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• 17 years+ serving the profession.
• 10,000+ 1:1 consultations
• International presenter & thought
leader.
Your presenter today
• $ millions of GRF revenue
generated for firms.
• Post PC, Mobile expert
• Operating globally
Daniel Richards
Head of Global Sales
 App only global software business
 Providing 24 hour global service – dedicated, expert team serving ..
 More than 1000+ Accountancy firms
 Making us the only Globally approved, endorsed, and accredited solution.
 More than a quarter-of-a-million clients of other firms already use their App.
 Trusted by national, regional, and small firms alike.
Australia’s leader…
Today’s agenda
To help you make an informed decision
By:
 Reviewing market conditions
 How accountants are being replaced
 What you can expect from your App
 How it makes you irreplaceable
 And all painlessly, easy using proven methodology
Your outcome
1. You make the decision not to launch an App
2. You need an App, but would prefer a follow up call
3. You want an App, and want to get started, you are in a
position to buy and want the very best package and price
for your firm.
Great news, I have an incredible offer for you
Chapter 1
What is an App?
 It’s custom software you download on your phone or tablet and press an icon to use.
 For example; Sky, Facebook, LinkedIn, Uber, WhatsApp etc
 Provides content, tools and messaging capability.
What is an App?
 Your own firm’s custom App fully branded in your brand is given to clients and
potential clients
 Your icon is always on their homescreen and ready for them to press and engage
with your firm, your tools, your content and your messages
What is a custom App?
How will your clients download your App?
rychter and co
rychter and co
make you
irreplaceable
You can become irreplaceable
increased
referrals
direct
enquiries
increased
customer
loyalty
hours of
time savedfuture proof
Chapter 2
What if I don’t launch an App?
You are becoming replaceable
 Data is collected and managed today more by mobile and Apps.
 It flows easily from the client and their device, to the software
provider directly.
 Too few firms are building their advisory services to compensate
and create greater value.
The game has changed!
The collection and flow of data has already made firms
replaceable; this will continue.
86% of accountants and bookkeepers
could be replaced by robots
A report by management consultant McKinsey warned that 86% of
bookkeepers, accountants and auditing clerks could see their jobs
taken by robots.
Stuart chose to become irreplaceable…
The App will certainly transform the way in which
we communicate with our clients. Email
communication can often be lost in this day and age
of swelling mailboxes; the App ensures we can
deliver concise and relevant information, straight to
their smart phone.
More and more clients are performing accounting
and tax functions using a mobile device, and the
software vendors themselves are spending
significant resources developing their mobile Apps.
Our new App can blend with this and form a great
connection between the client, their accounting
software and their advisors.
Stuart Brandman
542 Partners
Unless you have your own App…
• You have no way to serve your clients in the mobile and digital world they are
already operating in.
• You are apart from the digital relationship, instead of the central aspect of it.
• You lose control of that mobile and software engagement and over complicate life
for clients and staff.
• You cannot be found in the App stores which account for more searches now than
Google.
• The flow of data, and the communication channel, is direct between your client and
the software vendors.
• Your clients cannot refer your App, rather a 3rd party software programme they may
use.
Chapter 3
The challenge your firm faces
Your Firm Your Systems Your Clients
How you work today
Your clients,
their data, their
collection.
Your
Firm?
Software companies
Are you being replaced by ‘tech’?
Client will find, or be sold, a solution…
If you don’t supply to your clients, they will go direct.
Clients
+
= ? ?(You’ve got fee pressure…)
• Competitive area locally,
especially from larger firms
• Needed to make the type of
quality firm they were, tangible
• Needed tools to give clients
which they would actually use, to
save time for them and the firm +
increase retention
Increased competition from larger firms…
Where we have noticed the greatest impact is
competing with other accountant’s business. For a small
firm like ours we have found we gain instant credibility
when competing against larger competitors, for
example we encourage prospects to download the app
prior to the meeting and almost all of them do.
