Accountech.Live Event Magazine 2018 by National Media

event magazine 2018 13-14 November 2018

Melbourne Convention & Exhibition Centre

The Expo & Conference Powering Digital Transformation

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DISCOVER

W H AT ’ S P O S S I B L E

THE WORLD’S PREMIER BUSINESS EVENT FOR PROGRESSIVE ACCOUNTANCY & BOOKKEEPING PROFESSIONALS

UNLIMITED OPPORTUNITIES Accounting Business Expo oﬀers unlimited opportunities to optimise your business, expand your knowledge and make new connections. Everything you need to work smarter, grow your practice and deliver more value to your clients is here - cutting edge solutions, fresh ideas and peer-topeer learning you wont ﬁnd anywhere else. And because it’s all free, you’ve got everything to gain and nothing to lose.

Get your free invitation at AccountingBusiness.com.au

For speaking, exhibitor or sponsorship opportunities, contact Laura Venables on +61 7 5510 5112 or lvenables@nationalmedia.com.au

Contents Welcome................................................ 4 Event highlights .....................................6 Sponsors.................................................7 Agenda at a glance............................... 8 Opinion.....................................................11 Seminar highlights...............................12 Speakers.................................................18 Roundtables.........................................25 Tech Talks ............................................26

130+ SESSIONS 8 TRACKS

60+ CPD HOURS

Seminars...............................................46 Exhibitors............................................. 60 Exhibitors by category........................65 Floorplan...............................................67

ORGANISED BY

National Media Pty Ltd

www.accountech.live

Qld 9726

Disclaimer: This publication is correct at time of print. The Publishers take no responsibility for incorrect information provided, either by exhibitors, speakers or their representatives. Floorplan, exhibitor list and seminar timetable correct at the time of print. Opinions expressed are those of the Authors and may not necessarily be those of the Publishers or Show Organiser. Photos used in this publication are owned by National Media and are for general purposes only.

nationalmedia.com.au

Published by Tomorrowstory.com

Level 1/146 Bundall Rd, Bundall Qld 4217 PO Box 8123, Gold Coast MC

www.accountech.live

Welcome Welcome to Accountech.Live - Australia’s biggest independent expo & conference powering digital transformation. It’s been an exciting year launching & shaping what we hope will be an incredibly valuable and rewarding experience for you. The team have worked tirelessly on building a new platform that brings today’s innovations to life, so you can stay ahead. Digital transformation has helped power growth in accounting firms globally and the industry continues to experience adoption of cloud technologies. However today’s marketplace has become complex and expansive. There’s no disputing there’s a whole world of information out there for you to grapple with, but really, where do you start? It’s no secret that Australia & New Zealand are countries that have pioneered and adopted many of the world's smartest solutions, so a day or two at Accountech.Live will give you access to some of the best ideas in the world. Our exhibitors will be showcasing a tonne of new & exciting features and have pulled out all the stops to make sure you have a great experience. Check out the floorplan and see what’s on offer. Other highlights include the Tech Talk theatre loaded with rapidfire solution demos. Make sure you visit

the Roundtables - sponsored by Receipt Bank - meet with like minded accountants & bookkeepers in these expert facilitated, small group discussions - share experiences with your industry peers and walk away with awesome new ideas. Finally, is it time to update your social or company website photo? Get your Professional headshot - brought to you by Elmo Cloud HR & Payroll. Simply visit their stand for a complimentary professional photo - it takes just a few minutes. This event is jam-packed with gold. Designed to spark new ideas for a positive change and a prosperous future - I applaud you for being a part of it. Why? Because your decision to join us means you are, at the very least, still curious. You’ve made the conscious decision to explore to news ways of working, means to develop and have a hunger to better serve your customers. When you stay curious, amazing things happen... Enjoy the show! Laura Venables Director Acccountech.Live

Meet The Team

Matt Shelton

Kiarna (KJ) Harvey

Shannon Terry

Stacey Grant

Exhibition Sales Director

Marketing & Relationship Manager

Head of Operations

Digital Marketing Manager

Accountech.Live | Powering Digital Transformation | 2018

It must be Donald Trump’s fault. I wake up some days and I feel like a patriot. Yes, the crazy flag-wavin’, chestthumpin’ kind. And I always thought I was more of a pacifist, internationalist hippie.

Accounting is not just doing tax returns, it is the mechanics of business and commerce. Commerce is the heartbeat of life. The right idea at the right time can change your life and others’.

But now I’m definitely getting nationalist urges and this expo really brings it out. How could you not want to wave the flag when you see the sheer technological brilliance of Australian firms?

It’s time to get excited about accounting again. At Accountech.Live you will discover astonishing ideas to reinvent your own firm or for your clients – and get them excited too.

In the past month I have spoken to tech-savvy accountants in Canada, the US and the UK about what is going on in Australia and what is happening at Accountech.Live, and all admitted that this country is still so far ahead of the pack.

Sholto Macpherson Head of Content, Accountech.Live

And that is what this expo is all about. Showing the world exactly how far Australian accountants have come. That head start to the cloud – Australia still leads by cloud accounting usage per capita – was not a fluke or a oneoff. This is a country of inventive, curious souls who are unafraid to tinker around and have a go. This program is designed to inspire, impress and amaze. There are practical sessions on new techniques with old tools, conceptual sessions for fresh perspectives, test demos with prototype tech.

Georgia Harvey

Kent Osborne

Alesha West

Alana Alderson

Client Care Coordinator

Audience Development

Senior Graphic Designer

www.accountech.live

EVENT HIGHLIGHTS

Event Highlights The Expo New solutions and product developments are coming to market continuously, keeping up with the pace of what’s new and critically, most relevant can be a real challenge - the expo floor is where you can discover it all. Full list of exhibitors from page 60.

The Agenda Jam-packed with fascinating, thought-provoking and practical and interactive sessions led by a broad mix of innovators and business leaders. The Agenda starts from page 8. Session theatres are individually named and located on the expo floor. Location map on page 71.

Tech Talks Running non-stop throughout each day, these rapid-fire 15-minute demos are designed to walk you through the features and benefits of a range of solutions that can make a difference to your business, and your clients. Timetable on pages 26-27.

Roundtables - Sponsored by

™

Overcome challenges, uncover new tactics and share experiences with your industry peers at one of these small group discussions. Hosted by expert facilitators, each session is repeated morning and afternoon for your convenience. Timetable on page 25.

Attendee App Download the official event App - your on-the-go guide to navigating your way around the event. Create your own personalised agenda, quickly locate companies you want to meet and connect with others at the expo.

Professional Headshot – Brought to you by Time to update your social profile or company website? Elmo Cloud HR & Payroll has got you covered! Simply visit their stand to take advantage of their complimentary, professional headshot service – it takes just a few minutes and costs you nothing!

USEFUL INFO Show Map Please see the show map at the back of the magazine.

Need help? A member of the team will be on hand throughout the day at the main registration area located on the concourse opposite Door 2, or at the Organiser’s Office, located on the right hand side as you enter expo hall.

Lost and Found Please enquire at the Organiser’s Office located on the right hand side as you enter expo hall.

First Aid In the event of any accident or emergency, please report to this to an organiser staff member or at the Organiser’s Office.

Eating/Drinking Food can be purchased at the Central Bar and Venue Café at the back of the expo hall. Please refer to show map for specific locations.

ATMs ATMs are located along the concourse through the MCEC.

Toilets Please see the show map at the back of the magazine for locations of toilets, including disabled facilities. You will find clear signage for the toilets within the hall.

Cloakroom Visit the Customer Service desk at either the Convention Centre Place or Clarendon Street entrances and the MCEC staff will take care of your coat or luggage.

No Smoking The venue has a full no smoking policy, including all catering areas. Please go outside of the building to the designated smoking areas if you wish to smoke.

Recording your CPD / CPE hours CPD / CPE points may be claimed on a self-assessment basis. It is your responsibility to judge, which of the educational sessions are relevant and contribute to your individual professional and personal development. For ease of record keeping, you’ll find the full agenda from page 46. We have also provided you with a downloadable version on our website. Simply visit accountech.live/agenda As accompanying evidence, you will also receive an Certificate of Attendance immediately after the event, which will confirm your attendance at Accountech.Live 2018.

Accountech.Live | Powering Digital Transformation | 2018

SPONSORS

With thanks to our sponsors PLATINUM SPONSORS

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GOLD SPONSORS

MEDIA PARTNERS

www.accountech.live

AGENDA AT A GLANCE

Tuesday TIME

PINK THEATRE

9:30 to 10:00

Extensible accounting systems – when add-ons don’t add up

GREEN THEATRE

YELLOW THEATRE Big changes to how you process ATO correspondence – are you ready?

The next killer feature in accounting? Holistic expense management

10:05 to 10:35

BLUE THEATRE

ORANGE THEATRE A crash course in innovation strategy from a Big Four bank

De-mystifying "Advisory Services"

10:35 to 10:50 10:40 to 11:10

Taking Debtors days to 0 with Practice Ignition It’s not Alzheimers! Why we are struggling with passwords

How to monetise informal loans with a cloud-based register

How to turn ATO updates into consulting dollars, on autopilot

11:05 to 11:20

Streamline compliance jobs to drive profitability

11:15 to 11:45

Why software design is connected to culture – and your ability to hire

Why I retrained my accountants as Google Data Engineers

11:35 to 11:50 11:50 to 12:20

TECH TALKS

ATO SmartDocs a new way to process ATO Correspondence Losing control of stock? Know when your client’s inventory management needs an upgrade

Pain-free payments – the next wave in client services

Finding a better way – how to take your firm to the cloud

12:05 to 12:20

Accelerate and simplify the way you do business with DocuSign

12:25 to 12:55

What we can learn from the Poms – how accountants are winning with digital tax

The top-tier law firm that disrupted the disrupters

12:35 to 12:50

Deciphering clients pain points and implementing solutions around solving these

1:05 to 1:20

Streamline your client's R&D Tax Incentive claims with PwC's Nifty Grants

1:30 to 2:00

Is “the world’s first law firm without lawyers” a model for accountants?

Don’t settle for second best when it comes to apps (especially expenses)

Measuring your ROI on people and culture is impossible, right? Not any more

Cross-platform reporting and forecasting for small and medium businesses

1:35 to 1:50 2:05 to 2:35

Data scientist or data engineer? Understanding the best options for accountants

Why SMSF accountants can no longer rely on annual processing

2:05 to 2:20

The one place for everything: Unlock the QuickBooks Ecosystem

2:35 to 2:50

Partner with your clients and make money off STP

2:40 to 3:10

Testing the outer limits of accounting software – how big can you go?

3:15 to 3:45

Why you really need to start using a CRM Uber for accountants? It's already here real estate agents

Utilising cloud technology to grow your business in 2019 and beyond The essential toolkit for delivering CFO services

3:20 to 3:35 3:50 to 4:20

Cyber-Crime: Can you afford to lose a $100K next week? Reclaim a quarter of your year – the automation opportunities right under your nose

How to build an advisory service model for a sustainable and scalable firm

Adding an app to your practice or client's operations? Here's how NOT to do it.

3:50 to 4:05

The productivity advantage of the Common Document

4:20 to 4:35

Has your ERP solution past its use-by date? How much of the marketing tech stack should accountants know? A primer

4:25 to 4:55

How a regional firm uses data engineering in advisory

ROUNDTABLES Sponsored by

™

TIME

TABLE 1

TABLE 2

TABLE 3

TABLE 4

TABLE 5

TABLE 6

10:45 to 11:30

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

12:00 to 12:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

2:15 to 3:00

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

3:15 to 4:00

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

Accountech.Live | Powering Digital Transformation | 2018

AGENDA AT A GLANCE

Wednesday TIME

PINK THEATRE

9:30 10:00

Benchmark advisory for tradies – fast ways to improve profit

10:05 10:35

GREEN THEATRE

YELLOW THEATRE

BLUE THEATRE

The truth about automating bookkeeping – with no exceptions Killer tips on how to kill email with chat

ORANGE THEATRE

TECH TALKS

Don’t call me a Bookkeeper! How to digitise a bookkeeping practice The future of BI reporting and democratising analytics

ATO SmartDocs a new way to process ATO Correspondence

10:35 10:50 10:40 11:10

How proper inventory management can help your clients master multiple sales channels

The secret to scaling a subscription business

How to use AI to slash your SMSF service costs

11:05 11:20

Cyber-Crime: Can you afford to lose a $100K next week? Busting the hype: What's really possible with Machine Learning in the next 5 years

11:15 11:45

Tools and techniques for your advisor journey

11:35 11:50 11:50 12:20

Can you afford to lose a $100K next week? How to automate firms by using apps as full-time equivalents

From chaos to clockwork: Getting the most from payroll automation

How blockchain can turn company equity into a currency

12:05 12:20

3 Ways You Can Use Credi Partner To Reduce Risk In Your Practice

12:25 12:55

How to use BI to replace printed reports in mid and large firms

How to build a model for datadriven advice in your firm

12:35 12:50

How to adopt periodic processing in your practice

1:05 1:20

Partner with your clients and make money off STP

1:30 2:00

Social media for Principals: Best social media apps for speed, efficiency and delegation

Facing technical overload with SMSFs? Automate, accelerate and profit

Tips for managing your work time with an Apple Watch

1:35 1:50

Managing uncertainty through talent on demand

2:05 2:35

Smithink tech survey 2018 – how does your firm compare?

Tech expert for clients – when do you bring it in-house?

2:05 2:20

Accelerate and simplify the way you do business with DocuSign

2:35 2:50

The productivity advantage of the Common Document

2:40 3:10

Big clients slowing down their software? Workarounds for QBO and Xero

How to keep your best SME clients by avoiding ERPs Perfect match: Is new advice software doing enough to get a rose?

3:15 3:45

Reimagining the compliance workflow through automation How to help Amazon retailers analyse their spending

3:20 3:35 3:50 4:20

Has your ERP solution past its use-by date? Small is beautiful – why leading firms are downsizing the desktop PC

How to evaluate tech effectively for your firm (and clients)

Exploring the ATO's tech stack

3:50 4:05

How will the ATO operate in 2020? A new world for tax professionals

Manage your clients’ depreciation schedules with ease using MyBMT Benefiting in 4 ways while delighting your clients by being paid online

4:20 4:35 The right medicine: How Surface tablets changed a firm’s operations and culture

How to use Microsoft Power BI with Xero to run your practice KPIs

4:25 4:55

ROUNDTABLES Sponsored by

™

TIME

TABLE 1

TABLE 2

TABLE 3

TABLE 4

TABLE 5

TABLE 6

10:45 to 11:30

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

12:00 to 12:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

2:15 to 3:00

Facebook - merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

3:15 to 4:00

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

www.accountech.live

OPINION

Why accountants need to learn to love data engineering By Sholto Macpherson Are you in business to sell a product or to help a client? You could say that the two actions are interchangeable. After all, no one is going to buy something from you if they didn’t think it would help them. But there is a difference, a difference in attitude. How do you see your role in the world? Is it to sell products, earn money and make a living? Or is it to change people’s lives, in at least some small way? It reminds me of that classic exchange between US president John F. Kennedy and a janitor at NASA who was mopping the floor. The president asked what he did at NASA and the janitor replied: “I'm helping put a man on the moon.” The janitor wasn’t there to just mop a floor. He was there for a higher purpose, and that could pull him from one project to another. If you begin with the end goal in mind then what you do today may be different to what you did yesterday. And it may change again tomorrow. That doesn't matter in the broader scheme if you are willing to do anything to help the client. I believe that this mindset is at the heart of the struggle within the accounting profession. If you believe that your job in life is to do compliance then it is very hard to think what else you could do besides that. You'll be starting from the position of thinking, I have skill A to deliver product A. Now I need to sell Product B, I need to learn a new skill and think of myself as a totally different person. If we compartmentalise ourselves based on products or roles then it becomes really difficult to change. I see a lot of accountants who identify so strongly with tax returns and compliance that they struggle to imagine themselves doing anything else. The accountants that are the most successful in this tech-driven age start with one question – how can I help my client? – and unfold the opportunities from there. It leads to some pretty crazy places. For Accountech.Live I have really enjoyed exploring where exactly accountants will end up. The answer is that accountants in public practice can end up anywhere.

