The document provides information about setting up a mobile app for an accounting firm. It discusses how most clients now use mobile devices and apps to manage their finances, making it important for accounting firms to have a mobile presence. Not having an app could make firms replaceable as software companies directly engage with clients. The document outlines the benefits an app could provide firms, such as improved communication, marketing and client services. It also reviews pricing options and provides a special discounted offer for firms that sign up immediately after the presentation.

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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.
The USA’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 home screen 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?

14. Your icon is always on their home-screen and ready for them to press and engage
your firm, your tools, your content and your messages.
‘You’ are always with them…

15. make you
irreplaceable
You can become irreplaceable
increased
referrals
direct
enquiries
increased
customer
loyalty
hours of
time savedfuture proof

16. Chapter 2
What if I don’t launch an App?

17. You are becoming replaceable

18.  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.

19. 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.

20. 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

21. 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.

22. Chapter 3
The challenge your firm faces

23. Your Firm Your Systems Your Clients
How you work today

24. Your clients,
their data, their
collection.
Your
Firm?
Software companies
Are you being replaced by ‘tech’?

25. Client will find, or be sold, a solution…
If you don’t supply to your clients, they will go direct.

26. Clients

27. +
= ? ?(You’ve got fee pressure…)

29. • 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…

30. 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

31. Chapter 4
My client won’t use Apps

32. In 2016, AppAnnie and Ofcom…
We can put you there…
Mobiles are now the first screen –
overtaking laptops to become the
most important device.
“
”

33.  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…

34. 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

35. 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%

36. 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

37. Clients, their data,
their collection.
Software companies
and governmental
bodies.
You can become irreplaceable

38. Your ClientsYour Firm
One Place. One App. Your Brand.

39. Source: Statista
Time spent on smartphones 2016
90%
10%
Apps
Mobile Web

40.  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

41. Let’s take a look together…

42. One Place.
One App.
Your Brand.
Making you
irreplaceable

43. Removes the least enjoyable part of your job

44. Your App will help with
Marketing
Collection
Protection
Communication
Collaboration
Recruitment

45. 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 you
up to date
Answer questions

46.  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

47. 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

49. 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
“
”

50. 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

51. You avoid the overflowing email inbox
We deliver your message
direct, personally,
to their phone.
Awesome

52.  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

53. Chapter 5
How you can turn all this to
your advantage…

54. 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.

55. 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

56.  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

57. Chapter 6
Your special offer today

58. “We have been using it for about a year now The
Receipt Manager is the most used page and we also
promote it regularly in our e-newsletter and the articles
about it are consistently opened and read. I personally
love it. It’s such a unique talking point. When I tell
someone we have an app, they’re always very
impressed and think it’s exceptionally cutting edge.”
Stephanie Chapa
Wiebe Hinton Hambalek, LLP

59. 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…

60. 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