

  • Have real conversations about value — not offering analysis and advisory verbally and on the fly.
  • Give your client a clear strategy for the financial year ahead.
  • Gain a deeper client understanding, enable you to better tailor your advisory – and win more work.
  • Demonstrate the progress made year on year — not just the results of the tax return

Move on from just presenting tax returns. The Annual Client Meeting is a crucial opportunity to demonstrate the value you have provided to your client over the past 12 months — and set the scene for the next 12 months.

Join Dave and Tim for an Annual Client Meeting Masterclass, which will give you five ways to maximise your revenue — from one client meeting. You’ll learn how to:

  • Set a meeting agenda that sets expectations, manages scope and sets up services for the year ahead
  • Build a report that demonstrates tangible value and gives your client a clear strategy for the financial year ahead.
  • Ask questions that guide meaningful conversation that transform tax-focused conversations into strategic service system
  • Identify new service opportunities, and the potential revenue across your firm
  • Implement an Annual Meeting Client Service System into your firm to ensure all value is captured throughout your team 

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.

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