My favourite destination, and one which I think will be hugely popular over the next five to 10 years, is data engineering. Even putting those two words in the same sentence as accounting – I know some of you will raise your eyebrows and scoff. But it's already happening. The logic is convincing. The opportunity is enormous. And the few firms who have tentatively tested these waters are rapidly diving in. What is data engineering? It is a fancy name for the process of collecting business data for processing, reporting and analysis. If you substitute “business data” for “financial data” you see that is in fact conceptually the same as bookkeeping and accounting. Accountants already know the issues that can arise in this process. Garbage in, garbage out. Identifying and checking your sources. Knowing which questions to ask and how to get the answers. All of this is exactly the same in data engineering.

The accountants that are the most successful in this tech-driven age start with one question – how can I help my client? – and unfold the opportunities from there.

How can data engineering help your client? Businesses need better advice for making strategic decisions. The best decisions usually follow the data. For example, which product should you invest in? The one with the highest margin and the highest rate of growth. Finding the answers to these questions often means you need to look beyond the financial data. It means dealing with line of business systems that practising accountants have never used before. Now, accountants don't need to master the hundreds of programs built for niche industries. They just need to know how to get the data out. And for that you will often need the services of a data engineer. If you believe that the future of the profession is business advisory then it is well worth investigating this data engineering idea. Trust your skills with financial data, find someone who can help you get to the non-financial data, and forge a path forward. Your clients will thank you.

Sholto Macpherson Editor, Digital First Head of Content, Accountech.Live

www.accountech.live

Tuesday Seminar Highlights Accountech.Live plays host to over 100 innovators and thinkers who will journey to Melbourne for the hottest, independent tech event on the calendar. From payments providers to banks; from the major, global software vendors to the new kids on the block and from the most cutting-edge startups and to multinational giants, together we deliver the insights you need to make confident business decisions. Extensible accounting systems – when add-ons don’t add up

The next killer feature in accounting? Holistic expense management

Add-on apps for your accounting software work great – until you have too many of them. Then you start running into problems from syncing data across multiple systems; infrequent syncing, rising costs and compatibility. Learn how you can extend your current system and reduce your reliance on Excel sheets to run your clients’ businesses.

Bank feeds were the killer feature that launched cloud accounting software and set the stage for automating bank rec. But it’s not automated yet. The next major step is smart bills, smart receipts and direct feeds from major suppliers. Find out how invoice data sent directly from Reece, OfficeWorks and TradeLink to your accounting software takes that automation to the next level.

Grant Cowie, CEO, Cognito Software

 9:30 - 10:00 | Pink Theatre

Simon Dennis, Head of Partnerships, MYOB

 10:05 - 10:35 | Green Theatre

Big changes to how you process ATO correspondence – are you ready?

How to monetise informal loans with a cloud-based register

The ATO is getting rid of their paper forms – and replacing them with email. Multiply the number of clients at your firm by an average five ATO communications a year and you’re looking at thousands of emails. Emails that you can’t forward to clients because of privacy laws. Here’s how you can survive the coming tsunami.

The informal lending economy is huge. Sometimes referred to as “the bank of mum and dad”, Australians lend sizeable amounts to children, parents and businesses so they can buy homes, retire or launch startups. Most of it goes unrecorded, but accountants can play a role in the informal lending market by registering loans cheaply, reducing risk for clients and generating a useful revenue stream.

Ron Drost, General Manager, iPracticeApps

 9:30 - 10:00 | Yellow Theatre

Tim Dean, CEO, Credi

 10:40 - 11:10 | Yellow Theatre

A crash course in innovation strategy from a Big Four bank Innovation is pushing banks to solve problems in new ways, such as Human Centred Design and the Agile delivery methodology. These approaches drove the closely guarded secret project to connect to Apple Pay, and ANZ’s reinvention of bank feeds (just released). Learn the principles of Agile and Human-Centred Design and how to apply them in your firm.

How to turn ATO updates into consulting dollars, on autopilot The ATO is the accounting profession’s unceasing marketing machine. Did you know it could do sales, too? Find out how you can turn new legislation into a steady stream of consulting revenue across your client base. (It will also make you look like the most on-the-ball accountant ever.)

Jeremy Wolfe, Agile Product Owner and Strategic Partnerships Manager, ANZ

Ben Miller, Senior Writer, CCH IQ, Wolters Kluwer

Rebecca Stebbing, Agile Tribe Coach, ANZ

Barry Males, Regional Product Manager, Wolters Kluwer

 9:30 - 10:00 | Orange Theatre

 10:40 - 11:10 | Orange Theatre

Accountech.Live | Powering Digital Transformation | 2018

SEMINAR HIGHLIGHTS

Finding a better way – how to take your firm to the cloud

The essential toolkit for delivering CFO services

Hear the story of a cloud accounting firm that launched just three years ago and now, thanks to an efficient app stack for advisory, has seven locations around Victoria. This nationally recognised accountant will share his tech journey and give practical tips for how you can implement a best-practice tech stack in your business.

What tools do you need to be a (virtual) CFO for your clients? The short, easy answer is Excel. But if you want to streamline the way you process, model and report on your clients’ data then you will need a more sophisticated toolkit. Find out which tools an experienced CFO and financial modeller uses to inform and impress SMEs.

Amanda Newton, Head of Community, Xero AU

Lance Rubin, CEO, Model Citzn

 3:15 - 3:45 | Blue Theatre Jason Robinson, RBK Advisory, Xero Australian Accounting Partner of the Year 2018

 11:50 - 12:20 | Orange Theatre

Why SMSF accountants can no longer rely on annual processing Sweeping super reform has transformed the SMSF industry. Annual processing can no longer be relied on to ensure your clients remain compliant. Discover the driving forces behind the move to periodic processing and learn how you can painlessly adopt this new workflow in your practice. Sebastien Brennan, Implementation Consultant, Class

Reclaim a quarter of your year – the automation opportunities right under your nose Wondering where all your capacity is going? Know you want to focus on business growth but just can't find the time? Automating repetitive processes is one of the easiest ways to improve productivity and free your team up to focus on activities that are more engaging, and that clients actually value. Learn how to optimise your systems to turbocharge your practice’s productivity. Trudi Saul, Marketing & Communications Manager, Smarter Business Processes

 3:50 - 4:20 | Orange Theatre

 2:05 - 2:35 | Green Theatre

Data scientist or data engineer? Understanding the best options for accountants Accountants are already fluent in understanding financial data. Non-financial data, however, is a whole new world, one that holds the key to high-value advisory services. Discover the skills required to plumb together systems for collecting non-financial data, and how to write the formulas that turn it into meaningful insights. Russell Nash, Customer Engineer for Data Analytics, Google

 2:05 - 2:35 | Blue Theatre

How much of the marketing tech stack should accountants know? A primer Marketing and accounting – you couldn’t get two more disparate activities that attract very different people. Yet if accountants are serious about advising their clients on growing their businesses they will inevitably need to know more about marketing. The question is – how much? Hear from an accounting firm that sells marketing services, learn about critical apps for SMEs and where you should draw the line. Lisa Andrews, Founder & CEO, Ignite Alliance

 4:25 - 4:55 | Green Theatre

www.accountech.live

Wednesday Seminar Highlights The truth about automating bookkeeping – with no exceptions How automated can bookkeeping really be? There’s always an exception that forces you to pick up the phone or manually adjust the file. Bookkeeping breaks down to 18 processes. Hear a frank assessment of how many of these can be (and have been) automated – and how far we still have to go. Tim Hoopmann, CEO, Spinn Solutions

 9:30 - 10:00 | Yellow Theatre

Don’t call me a Bookkeeper! How to digitise a bookkeeping practice Hear a nationally recognised bookkeeper share firsthand the secret to a successful cloud journey. In this raw Q&A, you will hear about the people, process and business challenges a bookkeeper overcame as part of the digitisation of their growing cloud practice. A session packed with real recommendations for how to successfully use technology in your practice. Amanda Newton, Head of Community, Xero AU Don Grgic, Business Boost Centre, Xero Australian Bookkeeping Partner of the Year 2018

 9:30 - 10:00 | Orange Theatre

How to build a model for data-driven advice in your firm Everyone is talking about selling data-driven business advice – but how exactly do firms do it at scale? Only by analysing financial and non-financial data together can you find commercially valuable insights for your clients. Join this walkthrough of how to use a business intelligence tool to analyse mixed data and create a custom report for an example client.

How proper inventory management can help your clients master multiple sales channels The proliferation of new sales channels in recent years presents a significant opportunity for your clients. But only if they can avoid the many potential pitfalls that arise when selling across different marketplaces. Learn why cloud inventory management is more pivotal than ever in the age of Amazon, Shopify, Vend and more. Plus the benefits it can bring you as an advisor to your clients. Greg Murphy, Channel Manager and Founder, Unleashed Software

 10:40 - 11:10 | Pink Theatre

Perfect match: Is new advice software doing enough to get a rose? AdviceTech is all the buzz at the moment in financial planning. But will the promise of a revolution actually occur? We will explore the current state of this ecosystem and navigate through the all hype of integration with accounting software. Understand the current ecosystem in financial planning technologies, know what is available now rather than in five years' time and learn about the challenges in integrating financial planning technology with accounting. Thomas Mackellar, Manager Advice & Accounting Technology, Count Financial

 3:15 - 3:45 | Green Theatre

How will the ATO operate in 2020? A new world for tax professionals The ATO’s CDO will provide an overview of digital services that are currently being rolled out and explain the opportunities that these services provide.

Leandro Dos Santos, National Product Manager, Sage

John Dardo, Chief Digital Officer, ATO

Gary Weisz, Sales Manager Accountants, Sage

Sholto Macpherson, Editor, Digital First

 12:25 - 12:55 | Blue Theatre

 3:50 - 4:20 | Orange Theatre

Accountech.Live | Powering Digital Transformation | 2018

SEMINAR HIGHLIGHTS

Busting the hype: what's really possible with Machine Learning in the next 5 years

Killer tips on how to kill email with chat

Machine learning has been so heavily promoted by accounting software companies that it’s hard to know where the hype stops and reality starts. What everyone wants to know – how big an impact will ML have, and when? One of Australia’s top data scientists, who writes these algorithms, reveals the ML roadmap that software companies aren’t prepared to share.

The internal CC email is the primary culprit for overflowing inboxes. Unfortunately, it’s the most common communication method within most firms. The most progressive firms will tell you that chat is the antidote to the CC email. It’s also the medium of choice for Gen Y and younger staff. But how do you run your firm on chat? Learn the principles of chat in business, how it differs from work email and why your best future hires want to join a firm that uses chat.

Gavin Whyte, Chief Data Scientist, Deloitte Australia

 11:15 - 11:45 | Green Theatre

Tony Wall, Head of Design, Intuit

 10:05 - 10:35 | Green Theatre

Tools and techniques for your advisor journey Want to fast-track the launch of advisory services? If you're confidently completing accounts, join us to discover additional services you can offer existing clients. Learn techniques such as management reporting, spreadsheet manipulation and cash flow forecasting. Add analytical tools and you can offer advisory services to clients immediately. Heather Smith, Director, Anise Consulting

 11:15 - 11:45 | Blue Theatre

How to automate firms by using apps as full-time equivalents Admin hours eat your margins; improving efficiency is a constant goal in any business. Rather than saving a couple of hours here and there, you can automate whole chunks of your firm’s processes by employing an app instead. Discover clever, new ways to connect apps so that one process rolls seamlessly into the next. Guy Pearson, CEO, Practice Ignition

 11:50 - 12:20 | Pink Theatre

The future of BI reporting and democratising analytics Want to help your clients grow faster? Business intelligence (BI) tools reveal the pivot points within a business that will lift revenue to the next bracket. Learn why enterprise BI tools unearth more valuable insights than custom reports from accounting software, and how they turn tables of numbers into attractive visualisations that support a powerful story for growth.

Tech expert for clients – when do you bring it in-house? Ecosystem apps are unavoidable if you’re working with accounting software. How much responsibility should the accountant and bookkeeper take to set them up? What do your clients want you to do? Find out how one firm made the decision to bring tech support in house, how they decide when to bring in external partners, and how in-house IT has changed its compliance services. Beau Gaudron, Tech Ninja, Growthwise Steph Hinds, Head Ninja, Growthwise

 2:05 - 2:35 | Blue Theatre

Facing technical overload with SMSFs? Automate, accelerate and profit More legislation means slower processing of SMSFs – and lower profits. Automated end of year processing and an exception-based approach can reduce the time to complete even complex SMSFs to under 25 minutes. Discover the benefits of automated transactional and unit holding processing and reconciliation, integration of a smart document management program and foremost being able to do the whole job in the one system. Maureen Mowat, Manager, Software Services, Super Concepts

Michael O'Keefe, Director of Business Applications Group, Microsoft AU

Rhys Hopper, Customer Success Officer, Super Concepts

 10:05 - 10:35 | Blue Theatre

 1:30 - 2:00 | Yellow Theatre

www.accountech.live

NG YOUR FUTURE | VOL SHAPI UM NDS E0 TRE 1

MEET THE SPEAKERS

Meet the speakers As the most innovative and progressive business event on the calendar, Accounting Business Expo plays host to over 100 speakers. An impressive lineup of global thought leaders will share their valuable business insights.

Berys Amor

Lisa Andrews

Jason Atkins

Director of Technology, Corrs Chambers Westgarth

Founder & CEO, Ignite Alliance

Co-founder, Enhanced Society

Robin Beauchamp

Dan Beck

Rhys Bennett

CEO, PayVu

Director, PT 2.0

Account Manager, Waypoint

Jamie Beresford

Sebastien Brennan

Katie Bryan

CEO, Practice Protect

Implementation Consultant, Class

Founder, Propeller Advisory

David Burke

MC Carter

Adrian Cartland

Group Head of Sales, Reckon

CEO, Practice Paradox

Principal, Cartland Law

Grant Cowie

Matt Crofts

Anita Da Encarnacao

CEO, Cognito Software

Head of Product - Sf360, BGL

Cloud Consultant, BookStar

Accountech.Live | Powering Digital Transformation | 2018

MEET THE SPEAKERS

John Dardo

Ryan Davey

Tim Dean

Chief Digital Officer & Deputy Commissioner, ATO

Tech Guru, Unicorn Business Solutions

CEO, Credi

Simon Dennis

Leandro Dossantos

Ron Drost

Head of Partnerships, MYOB

National Product Manager, Sage

General Manager, iPracticeApps

Beau Gaudron

Ben Gill

Damien Greathead

Tech Ninja, Growthwise

Sales Director, NowInfinity

Global Accounts Program, Receipt Bank

Don Grgic

Steph Hinds

Mark Holton

Founder and CEO, Business Boost Centre

Head Ninja, Growthwise

Director, Smithink

Tim Hoopmann

Rhys Hopper

Rebecca Mihalic

CEO, Spinn Solutions

Customer Success Officer, SuperConcepts

Director, Aptus Accounting & Advisory

www.accountech.live

MEET THE SPEAKERS

Stuart Hunter

Glen Jones

Amanda Kenafake

Head of Sales, ANZ, FUTRLI

Customer Success Lead, Tradify

CEO, Power Tynan

Tom Mackellar

Sholto Macpherson

Barry Males

Manager, Accounting & Advice Technology, Count Financial

Editor, Digital First

Regional Product Manager â&#x20AC;&#x201C; Apac, Wolters Kluwer

Paul Meissner

Ben Miller

Maureen Mowatt

Director, From The Trenches Podcast

Senior Writer CCH IQ, Wolters Kluwer

Manager, Software Services, Super Concepts

Greg Murphy

Russell Nash

Amanda Newton

Founder and CEO, Unleashed Software

Customer Engineer for Data Analytics, Google

Head of Community, Xero AU

Michael O'Keefe

Matt Paff

Guy Pearson

Director Business Applications, Microsoft Australia

Founder, Value Adders

CEO, Practice Ignition

Accountech.Live | Powering Digital Transformation | 2018

MEET THE SPEAKERS

John Peterson

Tim Richardson

Joseph Robins

Managing Director, Best Practice Business

Director, Growthpath

Country Lead, Australia, GoCardless

Jason Robinson

Lance Rubin

Trudi Saul

Director, RBK Advisory

Founder & CEO, Model Citizn

Marketing & Communications Manager, Smarter Business Processes

David Smith

Heather Smith

Michael Smith

Founding Director, Smithink

Hype Girl for the Online Accounting Eco-System, Anise Consulting

Commercial Head of Payroll ELMO Cloud HR & Payroll

Rebecca Stebbings

Inbal Steinberg

Matthew Taylor

Agile Tribe Coach, ANZ

Technology Consultant, ConvertworX

Director, Accounting Practice Sales

Troy Townley

ElzerieVan Wyk

Tony Wall

Founder and CEO, HTA Advisory

Product Manager APAC, Sage

Head of Design, Intuit

Gary Weisz

Jeremy Wolfe

Andrew Van De Beek

Sales Manager - Accountants, Sage

Agile Product Owner and Strategic Partnerships Manager, ANZ

Director, illumin8 Partners

www.accountech.live

Discover a better way Visit the Intuit QuickBooks team for rapid 10 minute sessions, running throughout the day. Learn about the key features and benefits of QuickBooks Online Accountant.

