David | Anderson & Associates

The TaxPlan report makes my life so much easier!

David | Anderson & Associates

The TaxPlan report makes my life so much easier!

Recently I met with a relatively new client who had a substantial Div 7A loan issue. The client was extremely impressed with the clarity and professionalism of the ChangeGPS Tax Planning report. They said they had never had matters explained so clearly and were very happy with the different scenario options made available to them. This report makes my life so much easier!

Ben | strategy1

I more than covered my entire annual subscription just by using the ChangeGPS Trust Distribution Resolution and communication pack

Ben | strategy1

I more than covered my entire annual subscription just by using the ChangeGPS Trust Distribution Resolution and communication pack

by successfully charging $250 + GST for each of these (not including Tax Planning clients). Last year in one month we invoiced over $10,000 from just using this process.

Carlo Scali | PSZ Accounting

The Dividend Statements app is a real time saver, we can now produce dividend statements
+ minutes, saving 80% of the time it previously took.

Carlo Scali | PSZ Accounting

The Dividend Statements app is a real time saver, we can now produce dividend statements
+ minutes, saving 80% of the time it previously took.

My team recently began using the NEW Dividend Statements app in the ChangeGPS platform and we have found it to be an excellent tool to replace our previously manual process.

The new app is a real time saver, we can now produce dividend statements and minutes, saving 80% of the time it previously took. The end product looks professional and is branded with my firms logo and company details. All the statements are now saved in my firmwide cloud list which is a great record of the statements.

Tim Wilshire | CTBS

I really like the ChangeGPS TAXPLAN app. It's very well designed!

Tim Wilshire | CTBS

I really like the ChangeGPS TAXPLAN app. It's very well designed!

I'm very happy with the output and quality of the report. I have been using the GPS tax planning wizard since (2017) and while it was great back then, and I would have been happy to keep using it... the team at GPS have improved it immensely!! It's 3 times better than the old one! The report has a better feel to it, and is quick to prepare.

For example, just today I had a relatively new client contact me for Tax Planning at 8am... I prepared the report and emailed it to him all by 9am this morning, the client was wrapped.

We also rolled out the provided tax planning marketing RESOURCES and had some clients contact us as a result to book in their tax planning meeting. It does pay to also give them a phone call but the email communication works!!

Kate Barnett | The Orbit Group

We had been courting the idea of using ChangeGPS for over a year and quite frankly I don’t know why we waited so long.

Kate Barnett | The Orbit Group

We had been courting the idea of using ChangeGPS for over a year and quite frankly I don’t know why we waited so long.

Everything we wanted to do with our business to help it to grow – there was a process written for it and templates to use.

We especially noticed this when we took over another practice and relied heavily on content from within the ChangeGPS toolkit. 

From employing new staff to manage the new workload right through to the marketing materials we created advising our new clients about us - it was all there. 

I cannot wait to continue exploring ChangeGPS and using it to implement all the value add services our clients deserve.

Luke Wiggins | Rhythm Financial

The ChangeGPS toolkit has renewed our firms energy and client focus...

Luke Wiggins | Rhythm Financial

The ChangeGPS toolkit has renewed our firms energy and client focus...

We’ve already paid for our first month’s subscription using the ‘Business On Track Plan’ with one of our clients. Now we have the tools to show how we can advise and work with our clients. GPS makes us look great. As a small firm, we can sometimes get bogged down, however the toolkit has re-energised our firm to refocus on working with our clients and showcasing value add services in a professional standardised format.

Bill Lacey | Ipsum Advisors

"Tax planning module and ChangeGPS - how good is it!"

Bill Lacey | Ipsum Advisors

"Tax planning module and ChangeGPS - how good is it!"

We are loving your platform and the Tax Planning module alone has saved hours and hours of time and really straightened us up with a streamlined and uniform process. For example, I have a Tax Planning client that has multiple entities. We have been able to get through the work in 7-8 hrs, less than half the usual time it would take, and provide a much cleaner and crisp end-product to our client. ChangeGPS is fantastic and thought you might like to receive some feedback from a very satisfied customer.

