iscover
WEBCAST
EOFY Productivity through processes
Description
As the end of financial year (EOFY) approaches, optimising your firm's processes is more critical than ever.
Watch our webcast, ‘EOFY productivity through processes’, to discover how to navigate the busy period with greater efficiency and less stress. This session will equip you with practical strategies to streamline client interactions, empower your team, and leverage technology effectively.
We’ll start by exploring how to take a proactive approach with your client processes. For returning clients, learn crucial tips on setting clear expectations, effectively avoiding scope creep, and confidently approaching price increase conversations (note: we’ll touch on pricing here, with a dedicated webinar coming soon for a deeper dive).
For new clients, we’ll cover best practices for engagement and onboarding. A key highlight will be demonstrating how a powerful tool like Ignition, integrated with QuickBooks Online, can revolutionise these engagements and re-engagements.
We’ll also discuss the importance of assessing your client’s current accounting solution and migrating any entities (like trusts, partnerships, SMSFs) from desktop solutions or Excel to the cloud for improved efficiency. Finally, discover how automating even a few key processes can lead to significant time savings, especially those that cause the most headaches or offer the biggest impact.
Next, we’ll delve into how to ensure your team is properly equipped. This includes clearing roadblocks so you and your team can focus on high-value work. We’ll share anecdotes from Emma Fabbro, accountant and owner at Fusion Accountants, on optimising meetings, meeting tools, and inbox management. Learn how to map your end-to-end client workflow for EOFY, establish a centralised source of truth for task responsibility and deadlines, and increase visibility into work flowing through your business. We’ll also cover best practices for managing client document requests and storage, advocating for centralisation through a client portal in your accounting software to eliminate email chaos.
Finally, we’ll explore how having the right tools in place makes life easier. Get general tips on identifying bottlenecks caused by current tools. We’ll reiterate the importance of assessing your client's overall software platform to determine if it still meets their needs, or if an upgrade to a plan with more features would benefit both your firm and your clients. The session will emphasise the critical need to transition clients from Excel files or desktop solutions to the cloud, highlighting how these traditional methods are significant time sinks.
By the end of this webcast, you'll have actionable strategies to transform your EOFY workload into a streamlined workflow, ensuring a more productive and profitable period.
Register for the webcast today and learn how to simplify your EOFY workload, boost team efficiency, and deliver better outcomes with smarter processes and tools.