Sessions include:

• What it takes to go mobile with QuickBooks Online and complete common tasks from literally anywhere • Manage all of your clients and your practice with a single login with the help of QuickBooks Online Accountant • Harness powerful app integrations to extend the capabilities of QuickBooks across payroll, year-end tax, and more!

Call the team on 1800 618 521

You could win a trip for 2 to the USA to attend QuickBooks Connect 2019

Scan your pass at Stand A26 for your chance to win or visit quickbooks.intuit.com/au/WinATrip

AGENDA

Roundtables Sponsored by

™

Overcome challenges, uncover new tactics and share experiences with your industry peers at one of these small group discussions. Hosted by expert facilitators, each session is repeated morning & afternoon, each day for your convenience. TIMETABLE FOR TUESDAY & WEDNESDAY TIME

TABLE 1

TABLE 2

TABLE 3

TABLE 4

TABLE 5

TABLE 6

10:45 to 11:30

Facebook merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

12:00 to 12:45

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

2:15 to 3:00

Facebook merging the lines with business and friendships

Optimal daily schedule for bookkeeping firms

Product development for bookkeepers

Bookkeeping stack: Essential productivity apps

Business experiments for entrepreneurial firms

Beyond referrals: Ideas for online leads

3:15 to 4:00

Skills for successful cloud consultants

Communication tools for digital nomads

Effectively recommending apps to clients

Reactive to proactive: Taking control of your firm

Paperless office – quicker, cheaper and cleaner!

Improving your marketing tactics

www.accountech.live

Tech Talks Looking to buy new technology? Trying to compare solutions? Need to understand what tools do what? The Tech Talks stage is the hot spot for live solutions in action – not to be missed! TUESDAY 10:35 10:50

Taking Debtors days to 0 with Practice Ignition Practice Ignition

1:35 1:50

Savvy Reports

• How to switch to being paid in advance for work

• Find out how easy cross-platform reporting and forecasting is

• Connect invoicing and payments to your contract and get paid on time, every time

• Use your actual historical data to form budgets and cash flow forecasts

• Learn how to manage scope creep with ease and never write off another invoice again

11:05 11:20

Streamline compliance jobs to drive profitability Sage Data Hub

• Simple and secure user access control means you can seamlessly collaborate over business scenarios, with your team and clients

2:05 2:20

• Learn what it takes to go mobile with QB and complete common tasks from literally anywhere

• Why do more tax returns get prepared and lodged through Sage software than any other system?

• Learn how to manage your practice with the help of QuickBooks Online Accountant

• Uncover the productivity gains of completing compliance jobs more efficiently

ATO SmartDocs a new way to process ATO Correspondence

• Understand how to harness powerful app integrations to extend the capabilities of QuickBooks across payroll, year-end tax, and more!

2:35 2:50

• Get your documents directly from the ATO no more scanning • With NO MORE EMAIL see how we have solved the delivery problem

• Every firm needs to have their own solution to help solve the incoming tsunami called Single Touch Payroll

3:20 3:35

DocuSign

12:35 12:50

Protect Your Data and your reputation with the right IT support for your firm • C yber security is a constantly moving landscape. How do you know your systems are secure?

• How to cut document handling time from 30 to 8 minutes on average

• A re you actually prepared for Mandatory Data Breach (& General Data Protection Regulation) and what is it?

• Adhere to strict compliance guidelines

• Why Cyber-Security is not a "tick" the box exercise?

Deciphering clients pain points and implementing solutions around solving these

3:50 4:05

• How to increase your workflow efficiency

• Implementing a solution using a pain point focused approach

PwC's Nifty Grants • Introduction to and benefits the R&D Tax Incentive program, and an overview of recent and forthcoming changes • How to identify eligible clients and use Nifty Grants to submit claims online on their behalf • Discovery of other government grants & programs to support early stage and innovative companies

Accountech.Live | Powering Digital Transformation | 2018

Nimbus Portal Solutions • How to cut out hours of unnecessary admin

• Deciphering the ROI to be gained through implementing a solution

Streamline your client's R&D Tax Incentive claims with PwC's Nifty Grants

The productivity advantage of the Common Document • How to harness the Common Document principle in your practice

• Identifying your clients pain points

Cyber-Crime: Can you afford to lose a $100K next week?

• Discover how to easily streamline manual and fragmented agreement processes

Tradify

1:05 1:20

ePayroll • Discover why Firms (including Big 4) are already using ePayroll as their primary Payroll solution and how it works with MYOB, Xero and other GLs.

• Get an update on all of the changes coming from the ATO

Accelerate and simplify the way you do business with DocuSign

Partner with your clients and make money off STP • Get introduced to a new way of partnering to support your clients through their increased compliance burdens

ATO SmartDocs

12:05 12:20

The one place for everything: Unlock the QuickBooks Ecosystem Intuit QuickBooks

• From client-centric navigation to accounting and tax module integration to electronic signatures

11:35 11:50

Cross-platform reporting and forecasting for small and medium businesses

4:20 4:35

Has your ERP solution past its use-by date? Odoo • Key indicators it is time to upgrade your accounting & ERP system • Uncover the advantages and cost savings of our fully integrated, cloud-based accounting & ERP, CRM and eCommerce platform • Odoo will provide a tailored and scalable solution for now and a solid platform for growth

AGENDA

WEDNESDAY 10:35 10:50

ATO SmartDocs a new way to process ATO Correspondence

1:35 1:50

ATO SmartDocs

11:05 11:20

Weploy

• Get your documents directly from the ATO no more scanning

• Learn how accountants and bookkeepers are leveraging talent on demand platforms

• Get an update on all of the changes coming from the ATO

• Understand how to build agility into the workforce

• With NO MORE EMAIL see how we have solved the delivery problem

• Uncover how technology is transforming the workforce of the future

What’s new in Xero Xero product update

2:05 2:20

• Discover how to easily streamline manual and fragmented agreement processes

• Learn how simple it is to file your payroll to the ATO with Single Touch Payroll (STP)

• How to cut document handling time from 30 to 8 minutes on average

• See a demonstration of how you can now lodge Activity Statements with Xero directly to the ATO from a Xero subscription

Cyber-Crime: Can you afford to lose a $100K next week? Protect Your Data and your reputation with the right IT support for your firm

Accelerate and simplify the way you do business with DocuSign DocuSign

• Discover how Xero provides beautiful digital solutions for new mandatory requirements

11:35 11:50

Managing uncertainty through talent on demand

• Adhere to strict compliance guidelines

2:35 2:50

The productivity advantage of the Common Document Nimbus Portal Solutions

• Cyber security is a constantly moving landscape. How do you know your systems are secure?

• How to harness the Common Document principle in your practice • How to cut out hours of unnecessary admin

• Are you actually prepared for Mandatory Data Breach (& General Data Protection Regulation) and what is it?

• How to increase your workflow efficiency

• Why Cyber-Security is not a "tick" the box exercise?

12:05 12:20

Three ways you can use Credi Partner to reduce risk in your practice

3:20 3:35

Credi Partner

Has your ERP solution past its use-by date?

• Discover how to reduce the risk of your client’s informal loans to (or from) their business

Odoo

• Learn about the big changes coming to Div7A loans and the new way to manage them online, centralise the administration of your client’s loan agreements and decrease mismanagement of complicated spreadsheets.

• Uncover the advantages and cost savings of our fully integrated, cloud-based accounting & ERP, CRM and eCommerce platform

• Key indicators it is time to upgrade your accounting & ERP system

• Odoo will provide a tailored and scalable solution for now and a solid platform for growth

• Find out how your clients are at risk of having unsecured loans to their business and how to fix this quickly through secured loan agreements online, that are registered on the PPSR

12:35 12:50

How to adopt periodic processing in your practice Class Super

3:50 4:05

• TBAR and ECPI requirements mean the move away from annual processing is no longer just an option, but instead a necessity to effectively manage SMSF compliance

Manage your clients’ depreciation schedules with ease using MyBMT

• Processing funds periodically throughout the year is the only way to achieve an up-to-date view of an SMSFs financial position, and easily identify which funds have incurred TBAR and ECPI obligations

• Request a quote for a new depreciation schedule and stay up to date on its progress

MyBMT • Download completed schedules in CSV and Excel formats

• This demo will show you how more regular fund processing can support: Easy identification of TBAR obligations, Reduction of ECPI complexity, Acceleration of practice growth, Improvement of client experience

1:05 1:20

Partner with your clients and make money off STP ePayroll • Get introduced to a new way of partnering to support your clients through their increased compliance burdens • Discover why Firms (including Big 4) are already using ePayroll as their primary Payroll solution and how it works with MYOB, Xero and other GLs • Every firm needs to have their own solution to help solve the incoming tsunami called Single Touch Payroll

• Request updates to your clients’ schedules and more

4:20 4:35

Benefiting in 4 ways while delighting your clients by being paid online QuickFee • Winning new work with flexible payment terms • Reduce debtors outstanding by 30 days • Eliminate all credit cards costs

www.accountech.live

BECOME THE PRACTICE OF NOW Technology, advice and support that empowers you to manage a growing practice.

Accountech Live Visit us at stand C08 Session one

Product demo

Why you really need to start using a CRM

Streamline compliance jobs to drive profitability

Session time Tuesday 13 November, 2.40pm - 3.10pm

From client-centric navigation to accounting and tax module integration to electronic signatures.

Location Seminar Room

Why do more tax returns get prepared and lodged through Sage software than any other system?

Speakers Gary Weisz, National Sales Manager - Accountants, Sage Elzerie Van Wyk, Product Evangelist, Sage

Uncover the productivity gains of completing compliance jobs more efficiently.

Session two

Location Tech Talk stand

How to build a model for data-driven advice in your firm

Speakers Gary Weisz, Sales Manager - Accountants, Sage Leandro Dossantos, Product Manager, Sage

Session time Wednesday 14 November, 12.25pm - 12.55pm

Session time Tuesday 13 November, 11.05am - 11.20am

Location Seminar Room Speakers Gary Weisz, Sales Manager - Accountants, Sage Leandro Dossantos, Product Manager, Sage

Sage.com/au

FEATURED SOLUTIONS

NowInfinity Trust Register

Sage Sage is the leader for accounting, payroll and business management software, supporting the ambition of accountants and businesses worldwide. With over 7,500 Australian practices trusting our software, we are proud to be a platinum sponsor of Accountech.Live 2018. To deliver the exceptional service and advice clients demand, you need an easy-to-use integrated solution that automates your processes to track and produce high quality output, productively. You need the ability to efficiently collaborate with clients. And you need a fast and effective way to market to them. Sage Accountant Cloud can help you become a more connected and efficient practice, providing everything you need to serve clients in one place. With Sage HandiSoft Online, you can power your practice in the cloud with Australia’s most trusted compliance and practice management solution.. Access a single client database from anywhere in the world. And deliver high quality client work with all the compliance and practice management tools you need. With Sage Data Hub, you can easily access data driven insights of your clients’ businesses to help you deliver highly relevant business advice. Easily access and manage client data from external business applications. And customise reports to perform benchmarking or predictive analysis.

NowInfinity’s Trust Register enables you to establish, manage and update trusts quickly and efficiently. Documents include trust distribution, change of units and more. Trust Register is designed to remove the risks associated with managing trusts and takes advantage of the platform’s automation, customisation and communication features. NowInfinity recently released the trust readiness indicator which identifies information gaps in your trusts including vesting dates, commencement date, registers and more.

NowInfinity

D26

Nimbus Cloud Document Management Nimbus is a cutting-edge Cloud Document Management (CDM) system with integrated Client Portal, saving you 5 hours per employee per week. Features include: Digital Document Signing; One-click Publishing; Full-text search; MS Office Integration; PDF Manipulator; Webform Checklists; Email Communications; Staff and Team Workflow; Unlimited storage; Auto-Archiving; and New Nimbus Scan utility! Nimbus offers integration to many common Practice Management systems, such as Xero Practice Manager, GreatSoft CRM, and many others.

Nimbus Portal Solutions A10

Visit the Sage stand at Accountech.Live to discover how you can become a more integrated practice with Sage HandiSoft Online and Sage Accountant Cloud. Chat with our experts and view live demos.

QuickBooks Online Accountant Sage Software Australia    

Sage Accountants Team Salesleads.au@sage.com 02 9921 6586 sage.com/au

STAND C08

Manage all your clients with a single log in. QuickBooks Online Accountant lets accountants and bookkeepers manage each of their clients’ QuickBooks accounts with a single login. Plus, manage your own books while you’re at it. Find out how to run your practice like a pro at Stand A26 with QuickBooks Online.

Intuit QuickBooks

Accountech.Live | Powering Digital Transformation | 2018

A26

Moving to the cloud? Complete Your journey with Nimbus

www.nimbusportals.com

Cloud Document Management

BOOK A DEMO TODAY

CALL 1800 646 287

Features ✓

Document Management

✓

Integrated Client Portal

✓

Digital Document Signing

✓

One-click Publishing

✓

MS Office Integration

✓

Staff and Team Workflow

✓

PDF Manipulator

✓

Email Communications

✓

Webform Checklists

✓

Unlimited storage

✓

Auto-Archiving

✓

New Nimbus Scan utility! and much more...

Integrations

Software for accountants

“APS’ sole focus is on the people, process and technology needs of our practice, they show no interest in using us as a channel partner to access our clients. This is rare to ﬁnd in a software partner today.” Ainsley Coggins - Director Accru Harris Orchard

Stand #E09

FEATURED SOLUTIONS

APS: Software for accountants APS is the most feature-rich practice solution available to accountants today. It features compliance tools like SyncDirect that allow you to work with whatever software your clients choose to use. Our Practice IQ reporting engine has dashboards tailored to your role within the practice. APS is your platform for the future with existing integrations to many systems (e.g. FeeSynergy and FuseDocs) and more to come in the future.

APS E09

Unleashed Software Xero integrations Unleashed Software is continuing to enhance our integration with Xero to provide a seamless experience. Our recent Batch Journal feature means journals from Unleashed are batched into one daily journal in Xero, making reconciling quick and easy. Users now have the additional functionality of emailing Xero invoices from directly within Unleashed, passing Unleashed discounts directly to Xero and linking Xero invoices back to Unleashed transactions.

Unleashed Software

B04

XERO CHANGES THE WAY SMALL BUSINESS WORKS Our beautiful cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. We’re proud to be helping over one million subscribers worldwide to transform the way they do business. And we’re just getting started. Now more than ever, advisors are at the centre of the small business economy. Because when you help small businesses be successful, you make everyone connected to them succeed. As part of a wider trend toward digitisation, Xero works with businesses to educate them on how to digitise their business. Our vision is to provide you with the best global platform to advise your small business clients. We want our products to make it easy to do what you love most about accounting and bookkeeping. If your passion is providing speedy, accurate, cost-effective compliance, we want to help you do that. If you want to be a financial forecaster, a business planner, a boutique virtual CFO, or to help businesses with their apps, we want to help you do that too.

Sage With over 7,500 Australian practices trusting our software, Sage is proud to be a platinum sponsor of Accountech .Live. Sage Accountant Cloud can help you become a more integrated and efficient practice. Sage HandiSoft Online can give you anywhere, anytime access to Australia’s most trusted compliance and practice management solution. And Sage Data Hub can help you gain a 360-degree view of your clients’ businesses to deliver business advice.

We’re here because we believe in the power of the small business economy, and accountants and bookkeepers too. For us, one can’t exist without the other. It’s all part of beautiful business working as it should. Visit the Xero stand for more information.

XERO

 sales@xero.com  xero.com STAND A16

Sage Software Australia C08

www.accountech.live

When rewiring the economy, is the number one priority. At Xero, we’re on a mission. A mission to connect millions of businesses to their banks, advisors and each other through our cloud accounting software. We’re building for the future of small business, because when small business grows, we grow too. And to us, that’s beautiful.