John & Jim Garis | The Garis Group

"the positive feedback from our client means we’ve done our job well"

John & Jim Garis | The Garis Group

"the positive feedback from our client means we’ve done our job well"

We utilised the NEW ChangeGPS tax planning advice report as the basis for a meeting with some clients who are always keen to ensure they receive ‘value for money’ in their own minds

They were really impressed with the report, specifically the way it clearly showed a suggested strategy and how much tax that strategy would save them, and also how that change impacted on the taxable income of each structure within their group.

The client even called me the next day to say how much they appreciated the advice and effort we went to for them. They adopted all the recommended strategies we suggested in the tax planning report.

There is enormous value to be placed on successful client outcomes such as this and the positive feedback from our client means we’ve done our job well.

Ross Holding | Forsythes Business & Financial Advisors

"It has become the backbone..."

Ross Holding | Forsythes Business & Financial Advisors

"It has become the backbone..."

We recently caught up with Ross, a Partner of NSW accounting firm, Forsythes on the ROI they have been getting from the toolkit.

This is what he shared with us...

"We are using the platform to the extent that it has become the backbone for all our administrative and operational processes and procedures.

The Change GPS platform has been setup to open on computer start up each morning for all staff as it is now our key portal.

I am looking forward to further benefiting from the ongoing changes and enhancements that has come to typify this service. Again, thanks for your time today."

Tony Trochilas | CBC Proactive Accounting & Business Solutions

I wouldn’t have had the confidence to deliver value add services to clients without the tools and processes in ChangeGPS

Tony Trochilas | CBC Proactive Accounting & Business Solutions

I wouldn’t have had the confidence to deliver value add services to clients without the tools and processes in ChangeGPS

I had a panel beating client contact me one day and asked if I could do a due diligence on a business he was interested in purchasing.

I'd never done one before, but said yes and that I'd come back to him with a proposal. I knew ChangeGPS had something on Due Diligence, so I jumped into their toolkit and there it all was! A step-by-step guide on what to do, terms of engagement, checklists, forms and due diligence report template.

After seeing that I now had everything to do the job I sent off a $5,500 proposal to the client, using the template provided in the toolkit. The client immediately accepted the proposal and I was able to deliver the goods.

Once we provided the Due Diligence report to the client, we then used the ChangeGPS Business Structure Advice wizard to advise on the holding & trading entities… they loved the visuals the report provided and instructed us to go ahead with the setup of the company & trust.

In this instance I wouldn’t have had the confidence to deliver value add services to clients without the tools and processes in ChangeGPS.

The client was impressed with our proactive approach and very happy with the outcome.

Having access to tools that enables our firm to gather relevant information, provides us the opportunity to deliver professional and educated advice to our clients. Clients expect and deserve the best outcome we can deliver.

Nikolas Ahkin | FBZ Accounting

"We did 2 client seminars earlier this year and featured the ChangeGPS Freedom Gap report. We've found this to be a really cool marketing tool but its what you do with it as the adviser that will make a massive difference..."

Nikolas Ahkin | FBZ Accounting

"We did 2 client seminars earlier this year and featured the ChangeGPS Freedom Gap report. We've found this to be a really cool marketing tool but its what you do with it as the adviser that will make a massive difference..."

In the first seminar I featured the report at the end of the presentation. This was a mistake. So I decided for the second seminar I would move it to first position. This got people engaged with my talk right from the start and allowed me to control the room much more powerfully. Although our seminars focused on the benefits of an having an SMSF, the Freedom Gap Report helped the audience see that we take a more holistic approach to wealth creation rather than being just another accountant/planner spruiking buying a property with your SMSF. The feedback from audience members is that we came across as more genuine and caring and focused on the big picture.

The ChangeGPS Freedom Gap Report is a really cool marketing tool but its what you do with it as the adviser that will make a massive difference to not only the outcomes you can create for your clients but also how you grow your own business.

Brad Turville | BJT Financial Services

“I’m stoked. I’ve only been a member for 4 weeks, and just earnt back my annual ChangeGPS investment (plus some) with just one advice pro report.”

