Welcome to the Grow Profit Exit 2-Day Workshop for 2023!
We’re so glad to have you on board and look forward to sharing valuable and practical information with you throughout the two-day event.
We are proud to partner with industry experts from:
Debbie Roberts
Co-founder, Pure Bookkeeping
Katrina Aarsman
CEO, Pure Bookkeeping Australia
Terry Smith
Customer Success Manager, Pure Bookkeeping
Sharon Francisco
Director, Entrepreneurial Bookkeeper
Rob Marshall
Director, ICB
Amanda Linton
CEO, ICB
Laura Elkaslassy
CEO, Profit First
Jess Bulafkin
Head of Sales, Futrli
Ethan Cooney
Senior Partnerships Manager, Ignition
Michelle Timperley
Account Manager, Ignition
Matt Rowan
Practice Solution Expert, Dext
Helen Konstan
Director, Zilch Bookwork
Jon Melloy
Head of Growth, Practice Protect
Nadia Venditti
Director, NV Business Solutions
Peter Broberg
Director, Monitor Books
Denise Hall
Associate, Xcllusive Business Sales
Mark Emney
Director and Co-Owner, DMY
Tanya Bartholomew
Bookkeeping Specialist, Account On It
Mark Moore
Director, STE Financial Pty Ltd
Sas Collins
Owner, Intuitive Accounting
Agenda


Pure Bookkeeping is a system to help your bookkeeping business optimally run. It provides a roadmap that can be adapted to any bookkeeping business, designed to help you grow your business.
Pure Bookkeeping is dedicated to helping entrepreneurs like you thrive. It shows you a step-by-step process on how to create powerful systems in areas like sales and marketing, human resources, and leadership.
Pure Bookkeeping’s methods are adaptable, practical, and proactive with unique training and coaching tools that will help you reach your business goals. What you walk away with is valuable knowledge and actionable steps for consistent and accurate results.
Pure Workflow is a simple, easy-to-use workflow practice management solution that will help you manage your clients, deadlines, workflow and team with ease.
Forget about struggling to keep everything organized - with Pure Workflow, you can focus on what’s really important: your clients.

Institute of Certified Bookkeepers (ICB) is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession, through the establishment of a series of relevant qualifications and the award of grades of membership that recognise academic attainment, working experience and competence.
In Australia, the ICB provides bookkeepers with the co-operative forum to be the best they can be. It is about bookkeepers: Bookkeepers helping bookkeepers help business.
The ICB aims to bring certainty to the bookkeeping profession and all involved and affected by it.
The ICB was established to provide professionalism that reflect the needs of business and the aspirations of people wanting to enter the profession. It exists to represent bookkeepers at all levels to government and other relevant bodies and to promote the professionalism of bookkeepers to business, government and the general public.
Ignition is the world’s first client engagement and commerce platform for professional services businesses that transform the way they engage clients and get paid. Thousands of businesses, including accountants and bookkeepers, all around the world use Practice Ignition to help them grow, be more efficient and create win-win client relationships.
With Practice Ignition, businesses create long-lasting, meaningful client relationships with impressive digital proposals and a clear scope of work, giving both parties clarity over the agreement, control through automated workflow and intelligence, and confidence around payments and receivables - all in one place.
Practice Ignition supports over 300,000 monthly client engagements worth over U$1b globally with offices located in Australia, the USA, UK, Canada, and New Zealand.
Futrli is built to help you run your business better. Change the way companies operate by providing data and technology insights to make your business more successful. By incorporating daily data-driven insight, cash flow management, reporting forecasting and scenario planning, issues are identified faster, better decisions can be made, and your business can be more successful.
Practice Protect is a network security and identity management solution designed especially for accountants to manage passwords, control access and protect data.
Protect your firm with an accountant-specific cybersecurity platform offering comprehensive protection around desktops, emails, and access to sensitive data. Safeguard your firms workstations, protect email communications, and effortlessly manage identity and team member access.
The Entrepreneurial Bookkeeper (EBK) provides a templated and structured program to
build and scale bookkeeping practices. EBK’s proven business model has been developed by founder Sharon Francisco after growing her practice to 12 staff before she exited to teach other bookkeepers to achieve the same results.
Clients can be as small as single-person practices and all clients follow a foundation program teaching them how to install the critical elements that are required before a practice can grow. Almost all clients who start EBK programs are time-poor with less than ideal clients.
By working with EBK, bookkeepers are given all the resources they need to move from compliance and deadlines to growing revenues with a flexible schedule. EBK solves the problem of how to take a bookkeeping practice from a job to a profitable and growing business.
Dext, is the multi-product platform that connects accountants and bookkeepers with the small businesses they advise. Dext helps free you and your team from manual work so you can focus on what’s important for your clients. With Dext, you get as much information about a business as you need, which you can then turn into actionable insights.
Featured Product: Precision
Precision is the ultimate data toolkit for Xero and QuickBooks users. It provides error-free data and proactive insights. Upskill your practice and become a business partner for your clients, increasing revenue through more billable advisory to grow your business.
DMY are Australia's leading specialist M&A Advisor and business broker servicing the bookkeeping and accounting sectors. Our singular focus is supporting owners with the successful sale, partial sale or merger of their practices, helping them receive a just reward for what they have built, a smooth transition or exit, and securing the best new home for their clients and people. DMY only represent sellers, have unrivalled reach and access to buyers, and a proven sale process that has helped deliver a strong track record of results for our clients. DMY operates nationally and has recently sold bookkeeping practices across Victoria, NSW and Queensland ranging from $175,000 in fees to over $1 million.
For more information visit dmyassoc.com.au.
Day 1: Tuesday 19 October 2021
| Time AEDST | Title | Speaker |
| 12:00 | Welcome | Katrina Aarsman |
| 12:05 | Taking your Business to the Next Level | Peter Cook |
| 12:35 | The Relationship Matrix | Sharon Francisco & Katrina Aarsman |
| 1:10 | Feedback | Katrina Aarsman |
| 1:20 | BREAK | |
| 1:35 | The Business Roadmap | Debbie Roberts |
| 2:05 | Breakout Sessions | PB Partners |
| 2:35 | BREAK | |
| 2:50 | The Discovery Call | Nicole Guest & Sharon Francisco |
| 3:25 | The Expert Panel | Panelists |
| 3:50 | Conclusion | Katrina Aarsman |
Day 2: Wednesday 20 October 2021
| Time AEDST | Title | Speaker |
| 12:00 | Welcome & revisit agenda | Katrina Aarsman |
| 12:10 | The Four Futures | Sharon Francisco & Katrina Aarsman |
| 1:00 | Breakout Sessions | PB Partners |
| 1:30 | BREAK | |
| 1:45 | The Launch Pad | Nicole Guest & Sharon Francisco |
| 2:30 | BREAK | |
| 2:45 | The Game Plan | Sharon Francisco & Katrina Aarsman |
| 3:40 | Feedback & results | Katrina Aarsman |
| 3:50 | The Wrap Up | Katrina Aarsman |
| 4:00 | The Wine Down |
Workbooks
Ensure you get the most from this two-day event by downloading and having a read through the workbooks below. We’ll be referring to these documents throughout the day as part of each session so feel free to download, print or upload to notability prior to the first session of each day.