Power your SMSF practice MAKE A SMARTER SWITCH

There’s never been a better time to switch Cloud-based technology at desktop pricing. Make the switch and enjoy great savings.

SuperMate Base

per month per fund* (incl. GST)

SuperMate Complete

• Access anywhere • Compliance driven • Technical expertise • Easy to switch

• All the great features of SuperMate Base

per month per fund* (incl. GST)

• Over 200 banking, broker and investment data feeds

Market leading technology

Smart Document Management AI powered document recognition & filing

Automation over 200 data feeds; automated transaction processing

Double-entry accounting

ViewSuper Dashboard

Transfer Balance Account Report

designed specifically for accountants

allows trustees & advisers to access their fund on the go

report events directly through to the ATO portal

Transform your SMSF business, contact us today CALL

VISIT

1300 038 389

sales@superconcepts.com.au

superconcepts.com.au/software

*Note: A subscription is for a minimum of 10 funds and 12 months charged monthly in arrears. If you require additional investments and/or banking data feeds, you can upgrade to the new SuperMate Complete package for an additional $5 per month per fund ($10 per month per fund in total including GST).

Important information © SuperConcepts Software Services Pty Ltd ABN 92 063 307 700. Consider your or your clients’ circumstances and any disclosure documents before deciding what’s right for you or your client. This document has been prepared for general information only. It should not be taken to be specific advice or used in decision making. All readers are advised to undertake their own research or seek professional advice to keep abreast of any reforms and developments in law. AL_FP_20181004

FEATURED SOLUTIONS

Practice Protect cloud security Practice Protect has grown to become Australia’s largest cloud security provider specific to the accounting and bookkeeping industries. Having started out as an IT services business around ten years ago we realised through that work that traditional IT fails to cover the gaps in security that the cloud has created. Taking a holistic approach, we cover the whole business from staff training, internal policies through to password encryption.

Practice Protect

B09

MoneyWorks accounting and ERP platform Are you or your clients having growing pains with your current system? Come and visit us at stand D39 and see why MoneyWorks could be the solution. As the only extensible Accounting and ERP platform for both cloud and desktop, MoneyWorks can be customised to meet almost any requirement. Big system functionality at a small business price, and without the complexity.

MoneyWorks

D36

SuperMate SuperConcepts is a leading innovator in SMSF administration, education and software. We have combined the knowledge of some of Australia’s leading technical experts and over 30 years of SMSF administration to bring you a powerful software, SuperMate. SuperMate’s cloud-based, double-entry accounting platform now boasts over 200 data feeds, automated transaction processing, smart share registry and contract nodes processing and AI-driven document management system. SuperMate customers have access to our TechEd team, who are there to provide guidance and advice with complex technical matters. With our back-office administration service, our customers can easily upscale anytime, without the need to invest time in additional resources. Choose SuperMate and your business will benefit from increased productivity, leading-edge technology, and best value SMSF software.

Australia's leading SMSF administration and ASIC corporate compliance software solutions Tired of spending hours with manual processes? BGL introduces CAS 360 and Simple Fund 360, accounting software solutions that will simplify your ASIC corporate compliance and empower your SMSF administration business. Automated annual reviews, seamless document delivery, company registrations, debt alerts, highly intelligent corporate actions, sophisticated data matching, big data, artificial intelligence and over 300 integrated partners! Visit us at stand D20 to discover more.

BGL Corporate Solutions D20

SuperMate

 sales@superconcepts.com.au  1300 038 389 STAND D22

www.accountech.live

ASX:ELO

Integrated Cloud HR & Payroll Solutions by ELMO ELMO Software offers an integrated cloud HR & payroll solution from one vendor one dashboard and one user interface. Our modules can be used stand alone, or together in any combination with other ELMO modules. We can help your organisation streamline your HR & payroll processes to increase productivity, efficiency and reduce costs.

Pay

People

Hire

Payroll

Core HR

Recruitment

Self-Service

Survey

Onboarding

Talent

Develop

Performance Management

Learning Management

Rewards & Recognition

Course Builder

Pivot Remuneration

Course Library

Succession Management

Visit ELMO at stand E25 and... Enter our prize draw to be in with a chance to WIN a $500 Flight Centre Voucher

Have your new FREE professional headshot taken by our photographer

elmosoftware.com.au

FEATURED SOLUTIONS

Single Touch Payroll and more made simple with Xero Digital connectivity is becoming intrinsic to business. If you’re an employer with 20 or more workers, for example, you’re now required to report salaries and wages, PAYG withholding and superannuation to the ATO each time you pay your employees. Our new beautiful Single Touch Payroll solution does it all in one extra keystroke. Join Xero’s tech demo to learn the latest.

Xero

A16

SuperMate SMSF accounting software SuperConcepts is a leader in SMSF administration, education and software services. SuperMate, our SMSF accounting software comes with 200+ data feeds enabling automatic processing of transactions, share registry data and contract notes, saving you time and increasing productivity. Our smart document management system recognises documents and files them against transactions, while our latest feature, EOFY workflow, guides you step by step through SMSF tax preparation, increasing efficiency and quality. Phone 1300 038 389 or email sales@superconcepts.com.au.

SuperMate D22

Futrli software and CPD accredited certification Futrli is the game changer for small businesses and accountants who want to help their clients. Supporting over 40,000 businesses and 1,000+ accountants globally, our forecasting inspired all-in-one platform gives you every tool you need to look ahead, monitor cash, de-risk and grow. It’s not just about our software though, CPD accredited certification, roll out strategy and implementation teams ensure you add value to your clients instantly.

Futrli D09

CREDI INFORMAL LOAN MANAGEMENT SOLUTIONS Informal loans are created every day to help manage the cash flow demands of running a business or supporting friends and family with startups or buying property. In 2012, researchers from CommBank estimated the informal lending market between families and friends was worth A$1.6 billion a year. (source: intheblack.com) The majority of these loans are undocumented, poorly managed and put lenders at risk of default (or worse). Credi.com recently introduced a unique online solution called Credi Premium to help borrowers and lenders manage informal loans online. Complete with professional loan agreements, e-signatures, payment reminders and a cloud based management system to manage the process, Credi Premium is used by thousands of users and has managed tens of millions in loans across 25 countries. Credi Partner is the #1 loan management platform for accountants. Designed to help them de-risk their clients from informal loan agreements, Credi gives accountants and other financial advisors access to their loan management technology so they can administer Basic, Secured (PSSR registration included) and Div7A agreements online. Registering for a Credi Partner account is free, and gives you the opportunity to engage with your clients as a value added service, and a new source of extra revenue for your business. To learn more, go to credi.com/accountech or see the Credi team on stand D18.

CREDI

 partners@credi.com  02 9030 0304  credi.com/expo STAND D18

www.accountech.live

Simply incredible credi.com/expo

partner

BRINGING IT ALL TOGETHER

People

Process

Technology

hammerjack combines the very best people, the smartest processes and latest technologies. Catch up with us at Stand P24 WE CAN INTEGRATE WITH ANY OF YOUR TECHNOLOGY PLATFORMS OR WIDGETS INCLUDING:

FEATURED SOLUTIONS

THE ONE PLACE FOR EVERYTHING: UNLOCK THE QUICKBOOKS ECOSYSTEM

You could win a trip for 2 to the USA to attend QuickBooks Connect 2019

Visit the Intuit QuickBooks team for rapid 10 minute sessions, running throughout the day. Learn about the key features and benefits of QuickBooks Online Accountant. Sessions include:

Scan your pass at Stand A26 for your chance to win or visit quickbooks.intuit.com/au/WinATrip

INTUIT QUICKBOOKS

hat it takes to go mobile with QuickBooks Online and W complete common tasks from literally anywhere

anage all of your clients and your practice with a single M login with the help of QuickBooks Online Accountant

arness powerful app integrations to extend the H capabilities of QuickBooks across payroll, year-end tax, and more!

Also, win a trip for two to the USA to attend QuickBooks Connect 2019. Scan your pass at Stand A26 for your chance to win or visit quickbooks.intuit.com/au/WinATrip

 eventsAUS@intuit.com  1800 917 771  quickbooks.intuit.com.au STAND A26

Tradify We're always investing in delivering a world-class experience for tradies, accountants, and bookkeepers alike. Our most recent feature releases include: progress invoicing - invoice as you go or receive deposit payments before starting; expert templates - set up quote/job/invoice templates for frequent jobs; notes gallery - easily to refer to notes and photos; and a major speed increase - ensuring the app runs lightning fast at all times. Plus more great things to come.

Tradify

P26

iPracticeApps ATO SmartDocs A breakthrough in processing ATO Correspondence. You need to review your processing and delivery of ATO documents. Let us show you how to get your documents straight from the ATO, don’t wait for the ATO mail to arrive. Then ATO SmartDocs does the rest, checking, filing, renaming and secure delivery to your clients. Watch the video and compare your current process. www.iPracticeApps.com

iPracticeApps A08

PayVu smart, fast and secure business payments PayVu enables you to add new, higher profit payment services to your bookkeeping business or accounting practice without needing extra staff or time. Make payment recommendations to clients to pay supplier invoices, wages, taxes and superannuation for approval via their mobile phone in just minutes. No more ABA file management or needing to know clients’ internet banking details.

PayVu C10

Credi Partner Credi Partner is the easy way for accountants, bookkeepers and financial advisors to boost their revenue and client lifetime value through helping clients create and manage online loan agreements. Credi Partner currently supports the management of Basic, Secured, Div 7A loans. With Credi Partner, you can share Credi Premium with your clients as a value added service, and an extra source of revenue for your business.

Credi D18

www.accountech.live

FEATURED SOLUTIONS

MYOB Advisor Want to take the next step towards advisory? You need MYOB Advisor. This unique artificial intelligence powered tool translates financial data into written insights. You can even customise insights to drive more meaningful conversations. MYOB Advisor is free as part of the MYOB Partner Program and has already helped hundreds transform into the advisor small businesses crave. Looking for an easy way to offer advisory services? Look no further.

MYOB MAKES BUSINESS LIFE EASIER

MYOB C32

MYOB exists to make business life easier for you and your clients. We know that the future of the accounting and bookkeeping industry is about more than just numbers, it's about you becoming a critical advisor and partner in your clients' success. To help you achieve that we’ve developed: yy

bold vision for the accounting and bookkeeping A professions

n integrated suite of practice solutions for running A your business

calable solutions S businesses

ools that provide insight into your clients’ businesses T and allow you to better support their growth

range of services to ensure our partners realise the A value of their relationship with MYOB

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Join us at the MYOB stand over the next couple of days and talk to our team about how a new generation of MYOB solutions can help you: yy

se best in market automation to create seamless U client collaboration and manage your work at scale

utomate or eliminate steps in your end to end A compliance workflow

tilise artificial intelligence to generate automated U management reports

Tailor control over your jobs, time, costs and processes

cale up your S successfully

advisory

services

quickly

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Accounting software and practice solutions shouldn't just make your life easier. They should give you - and your clients - new opportunities for success. Strengthen your role as an essential advisor by visiting our team to find out how we can help you and your clients achieve success.

MYOB    

The MYOB Team accountants.au@myob.com 1300 555 666 myob.com

STAND C32

Accountech.Live | Powering Digital Transformation | 2018

GoCardless Designed to help independent businesses take control of their cash flow, GoCardless has become popular amongst accountants and their clients since launching in Australia this August. The Melbourne-based Direct Debit payments service is pleased to announce its Accountant Partner Program. Offering specialist training and exclusive product discounts for accountants to refer onto their clients, now is the ideal time to partner with GoCardless! Visit gocardless.com/AccountantPartner or visit stand D16.

GoCardless

D16

Save, grow & transform with hammerjack We know technology is a key part of your firm and business, so let us show you how to bring people, process and technology together to provide better outcomes for your employees and customers. Visit hammerjack at stand F27 to learn how the applications you’re already using, along with Microsoft based solutions and business intelligence, can help you save, grow and transform.

hammerjack

F27

The GoCardless Accountants Program 50% of small businesses struggle with bad cash flow. But you can help them get paid on time, every time. Take control of cash flow with Direct Debit payments

Automate away admin and stop chasing unpaid bills

Partner with us

Find out more

Join the GoCardless Accountant Partner Program to help your clients take control of their cash flow. Youâ&#x20AC;&#x2122;ll get exclusive discounts, training and support from our local team.

Visit us at stand D16

One-time setup for hassle-free customer experience

accountants@gocardless.com gocardless.com/AccountantPartner

Tuesday Seminars 9:30 - 10:00

PINK THEATRE

EXTENSIBLE ACCOUNTING SYSTEMS – WHEN ADD-ONS DON’T ADD UP Grant Cowie, CEO, Cognito Software Add-on apps for your accounting software work great – until you have too many of them. Then you start running into problems from syncing data across multiple systems; infrequent syncing, rising costs and compatibility. Learn how you can extend your current system and reduce your reliance on Excel sheets to run your clients’ businesses. • F ind out when it’s better to build a function rather than find an app for it • Know when your clients have outgrown Xero, QuickBooks or MYOB • Discover how scripts can cut operating costs and streamline the processes

9:30 - 10:00

YELLOW THEATRE

BIG CHANGES TO HOW YOU PROCESS ATO CORRESPONDENCE – ARE YOU READY? Ron Drost, General Manager, Digital Disruption Solutions The ATO is getting rid of their paper forms – and replacing them with email. Multiply the number of clients at your firm by an average five ATO communications a year and you’re looking at thousands of emails. Emails that you can’t forward to clients because of privacy laws. Here’s how you can survive the coming tsunami. • L earn how to update your systems and processes to deal with a digital ATO • Find out why client portals work – and why they don’t • Discover how to identify and save ATO documents to document management

9:30 - 10:00

ORANGE THEATRE

A CRASH COURSE IN INNOVATION STRATEGY FROM A BIG FOUR BANK Jeremy Wolfe, Agile Product Owner and Strategic Partnerships Manager, ANZ; Rebecca Stebbing, Agile Tribe Coach, ANZ Innovation is pushing banks to solve problems in new ways, such as Human Centred Design and the Agile delivery methodology. These approaches drove the closely guarded secret project to connect to Apple Pay, and ANZ’s reinvention of bank feeds (just released). Learn the principles of Agile and Human-Centred Design and how to apply them in your firm. • D iscover the agile methodology that works for a 10-staff accounting firm as well as a 50,000-staff bank • Find out how to use research to add features to your services that customers desperately want • Learn how to add bank accounts directly to accounting software from your banking portal (with two years’ history)

10:05 - 10:35

GREEN THEATRE

THE NEXT KILLER FEATURE IN ACCOUNTING? HOLISTIC EXPENSE MANAGEMENT Simon Dennis, Head of Partnerships, MYOB Bank feeds were the killer feature that launched cloud accounting software and set the stage for automating bank rec. But it’s not automated yet. The next major step is smart bills, smart receipts and direct feeds from major suppliers. Find out how invoice data sent directly from Reece, OfficeWorks and TradeLink to your accounting software takes that automation to the next level. • D iscover why line-item integration into accounting software transforms bank rec • Find out how deeper integrations with suppliers delivers invoice data accurately and efficiently • Learn why the payments workflow and receipt processing is critical to a connected practice

Accountech.Live | Powering Digital Transformation | 2018

10:05 - 10:35

BLUE THEATRE

DE-MYSTIFYING "ADVISORY SERVICES" Stuart Hunter, Senior Strategic Adviser, Futrli Every accounting firm offers "advisory services" on their website, but what does this really mean for your firm and your clients? In this session we expose some of the most engaging and profitable best practices and some definite no-no's when embracing advisory change. • Discover what your clients really think about "advisory services" • Find out what your clients really need, but don't know how to ask • Hear ways to get your team on board and really become a profitable advisory firm

10:40 - 11:10

PINK THEATRE

IT’S NOT ALZHEIMERS! WHY WE ARE STRUGGLING WITH PASSWORDS Jamie Beresford, CEO, Practice Protect Firms are still getting hacked despite privacy legislation and public information campaigns. The most common point of failure is passwords – we need to know far too many, and our memories are getting worse due to an intriguing side effect of technology. Learn easy and low cost ways to protect your firm, and avoid becoming a statistic. • D iscover the training, policies and password consolidation apps that can protect your firm • Learn why our memory is changing and how to save it from slipping further • Hear how a firm in Townsville got breached and the impact it had on the business