As for existing clients they are always keen to point out
how useful they have found the app. A great decision
for a practice like ours that is ambitious and forward
thinking”
Robert Marjoram
Together Accounting
Chapter 4
My client won’t use Apps
In 2016, AppAnnie and Ofcom…
We can put you there…
Mobiles are now the first screen –
overtaking laptops to become the
most important device.
“
”
 4.92 billion mobile users – (two thirds of the enter world!)
 3.64 billion online shoppers – (half the entire world!)
 1 billion+ mobile banking users
 Amazon – 310,000,000+ active users
 Uber – 40,000,000+ monthly users
 Quickbooks – 2,000,000+ active users
 Xero – 1,000,000+ active users
Mobile, and App-based data flow, is
already normal…
It’s all about mobile
Today, the smartphone market has
reached 90 percent penetration in
the mature markets of North
America, Western Europe, Japan
and Mature Asia/Pacific…
“
”
Ms. Roberta Cozza
Research Director
Total Hours (bn)
Worldwide Total Time Spent in Apps*
1,000
800
600
400
200
0
2014 2015 2016
*Android phone total time, excluding China
25%
Adoption in all age groups
are spending
70 hours+ pm using
Apps on smartphones
and tablets
are spending
180 hours+ pm using
Apps on smartphones
and tablets
55-64yr olds 35-54yr olds
Clients, their data,
their collection.
Your App
Here
Software companies
and governmental
bodies.
You can become irreplaceable
Your ClientsYour Firm
One Place. One App. Your Brand.
Source: Statista
Time spent on smartphones 2016
90%
10%
Apps
Mobile Web
 There are hundreds of Add on Apps
 Firms are often left to offer clients 5 – 10 even 15 Apps
 Draining significant time and energy from firms
 And it’s starting to get very messy and confusing for clients
 Diluting control and ownership of customers
 Impacting today, tomorrow and in the future for most firms
The Cloud and Add-on community are
adding to the pain
Let’s take a look together…
One Place.
One App.
Your Brand.
Making you
irreplaceable
Removes the least enjoyable part of your job
Your App will help with
Marketing
Collection
Protection
Your App
Here
Communication
Collaboration
Recruitment
What it does for your clients and their staff
Ease of access –
One App One Place
Save time and
Removes painful admin
Modernises my relationship
in the way that I want
Data collection ie-
Receipt Management
Logbook tracker etc
Automatically keeps me
up to date
Answer questions
Your App
Here
 Mileage & Expenses
 Quickly, consistently, accurately, &
ready for immediate use on Excel or
your software such as QB etc
 Saves 15 mins per month per client
 250 clients = 750 hours pa
 500 clients = 1500 hours pa
Giving you significant operational
improvements and benefits
2
User then gets full access
to the App
1
The user fills in the expertly
designed form
3
You get the data -
personalised message to the user
Push notifications have an average open rate of 80%,
email is 15%.
MFA clients who use one-to-all push notifications get an
average 50% greater engagement each month.
One client who used ‘segmented’ push notifications saw a
132% increase in engagement.
5x more effective than email
“
”
Built into your current habits
 You send an email
 Add to it a BCC address we give you
 It sends the email as a push message
You avoid the overflowing email inbox
We deliver your message
direct, personally,
to their phone.
Awesome
 At download an automated ‘welcome’ Push is sent 1:1
 A month later a second Push is sent
 12 automated ‘Push’ notifications sent for you
 What all that means is even if you get ultra busy, new
users get a 1:1 personalised Push, a follow up, and all
users get a minimum of 12 notifications in the year
Automated Push messages sent for you
Chapter 5
How you can turn all this to
your advantage…
Painless. Proven. Fast.
 You now see that mobile and Apps are here.
 You can now see where having your own App fits in.
 You can now see that it is quick and easy to get this up and running.
 The price of this App platform is normally $525pm. I’ll explain about the
specially created, much lower price point for you, at the end.
