Online webinar
The Year End Meeting Reframe.
A 75-minute webinar for accountants who want to turn the meeting they're already running into their best advisory conversation of the year.
Brad Turville
Modern Firm Practices
Modern Firm Practices
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You're in.
You're registered. Check your inbox shortly for your Zoom link. See you Tuesday 11 August.
What you'll cover
What's in the session.
- Why this meeting, why now. Timing already lines up. Australia's just past 30 June, New Zealand's deep into its own year-end. This isn't a new service to sell in, it's the one you're already running, or about to.
- The shift that changes everything. Most year-end meetings are entirely backwards-facing: tax, financials, done. What happens when you deliberately change gears partway through, and why that's where the real value sits.
- Reading the room. A live look at a real profit and loss statement, and what separates a sharp read from a generic one.
- Your very next meeting. Not a 90-day plan. What to change the next time you sit down with a client.
Who it's for
Who should be in the room.
For / not for
For
Partners and accountants across Australia and New Zealand already running, or about to run, year-end client meetings who want more value, more fees and more advisory work out of a service they're already delivering.
Not for
Not for firms not running any form of year-end meeting and not open to changing that, or anyone after a checklist with no intention of changing how the meeting itself is run.
Speakers
Who's running it.
Host
Brad Turville
Modern Firm Practices
Brad works with accountants across Australia, New Zealand and globally. He understands what turns a compliance meeting into an advisory one, and what it takes to make that shift stick.
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