Social media is a powerful tool, but it's not without its challenges—especially for accountants.

In this session, we’ll dive into the good, the bad, and the downright ugly sides of social media for accounting firms. You'll learn how to harness social media to grow your brand, engage with clients, and demonstrate your expertise, while also being mindful of the pitfalls that can arise.

We’ll cover the best practices for using platforms like LinkedIn, Facebook, and Instagram, along with real-world examples of successes and missteps.

Whether it’s understanding compliance issues, avoiding common mistakes, or simply getting more confident in creating content, this session will give you a well-rounded perspective on the do's and don'ts of social media for accountants.

Join us to learn how to navigate the social media landscape effectively, avoid potential risks, and leverage the good to build a thriving online presence.

Key Learning Outcomes:

• Understand the benefits and challenges of using social media for accounting firms.
• Learn best practices for leveraging platforms like LinkedIn, Facebook, and Instagram.
• Gain insights on avoiding common social media pitfalls and building a strong, positive online presence

Learn how automation can transform client service, streamline workflows, and reduce manual tasks that eat up time.

We'll explore Zapier and Make.com—two powerhouse tools that can automate routine client interactions, from onboarding to document requests, reminders, and more. By mastering these, you'll save hours a week, reduce human error, and create a seamless experience that feels personal and responsive for clients.

The future of accounting and bookkeeping lies in the ability to leverage artificial intelligence effectively.

In this session, we’ll explore how to build an AI literate workforce that’s ready to adapt and thrive in the evolving landscape of the accounting industry. Learn how to equip your team with the knowledge and skills they need to make the most of AI tools, streamline workflows, and deliver enhanced value to clients.

We’ll discuss the key concepts of AI literacy, how to foster a culture of innovation, and practical steps for upskilling your team.

Whether it’s understanding how AI can assist in everyday tasks or exploring more advanced uses, you’ll gain insights into how to integrate AI literacy into your firm’s culture for maximum impact.

Join us to understand why AI literacy is crucial for your firm’s success, and walk away with actionable strategies to get your team AI-ready.

Key Learning Outcomes:

• Understand the importance of AI literacy in the accounting and bookkeeping industry.
• Learn practical strategies to upskill your team and foster a culture of AI-driven innovation.
• Gain actionable insights on how to integrate AI tools effectively into your firm’s workflows to enhance productivity and client service.

Midsized, multi-entity clients often come with their own unique set of challenges—ranging from complex financial structures to the need for seamless reporting across entities.

In this session, learn how QuickBooks Online Advanced can help you better serve these clients by simplifying consolidation, automating tasks, and enhancing visibility into financial data.

We’ll walk you through the key features of QuickBooks Online Advanced that make it ideal for handling multi-entity clients, including its powerful reporting capabilities, custom workflows, and advanced user permissions.

By the end of this session, you’ll understand how to leverage these tools to deliver value-added services and provide deeper financial insights for your clients.

Whether you’re looking to streamline month-end processes, enhance collaboration, or improve your advisory capabilities, QuickBooks Online Advanced is designed to meet the needs of growing, complex businesses.

Join us to see how you can unlock efficiencies and position yourself as a trusted partner for your midsized clients.

Key Learning Outcomes:

• Understand the unique challenges of serving midsized, multi-entity clients and how QuickBooks Online Advanced can address them.
• Learn how to use advanced features, like custom workflows and enhanced reporting, to streamline complex financial processes.
• Gain practical strategies to deliver more value and deepen relationships with your multi-entity clients using QuickBooks Online Advanced.

Social media is a powerful tool, but it's not without its challenges—especially for accountants.

In this session, we’ll dive into the good, the bad, and the downright ugly sides of social media for accounting firms. You'll learn how to harness social media to grow your brand, engage with clients, and demonstrate your expertise, while also being mindful of the pitfalls that can arise.

We’ll cover the best practices for using platforms like LinkedIn, Facebook, and Instagram, along with real-world examples of successes and missteps.

Whether it’s understanding compliance issues, avoiding common mistakes, or simply getting more confident in creating content, this session will give you a well-rounded perspective on the do's and don'ts of social media for accountants.