Creating your own App platform
• End users want to return to regularly
• That gives them meaningful data
• Helps them with simple questions, calculations and queries
• Will simplify digital engagement
• Provides an immediate solution to many of their daily pain points
• That professional firms can leverage and benefit from
 Communicate 5x better than email
 Attract quality new clients; increase
referrals
 Save time; yours, your teams and
your clients
Makes you Irreplaceable
No other single investment can do so much for
your firm, at such low cost, and with so little
effort!
 Differentiate your firm
 Simplify clients lives
 Protecting your firms future in this
digitally mobile world
Chapter 6
Your special offer today
“We launched our new App in May and the
response has been great. Our clients love
the great features, such as the Logbook
and Receipt Manager.
It’s easy to use and saves them hours. As
an added bonus, it will make life a little
easier for us come tax time.”
Tony Dimitriadis
AD Partners
Clients Love it
Your special offer :
 Save 15%
 The equivalent of $1,152 simply by going ahead today
 $319pm, reduced to $271pm; no lumpsum fee’s, unlimited usage
Here’s why…
Here’s why:
 Follow up is costly for MyFirmsApp – just as it is for yours, and any business
 Research shows that it can take 20 or more contacts to win a client
 Following the webinar, the action you wish to take can be disrupted or delayed by
the demands of each day
By going ahead today you save us:
Days of time & hours of follow up activity and we are honest about this, up front,
and want to pass all of those savings directly onto those of you ready to rock and
roll today…
Yes! Please choose the first poll option I’m about to show you.
danielr@myfirmsapp.com

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MyFirmsApp Small Firms Live Product Demo AU

  • 1.
  • 2. • The control panel will appear similar to the image on the left Using the control panel • The control panel may disappear, you will need this panel to appear so click the orange button, click ‘View’, then uncheck ‘Auto-hide’. If using a Mac If using Windows
  • 3. • Please note: Audio is via sound on your PC or device, please ensure speakers are on and audio is turned up. Alternatively you can use the telephone number provided on the system. Sound & Best Webinar Experience • Please turn off any apps or email programmes for the best experience.
  • 5. Please use the questions box on the right side of your screen Feel free to ask questions anytime I will answer in real time or at the next appropriate slot in the live webinar Please use the dialogue box We love your questions
  • 6. • 17 years+ serving the profession. • 10,000+ 1:1 consultations • International presenter & thought leader. Your presenter today • $ millions of GRF revenue generated for firms. • Post PC, Mobile expert • Operating globally Daniel Richards Head of Global Sales
  • 7.  App only global software business  Providing 24 hour global service – dedicated, expert team serving ..  More than 1000+ Accountancy firms  Making us the only Globally approved, endorsed, and accredited solution.  More than a quarter-of-a-million clients of other firms already use their App.  Trusted by national, regional, and small firms alike. Australia’s leader…
  • 8. Today’s agenda To help you make an informed decision By:  Reviewing market conditions  How accountants are being replaced  What you can expect from your App  How it makes you irreplaceable  And all painlessly, easy using proven methodology
  • 9. Your outcome 1. You make the decision not to launch an App 2. You need an App, but would prefer a follow up call 3. You want an App, and want to get started, you are in a position to buy and want the very best package and price for your firm. Great news, I have an incredible offer for you
  • 10. Chapter 1 What is an App?
  • 11.  It’s custom software you download on your phone or tablet and press an icon to use.  For example; Sky, Facebook, LinkedIn, Uber, WhatsApp etc  Provides content, tools and messaging capability. What is an App?
  • 12.  Your own firm’s custom App fully branded in your brand is given to clients and potential clients  Your icon is always on their homescreen and ready for them to press and engage with your firm, your tools, your content and your messages What is a custom App?
  • 13. How will your clients download your App? rychter and co rychter and co
  • 14. make you irreplaceable You can become irreplaceable increased referrals direct enquiries increased customer loyalty hours of time savedfuture proof
  • 15. Chapter 2 What if I don’t launch an App?