10:40 - 11:10

YELLOW THEATRE

HOW TO MONETISE INFORMAL LOANS WITH A CLOUDBASED REGISTER Tim Dean, CEO, Credi The informal lending economy is huge. Sometimes referred to as “the bank of mum and dad”, Australians lend sizeable amounts to children, parents and businesses so they can buy homes, retire or launch startups. Most of it goes unrecorded, but accountants can play a role in the informal lending market by registering loans cheaply, reducing risk for clients and generating a useful revenue stream. • L earn how to efficiently mitigate risk in an uncertain economic climate • Find out why it’s critical to register informal loans to businesses and be listed as a creditor • Hear case studies of who is doing the borrowing and lending and how much they lend

10:40 - 11:10

ORANGE THEATRE

HOW TO TURN ATO UPDATES INTO CONSULTING DOLLARS, ON AUTOPILOT Ben Miller, Senior Writer, CCH IQ, Wolters Kluwer; Barry Males, Regional Product Manager, Wolters Kluwer The ATO is the accounting profession’s unceasing marketing machine. Did you know it could do sales, too? Find out how you can turn new legislation into a steady stream of consulting revenue across your client base. (It will also make you look like the most on-the-ball accountant ever.) • U nderstand the concept of actionable content and a system that turns it into revenue • Test your legislation knowledge against one of CCH’s tax authors • Learn how to identify legislative risks for your clients at scale – and notify them

SEMINARS

11:15 - 11:45

GREEN THEATRE

WHY SOFTWARE DESIGN IS CONNECTED TO CULTURE – AND YOUR ABILITY TO HIRE Tony Wall, Head of Design, Intuit Wondering why the latest software uses cards to display jobs rather than a list? Toyota invented Kanban (“billboard” in Japanese) to run its production lines more efficiently. It is now used in business software and social sites like Instagram. Learn how this huge workflow improvement will also attract younger, smarter employees. • Find out why the KanBan interface makes your staff more efficient • Learn how software design influences a culture that appeals to Gen Y • Understand why firms are shifting from task lists to project management

11:15 - 11:45

BLUE THEATRE

WHY I RETRAINED MY ACCOUNTANTS AS GOOGLE DATA ENGINEERS Gavin Whyte, Chief Data Scientist, Deloitte Australia The Big Four are encouraging accountants to add more technical skills – but you won’t find these courses listed under any accounting degree. Excel spreadsheets are not enough to cope with the amount of data that businesses generate. Hear an accountant turned data scientist explain why operating cloud databases are the new, must-have skill. • F ind out why data engineering is the next step for some Big Four accountants • Learn what skills are required to use databases, and what they are used for • Discover the services you can sell when you have data engineers on staff

11:50 - 12:20

PINK THEATRE

LOSING CONTROL OF STOCK? KNOW WHEN YOUR CLIENT’S INVENTORY MANAGEMENT NEEDS AN UPGRADE Greg Murphy, Channel Manager and Founder, Unleashed Software Basic inventory management might be enough for some businesses, but not all of them. For many, deficient inventory management means stock outages, lost sales and dissatisfied customers. Learn how to spot a business whose inventory management is holding them back – and how you can help them return to optimal growth. • D iscover improvements that cloud inventory management can bring to businesses • Learn how to measure the impact of cloud inventory management on your clients • Find out how to help clients avoid time-consuming setup in moving to the cloud

11:50 - 12:20

YELLOW THEATRE

PAIN-FREE PAYMENTS – THE NEXT WAVE IN CLIENT SERVICES Robin Beauchamp, CEO, PayVu Helping clients pay bills is thankless, frustrating work. Unless you use a dedicated payments engine that manages all the payments for you. Find out how to add an easy-to-use, highly secure service for every single client that will increase your revenue and dramatically improve client satisfaction. • L earn why payments is the one service you don’t deliver that every client needs • Find out how to condense payment routines from hours to minutes • Discover how to get near instant payment approvals from owners

11:50 - 12:20

ORANGE THEATRE

FINDING A BETTER WAY – HOW TO TAKE YOUR FIRM TO THE CLOUD Amanda Newton, Head of Community, Australia, Xero; Jason Robinson, RBK Advisory, Xero Australian Accounting Partner of the Year 2018 Hear the story of a cloud accounting firm that launched just three years ago and now, thanks to an efficient app stack for advisory, has seven locations around Victoria. This nationally recognised accountant

Accountech.Live | Powering Digital Transformation | 2018

will share his tech journey and give practical tips for how you can implement a best-practice tech stack in your business. • F ind out how to provide a holistic approach to accounting for your clients • Learn about the marketing and social media strategies that drive growth • Discover which apps the firm uses to boost productivity

12:25 - 12:55

GREEN THEATRE

THE TOP-TIER LAW FIRM THAT DISRUPTED THE DISRUPTERS Berys Amor, Director of Technology, Corrs Chambers Westgarth Technology is commoditising professional services in law as in accounting – yet one legal firm has found a revolutionary way to fight back. Hear how a top-tier firm turned legal services into valuable products by building a client technology solutions team and creating its own SaaS based solutions. Clients can manage their business processes, download pre-filled legal documents and access industryspecific services unavailable elsewhere. • L earn how start-ups and corporates use dynamic, “smart” legal documents • Find out how the firm targeted property development, lease management, trade promotions and start-ups • Understand the process behind turning a commoditised service into a sticky product

12:25 - 12:55

BLUE THEATRE

WHAT WE CAN LEARN FROM THE POMS – HOW ACCOUNTANTS ARE WINNING WITH DIGITAL TAX Mark Holton, Director, Smithink The UK may be behind in usage of cloud accounting software but digitisation of the UK government is well ahead. It introduced Single Touch Payroll three years ago and is dictating enormous changes to compliance with its Making Tax Digital program. Find out how this is affecting firms in the UK and which elements of the program the ATO will likely bring to Australia. • D iscover how you can future proof your firm against regulatory disruption • Understand the potential impact to the Australian accounting market • Hear how UK firms are scaling up their advisory services in response

1:30 - 2:00

PINK THEATRE

MEASURING YOUR ROI ON PEOPLE AND CULTURE IS IMPOSSIBLE, RIGHT? NOT ANY MORE Amanda Kenafake, CEO, Power Tynan Accounting firms are notorious for underinvesting in staff and culture and there’s a pretty good explanation for it. If you can’t measure the return then you can’t manage the investment. One firm has discovered a way to do just that with a new app from Melbourne. Find out how this experiment in culture has paid big dividends for a small firm. • D iscover how to map productivity against the emotional wellbeing of staff • Find out how a firm proved the impact of culture on business performance • Understand that each employee is different and how to get the most out of them

1:30 - 2:00

YELLOW THEATRE

DON’T SETTLE FOR SECOND BEST WHEN IT COMES TO APPS (ESPECIALLY EXPENSES) Damien Greathead, ReceiptBank While accounting software is expanding into basic expense management, firms will always achieve far greater efficiency in their compliance process with a dedicated app. Discover what is on the roadmap for managing teams that collect and process invoices and other data, and how they will drive the next level of efficiency and increased margin. • Learn about the next generation of automation in compliance • Hear about the latest discoveries in team productivity • Find out how firms are using cutting-edge technology for bigger margins in compliance

ADD-ONS DON’T ALWAYS ADD UP When you are working with or for a growing, mid-sized business, you’ll ﬁnd their processes and accounting needs are constantly evolving. Keeping the accounting system ﬁt for purpose to meet those requirements is an extra hassle you can do without.

Bolting on add-ons to cater for changes in production, exporting, foreign currency, manufacturing, or even for changing reporting requirements, can put a strain on the whole system making everyone’s job that much harder.

Organisations that use MoneyWorks don’t share these frustrations. It’s built from the ground up for the middle market, delivering features normally found on a big system with the simplicity and pricing of a small one. Come and visit us at stand D36 to discover an accounting software that evolves with your business. moneyworks.com.au Contact us on 1800 140 859.

SEMINARS

1:30 - 2:00

ORANGE THEATRE

IS “THE WORLD’S FIRST LAW FIRM WITHOUT LAWYERS” A MODEL FOR ACCOUNTANTS? Adrian Cartland, Principal, Cartland Law and CEO, Ailira If accounting feels like it’s racing towards AI, consider that law is already there. An Australian company already uses natural language processing to scan case law and reduce unbillable research time. Its consumer chatbot gives free legal information to clients. And it has identified areas of law that are “scalable” for commodisation and automation. Find out what this means for accounting. • L earn how bespoke advice can be standardised, systemised, packaged, commoditised and automated • Find out the human qualities that AI can never replace • Discover how automation principles can be applied to accounting

2:05 - 2:35

GREEN THEATRE

WHY SMSF ACCOUNTANTS CAN NO LONGER RELY ON ANNUAL PROCESSING Sebastien Brennan, Implementation Consultant, Class Super Sweeping super reform has transformed the SMSF industry. Annual processing can no longer be relied on to ensure your clients remain compliant. Discover the driving forces behind the move to periodic processing and learn how you can painlessly adopt this new workflow in your practice. • F ind out how to restructure your practice to process funds more often without blowing out costs • Discover all the benefits that periodic processing will deliver to your clients and your practice • Learn how technology can help your practice achieve periodic processing

2:05 - 2:35

BLUE THEATRE

DATA SCIENTIST OR DATA ENGINEER? UNDERSTANDING THE BEST OPTIONS FOR ACCOUNTANTS Russell Nash, Customer Engineeer for Data Analytics, Google Accountants are already fluent in understanding financial data. Nonfinancial data, however, is a whole new world, one that holds the key to high-value advisory services. Discover the skills required to plumb together systems for collecting non-financial data, and how to write the formulas that turn it into meaningful insights. • Find out the difference between data engineering and data science • Understand which skills are more important to your firm • Learn about the ways these two roles turn data into advice

2:40 - 3:10

PINK THEATRE

TESTING THE OUTER LIMITS OF ACCOUNTING SOFTWARE – HOW BIG CAN YOU GO? Tim Richardson, CEO, Growthpath; Inbal Steinberg, consultant, Convertworx How powerful is cloud accounting software? The software no longer runs on your desktop but in enormous computing warehouses with unlimited processing capacity on tap. But eventually you start to run into issues with running reports or uploading data. Find out where the limits are for invoices, transactions and bills – and reporting! – and how these systems cope with high-volume businesses. • H ear the results of experiments designed to stress test SME accounting software • Learn how you can shift processing to ecosystem apps • Discover the breakpoints in small business accounting software

2:40 - 3:10

YELLOW THEATRE

WHY YOU REALLY NEED TO START USING A CRM Elzerie Van Wyk, Product Evangelist, Sage; Gary Weisz, Sales Manager, Accountants, Sage If strong relationships are the key to generating business, meeting client expectations, and growing your practice, why do so few firms spend so little effort tracking those relationships? Find out how a tool dedicated

Accountech.Live | Powering Digital Transformation | 2018

to keeping your clients happy can transform the operation of your firm into a steady stream of advisory work. • Learn how a CRM platform can help you perform targeted marketing • Find out why it’s critical to have a central client database • Discover the benefits of an open CRM platform

2:40 - 3:10

ORANGE THEATRE

UTILISING CLOUD TECHNOLOGY TO GROW YOUR BUSINESS IN 2019 AND BEYOND Ben Gill, Sales Director, NowInfinity Learn how to utilise cloud technology to increase revenue and increase efficiencies across your firm’s entity establishment, management and corporate compliance capabilities. You can centralise historical data stored on your desktop by using a cloud-based trust register. This gives you a base to automate your process, generate forms automatically and easily re-price your services. • D iscover the 5 documents that should generate the most revenue in your firm • Learn how to increase the efficiency of your corporate compliance service • Hear how to manage trusts at scale

3:15 - 3:45

GREEN THEATRE

UBER FOR ACCOUNTANTS? IT'S ALREADY HERE FOR REAL ESTATE AGENTS Matthew Taylor, Business broker, Accounting Practice Sales The taxi industry was a stable business with strong underlying resale values until Uber came along. Now Uber-type models are appearing in real estate and financial services and could disrupt the accounting partnership model. Find out how “start-up” firms can gain traction and manage cost structures in new models crossing over to the accounting industry. • L earn how Uber-style models are already challenging real estate franchises • Find out why ignoring change risks reducing your firm’s valuation • Understand why a partner model struggles to compete with techbased models

3:15 - 3:45

BLUE THEATRE

THE ESSENTIAL TOOLKIT FOR DELIVERING CFO SERVICES Lance Rubin, CEO, Model Citzn What tools do you need to be a (virtual) CFO for your clients? The short, easy answer is Excel. But if you want to streamline the way you process, model and report on your clients’ data then you will need a more sophisticated toolkit. Find out which tools an experienced CFO and financial modeller uses to inform and impress SMEs. • D iscover the apps automating CFO services at a start-up financial services lender • Learn how to assess CFO tools to see whether they are fit for purpose • Hear about the direction of CFO services and how to stay ahead of the market

3:50 - 4:20

YELLOW THEATRE

HOW TO BUILD AN ADVISORY SERVICE MODEL FOR A SUSTAINABLE AND SCALABLE FIRM John Peterson, Managing Director, Best Practice Group Firms struggle to deliver advisory services because too often they roll it out ad hoc, with no thought to the system behind it. An advisory framework can give you a service model that all your staff understand, technology that sets you apart from the compliance crowd and delivers a sustainable income stream to your firm. • L earn which business advisory services are scalable and which are not • Find out what accountants will deliver as core services by 2028 • Get a three-stage blueprint to rolling out business advisory services

Utilising cloud technology, NowInfinity provides all of your document and entity management needs in one platform.

Say hello

Donâ&#x20AC;&#x2122;t miss Ben Gillâ&#x20AC;&#x2122;s session

Visit NowInfinity Stand D26

Utilising Cloud Technology to grow your business in 2019 and beyond: Tuesday 13 November, 2:40pm

Email: sales@nowinfinity.com.au Phone: (07) 5554 5398

SEMINARS

3:50 - 4:20

PINK THEATRE

ADDING AN APP TO YOUR PRACTICE OR CLIENT'S OPERATIONS? HERE'S HOW NOT TO DO IT. Rhys Bennett, Account Manager, We Are Waypoint Technology is often magical and shiny on first sight. Getting the damn thing to work for your business is a whole ‘nother matter. If you want to roll out an app in your firm spend a couple of minutes on how to make sure you get bang from your buck. Don’t add to the pile of tech sitting unused on the shelf. • F ind out the critical steps to prepare your business for a change in process • Learn about the communication secrets that eliminate resistance • Discover the biggest mistake that kills most projects before they’ve even started

3:50 - 4:20

ORANGE THEATRE

RECLAIM A QUARTER OF YOUR YEAR – THE AUTOMATION OPPORTUNITIES RIGHT UNDER YOUR NOSE Trudi Saul, Marketing & Communications Manager, Smarter Business Processes Wondering where all your capacity is going? Know you want to focus on business growth but just can't find the time? Automating repetitive processes is one of the easiest ways to improve productivity and free your team up to focus on activities that are more engaging, and that clients actually value. • H ear how to optimise your systems to turbocharge your practice’s productivity • Learn how to identify and prioritise opportunities for automation • Find out how to automate low-value compliance activities and create 25% administrative capacity

4:25 - 4:55

GREEN THEATRE

HOW MUCH OF THE MARKETING TECH STACK SHOULD ACCOUNTANTS KNOW? A PRIMER Lisa Andrews, COO, Ignite Alliance Marketing and accounting – you couldn’t get two more disparate activities that attract very different people. Yet if accountants are serious about advising their clients on growing their businesses they will inevitably need to know more about marketing. The question is – how much? Find out from an accounting firm that sells marketing services where you should draw the line. • L earn about the categories of marketing technology and how they work together • Find out which marketing apps are most critical to SMEs • Discover how you can add services through partners that help clients grow

4:25 - 4:55

BLUE THEATRE

HOW A REGIONAL FIRM USES DATA ENGINEERING IN ADVISORY Dan Beck, director, PT2 Imagine a company that grows seedlings for nurseries wants to know the profit on each type of seed. Where would you start? A regional Queensland firm walks you through the challenge that led it to install biometric scanners, integrate ERP and SaaS software and run big-data analytics to discover their client’s most profitable product. • U nderstand the methodology for turning a business question into an IT project • Find out how a firm researches options for creating and collecting data • Learn how to pull together different types of data from different systems