Join us to learn how to navigate the social media landscape effectively, avoid potential risks, and leverage the good to build a thriving online presence.

Key Learning Outcomes:

• Understand the benefits and challenges of using social media for accounting firms.
• Learn best practices for leveraging platforms like LinkedIn, Facebook, and Instagram.
• Gain insights on avoiding common social media pitfalls and building a strong, positive online presence

Learn how automation can transform client service, streamline workflows, and reduce manual tasks that eat up time.

We'll explore Zapier and Make.com—two powerhouse tools that can automate routine client interactions, from onboarding to document requests, reminders, and more. By mastering these, you'll save hours a week, reduce human error, and create a seamless experience that feels personal and responsive for clients.

The future of accounting and bookkeeping lies in the ability to leverage artificial intelligence effectively.

In this session, we’ll explore how to build an AI literate workforce that’s ready to adapt and thrive in the evolving landscape of the accounting industry. Learn how to equip your team with the knowledge and skills they need to make the most of AI tools, streamline workflows, and deliver enhanced value to clients.

We’ll discuss the key concepts of AI literacy, how to foster a culture of innovation, and practical steps for upskilling your team.

Whether it’s understanding how AI can assist in everyday tasks or exploring more advanced uses, you’ll gain insights into how to integrate AI literacy into your firm’s culture for maximum impact.

Join us to understand why AI literacy is crucial for your firm’s success, and walk away with actionable strategies to get your team AI-ready.

Key Learning Outcomes:

• Understand the importance of AI literacy in the accounting and bookkeeping industry.
• Learn practical strategies to upskill your team and foster a culture of AI-driven innovation.
• Gain actionable insights on how to integrate AI tools effectively into your firm’s workflows to enhance productivity and client service.

Midsized, multi-entity clients often come with their own unique set of challenges—ranging from complex financial structures to the need for seamless reporting across entities.

In this session, learn how QuickBooks Online Advanced can help you better serve these clients by simplifying consolidation, automating tasks, and enhancing visibility into financial data.

We’ll walk you through the key features of QuickBooks Online Advanced that make it ideal for handling multi-entity clients, including its powerful reporting capabilities, custom workflows, and advanced user permissions.

By the end of this session, you’ll understand how to leverage these tools to deliver value-added services and provide deeper financial insights for your clients.

Whether you’re looking to streamline month-end processes, enhance collaboration, or improve your advisory capabilities, QuickBooks Online Advanced is designed to meet the needs of growing, complex businesses.

Join us to see how you can unlock efficiencies and position yourself as a trusted partner for your midsized clients.

Key Learning Outcomes:

• Understand the unique challenges of serving midsized, multi-entity clients and how QuickBooks Online Advanced can address them.
• Learn how to use advanced features, like custom workflows and enhanced reporting, to streamline complex financial processes.
• Gain practical strategies to deliver more value and deepen relationships with your multi-entity clients using QuickBooks Online Advanced.

The QuickBooks product team will highlight the latest releases and updates to the suite of tools made specifically for accountants and bookkeepers and how we're incorporating machine learning and AI into your every day.

Plus you'll get a sneak peak into what the accountants product team is working on to further streamline your workflows as well as your client's accounting, tax and BAS.

This session covers how practices can move from a focus on compliance to a focus on reliance through innovative and lucrative advisory services.

We will review the Smithink Enabler System - the seven steps to success that will drive business advisory services in your accounting practice: We will cover how to:

1. Prepare your firm for success.
2. Unlock your client needs.
3. Create a disturbance in your client’s minds.
4. Analyse your client financial information.
5. Ensure key client actions are implemented.
6. Keep clients on track and.
7. Service the additional needs of your clients.

At the conclusion of this session delegates will be able to:

1. Evaluate the most suitable structure for their firm to deliver innovative advisory services.
2. Consider the how and why of what is required for business advisory success including client and service selection, pricing and delivery through a scalable model.
3. Determine the best client engagement model for their firm.

Discover the essential systems and AI strategies top firms use to price effectively and confidently.

The truth is, conventional pricing isn’t just outdated—it’s holding you back. In an AI-first world, mastering value pricing is no longer optional. It’s the key to positioning your firm for higher profits, more clients, and a better work-life balance.

