Agenda

Day 1:  Tuesday 19 October 2021

Day 2:  Wednesday 20 October 2021

Click here to view the session summaries.

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.

PB Partners

XBert is the trusty sidekick to every Bookkeeper superhero, tirelessly checking the data for errors and helping you manage your workflow easily.

More than 60 AI-driven checks are performed on your books daily, alerting you to errors, potential issues and risks. Easily resolve XBert risk alerts with intuitive workflows that also allow you to manage your team and collaborate with clients.

• Sleep better at night knowing XBert is auditing the data and alerting you to errors and inconsistencies as they arise.
• Work to best practice and increase your bottom line.
• Collaborate easily with your clients and provide the best advice with smart insights.

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.

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.

Fathom is the complete analysis, reporting, forecasting, benchmarking and consolidation tool. Beautifully integrated and powerfully simple.

Fathom helps accountants & bookkeepers to help their clients with timely business insights, beautiful management reports, and planning for the future with forecasting.

Fathom is a leading app for Xero, QBO, and MYOB, having helped thousands of advisors and business owners around the world to gain the valuable insights they need to make better business decisions.

• Forecasting Confidently plan for any possibility with powerful three-way cash flow forecasting
• Analysis Get a clearer picture of business performance with metrics and insights for informed decision making
• Reporting Effortlessly create custom reports and share business results in a clear, compelling way
• Consolidations Easily consolidate multiple entities with speed, flexibility,
  and accuracy
• Benchmarking Visually compare and rank your companies, clients or franchisees

Sign up for your free trial at www.fathomhq.com/signup

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.