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The Top 6 Reasons We’re Changing Memberships (and Changing Accountant’s Lives)

Tech Support // Practice Management, Tax Planning, Delivery, Engagement & Pricing, Life Accounting, Marketing

You might have heard—our memberships are changing. New memberships, new apps, new features. Estate Planning, payments and Xero Blue integrations—and a heap more described below.

Members are migrating to new plans, new members are arriving in droves, and everyone’s asking—what’s behind this big push?

So let’s answer it—and start with the clue in the name.

1. Changing lives

We’ve always been about changing accountants' lives—so they can better help Australian mums and dads change their lives. Our new memberships give accountants the tools to help clients value them as professionals.

It’s more than new levels of membership. It’s more than pricing that reflects value. ChangeGPS has become a kind of movement in accounting—as much a way of life as a set of tools. We support accountants to go beyond efficiency savings, beyond the narrowing growth channel of acquisition, and towards the kind of modern businesses we’d all probably advise our own clients to have.

2. Investing in change

Change takes investment—sometimes from all of us. Jobkeeper taught us some big lessons about supporting accountants at crunch time—and our already-made plans to reinvest took on new urgency as COVID itself triggered a new wave of reliance upon software.

Software was always critical—but there was suddenly no room for error. Virtually every software company rethought security and integration. All through 2020, prices went up across the board—including increases of up to 300% in some very well known software.

The pressure’s not just COVID-related. ChangeGPS is obsessed with de-risking the practices of all members. The TFN is just about the single most protected piece of privacy data in our country—so as the ATO gets tighter on digital, ChangeGPS is investing more in de-risking. Last year we invested $250k in security—and that may be recurrent.

3. Proof in the profit

During Jobkeeper we got some hard data on the profit firms are making with ChangGPS—and frankly, it’s staggering.

One member used the ChangeGPS Estate Planning system to bill $30k in a matter of days. One sole practitioner charged $25k for an asset restructure using CGPS materials. Another member used our new Successor Director System in CorePro to bill $30k within a month.

Just one template out of the 45 (and counting) in the Engage app won over $50k in billings for one member. Last year our members used over 4000 ChangeGPS taxplans—which we recommend billing at $1k per plan.

The bulk of this billing comes from existing clients. As a member, you don’t even need new clients to radically grow your profit—but you do need the right tools and templates for engagement and service.

4. Core strength

Our Core membership has alway been a ‘practice in a box’. It’s the engine room for growth and profit—but with the new CorePro membership we’ve turbo-charged it.

Take CorePro’s new Marketing feature. In one step we’ve automated virtually all your client comms.

It tells you what to talk about with clients, and when. It gives you the email copy to send. It productises your newly billed services with pricing in step with the sector, with invoice narration, with engagement descriptions. It isolates the services from the end of year billing—so no more confused clients, no more angry clients.

Then there’s the new FBT system. It solves how to introduce FBT as a service without implying you’ve been overlooking it in the past. It frames the need for FBT in terms of the changed risk environment related to the STP deadline at June 30—so you’re the solution, not the problem. It then auto-calculates employee reports and FBT advice.

Our new Actions feature is a game-changer for the end of year meeting. Armed with the reports and agenda from Actions, you’ll easily direct and control meetings, and then easily record the outcomes. It works hand-in-hand with our new Engage app to make service descriptions, reports, and agenda items all match up. Actions even tracks the revenue generated from these meetings.

5. Engagement matters

Our new Engage app onboards new clients and brings old clients into new services. Payment options with GoCardless or QuickFee help you get paid up front for new services.

Engage benchmarks pricing for services—leveraging our industry knowledge from consulting over 100 accountants to understand how services and pricing works in the real world—so the 45+ service descriptions of Engage are the absolute sweet spot of best practice and client perception.

Engage keeps your messaging tight and your clients crystal clear—for less bill shock and more positive experience. And you don’t just impress new clients—over time Engage educates all your clients, so even bad clients become better clients.

6. Tax time, all the time

Accountants create so much value around their clients biggest expense of the year—tax. So why do we only monetise that value once per year—and usually struggle to charge properly? That’s why we created TaxFlow—part of the new TaxPlan Pro membership.

TaxFlow helps you stop giving away advice on the fly, and start automating advice reports based on existing tax data—so with no extra work. We’re so excited about how much billing our members can generate with TaxFlow that we just published a whole article around it.

TaxFlow gives you a tax-related revenue stream all year round—with clear and billable outputs. It also moves your tax conversation out of the end of year panic zone, and into a series of client touchpoints for calmer times. TaxFlow creates golden opportunities to better leverage your relationship and knowledge for happier, better-paying clients.

Change for the Better

We’re proud of our changes. They’re up online for all to see. We’ll be moving existing members into new plans with new features. We’re happy to talk with you about the changes—on a call or a demo—any way that suits you.

Schedule a demo—we’ll show you how to make a change as good as a payday.


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