The return of client-friendly services.
Conditions for CPD points:
To help you and your team reset and get back to the “big picture” services that matter to clients, ChangeGPS is hosting the first ever Client Advice Week.
The week follows a proven system of asset protection and high level tax planning for your clients and service structure for you.
Clients passionately run their small businesses to generate the spare cash needed to fund their lifestyle. The business pays for their cars, their homes, their kids’ education and now back again, their travel!
Clients often ask you to help them make major decisions, to help them see into the future and keep them accountable.
Join this session to learn:
Good Deeds Matter. This session covers the trust strategies the big firms use to achieve their client’s family goals and why it all needs to be done before 30 June 2022.
Join this session to learn:
This is the work that made you want to become an accountant. Helping your clients to live their best life!
Once you have their cash flow, structure, tax planning and estate planning sorted, your next step is to help your clients to live their best life according to their personal values. And who better to help them than their most trusted adviser, you!
This is a cutting-edge service pioneered by modern technology that focuses on your clients values and beautiful reporting that lets you track against financial and non-financial goals.
We believe this is an absolute GAMECHANGER for the accounting industry and the accountants that start this in 2023 will have a massive head start over accountants that simply focus on tax returns and GST.
The bread and butter for compliance plus services, Tax Planning this year has a new take as the COVID-19 depreciation measures create a large gap between accounting and tax profit. With assets already fully depreciated, how will you avoid an increase tax bill for clients?
Join the session to learn:
Your clients have worked hard for many years to grow their businesses and their wealth. Without proper estate planning and personal asset protection strategies in place, your clients could end up losing 100% of their assets. But you can help your clients to prevent this.
Join this session to learn:
Client Advice Week will help you in 4 key ways:
This is CPD that you will never get anywhere else! Each session will finish with an extended Q&A session for you and your team to get maximum confidence to provide these vital services to your clients.
Client Advice Week will get your 2023 started with a bang. We look forward to seeing you online!
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 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.
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.