Wednesday Seminars 9:30 - 10:00

PINK THEATRE

BENCHMARK ADVISORY FOR TRADIES – FAST WAYS TO IMPROVE PROFIT Glen Jones, Customer Success Lead, Tradify Benchmarking can show your tradie clients which jobs are the most profitable and which staff are the most effective. You can compare the number of invoices they send a month to other electricians. You can even reveal where they were most likely find those profitable jobs by pulling apart industry trends. What would that be worth? • F ind out how to segment clients’ files to know what is working – and what isn’t • Learn how to read benchmark data to unearth easy improvements for clients • Discover how to become part of your client’s team

9:30 - 10:00

YELLOW THEATRE

THE TRUTH ABOUT AUTOMATING BOOKKEEPING – WITH NO EXCEPTIONS Tim Hoopmann, CEO, Spinn Solutions How automated can bookkeeping really be? There’s always an exception that forces you to pick up the phone or manually adjust the file. Bookkeeping breaks down to 18 processes. Hear a frank assessment of how many of these can be (and have been) automated – and how far we still have to go. • F ind out how to summarise everything a bookkeeper does into one set of rules • Discover which processes leading bookkeepers have automated (or not) • Learn about the best in breed technology with highest level of automation

9:30 - 10:00

ORANGE THEATRE

DON’T CALL ME A BOOKKEEPER! HOW TO DIGITISE A BOOKKEEPING PRACTICE Amanda Newton, Head of Community, Australia, Xero; Don Grgic, Business Boost Centre, Xero Australian Bookkeeping Partner of the Year 2018 Hear a nationally recognised bookkeeper share firsthand the secret to a successful cloud journey. In this raw Q&A, you will hear about the people, process and business challenges a bookkeeper overcame as part of the digitisation of their growing cloud practice. A session packed with real recommendations for how to successfully use technology in your practice. • F ind out how to provide a holistic approach to bookkeeping for your clients • Discover how innovation can improve business performance • Learn how to use tech stacks to provide advisory to clients

10:05 - 10:35

GREEN THEATRE

KILLER TIPS ON HOW TO KILL EMAIL WITH CHAT Tony Wall, Head of Design, Intuit The internal CC email is the primary culprit for overflowing inboxes. Unfortunately, it’s the most common communication method within most firms. The most progressive firms will tell you that chat is the antidote to the CC email. It’s also the medium of choice for Gen Y and younger staff. But how do you run your firm on chat? • L earn the principles of chat in business and how it differs from work email • Find out how progressive firms use chat to reduce email anxiety • Discover why your best future hires want to join a firm that uses chat

Accountech.Live | Powering Digital Transformation | 2018

SEMINARS

10:05 - 10:35

BLUE THEATRE

THE FUTURE OF BI REPORTING AND DEMOCRATISING ANALYTICS Michael O'Keefe, Director Business Applications Group, Microsoft Want to help your clients grow faster? Business intelligence (BI) tools reveal the pivot points within a business that will lift revenue to the next bracket. Learn why enterprise BI tools unearth more valuable insights than custom reports from accounting software, and how they turn tables of numbers into attractive visualisations that support a powerful story for growth. • U nderstand the basics in setting up business intelligence dashboards • Discover how to drill down on underlying data sets and drive greater insight • Learn how to use natural language queries to visualise data

10:40 - 11:10

PINK THEATRE

HOW PROPER INVENTORY MANAGEMENT CAN HELP YOUR CLIENTS MASTER MULTIPLE SALES CHANNELS Greg Murphy, Channel Manager and Founder, Unleashed Software The proliferation of new sales channels in recent years presents a significant opportunity for your clients. But only if they can avoid the many potential pitfalls that arise when selling across different marketplaces. Learn why cloud inventory management is more pivotal than ever in the age of Amazon, Shopify, Vend and more. Plus the benefits it can bring you as an advisor to your clients. • F ind out the crucial role of inventory management in your clients' multichannel strategy • Learn how clients can sell across multiple marketplaces without sacrificing accuracy • Discover how to help your clients give every customer the best buying experience

10:40 - 11:10

YELLOW THEATRE

THE SECRET TO SCALING A SUBSCRIPTION BUSINESS Joseph Robbins, Country Lead, Australia, GoCardless Moving from hourly to value-based, subscription billing is hard – it requires a whole new pricing model for a start. But selling subscriptions only works at scale if it has the the right payments solution behind it. Find out how to grow recurring revenues, automate away your payments admin and fast-track client adoption for your value-pricing business. • D iscover why firms struggle with slow adoption of subscriptions and admin blowouts • Stop arguing with clients over invoices and switch to recurring payments in the background • Learn how to get your clients asking for subscriptions instead of invoices

10:40 - 11:10

ORANGE THEATRE

HOW TO USE AI TO SLASH YOUR SMSF SERVICE COSTS Matt Crofts, Head of Product - Sf360, BGL Software has been eating the Accounting world since the introduction of the spreadsheet. Learn how a few critically important maths algorithms are combining with software to deliver the future of SMSF processing. Find out how to set up zero-touch SMSF processing and improve your margins for every SMSF client, not just the simple clients. • Discover how to scale your SMSF business with little effort • Find out how to use machine learning with manual processes • Learn how algorithmic "confidence levels” change the way you look at data

11:15 - 11:45

GREEN THEATRE

BUSTING THE HYPE: WHAT'S REALLY POSSIBLE WITH MACHINE LEARNING IN THE NEXT 5 YEARS Gavin Whyte, Chief Data Scientist, Deloitte Australia Machine learning has been so heavily promoted by accounting software companies that it’s hard to know where the hype stops and reality starts. What everyone wants to know – how big an impact will

Accountech.Live | Powering Digital Transformation | 2018

ML have, and when? One of Australia’s top data scientists, who writes these algorithms, reveals the ML roadmap that software companies aren’t prepared to share. • U nderstand how ML works today and how it applies to business problems • Discover the exact functions that ML will automate the compliance process • Find out where the industry is over-promising and where it has underinformed

11:15 - 11:45

BLUE THEATRE

TOOLS AND TECHNIQUES FOR YOUR ADVISOR JOURNEY Heather Smith, Director, Anise Consulting Want to fast-track the launch of advisory services? If you're confidently completing accounts, join us to discover additional services you can offer existing clients. Learn techniques such as management reporting, spreadsheet manipulation and cash flow forecasting. Add analytical tools and you can offer advisory services to clients immediately. • Learn about the essentials of the cash flow forecast • Discover why tools that support communication with clients are critical to advisory • Understand the range of advanced advisory tools

11:50 - 12:20

PINK THEATRE

HOW TO AUTOMATE FIRMS BY USING APPS AS FULL-TIME EQUIVALENTS Guy Pearson, CEO, Practice Ignition Admin hours eat your margins; improving efficiency is a constant goal in any business. Rather than saving a couple of hours here and there, you can automate whole chunks of your firm’s processes by employing an app instead. Discover clever, new ways to connect apps so that one process rolls seamlessly into the next. • L earn the latest tips for maximising Zapier to connect essential practice apps • Find out how to automate adding new clients, from pre-qualification to notifying staff • Discover how chat platforms can replace your admin

11:50 - 12:20

YELLOW THEATRE

FROM CHAOS TO CLOCKWORK: GETTING THE MOST FROM PAYROLL AUTOMATION Michael Smith, Commercial Head of Payroll, ELMO Cloud HR & Payroll Payroll is an organisation’s biggest expense and carries inherent risk – risk of fraud, risk of under or overpaying employees, and risk of underpaying authorities. Indeed, Australia is one of the five most complex countries for payroll. Automating payroll and HR operations can help SMEs strike the balance between governance and compliance, and the cost of delivery. • L earn about potential savings in cost, time and resource by automating payroll – for you and your clients • Discover how integrating HR and payroll can streamline workflows and reduce admin • Understand the risks of manual payroll processes

11:50 - 12:20

ORANGE ROOM

HOW BLOCKCHAIN CAN TURN COMPANY EQUITY INTO A CURRENCY Jason Atkins, Co-founder, Enhanced Society Despite the proliferation of blockchain ideas, few implementations are being used today. An entrepreneurial Gold Coast accountant and cryptocurrency investor is releasing one of the first in Australia as a smartphone app. Find out why adding blockchain tech to a cap table changes the nature of managing equity. • U nderstand how a blockchain is used to create and transfer digital share certificates • Learn how a company can have the benefits of being listed without listing • Hear about the ASX’s own blockchain project and how it compares

Come and visit us at Stand A32!

Visit www.wolterskluwer.com.au to find out more!

SEMINARS

12:25 - 12:55

GREEN THEATRE

ORANGE THEATRE

HOW TO USE BI TO REPLACE PRINTED REPORTS IN MID AND LARGE FIRMS

SOCIAL MEDIA FOR PRINCIPALS: BEST SOCIAL MEDIA APPS FOR SPEED, EFFICIENCY AND DELEGATION

David Burke, Group Head of Sales, Reckon APS; Dan Beck, Director, Power Tynan

MC Carter, CEO, Practice Paradox

Firms print off pages and pages of reports to track what’s happening in the business. Most of this is useless information that tells you nothing about where you’re leaving money on the table. Hear how one firm used the power of BI to turn static reports into interactive visualisations – and the insights that made it more money.

Social media is a pain in the proverbial. Yet it is expected that if you’re in business you are on at least LinkedIn and FaceBook. How does a busy accounting professional check channels and maintain a social heartbeat without wasting buckets of time? Are social media management apps worthwhile or is it easier to work within each network?

• F ind out how to identify useful data and cut back reports to a couple of pages • Hear from an APS power user how they use Microsoft Power BI to run the firm • Discover how to stay on top of reporting as your toolbox grows

• Discover how to minimise your time on social for maximum benefit • Learn about the pros and cons of management tools vs posting directly • Find out how to engage on social without getting sucked into the vortex each time

12:25 - 12:55

BLUE THEATRE

2:05 - 2:35

GREEN THEATRE

HOW TO BUILD A MODEL FOR DATA-DRIVEN ADVICE IN YOUR FIRM

SMITHINK TECH SURVEY 2018 – HOW DOES YOUR FIRM COMPARE?

Leandro Dos Santos, National Senior Account Manager, Sage; Gary Weisz, Sales Manager, Accountants, Sage

David Smith, CEO, Smithink

Everyone is talking about selling data-driven business advice – but how exactly do firms do it at scale? Only by analysing financial and nonfinancial data together can you find commercially valuable insights for your clients. Join this walkthrough of how to use a business intelligence tool to analyse mixed data and create a custom report for an example client. • F ind out how BI tools can help you access the data you need to provide business advice • Discover how you can track the progress of lodgements with the help of a BI tool • Learn how to automate data collection and scale it across clients

1:30 - 2:00

PINK THEATRE

TIPS FOR MANAGING YOUR WORK TIME WITH AN APPLE WATCH Sholto Macpherson, Editor, DigitalFirst.com Apple Watch, the king of wearables, is finding unusual roles in productivity and personal finance. You can program one Australian bank to move money between accounts each time you hit a fitness goal. Discover all the best tricks for self-motivation and monitoring your personal and business finances on a smartwatch. • Learn how to link a financial incentive to a fitness goal • Discover motivational apps to help you perform better at work • Find out how to monitor business KPIs on the go

1:30 - 2:00

YELLOW THEATRE

FACING TECHNICAL OVERLOAD WITH SMSFS? AUTOMATE, ACCELERATE AND PROFIT Maureen Mowat, Manager, Software Services, Super Concepts; Rhys Hopper, Customer Success Officer, Super Concepts More legislation means slower processing of SMSFs – and lower profits. Automated end of year processing and an exception-based approach can reduce the time to complete even complex SMSFs to under 25 minutes. Discover the benefits of automated transactional and unit holding processing and reconciliation, integration of a smart document management program and foremost being able to do the whole job in the one system. • Learn tips to increase efficiency and offset an increased workload • Find out how to use automated transactional and unit holding reconciliation • Discover how to process SMSFs by exception – and not by transaction

1:30 - 2:00

Accountech.Live | Powering Digital Transformation | 2018

How do you go about creating an IT strategy for your firm? It certainly helps to know what other firms are doing already. In Smithink’s latest technology survey of over 300 firms you will discover the applications and operating systems that your peers are using to drive greater levels of efficiency. • Learn the latest tech trends in the accounting profession • Understand how your firm compares with its peers • Discover new technologies that may benefit your firm

2:05 - 2:35

BLUE THEATRE

TECH EXPERT FOR CLIENTS – WHEN DO YOU BRING IT INHOUSE? Beau Gaudron, Tech Ninja, Growthwise; Steph Hinds, CEO, Growthwise Ecosystem apps are unavoidable if you’re working with accounting software. How much responsibility should the accountant and bookkeeper take to set them up? What do your clients want you to do? Find out how one firm made the decision to bring tech support in house, how they decide when to bring in external partners, and how in-house IT has changed its compliance services. • Do accountants need to care about implementing apps? • Doing the maths – in house vs outsource • Find out how to offer tech services to your existing clients

2:40 - 3:10

PINK THEATRE

HOW TO KEEP YOUR BEST SME CLIENTS BY AVOIDING ERPS Matt Paff, CEO, Value Adders Cloud accounting has completely reset the tipping point for an SME moving to an ERP. Cloud accounting software plus ecosystem apps can give your best clients 80+% of the functionality of an ERP at a fraction of the cost. Hear how one NGO moved from an ERP to a cloud accounting program and saved $10,000 a year in licences. • D iscover why the competitive landscape has changed so dramatically • Find out why SMEs think they need an ERP and how to convince them they don’t • Learn how firms can keep their best clients longer by selling back office services

SEMINARS

2:40 - 3:10

YELLOW THEATRE

BIG CLIENTS SLOWING DOWN THEIR SOFTWARE? WORKAROUNDS FOR QBO AND XERO Inbal Steinberg, Consultant, Convertworx When your biggest client starts clocking up transactions their accounting software can struggle. Reports take forever to process and the conversation turns to upgrading to ERP. But ERPs are expensive, nowhere near as user friendly – and you will probably lose that client. Discover a host of tricks to squeeze more out of your accounting platform. • L earn the workarounds that keep your clients’ software costs as low as possible • Understand what you gain and what you lose with an ERP • Know when it really is in the client’s best interest to move to ERP

2:40 - 3:10

ORANGE THEATRE

REIMAGINING THE COMPLIANCE WORKFLOW THROUGH AUTOMATION Lisa Miks, Senior Product Manager, MYOB Compliance has typically run like a relay race, with one task handing off to the next in a consecutive sequence. What if you deconstructed that relay and replaced it with a concurrent approach that removed bottlenecks? Find out what compliance looks like when knowledge about the client is present at every point in the compliance workflow. • F ind out why bolting together apps creates a sub-optimal compliance experience • Understand the primary research behind the concurrent compliance model • Discover why transaction automation drives efficiency in compliance outputs

3:15 - 3:45

GREEN THEATRE

PERFECT MATCH: IS NEW ADVICE SOFTWARE DOING ENOUGH TO GET A ROSE? Thomas Mackellar, Manager Advice & Accounting Technology, Count Financial AdviceTech is all the buzz at the moment in financial planning. But will the promise of a revolution actually occur? We will explore the current state of this ecosystem and navigate through the all hype of integration with accounting software. • Understand the current ecosystem in financial planning technologies • Know what is available now rather than in five years' time • Learn about the challenges in integrating financial planning technology with accounting

3:15 - 3:45

BLUE THEATRE

HOW TO HELP AMAZON RETAILERS ANALYSE THEIR SPENDING

Ireene Siniakis, Director, Swis Agency

Amazon is a booming platform for retailers. When your retailer clients open up an Amazon store, how do you track sales, analyse trends and plot forecasts? Find out how to provide quality business advice in this fast-moving, growth market for SMEs. • Learn how to extract the sales data from the Amazon platform • Discover the idiosyncrasies of an e-commerce giant • Understand what to do when you uncover hot products in a retailer’s inventory

3:50-4:20

YELLOW THEATRE

SMALL IS BEAUTIFUL – WHY LEADING FIRMS ARE DOWNSIZING THE DESKTOP PC Craig Traub, Head of Customer Delivery Services, Fronde Why buy a big desktop PC if you’re mainly using cloud applications? Storing any documents on your local hard drive leaves you open to Cryptolocker ransoms and information theft. Find out how low-cost,

