Level 1, 154 Pacific Highway, St Leonards, NSW 2065
Detailed Information
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition.
Director | Senior Consultant & Facilitator at For Accountants | High Tech Soft Touch
Dale Crosby specialises in change management and has a specific interest in client ommunication and integration of compliance, business advisory and financial advisory services within accounting firms. He has worked closely with accounting firms throughout Australia and New Zealand over the past 15 years.
Latest posts by Dale Crosby (see all)
- The Impact of AI on the Virtual CFO Role: Key Insights and Opportunities - 4 March 2025
- CPD For Accountants Recognized by CYPHER Learning: A Testament to Innovation in Professional Development - 19 February 2025
- From Accountant to Manager: Practical Tips to Overcome Challenges and Succeed - 8 January 2025
Type
Product and Service
Product Name
AstuteWheel