2

3

Insights Possible Actions

4

Keys to taking your business to the next level:

1. _____________________________

2. _____________________________

3. _____________________________

4. _____________________________

5. _____________________________

5

7

Insights Possible Actions

8

11

12

Insights Possible Actions

13

14

Breakout Room Session

FathomSession title: Help your clients with cash flow forecastingSpeaker: James Lin

Practice IgnitionSession title: Offering advisory services? How to get startedSpeaker: Michelle Timperley

Pure BookkeepingSession title: Advisory: What we’ve learnt, and what we’d changeSpeaker: Katrina Aarsman

XBertSession title: How to increase your revenue potential by automating data reviewSpeaker: Kue Hall

DextSession title: Introduction to Dext Precision Speaker: Matt Rowan

Profit FirstSession title: What is Advisory?Speaker: Laura Elkaslassy

15

Insights Possible Actions

16

18

Insights Possible Actions

19

20

Insights Possible Actions

21

22