Scale-Up your Business Advisory Services at this MasterClass

Justin Flitter
·
September 2021

Have you tried breaking out of ‘the compliance box’ with your clients to deliver higher-level advisory services?

Most accounting firms want to provide future-focused advice and business advisory services to a significant portion of their business clients. But industry benchmarking statistics show while a small percentage of firms have succeeded, most have failed.

We’ve thought a lot about this dilemma, and joined forces with a panel of experts in the accounting industry to unpack the best business advisory approaches and practical tips that have led to rewarding outcomes for clients and advisors.

What you will learn in this MasterClass

  • How the pandemic has affected the client-advisor relationship
  • What clients value from their trusted advisor
  • How to put focus back on advisory in your practice and developing your niche
  • What is the profitable conversations approach and key principles for winning more advisory work

Meet the panelists

Trent Mclaren - Accounting Thought Leader of the year, has been working in the accounting industry all over the world for nearly a decade. His latest venture is with hot new Sydney based startup DiviPay, who recently raised $5 million in their Series A capital investment, led by ANZi (A division of ANZ Bank).

Vanessa Bosnich is the Australian Territory Manager at Spotlight Reporting, working primarily with the top 30 accounting firms across APAC, to ensure accountants have cutting-edge business intelligence tools at their figure tips to deliver financial performance insights to their SMEs.  Vanessa has a background working in financial services, with a focus on Fintech and cloud accounting for the past 10 years.

Warwick Cavell is the current CEO of Profitable conversations and a qualified CA who has worked for the big 4, a large mid tier firm and run his own accounting practice for 7 years.

Greg Sheehan is the Founder and CEO of PlayBooks. Previously Greg was the CFO of Nike Australia and Founded Rightway which grew to become Xero's largest global partner.

Matt Green is the Australian Partner Channel Manager with Unleashed. Matt has over 15 years experience in the software industry, having been a business analyst, project manager, consultant, and business advisor.