Accountech.Live | Powering Digital Transformation | 2018

mini-PCs for your staff can dramatically reduce your risk profile and your IT budget. • U nderstand the implications and efficiencies of a cloud strategy in accounting firms • Discover how much an average firm can save on their annual hardware spend • Learn why mini-PCs are so much safer than your desktop PC

3:50 - 4:20

PINK THEATRE

HOW TO EVALUATE TECH EFFECTIVELY FOR YOUR FIRM (AND CLIENTS) Katie Bryan, CEO, Propeller Advisory; Anita Da Encarnacao, Cloud Consultant, BookStar; Paul Meissner, Director, 5ways Group (MC) The accounting profession is up to its nose in brilliant ideas, productivity breakthroughs and integrations, but how do you know which will work and which you should invest in? Come and learn a skill that today is indispensable – how to perform a quick, thorough evaluation of new technology for your firm and make a decision about whether to invest. • Hear methodologies used by tech-savvy accounting professionals • Learn how to avoid app bloat and run an efficient tech stack • Find out how to make sure you’re getting the most out of your current stack

3:50 - 4:20

ORANGE THEATRE

HOW WILL THE ATO OPERATE IN 2020? A NEW WORLD FOR TAX PROFESSIONALS John Dardo, Chief Digital Officer, ATO; Sholto Macpherson, Editor, Digital First The ATO’s CDO will provide an overview of digital services that are currently being rolled out and explain the opportunities that these services provide. • G et an update on the range of services being made available by the ATO to agent and business software providers • See the new services available to agents in the new ATO online environment • See the new identity system being piloted by the ATO

4:25 - 4:55

GREEN THEATRE

HOW TO USE MICROSOFT POWER BI WITH XERO TO RUN YOUR PRACTICE KPIS Ryan Davey, Marketing Tech Guru, Unicorn Business Solutions Running a cloud practice can be challenging if you don't know the key activities behind your firm's numbers. You can run around in circles with custom reports. High-powered business intelligence tools give you the report you want – and show you what’s behind each stat with a single click. Find out how to add drill-down reporting to your firm. • M easure client group profitability and reporting on time, productivity and efficiency • Discover how to show quote versus actual job performance and where you lost margin • Learn how to use BI reporting on ecosystem apps in project management and inventory

4:25 - 4:55

BLUE THEATRE

THE RIGHT MEDICINE: HOW SURFACE TABLETS CHANGED A FIRM’S OPERATIONS AND CULTURE Troy Townley, Director, HTA Advisory Advisory is turning accountants from desk jockeys to road warriors, and moving meetings from boardrooms to cafes. The laptop works well enough but the latest business tablets use styluses and touch interfaces to improve collaboration. Find out why one firm gave every employee a Microsoft Surface and the surprising impact that followed. • Learn power tips for taking notes on your tablet • Find out which SaaS reporting tools work best on tablets • Discover how to use tablets to improve staff retention and hiring

CLOUD SECURITY FOR ACCOUNTANTS LEARN WHAT LEADING AUSTRALIAN ACCOUNTING FIRMS HAVE DONE TO PROTECT CLIENT PRIVACY AND SECURE DATA

Accountech attendees can get exclusive access to our Accounting Security Checklist to review their firms security measures.

Visit www.practiceprotectonline.com/accountech Want to discuss this further? Call 02 9191 9389 to speak to a Cyber Security Specialist .

Exhibitors Accountancy Insurance

D01

Audit Shield is utilised by thousands of accountants in Australia, New Zealand and Canada. Audit Shield protects against potentially significant professional fees incurred as a result of audit activity. Australian accountants are also benefiting from cyber insurance (Cyber Shield), and professional indemnity insurance (PI Shield).  1300 650 758  info@accoutancyinsurance.com.au  accountancyinsurance.com.au

Adieu - Intelligent Divorce

C01

Adieu has forever changed how accountants and their clients deal with INTELLIGENT DIVORCE divorce. Use the world’s first consensus accelerator to get your clients to legallyfinalised financial settlements in weeks, with a collaborative, tech-enabled, lawyer-supported process which is court-approved and can be done from anywhere on the planet.  1300 789 985  info@adieu.ai  adieu.ai

adieu

ANZ P24 ANZ is one of the 5 largest listed companies in Australia and number one bank in New Zealand. We operate in 34 markets across Australia, New Zealand, Asia Pacific, Europe, America and the Middle East.  0435 967 651  Con.Voultsios@anz.com  anz.com

APS E09 APS is the leading Practice Management solution for multipartner, multidisciplined accounting firms. Unlike our competitors, our focus is 100% on efficiency and productivity tools for the Practice and not on software for your clients. Come and visit us to learn why the most successful accounting firms use APS.  02 9965 1300  apsevents@reckon.com  reckon.com/au/aps/

Apxium B08 Accountants (and their clients), trust Apxium to automate their entire receivables process, enjoying the low 0.715% flat credit card rate and free bank account debits. Additionally Apxium’s Audit Safe solution allows accountants to seamlessly deliver a compliance service offer to their clients, substantially increasing fees to the firm.  1300 765 685  gabor@apxium.com  apxium.com

Banjo Loans

E21

Banjo is an online lender providing unsecured loans of $20,000 $250,000 to small business. Funds can be deposited in 24-48 hours. Our experienced banking team work hard to understand each client’s lending needs. We work closely with our referral partners, Accountants, to ensure a successful outcome.  1300 226 565  gcallaghan@banjoloans.com  banjoloans.com

Best Practice Group

A04

Australia’s leading practice development firm including growth, succession, business advisory, equity partnership ins/outs, mergers & acquisitions, marketing, leadership, culture training, and succession planning. Accountants struggle to achieve mastery of their own businesses without the strategy, technology, systems and efficiencies to do so. 600 firms since 2011.  1300 274 636  team@bpprogram.com.au  bestpracticeprogram.com.au

BGL Corporate Solutions

D20

BGL is Australia’s leading developer of cloud SMSF administration and ASIC corporate compliance software solutions. BGL’s Simple Fund 360 is the preferred SMSF admin solution of over 4,500 firms, while CAS 360 is the preferred ASIC compliance solution of almost 1,200 firms.  1300 654 401  sales@bglcorp.com.au  bglcorp.com/

BMG Outsourcing / systEmise

P37

Accounting/Loan broker Outsourcing Services to the Philippines No hidden fees, strong company culture, high staff retention over eight years and in house CPD training. Niche outsourcing provider for your dedicated team, spacious, modern offices. Get “outsourcing ready” with BMG/ systEmise and enjoy the long term benefits of outsourcing success.  0407 590 009  info@bmgoutsourcing.com.au  bmgoutsourcing.com.au

Accountech.Live | Powering Digital Transformation | 2018

BMT Tax Depreciation

E37

BMT specialise in providing comprehensive depreciation schedules for property investors. Reduce risk, maintain compliance and maximise client deductions today. Their innovative new portal MyBMT can also help you manage all your clients’ depreciation needs in one central location. Speak to an expert today or call 1300 728 726.  1300 728 726  info@bmtqs.com.au  bmtqs.com.au/accountants

BOMA B32 Take the time, cost and complexity out of digital marketing & client engagement. Self-Drive Marketing Designed specifically for accountants & bookkeepers BOMA automatically re-formats content to deliver as an email or a post on Facebook, LinkedIn, Twitter & Instagram. Nurturing clients, engaging new audiences & growing your business has never been easier.  boma@bomamarketing.com  bomamarketing.com

Business Fitness

E20

Smart software that powers your practice. Our streamlined solutions help you get more done with less hassle, so you can run faster, leaner and more profitable firm. Through document management software, integrated templates and workpapers, intelligent reporting, and benchmarking tools, our solutions give firms everything they need to succeed.  1300 333 424  hownow@businessfitness.net  businessfitness.net

Castaway Forecasting

D03

Castaway - a powerful reporting and business modelling solution. Your ideal tool for reporting, budgeting, forecasting, managing consolidations, analysing KPIs and scenarios. Deliver beautiful reports, conduct powerful modelling and work with flexible dynamic dashboards. Start faster and work smarter on your business with clarity and numbers you can trust.  02 9569 7144  sales@castawayforecasting.com  castawayforecasting.com

EXHIBITORS

Cerebiz P44 Ask about our special Accountech.Live Offer! Cerebiz CASH Module helps collect your cash sooner! Join the growing list of Practices that suffered the manual operations of invoicing and payments in MYOB AE/AO Practice management, but now enjoy automated operations. Includes Bank Feeds, Pay Now, Fee Funding, and more!  03 9017 4834  sales@cerebiz.com  cerebiz.com

ChangeGPS B10 Smart auto-generated reports with your branding & logo for Annual Tax & SMSF Summary, Business Structure Advice, & Tax Planning. Instant Trust Resolutions & Dividend Statements. Award winning letters, workpapers & Terms of Engagement content. Structure Diagrams generated from XPM in 5 seconds. ChangeGPS - the winning choice for Accountants!  1300 268 684  info@changegps.com.au  changegps.com.au

Class D28 Class offers software solutions for administrating both SMSF and non-super investments, creating a collaborative environment for accountants and planners to drive higher levels of efficiency and better outcomes for clients. Class Super is Australia’s leading SMSF administration software. Class Portfolio provides administration and reporting for companies, trusts and individuals.  1300 851 057  sales@class.com.au  class.com.au

CPA Australia

C09

CPA Australia is one of the world’s largest accounting bodies with 163,000 members working in 125 countries around the world. As the role of traditional accounting practices changes, CPA Australia has the resources needed to support our public practitioners grow their practice and help take advantage of market opportunities.  03 9606 9606  memberservice@cpaaustralia.com.au  cpaaustralia.com.au

Credi D18

FeeSynergy E13

Credi.com is the online platform for managing loan agreements between businesses, family and friends. Lending between related parties is a massive global market - whether it’s high-value loans between individuals, seed funding for start-up businesses, directors lending to businesses or Division 7A loans.  02 9030 0304  partners@credi.com  credi.com

FeeSynergy is the leading provider of debtor management solutions. Our Collect Debtor Management software brings together our collective IP and long experience of the accounting industry to deliver world’s best practice to our client firms. When it comes to resolving debtor management issues, no one knows it better than FeeSynergy!  03 9822 1300  lazs@feesynergy.com.au  feesynergy.com.au

Docusign E19

FuseDocs is the smart robotic process automation solution for accountants. Compile, format and send client ready documents at the click of a button. FuseDocs fully automates repetitive processes like collating annual client reports direct from your document management system. With Fuse on your team, productivity skyrockets!  07 3233 6440  team@smarterbusinessprocesses. com.au  fusedocs.com.au

DocuSign helps organisations connect and automate how they prepare, sign, act-on, and manage agreements. As part of its cloud-based System of Agreement Platform, DocuSign offers eSignature—the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time.  1800 255 982  apac@docusign.com  docusign.com

ELMO Cloud HR & Payroll

E25

FuseDocs D10

Futrli D09

ELMO (ASX:ELO) is the leading cloud HR and payroll software provider across Australia and New Zealand. Our integrated cloud solution is designed, developed, and supported within Australia and New Zealand, allowing us to better respond to our customer’s needs.  1300 884 510  contactus@elmosoftware.com.au  elmosoftware.com.au

Futrli is the game changer for small businesses and accountants who want to help their clients. Supporting over 40,000 businesses and 1,000+ accountants globally, our forecasting inspired all-in-one platform gives you every tool you need to look ahead, monitor cash, de-risk and grow.  marketing@futrli.com  futrli.com/advisors

ePayroll C31

Go Global Bookkeeping is a leading provider of bookkeeping and accounting support services. With degree qualified accountants, no lock in contracts and a Melbourne based client services team, Go Global delivers a cost-effective, reliable and timely outsourced solution. Accountants can now offer their clients more, while they spend less.  1300 781 415  admin@goglobalbookkeeping.com.au  goglobalbookkeeping.com

ePayroll has been providing comprehensive online payroll solutions to businesses for over 10 years. Our state-of-theart platform is widely used - from your local café to organisations with hundreds of staff. ePayroll is part of the ReadyTech group, leaders in payroll across Australia, processing over $10 billion of payroll annually.  1300 962 426  sales@epayroll.com.au  epayroll.com.au

Evolv B07 Award winning and innovative with a focus on quality, value for money and efficiency. Collaborate with us to experience how seamless an SMSF audit can be: Evolv White Software by auditors, for auditors; Evolv Grey - Our resources, your brand; and Evolv Black Trust us with your audit.  1300 886 536  evolv@evolvsuper.com.au  evolvsuper.com.au

Go Global Bookkeeping

GoCardless

C07

D16

Get paid on time, every time with GoCardless, the smart way to take Direct Debit payments. Automatically collect invoice and subscription payments on the due date and eliminate bookkeeping with automatic reconciliation to Xero. Join 35,000 businesses already using GoCardless to improve cashflow and say goodbye to late payments forever.  accountants@gocardless.com  gocardless.com/en-au

www.accountech.live

GreatSoft E22 GreatSoft is recognized as a world leader in Cloud Practice Management solutions, and is trusted by over 1000 firms in over 19 Countries.  0410 601 879  brian.armstrong@greatsoft.com.au  greatsoft.com.au

hammerjack F27 hammerjack has successfully outsourced thousands of tasks, functions and processes, blending people, process and technology to drive efficiency and quality. Whether a job needs doing or you want to establish your own offshore capability, we have the know-how and experience to deliver results.  1300 788 451  info@hammerjack.com.au  hammerjack.com.au

Havealook Websites

P22

Havealook provide outstanding website design for over 7,000 Australian businesses. All of our website design and ongoing support work is done in-house by our experienced Australian based team. Each customer has access to edit their site through the worlds easiest CMS once the site is live.  1300 367 009  sales@havealook.com.au  havealook.com.au

Intuit QuickBooks

A26

Transform the way you work with your clients with QuickBooks Online Accountant. With anytime access, streamlined data and insightful reporting, you’re more valuable to your clients than ever before.  1800 917 771  quickbooks.intuit.com/au

iPracticeApps A8 iPracticeApps is a technology company focused on accountants. Take our ATO SmartDocs as an example which gets your ATO documents directly from the ATO and has them checked, saved and sent to your client in less than 10 seconds per ATO document. That’s just one of our many products.  0419 378 073  Sales@iPracticeApps.com.au  iPracticeApps.com

MAUS Business Systems

P02

The leading provider of Advisory software solutions for over 25 years, boasting the largest range of integrated advisory tools in one cloud platform. The MAUS suite provides Advisors with a structured workflow to engage clients from initial engagement right through to ongoing client management. Instant white labelled reporting.  1300 300 586  sales@maus.com.au  maus.com.au

MoneyWorks

D36

MoneyWorks Accounting and ERP software, published by Cognito Software, is used by tens of thousands of organisations throughout Australasia. MoneyWorks is the only extensible accounting system with desktop and cloud solutions, providing unparalleled customisation and flexibility for the growing business.  1800 140 859  info@cognito.co.nz  moneyworks.com.au

MYOB C32 Why MYOB? Because you didn’t start a business to do the books. Whatever you want for your business - we can help you achieve it. We offer business management solutions that help you with accounting, payroll, payments, retail point of sale, CRM and professional tax solutions - and more.  1300 555 666  accountants.au@myob.com  myob.com

MyWorkpapers B02 MyWorkpapers is a specialist provider of born-in-the-cloud solutions for collaboration and compliance for accountants, auditors, bookkeepers and businesses. MyWorkpapers provides a seamless platform for financial integration, document management, automated workflows, tasks and queries. Utilise pre-built, customisable content, checklists and methodologies to improve quality and efficiencies.  07 5555 0100  sales@myworkpapers.com  myworkpapers.com

Accountech.Live | Powering Digital Transformation | 2018

National Lending Group

P43

Established in 2001, National Lending Group is a boutique mortgage aggregator specialising in building low cost / high return in-house mortgage broker units for Accounting practices. This allows Accounting practices to control their client outcomes while building a valuable trail asset and does away with outdated referral partnerships.  0406 076 828  slake@nlg.com.au  nlg.com.au

NLG

Nimbus Portal Solutions

A10

Nimbus is a cutting-edge Cloud Document Management (CDM) system with integrated Client Portal. Super-charge your practice with features such as secure document sharing, digital signing, document versioning, workflow management, file conversations and auto-archiving. Nimbus offers integration to many common Practice Management systems, such as Xero Practice Manager.  1800 646 287  sales@nimbusportals.com  nimbusportals.com

