Resources

Estate Planning
Succession Planning for You and Your Practice

Having a succession plan in place for your accounting practice is crucial to ensure a smooth transition when the accounting partner is ready to leave – or if if they are unfortunately no longer able to work.

Debt Repayment
The profitable way to manage your clients’ ATO debts

As COVID subsides, the ATO is returning to the strong engagement tactics we saw before the pandemic. At the same time, your clients could be struggling to get their businesses back on an even keel following the impacts of lockdown, border closures and problems with supply chains. They may well owe money to the ATO. In this case, you can help them manage their tax debts and build your business in the process. These tips show you how take a proactive approach.

Practice Management
Why accountants should be at the centre of the estate planning process

As an accountant, you help your clients to set up companies, trusts and self-managed super funds. You ensure they don’t pay more tax than they legally need to – and you know their business and personal finances inside out. Yet, when it comes to estate planning and asset protection, you probably hand them over to a lawyer who might understand far less about tax, superannuation and other critical considerations.

Practice Management
Eight secrets of Successful Estate Planning

These top tips will help you build a more effective and profitable estate planning business.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.

Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.

Delivery, Engagement & Pricing, Life Accounting, Marketing, Practice Management
Get on Board: Make this accounting year matter.

We do legendary frontline accounting software. You do what matters. For practice management and compliance advisory—for accountants of all sizes.

Delivery
ChangeGPS Successor Director System

[ChangeGPS Blog] The Successor Director gives certainty to your Single Director clients.