  • 16. You are becoming replaceable
  • 17.  Data is collected and managed today more by mobile and Apps.  It flows easily from the client and their device, to the software provider directly.  Too few firms are building their advisory services to compensate and create greater value. The game has changed! The collection and flow of data has already made firms replaceable; this will continue.
  • 18. 86% of accountants and bookkeepers could be replaced by robots A report by management consultant McKinsey warned that 86% of bookkeepers, accountants and auditing clerks could see their jobs taken by robots.
  • 19. Stuart chose to become irreplaceable… The App will certainly transform the way in which we communicate with our clients. Email communication can often be lost in this day and age of swelling mailboxes; the App ensures we can deliver concise and relevant information, straight to their smart phone. More and more clients are performing accounting and tax functions using a mobile device, and the software vendors themselves are spending significant resources developing their mobile Apps. Our new App can blend with this and form a great connection between the client, their accounting software and their advisors. Stuart Brandman 542 Partners
  • 20. Unless you have your own App… • You have no way to serve your clients in the mobile and digital world they are already operating in. • You are apart from the digital relationship, instead of the central aspect of it. • You lose control of that mobile and software engagement and over complicate life for clients and staff. • You cannot be found in the App stores which account for more searches now than Google. • The flow of data, and the communication channel, is direct between your client and the software vendors. • Your clients cannot refer your App, rather a 3rd party software programme they may use.
  • 21. Chapter 3 The challenge your firm faces
  • 22. Your Firm Your Systems Your Clients How you work today
  • 23. Your clients, their data, their collection. Your Firm? Software companies Are you being replaced by ‘tech’?
  • 24. Client will find, or be sold, a solution… If you don’t supply to your clients, they will go direct.
  • 26. + = ? ?(You’ve got fee pressure…)
  • 27.
  • 28. • Competitive area locally, especially from larger firms • Needed to make the type of quality firm they were, tangible • Needed tools to give clients which they would actually use, to save time for them and the firm + increase retention Increased competition from larger firms…
  • 29. Where we have noticed the greatest impact is competing with other accountant’s business. For a small firm like ours we have found we gain instant credibility when competing against larger competitors, for example we encourage prospects to download the app prior to the meeting and almost all of them do. As for existing clients they are always keen to point out how useful they have found the app. A great decision for a practice like ours that is ambitious and forward thinking” Robert Marjoram Together Accounting
  • 30. Chapter 4 My client won’t use Apps
  • 31. In 2016, AppAnnie and Ofcom… We can put you there… Mobiles are now the first screen – overtaking laptops to become the most important device. “ ”
  • 32.  4.92 billion mobile users – (two thirds of the enter world!)  3.64 billion online shoppers – (half the entire world!)  1 billion+ mobile banking users  Amazon – 310,000,000+ active users  Uber – 40,000,000+ monthly users  Quickbooks – 2,000,000+ active users  Xero – 1,000,000+ active users Mobile, and App-based data flow, is already normal…
  • 33. It’s all about mobile Today, the smartphone market has reached 90 percent penetration in the mature markets of North America, Western Europe, Japan and Mature Asia/Pacific… “ ” Ms. Roberta Cozza Research Director
  • 34. Total Hours (bn) Worldwide Total Time Spent in Apps* 1,000 800 600 400 200 0 2014 2015 2016 *Android phone total time, excluding China 25%
  • 35. Adoption in all age groups are spending 70 hours+ pm using Apps on smartphones and tablets are spending 180 hours+ pm using Apps on smartphones and tablets 55-64yr olds 35-54yr olds
  • 36. Clients, their data, their collection. Your App Here Software companies and governmental bodies. You can become irreplaceable
  • 37. Your ClientsYour Firm One Place. One App. Your Brand.