NowInfinity

D26

Empowering the future of accounting firms: Utilising cloud technology, NowInfinity provides all of your document and entity management needs in one platform. Our platform enables firms to set-up 75+ legal documents in minutes; makes compliance easy; allows you to establish, manage and update trusts.  07 5554 5398  sales@nowinfinity.com.au  nowinfinity.com.au

Outsource Financial

P01

Outsource Financial is a national Aggregator that works with Accountants who wish to add lending to their core business. Our unique business models assist Accountants to either learn lending (no cost mentoring program) or refer lending, (a fully qualified and experienced Lending Manager is implemented into the accountants business).  1300 781 481  info@outsourcefinancial.com.au  outsourcefinancial.com.au

EXHIBITORS

PayVu C10

Rounded P09

Add new, higher profit payment services to your bookkeeping business or accounting practice without needing extra staff or time. PayVu enables you to make recommendations to clients to pay supplier invoices, wages, taxes and superannuation for approval via their mobile phone in just minutes. Get your 30 Day FREE Trial.  02 8090 3252  dmartin@paymentadviser.com.au  payvu.com.au

Rounded is the only Australian accounting app designed specifically to support freelancers, sole traders and gig economy workers. It is a beautifully designed, easy to use app which gives you everything you need with nothing you don’t at an affordable price point.  1300 768 633  oliver@rounded.com.au  rounded.com.au

Practice Ignition

E07

Practice Ignition turns your proposal, terms of service and payment collection into a single smart contract. Improve your workflow and boost productivity by integrating your apps. With our integrations, your systems work together so onboarding and managing clients is effortless. The tool for smart accounting and bookkeeping practices.  sales@practiceignition.com  practiceignition.com

Practice Protect

B09

Practice Protect is Australia’s largest Cyber Security firm working solely with the Accounting and Bookkeeping Professions. We provide done-for-you policies, technology and training that helps you reduce risk, protect your firm and get on with doing business safely.  02 9191 9389  info@practiceprotectonline.com  practiceprotectonline.com

PwC’s Nifty Grants

P20

PwC’s Nifty Grants online platform makes R&D Tax Incentive claims Powered by PwC simple for small companies. Our affiliate program allows accountants and tax agents to provide R&D claims to their clients. Access our R&D specialists to help you manage the process and receive fees as part of an engagement portfolio.  1800 778 939  support@niftygrants.com.au  niftygrants.com.au

Nifty Grants

Receipt Bank

A22

Receipt Bank is revolutionising bookkeeping for over 6,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the value of bookkeeping and real-time accounting.  1800 107 451  partners@receipt-bank.com  receipt-bank.com

Sage Software Australia

C08

Sage is the leader for accounting, payroll and business management software, supporting the ambition of businesses worldwide. With over 7,500 Australian practices trusting our software, we are a proud platinum sponsor of Accountech Live. Visit our stand to discover how your practice can become integrated with Sage Accountant Cloud.  02 9921 6586  Salesleads.au@sage.com  sage.com/au

Savvy Reports

C04

SavvyReports is cloud reporting, forecasting and business intelligence software that is used to gain detailed insight into SME businesses. Savvy Reports connects seamlessly with other cloud applications, enabling the creation of customised reports and dashboards using data from all of the connected add-on’s. Its data aggregation made simple.  sales@savvyreports.com  savvyreports.com

Sentrian B03 Technology as a Service fanatics. From phone & internet connections to hybrid cloud environments, Sentrian provides IT services to scale. We keep your business profitable and your people productive. For over 25 years we have kept firms secure, developed a private cloud network & enabled accounting firms to grow.  1300 791 678  enquiries@sentrian.com.au  sentrian.com.au

Spotlight Reporting

C03

Spotlight Reporting is an award-winning cloud-based software that offers a great range of comprehensive management reports, fully customisable dashboards, three-way forecasting, and franchise reporting. Spotlight tools deliver clarity for better decision-making and allow accountants to expand their service options, revenue and client satisfaction. Start your free 28-day trial today.  +64 4 5668074  marketing@spotlightreporting.com  spotlightreporting.com

Super Records

D08

At Super Records, We believe that outsourcing should be as quick & easy as plugging in an extension. Super Records provides SMSF Accounting & Audit services, Business Services and Outsourced Paraplanning Service to Accounting and Financial Planning firms around Australia.  02 8892 3777  sam@superrecords.com.au  superrecords.com.au

SuperMate D22 SuperConcepts is a leading innovator in SMSF software, administration and education. We have combined the knowledge of some of Australia’s leading technical experts and over 30 years of administration experience to bring you a powerful SMSF software, SuperMate.  1300 023 170  enquiries@superconcepts.com.au  superconcepts.com.au

Technology for Accountants

E31

If your Accounting Firm is looking for trusted and reliable IT support, then you’re in the right place. That’s because for the past 20 years, we have provided quality and reliable service to accountants. In fact, we only work with accounting practices so we understand your needs and challenges.  1300 765 014  sales@technologyforaccountants. com.au  technologyforaccountants.com.au

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Tradify

P26

Thousands of tradespeople around the world love Tradify. Why? Our super easy to use app eliminates paperwork and cuts down admin time right across the business. Trusted by tradespeople to handle estimates/ quotes, time/materials tracking, job scheduling, timesheets, invoicing, accounting integration, and more. Tradify gives tradespeople their lives back.  02 8310 7606  rob@tradifyhq.com  tradifyhq.com

Transfermate Global Payments B35 TransferMate is the market-leading choice for international banks and businesses who seek a simple, cost-effective solution when sending and receiving foreign currency payments. With one of the world’s most extensive network of bank accounts, TransferMate secures better exchange rates, eradicates bank fees and provides clients with faster payment services.  0407 303 433  bsingh@transfermate.com  transfermate.com

Unify Services

P04

We have built a proprietary Xero Connector which pulls data securely into our Data Warehouse and exposes it to BI software. Creating visual reports from Xero requires hours of excel data mining and pivot tables. With Xero-Sync, you can send your data straight from Xero to BI software.  1300 864 397  hello@unify.services  unifyservices.com.au

Unleashed Software

B04

Unleashed Software is a Software-as-aService(SaaS) company that provides mediumsized manufacturing, wholesale and distribution companies with a smart inventory management solution. Unleashed provides real-time visibility of inventory and transactions across suppliers, warehouses, production, customers and sales. It integrates with industry-leading cloud accounting and business applications to deliver a total solution.  unleashedsoftware.com

Virtual Cabinet

E15

Over 40,000 businesses and professionals world-wide, including leading accounting firms in Australia like Pitcher Partners use Virtual Cabinet Document Management and Client Portal to organise their business and engage their customers. Get in touch with us today and see how we can help your firm.  02 8319 9494  tom.games@virtualcabinet.com  virtualcabinet.com

Virtual IT Managed Services

C02

We help businesses to grow profits and maximise their billable hours through managed IT services. When our clients streamline IT processes and secure their business continuity with us, they cut unnecessary expenses, reduce wasted labour, improve overall IT security, and see a significant increase in business profit.  1300 551 486  contact@vitms.com.au  vitms.com.au

Way We Do

A36

Become an Expert Way We Do-er! Grow and scale your clients’ businesses by helping them to systematise. The Way We Do cloud platform is the perfect Business Advisory Solution to centralise policies, procedures, processes and playbooks. Create repeatable, active workflows to increase efficiency, consistency, compliance, sales and profits.  07 3303 8677  support@waywedo.com  waywedo.com

Weploy P28 Weploy is an on-demand staffing platform that gives employers direct access to temporary business support staff, when they need them. Weploy integrates natively with Xero and takes care of all payroll costs so hiring managers can focus on what matters most - growing their business.  1300 937 569  tony@weployapp.com  weployapp.com

WilldooIT A02 WilldooIT is Australia’s premier supplier of the business management solution, “Odoo”. We provide innovative and tailored ERP and integrated business solutions while ensuring a professional and supportive client experience. WilldooIT is part of the PNORS Technology Group of companies with offices in Melbourne, Sydney, Brisbane, Gold Coast and Indonesia.  0400 017 444  jonathan.wilson@willdooit.com  willdooit.com

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Wolters Kluwer

A32

Wolters Kluwer is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. With the integrity of over 45 years’ experience in ANZ.  0466 775 100  steve.quan@wolterskluwer.com  wolterskluwer.com.au

XARY Outsourcing

B01

XARY Outsourcing provides practical solutions across the full spectrum of accounting services. From an individual dedicated staff to your own offshore team; our accounting knowledge, outsourcing expertise, and range of service models enhance the efficiency of your practice by delivering the optimum balance between high quality staff and affordability.  1300 734 654  outsource@xary.com.au  xary.com.au

Xero

A16

Xero is a beautiful, easy-to-use global online platform for small businesses and their professional advisors. It’s cloud-based accounting software that connects people with the numbers anytime, anywhere. And it gives you powerful practice tools to efficiently manage compliance and offer a broad range of advisory services.  xero.com

YML Group Melbourne

P10

We’re a one stop shop for all your clients financial requirements. Our co-sourcing company can handle all payroll, bookkeeping, accounts receivable and accounts payable work needed. We also offer mortgage broking; insurance planning; wills and estate planning; and can act as their residential property finder.  03 8548 1843  hagar.lipa@ymlgroup.com.au  ymlgroup.com.au

QuickFee C34 QuickFee is the preferred fee funding and payment portal solution for accounting firms. QuickFee makes it easy for your clients to pay and is proud of its reputation as the most innovative fee funding solution for the accounting profession with the ability to integrate with other software providers.  02 8090 7700  info@quickfee.com.au  quickfee.com.au

EXHIBITORS BY CATEGORY

ACCOUNTING SOFTWARE

Unleashed Software....................................................B04

ePayroll..........................................................................C31

APS................................................................................. E09

Unify Services...............................................................P04

Weploy...........................................................................P28

BGL Corporate Solutions...........................................D20

Virtual IT Managed Services.....................................C02

YML Group Melbourne...............................................P10

Castaway Forecasting................................................D03

Xero................................................................................A16

Class..............................................................................D28 Credi...............................................................................D18 Docusign....................................................................... E19 FuseDocs......................................................................D10 GreatSoft....................................................................... E22 Intuit QuickBooks........................................................A26 IPracticeApps................................................................. A8 MoneyWorks................................................................D36 MYOB.............................................................................C32 NowInfinity....................................................................D26 Receipt Bank.................................................................A22 Rounded........................................................................P09 Sage Software Australia.............................................C08 SuperMate....................................................................D22 TransferMate Global Payments................................B35 Wolters Kluwer.............................................................A32 Xero................................................................................A16

ADD-ONS & APPS BMT Tax Depreciation................................................ E37 BOMA.............................................................................B32 Castaway Forecasting................................................D03 Docusign....................................................................... E19 FeeSynergy................................................................... E13 FuseDocs......................................................................D10 Futrli...............................................................................D09 GoCardless...................................................................D16 hammerjack.................................................................. F27 National Lending Group.............................................P43 MAUS Business Systems..........................................P02 PayVu.............................................................................C10 Practice Protect...........................................................B09 Receipt Bank.................................................................A22 Savvy Reports..............................................................C04 Tradify............................................................................P26 TransferMate Global Payments................................B35 Way We Do....................................................................A36

BILLS & EXPENSES PayVu.............................................................................C10 Rounded........................................................................P09 BUSINESS INTELLIGENCE APS................................................................................. E09 Best Practice Group....................................................A04 Castaway Forecasting................................................D03 Cerebiz...........................................................................P44 FuseDocs......................................................................D10 MAUS Business Systems..........................................P02 Unify Services...............................................................P04 CRM GreatSoft....................................................................... E22 Nimbus Portal Solutions............................................A10 Practice Ignition........................................................... E07 Sage Software Australia.............................................C08 WilldooIT.......................................................................A02

CLOUD INTEGRATION BGL Corporate Solutions...........................................D20 Business Fitness.......................................................... E20 Evolv...............................................................................B07 Futrli...............................................................................D09 hammerjack.................................................................. F27 MoneyWorks................................................................D36 MyWorkpapers.............................................................B02 Practice Protect...........................................................B09 Savvy Reports..............................................................C04 Sentrian.........................................................................B03 Technology for Accountants..................................... E31

POINT OF SALE

ECOMMERCE WilldooIT.......................................................................A02

SuperMate....................................................................D22

ERP MoneyWorks................................................................D36 WilldooIT.......................................................................A02

APS................................................................................. E09

DEBTOR TRACKING Apxium...........................................................................B08 Cerebiz...........................................................................P44 FeeSynergy................................................................... E13 QuickFee........................................................................C43 FUNDING/FINANCIAL SERVICES ANZ................................................................................P24 Apxium...........................................................................B08 Banjo Loans.................................................................. E21 BMG Outsourcing / systEmise.................................P37 Cerebiz...........................................................................P44 FeeSynergy................................................................... E13 Outsource Financial....................................................P01 PwC’s Nifty Grants.......................................................P20 National Lending Group.............................................P43 QuickFee........................................................................C34

PRACTICE & PROJECT MANAGEMENT Best Practice Group....................................................A04 ChangeGPS...................................................................B10 CPA Australia................................................................C09 GreatSoft....................................................................... E22 Nimbus Portal Solutions............................................A10 Practice Ignition........................................................... E07 Practice Protect...........................................................B09 Sage Software Australia.............................................C08 Virtual Cabinet.............................................................. E15 Virtual IT Managed Services.....................................C02 Way We Do....................................................................A36 Xero................................................................................A16

REPORTING Business Fitness.......................................................... E20 CPA Australia................................................................C09 MAUS Business Systems..........................................P02 Savvy Reports..............................................................C04 Spotlight Reporting.....................................................C03 Unify Services...............................................................P04

INSURANCE Accountancy Insurance..............................................D01

...............................................................................................

INVENTORY Unleashed Software....................................................B04

Class..............................................................................D28

INVOICES & JOBS Rounded........................................................................P09 GoCardless...................................................................D16 Tradify............................................................................P26 Wolters Kluwer.............................................................A32 Weploy...........................................................................P28

SuperMate....................................................................D22

MARKETING & WEBSITE SERVICES BMG Outsourcing / systEmise.................................P37 BOMA.............................................................................B32 Best Practice Group....................................................A04 Havealook Websites...................................................P22

OUTSOURCING BMG Outsourcing / systEmise.................................P37

SMSF SOFTWARE NowInfinity....................................................................D26 BGL Corporate Solutions...........................................D20 Evolv...............................................................................B07 MyWorkpapers.............................................................B02

TAXATION TOOLS Wolters Kluwer.............................................................A32 PwC’s Nifty Grants.......................................................P20 IPracticeApps................................................................. A8 ChangeGPS...................................................................B10 BMT Tax Depreciation................................................ E37

TIME TRACKING ePayroll..........................................................................C31

WORKFLOW AND DOCUMENTS

Go Global Bookeeping................................................C07

Way We Do....................................................................A36

hammerjack.................................................................. F27

Virtual Cabinet.............................................................. E15

Outsource Financial....................................................P01

Tradify............................................................................P26

PwC’s Nifty Grants.......................................................P20

NowInfinity....................................................................D26

Sentrian.........................................................................B03

Nimbus Portal Solutions............................................A10

Super Records..............................................................D08

MyWorkpapers.............................................................B02

Technology for Accountants..................................... E31

IPracticeApps................................................................. A8

Weploy...........................................................................P28

Docusign....................................................................... E19

XARY Outsourcing.......................................................B01

ChangeGPS...................................................................B10

YML Group Melbourne...............................................P10

Business Fitness.......................................................... E20

OCR/DATA ENTRY

OTHER

Receipt Bank.................................................................A22

Adieu - Intelligent Divorce..........................................C01

Virtual Cabinet.............................................................. E15

BMT Tax Depreciation................................................ E37

PAYMENTS Apxium...........................................................................B08 GoCardless...................................................................D16 MYOB.............................................................................C32 PayVu.............................................................................C10 Practice Ignition........................................................... E07 TransferMate Global Payments................................B35 QuickFee........................................................................C34

BOMA ............................................................................B32 CPA Australia................................................................C09 Credi...............................................................................D18 Evolv...............................................................................B07 Havealook Websites...................................................P22 Sentrian.........................................................................B03 Super Records..............................................................D08 Technology for Accountants..................................... E31 Virtual IT Managed Services.....................................C02

PAYROLL + HR MYOB.............................................................................C32 ELMO Cloud HR & Payroll.......................................... E25

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