Brad Turville | BJT Financial Services

“I’m stoked. I’ve only been a member for 4 weeks, and just earnt back my annual ChangeGPS investment (plus some) with just one advice pro report.”

I had a restructuring session with a client earlier in the week, prepared a structuring report using advice pro with the proposed fee (which they both just agreed to) equating to 12 months’ worth of ChangeGPS subscription just for the structure setups, let alone the ongoing and further value added services they will require.

Chris Beks | Ceebeks Business Solutions

“We have only done a handful of tax planning reports to date but now that the wizard is working look out! - as the real test is in front of us for the rest of the financial year.”

Chris Beks | Ceebeks Business Solutions

“We have only done a handful of tax planning reports to date but now that the wizard is working look out! - as the real test is in front of us for the rest of the financial year.”

The response to tax planning this year has been really positive as the advice pro report not only provides a check list of our discussions and strategies in a nice format for them, but highlights the tax saved – this is having a lot of impact.

And, we are then relating this figure to some personal goals & objectives for our clients outside of their businesses.

So all is going well with our tax planning season, despite being a team member short at the moment. Having the tax planning report available as an auto generated report and wizard, has definitely made a difference.

Scott Atkins | Acumon Accountants & Advisors

We LOVE using the ChangeGPS Intranet! In just 2 weeks it brought our multiple offices and teams together.

Scott Atkins | Acumon Accountants & Advisors

We LOVE using the ChangeGPS Intranet! In just 2 weeks it brought our multiple offices and teams together.

It’s not just another product subscription we rarely use – it is a TOOL that is core to our everyday accounting, used by everyone and is creating great client success on a level we weren't achieving before.

We can save our key documents in the Library, create procedures for all our team to follow in the Policies area, and alert the team to anything updated or new through the News Room and they all know where to find it!

And for us that has been key - everything in the GPS toolkit and our Intranet is in the one place, easy to use, find and share stuff amongst our team. Even our client wins and successes can be posted in our discussion room creating greater motivation and drive within the team to try the ideas and content that ChangeGPS provides.

Ben Elliott | KHT Chartered Accountants

“GPS paid for itself in a week – we got $7,500 in work from just one business structure report plus the advice fee.”

Ben Elliott | KHT Chartered Accountants

“GPS paid for itself in a week – we got $7,500 in work from just one business structure report plus the advice fee.”

Congratulations Chris and Ben on your success with the new Business Structure Advice wizard and report. 

The new ChangeGPS Business Structure wizard really does...

  • make your life easier

  • generates revenue

  • delivers the best outcomes for your clients

See how here

Michael Renton | Xact Accounting

ChangeGPS has been a Godsend for me. I would have been lost without it!!

Michael Renton | Xact Accounting

ChangeGPS has been a Godsend for me. I would have been lost without it!!

I am very thankful for the team at ChangeGPS, they’re a very switched-on group of people, and I am grateful for their help. I am expanding the practice and want to also go ''cloud based' with everything and really needed help. Luckily I stumbled across Change GPS who have really demonstrated what a forward thinking Accounting Practice should be doing if they want to leapfrog the competition.

Many thanks to all the staff at Change GPS who have gone out of their way to make this transition so very simple.

They really are tops!

Read more of Michael's story here

Shane Kouros | Make Cents Accounting

Our turnover would be half of what it is if we didnt have tools like ChangeGPS in place in order to create our own efficiencies and to cope with our workload.

Shane Kouros | Make Cents Accounting

Our turnover would be half of what it is if we didnt have tools like ChangeGPS in place in order to create our own efficiencies and to cope with our workload.

ChangeGPS has provided us with the infrastructure for our office and that has helped us to create the efficiencies which free up our space to focus on the client work of bringing in dollars.

So from our backend perspective it has been a perfect system for us so far. It’s at a high level that we love.

Watch this amazing 2 minute interview with one of our members, Shane Kouros of Make Cents Accounting in Sydney, who is killing it with the toolkit.