  • 38. Source: Statista Time spent on smartphones 2016 90% 10% Apps Mobile Web
  • 39.  There are hundreds of Add on Apps  Firms are often left to offer clients 5 – 10 even 15 Apps  Draining significant time and energy from firms  And it’s starting to get very messy and confusing for clients  Diluting control and ownership of customers  Impacting today, tomorrow and in the future for most firms The Cloud and Add-on community are adding to the pain
  • 40. Let’s take a look together…
  • 41. One Place. One App. Your Brand. Making you irreplaceable
  • 42. Removes the least enjoyable part of your job
  • 43. Your App will help with Marketing Collection Protection Your App Here Communication Collaboration Recruitment
  • 44. What it does for your clients and their staff Ease of access – One App One Place Save time and Removes painful admin Modernises my relationship in the way that I want Data collection ie- Receipt Management Logbook tracker etc Automatically keeps me up to date Answer questions Your App Here
  • 45.  Mileage & Expenses  Quickly, consistently, accurately, & ready for immediate use on Excel or your software such as QB etc  Saves 15 mins per month per client  250 clients = 750 hours pa  500 clients = 1500 hours pa Giving you significant operational improvements and benefits
  • 46. 2 User then gets full access to the App 1 The user fills in the expertly designed form 3 You get the data - personalised message to the user
  • 47.
  • 48. Push notifications have an average open rate of 80%, email is 15%. MFA clients who use one-to-all push notifications get an average 50% greater engagement each month. One client who used ‘segmented’ push notifications saw a 132% increase in engagement. 5x more effective than email “ ”
  • 49. Built into your current habits  You send an email  Add to it a BCC address we give you  It sends the email as a push message
  • 50. You avoid the overflowing email inbox We deliver your message direct, personally, to their phone. Awesome
  • 51.  At download an automated ‘welcome’ Push is sent 1:1  A month later a second Push is sent  12 automated ‘Push’ notifications sent for you  What all that means is even if you get ultra busy, new users get a 1:1 personalised Push, a follow up, and all users get a minimum of 12 notifications in the year Automated Push messages sent for you
  • 52. Chapter 5 How you can turn all this to your advantage…
  • 53. Painless. Proven. Fast.  You now see that mobile and Apps are here.  You can now see where having your own App fits in.  You can now see that it is quick and easy to get this up and running.  The price of this App platform is normally $525pm. I’ll explain about the specially created, much lower price point for you, at the end.
  • 54. Creating your own App platform • End users want to return to regularly • That gives them meaningful data • Helps them with simple questions, calculations and queries • Will simplify digital engagement • Provides an immediate solution to many of their daily pain points • That professional firms can leverage and benefit from
  • 55.  Communicate 5x better than email  Attract quality new clients; increase referrals  Save time; yours, your teams and your clients Makes you Irreplaceable No other single investment can do so much for your firm, at such low cost, and with so little effort!  Differentiate your firm  Simplify clients lives  Protecting your firms future in this digitally mobile world
  • 56. Chapter 6 Your special offer today
  • 57. “We launched our new App in May and the response has been great. Our clients love the great features, such as the Logbook and Receipt Manager. It’s easy to use and saves them hours. As an added bonus, it will make life a little easier for us come tax time.” Tony Dimitriadis AD Partners Clients Love it
  • 58. Your special offer :  Save 15%  The equivalent of $1,152 simply by going ahead today  $319pm, reduced to $271pm; no lumpsum fee’s, unlimited usage Here’s why…
  • 59. Here’s why:  Follow up is costly for MyFirmsApp – just as it is for yours, and any business  Research shows that it can take 20 or more contacts to win a client  Following the webinar, the action you wish to take can be disrupted or delayed by the demands of each day By going ahead today you save us: Days of time & hours of follow up activity and we are honest about this, up front, and want to pass all of those savings directly onto those of you ready to rock and roll today… Yes! Please choose the first poll option I’m about to show you. danielr@myfirmsapp.com