Mark Wickersham FCA will show you exactly how to break free, reclaim your time, and increase your profits using simple yet powerful AI strategies.

Here’s what you’ll discover…

• If you’re under-pricing (and burning out), this single shift can boost your profits and reclaim your time—in record speed.
• The hidden cost of conventional pricing in an AI-first world—why it’s silently draining your revenue and the better model you need right now.
• The surprising AI and value-pricing secrets top firms use to stay miles ahead—and how you can leverage them to stand out.
• Think value-pricing is complicated? ChatGPT makes it stunningly simple with a prompt workflow that saves you hours (and makes you money).
• You’ll learn directly from a value-pricing expert who has helped over 9,547 firms shift from time-based billing to profitable, sustainable pricing models.

Key Learning Outcomes For This Session:

• Implement foundational principles of value pricing to consistently deliver perceived and measurable value to clients, driving firm growth and client loyalty.
• Utilise Large Language Models (LLMs), such as ChatGPT, to efficiently construct customised value pricing systems, enabling swift adaptation to client needs and market demands.
• Apply an AI-driven prompt workflow to enhance client communication, ensuring clients clearly understand the tangible value of services provided and are prepared to pay premium prices.

The world is moving from products and services to subscriptions, favouring access and transformations over ownership and deliverables.

The advantages to a subscription model are:

Predictable revenue; creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; not pricing services, but rather a series of customer transformations; and easier to predict demand and plan capacity.

It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.

Key learning outcomes from this session:

• Identify strategies utilised by businesses that have made the transition to a subscription-based model
• Understand The Progression of Economic Value and why Transformations are the next economic era
• Why Plussing your offering is critical—only uncommon services command premium pricing

Social media is a powerful tool, but it's not without its challenges—especially for accountants.

In this session, we’ll dive into the good, the bad, and the downright ugly sides of social media for accounting firms. You'll learn how to harness social media to grow your brand, engage with clients, and demonstrate your expertise, while also being mindful of the pitfalls that can arise.

We’ll cover the best practices for using platforms like LinkedIn, Facebook, and Instagram, along with real-world examples of successes and missteps.

Whether it’s understanding compliance issues, avoiding common mistakes, or simply getting more confident in creating content, this session will give you a well-rounded perspective on the do's and don'ts of social media for accountants.

Join us to learn how to navigate the social media landscape effectively, avoid potential risks, and leverage the good to build a thriving online presence.

Key Learning Outcomes:

• Understand the benefits and challenges of using social media for accounting firms.
• Learn best practices for leveraging platforms like LinkedIn, Facebook, and Instagram.
• Gain insights on avoiding common social media pitfalls and building a strong, positive online presence

Learn how automation can transform client service, streamline workflows, and reduce manual tasks that eat up time.

We'll explore Zapier and Make.com—two powerhouse tools that can automate routine client interactions, from onboarding to document requests, reminders, and more. By mastering these, you'll save hours a week, reduce human error, and create a seamless experience that feels personal and responsive for clients.

The future of accounting and bookkeeping lies in the ability to leverage artificial intelligence effectively.

In this session, we’ll explore how to build an AI literate workforce that’s ready to adapt and thrive in the evolving landscape of the accounting industry. Learn how to equip your team with the knowledge and skills they need to make the most of AI tools, streamline workflows, and deliver enhanced value to clients.

We’ll discuss the key concepts of AI literacy, how to foster a culture of innovation, and practical steps for upskilling your team.

Whether it’s understanding how AI can assist in everyday tasks or exploring more advanced uses, you’ll gain insights into how to integrate AI literacy into your firm’s culture for maximum impact.

Join us to understand why AI literacy is crucial for your firm’s success, and walk away with actionable strategies to get your team AI-ready.

Key Learning Outcomes:

• Understand the importance of AI literacy in the accounting and bookkeeping industry.
• Learn practical strategies to upskill your team and foster a culture of AI-driven innovation.
• Gain actionable insights on how to integrate AI tools effectively into your firm’s workflows to enhance productivity and client service.

Midsized, multi-entity clients often come with their own unique set of challenges—ranging from complex financial structures to the need for seamless reporting across entities.

