Online webinar
Build A Modern Firm.
A 90-minute webinar for accountants who want to redesign the firm they built by default. Pricing, clients, advisory, the operating model. Where to start.
Brad Turville
Modern Firm Practices · Sydney
Modern Firm Practices · Sydney
What you'll cover
What's in the session.
- The firm you built by default. Why most independent firms drift into the same operating model. What it costs in margin, energy, and client quality.
- Pricing that actually holds. Moving off hourly without losing your best clients. Packaging, scoping, and the conversation that resets the relationship.
- Selling without feeling salesy. A conversation structure that lets prospects choose themselves in or out, without you discounting your way to a yes.
- Advisory, actually delivered. What advisory looks like when it's a service line, not a label. Cadence, deliverables, and what clients pay for.
- The 90-day first move. One change you can ship inside the next quarter that buys you the room to make the next one.
Who it's for
Who should be in the room.
For / not for
For
Accountants running independent firms doing $500K to $5M in fees. Owners, principals, partners. AU, NZ, North America. You suspect the way you've structured the firm is what's holding it back, and you want a sharper read on what to do about it.
Not for
Not for firms not open to doing things differently, and not for anyone looking for a quick fix without doing the work.
Speakers
Who's running it.
Host
Brad Turville
Modern Firm Practices · Sydney
Brad works with accountants across Australia and New Zealand. He understands pricing changes, advisory builds, and what's required to build a modern firm.
CAANZ webinar 25 June · Online · 60 min
AI Ready: Know where AI is now.
A live CAANZ panel on where AI actually sits in firms right now. What it can do today, how CAs are using it with clients, where firms are seeing value, and how to approach it safely. Brad is the host. Registration is on the CAANZ site.
Details Conference talk 10 Sept · Auckland · in person
Converting the Sceptics
Your longest-standing clients are often your hardest to move. Brad's AIM Conference session gives advisors the tools to bring resistant clients along without feeling pushy: objection-handling scripts, a simple ROI framing, and seed-planting phrases to use during compliance work that open the door to advisory conversations naturally. Registration is on The Gap site.
Details