All aspects of managing client relationships including systems and communication
Our upcoming webinar is about “The 21st Century Client - What Do They Really Want?" facilitated by Dale Crosby, the Director of 'CPD for Accountants' an eLearning platform that specialises in professional development for accountants, administrators and advisors in...
Have you ever wondered who controlled your genetic profile data and had access to your identity? It’s big business and a commodity that has recently been up for sale. In August 2020, private equity funds managed by Blackstone reached a definitive agreement to acquire...
Reciprocal auditing arrangements where SMSF firms enter into audit arrangements for one another risk breaching new independence requirements, the ATO has clarified. The restructured Independence Guide in the APES 110 Code of Ethics for Professional Accountants has...
I often get asked what makes our in-house mortgage broker program more effective than others on the market, and I can sum this up in 3 reasons mortgage broker divisions do not run at capacity. Our philosophy is “everything we do is marketing” and this puts us in great...
A Virtual CFO is a person or a firm that that takes on the role of CFO for a client on a contract basis. Thanks to cloud accounting systems, they can work largely remotely to monitor finances and advise on key business decisions. Their investment in the development...
So it’s official, we are in a recession – 2020 has delivered none of what it promised, yet delivered heartache and pain for a lot of people. I’m sure you’re as over it as I am! But we also know where there is disruption, there are opportunities. With this in mind, I...
The Federal Government announced on 7 September 2020 a further extension to 31 December 2020 of temporary relief measures that were previously set to expire on 24 September 2020. Curiously, such measures were announced within 24 hours after the Victorian Premier...