In this session, learn how QuickBooks Online Advanced can help you better serve these clients by simplifying consolidation, automating tasks, and enhancing visibility into financial data.

We’ll walk you through the key features of QuickBooks Online Advanced that make it ideal for handling multi-entity clients, including its powerful reporting capabilities, custom workflows, and advanced user permissions.

By the end of this session, you’ll understand how to leverage these tools to deliver value-added services and provide deeper financial insights for your clients.

Whether you’re looking to streamline month-end processes, enhance collaboration, or improve your advisory capabilities, QuickBooks Online Advanced is designed to meet the needs of growing, complex businesses.

Join us to see how you can unlock efficiencies and position yourself as a trusted partner for your midsized clients.

Key Learning Outcomes:

• Understand the unique challenges of serving midsized, multi-entity clients and how QuickBooks Online Advanced can address them.
• Learn how to use advanced features, like custom workflows and enhanced reporting, to streamline complex financial processes.
• Gain practical strategies to deliver more value and deepen relationships with your multi-entity clients using QuickBooks Online Advanced.

The QuickBooks product team will highlight the latest releases and updates to the suite of tools made specifically for accountants and bookkeepers and how we're incorporating machine learning and AI into your every day.

Plus you'll get a sneak peak into what the accountants product team is working on to further streamline your workflows as well as your client's accounting, tax and BAS.

This session covers how practices can move from a focus on compliance to a focus on reliance through innovative and lucrative advisory services.

We will review the Smithink Enabler System - the seven steps to success that will drive business advisory services in your accounting practice: We will cover how to:

1. Prepare your firm for success.
2. Unlock your client needs.
3. Create a disturbance in your client’s minds.
4. Analyse your client financial information.
5. Ensure key client actions are implemented.
6. Keep clients on track and.
7. Service the additional needs of your clients.

At the conclusion of this session delegates will be able to:

1. Evaluate the most suitable structure for their firm to deliver innovative advisory services.
2. Consider the how and why of what is required for business advisory success including client and service selection, pricing and delivery through a scalable model.
3. Determine the best client engagement model for their firm.

Discover the essential systems and AI strategies top firms use to price effectively and confidently.

The truth is, conventional pricing isn’t just outdated—it’s holding you back. In an AI-first world, mastering value pricing is no longer optional. It’s the key to positioning your firm for higher profits, more clients, and a better work-life balance.

Mark Wickersham FCA will show you exactly how to break free, reclaim your time, and increase your profits using simple yet powerful AI strategies.

Here’s what you’ll discover…

• If you’re under-pricing (and burning out), this single shift can boost your profits and reclaim your time—in record speed.
• The hidden cost of conventional pricing in an AI-first world—why it’s silently draining your revenue and the better model you need right now.
• The surprising AI and value-pricing secrets top firms use to stay miles ahead—and how you can leverage them to stand out.
• Think value-pricing is complicated? ChatGPT makes it stunningly simple with a prompt workflow that saves you hours (and makes you money).
• You’ll learn directly from a value-pricing expert who has helped over 9,547 firms shift from time-based billing to profitable, sustainable pricing models.

Key Learning Outcomes For This Session:

• Implement foundational principles of value pricing to consistently deliver perceived and measurable value to clients, driving firm growth and client loyalty.
• Utilise Large Language Models (LLMs), such as ChatGPT, to efficiently construct customised value pricing systems, enabling swift adaptation to client needs and market demands.
• Apply an AI-driven prompt workflow to enhance client communication, ensuring clients clearly understand the tangible value of services provided and are prepared to pay premium prices.

The world is moving from products and services to subscriptions, favouring access and transformations over ownership and deliverables.

The advantages to a subscription model are:

Predictable revenue; creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; not pricing services, but rather a series of customer transformations; and easier to predict demand and plan capacity.

It provides peace of mind, convenience, recurring value, and a frictionless experience for the customer.

Key learning outcomes from this session:

• Identify strategies utilised by businesses that have made the transition to a subscription-based model
• Understand The Progression of Economic Value and why Transformations are the next economic era
• Why Plussing your offering is critical—only uncommon services command premium pricing