The Accountant Advantage Slide Deck
1
The Accountant Advantage
TM
2
Financial health
3
Empowered
3
4
5 Biggest Mistakes
5
Mistake #1: Don't know
6
Mistake #2: Don't want to know
7
Mistake #3: Don't know which way to turn
8
Mistake #4: Think they are too expensive
9
Mistake #5: Accountant does nothing to help
10
Disaster
11
“Good vs
GREAT”
12
4 HOT Principles
13
The Good to Great Accountant Converter
TM
1. Time & Frequency
2. Traits
Good
Great
~Today~
~Tomorrow~ 4. Technology
3. Tasks
14 Ask the right questions
15
The Accountant Audit
TM
16
1. (Who) Name / Company? ______________________________________________________________________ 2. How long have you been using them? _______________________________________________________ 3. Do they understand the trade industry (Not nec, but helps)? 4. Are they passionate/love what they do?
YES
NO
YES
NO
5. Do they encourage cloud accounting?
YES
NO
6. Do they teach you how to read your reports?
YES
NO
7. Do they add value by pointing out trends you may not have noticed in your report? (Last Year vs. This Year) YES
NO
8. How frequently do you see your accountant? Never
Monthly
Quarterly
Annually
9. How much do you pay? (per visit or contracted?) _____________________________________________ 10. What do they do for/with you?
a. tick what they do for you. b. circle what you WANT them to do for you. Reconcile Daily Eftpos Payments
Manage Vehicle Rego & Insurances
Bookkeeping tasks
Debt Collection
BAS
Liaise Direct with CRM about Accounting Issues
PAYG Wages
Raise Accounts Payable (you authorise payment)
Phone meetings Face to Face meetings
Forward Forecast
Profit & Loss Reports
Knowing your hourly rate to charge
Balance Sheet
Personal wealth creation
Breakeven
Monitors timely tax payments
Gross Profit
Connects CRM System to Accounting Package
Collect Mail 11. Do they discuss? (tick)
PAST
PRESENT
FUTURE
12. Are they GOOD or GREAT?
GOOD
GREAT
17
18
Cloud Account Platform
19
20
“Good vs
GREAT”
21
Upgrade
22
The Good to Great Accountant Converter
TM
The Accountant Audit
The Financial Focuser TM
1. Time & Frequency
2. Traits
Good
Great
~Today~
~Tomorrow~ 4. Technology
3. Tasks
The Accountant Questions
23
Key player
24
“Change Your Thinking Change Your Results”
25
Empowered
25
26
26
The Accountant Advantage
TM
2
Financial health
3
Empowered
3
4
5 Biggest Mistakes
5
Mistake #1: Don't know
6
Mistake #2: Don't want to know
7
Mistake #3: Don't know which way to turn
8
Mistake #4: Think they are too expensive
9
Mistake #5: Accountant does nothing to help
10
Disaster
11
“Good vs
GREAT”
12
4 HOT Principles
13
The Good to Great Accountant Converter
TM
1. Time & Frequency
2. Traits
Good
Great
~Today~
~Tomorrow~ 4. Technology
3. Tasks
14 Ask the right questions
15
The Accountant Audit
TM
16
1. (Who) Name / Company? ______________________________________________________________________ 2. How long have you been using them? _______________________________________________________ 3. Do they understand the trade industry (Not nec, but helps)? 4. Are they passionate/love what they do?
YES
NO
YES
NO
5. Do they encourage cloud accounting?
YES
NO
6. Do they teach you how to read your reports?
YES
NO
7. Do they add value by pointing out trends you may not have noticed in your report? (Last Year vs. This Year) YES
NO
8. How frequently do you see your accountant? Never
Monthly
Quarterly
Annually
9. How much do you pay? (per visit or contracted?) _____________________________________________ 10. What do they do for/with you?
a. tick what they do for you. b. circle what you WANT them to do for you. Reconcile Daily Eftpos Payments
Manage Vehicle Rego & Insurances
Bookkeeping tasks
Debt Collection
BAS
Liaise Direct with CRM about Accounting Issues
PAYG Wages
Raise Accounts Payable (you authorise payment)
Phone meetings Face to Face meetings
Forward Forecast
Profit & Loss Reports
Knowing your hourly rate to charge
Balance Sheet
Personal wealth creation
Breakeven
Monitors timely tax payments
Gross Profit
Connects CRM System to Accounting Package
Collect Mail 11. Do they discuss? (tick)
PAST
PRESENT
FUTURE
12. Are they GOOD or GREAT?
GOOD
GREAT
17
18
Cloud Account Platform
19
20
“Good vs
GREAT”
21
Upgrade
22
The Good to Great Accountant Converter
TM
The Accountant Audit
The Financial Focuser TM
1. Time & Frequency
2. Traits
Good
Great
~Today~
~Tomorrow~ 4. Technology
3. Tasks
The Accountant Questions
23
Key player
24
“Change Your Thinking Change Your Results”
25
Empowered
25
26
26
