Do you want to get your entire team to have an efficient and standardised Year End process?

Invite the whole team - even your juniors! - for our 2022 Financial Statements and Tax Return Workpaper Masterclass. With a consistent “one-way for everyone” approach, your firm will be able to:

  • work efficiently to deliver year end, the same way, for all clients 
  • de-risk by ensuring all work is produced to an exact quality standard
  • train your employees with a comprehensive client service system and simplified workpapers 

You'll join ChangeGPS Founder, Timothy Munro, and CEO, David Boyar who will deep dive in to our most popular workpapers, utilised by thousands of accountants across Australia.

Join us to learn:

  • Why “one way” of doing things across your entire firm maximises your production and minimises your review time
  • The balance your team needs to take to keep your jobs profitable without becoming an ATO auditor on every transaction!
  • Why Excel workpapers strike the accountant's perfect balance between standardisation and flexibility
  • Why Excel Workpapers and Xero Workpapers combine for management review perfection
  • How to get your clients engaged in the year end process without relying on a threat from the ATO

PLUS: See how your client’s TAX OBLIGATIONS should be recorded at year end on their Balance Sheet and how our 2022 Tax Checklists help prompt your team to ensure this always happens!

[On Demand CPD]

2022 Financial Statements + Tax Return Workpapers Masterclass

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Conditions for CPD points:

  • Members of CAANZ may claim this activity as CPD hours if personally satisfied it is professionally relevant and meets the CPD characteristics set out in regulation CR7 for CAANZ
  • CPA Australia members may record this activity in the CPD diary if the activity increased knowledge, skills or capability in relation to the members job role or career aspiration.
  • Members of the IPA are recommended to show their attendance at the webcast and enter it into their record of CPD activity.
  • Members of The Tax Institute can record this as structured CPD if it is relevant to their role.

Your Hosts

Timothy Munro

Timothy Munro

Founder, ChangeGPS

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 Boyar

David Boyar

CEO, ChangeGPS

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.

 

 

We do legendary frontline accounting software.
You do what matters.

Software for the business of accounting.

Thousands of details that make a thriving practice run. Hundreds of tried and true templates for fast, easy and powerful client communications. The billing models and methods that unleash your profit potential.

Software for compliance and advisory.

All your expertise standardised, de-risked and pre-written as advice. Automated workpapers, reports, benchmarking, and up-to-the minute compliance. Software that makes monetising your advice a simple, profitable daily reality.

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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.

Bring your team.