THEPAC 2014 - Colin Dunn
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The document discusses updates to various products and services including PANalytics, TRUST, and the introduction of a new Virtual Management Accounting service. The Virtual Management Accounting service allows clients to outsource accounting functions like bookkeeping, payroll, and financial reporting to free up time and lower costs. It provides standard and premium packages with features such as monthly reporting, budgeting, and quarterly meetings. The document also mentions updates from Growth Equation and names various account managers.
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THEPAC 2014 - Colin Dunn
- 1. TITLE GOES HERE • THEN SUBTITLE What’s your name? # Virtual Management Accounting And other product and content updates Colin Dunn
- 2. Why do you do what you do?
- 3. What help do you believe your clients need?
- 4. What stops you from providing those services?
- 5. TITLE GOES HERE • THEN SUBTITLE What’s your name? What we’ll cover PANalytics updates TRUST updates New service – Virtual Management Accounting New services – from Growth Equation. #
- 6. TITLE GOES HERE • THEN SUBTITLE What’s your name? 4 ways to use PANalytics Part of workflow, every client– Business Performance Review Selling tool – Growth Equation Delivery tool – Monitoring service Service tool – Dashboard alerts. #
- 7. TITLE GOES HERE • THEN SUBTITLE What’s your name? UPDATES July 2014, v2.2
- 8. TITLE GOES HERE • THEN SUBTITLE What’s your name? # TRUST updates
- 9. TITLE GOES HERE • THEN SUBTITLE What’s your name? #
- 10. TITLE GOES HERE • THEN SUBTITLE What’s your name? #
- 11. TITLE GOES HERE • THEN SUBTITLE What’s your name? # Virtual Management Accounting
- 12. TITLE GOES HERE • THEN SUBTITLE What’s your name? Benefits to the client Free up time to focus on growing business Cost savings No need to manage people Better information to make better decisions Better quality advice for lower price Alerts in real time Accountability No software Takes the role of accounts clerk/AP clerk/AR clerk/payroll clerk/accountant/CFO (as appropriate.) #
- 13. TITLE GOES HERE • THEN SUBTITLE What’s your name? Opportunities One to one – end of year financial statements meeting One to one, any time, nurturing meetings One to one – TRUST assessment All new clients – this is how we do it here One to many – Clear or Cloudy seminar. #
- 14. TITLE GOES HERE • THEN SUBTITLE What’s your name? Standard Package Conversion toor set up on Xero, MYOB AccountRight Live, QuickBooks Online or preferred cloud accounting solution Connect accounting file to PANalytics Initial coding of transactions and ongoing spot review to ensure accuracy of posting from bank feeds to cloud accounting solution Monthly report Weekly alerts service Batch up, reconcile and authorise receipts BAS/GST returns Annual accounting/compliance Tax returns ASIC annual return Annual meeting to present end of year financials, 3 year Business Performance Review and rough plan for new 12 months. #
- 15. TITLE GOES HERE • THEN SUBTITLE What’s your name? Premium Package Everything in Standard PLUS… 12 monthly seasonalised budget with supporting key performance indicators Proactive monitoring and advice Monthly commentary Quarterly meetings (face to face or Skype). #
- 16. TITLE GOES HERE • THEN SUBTITLE What’s your name? Optional Extras Bookkeeping Payroll (per employee) Invoicing - $250 per month up to 50 invoices. #
- 17. TITLE GOES HERE • THEN SUBTITLE What’s your name? # Warren Seeto
- 18. TITLE GOES HERE • THEN SUBTITLE What’s your name? # Craig Stanmore
- 19. TITLE GOES HERE • THEN SUBTITLE What’s your name? # New services – from Growth Equation