He also helps firms identify and implement profit improvement opportunities.
#Avid cashflow manager how to
Firms seek his counsel on a range of practice management issues including marketing, best practice software and procedures, website development and how to transition a practice from compliance to consulting. He is very passionate about the profession and is often described as “the accountant to the accountants”. The seminars led to consulting engagements and the preparation of numerous marketing action plans for accounting firms across the entire country. This toolkit was the catalyst behind the 2009 road show of national seminars titled 'Show Me The Money' which was followed up by the 'Ready Set Grow' road show in 2011. He published 'The Accountant's Marketing Toolkit' full of strategies (why and what to do) supported by dozens of unique tools that offer accountants the 'how to do'. Today, marketing and helping accountants grow their practice is his real passion. He developed the 'Practice Profitability Diagnostic' and started to develop benchmarks and key performance indicators for the profession that led to regular presentations at accountant's conferences, seminars and discussion groups. For the next few years he continued to promote the software and run training workshops but by 2004 his focus had turned to practice management. He addressed more than 20,000 small business owners in the GST transitional phase and the seminars created massive interest in Cashflow Manager. With the introduction of GST he sold his accounting practice and ran over 150 introductory GST seminars on behalf of Victorian accounting firms. By the time Cashflow Manager became a software program in 1996 he had developed relationships with several hundred accountants and those relationships are the corner stone of our business today.
#Avid cashflow manager manual
At this time, Cashflow Manager was just a manual cash book and despite still running his own practice he managed to visit accounting firms to demonstrate and promote Cashflow Manager. In 1986 he established his own general accounting practice in the south-eastern suburbs of Melbourne and in 1991 he took on the Victorian distribution rights for Cashflow Manager. After completing a Bachelor of Business (Accounting) and graduating from Monash University, Pat spent several years in the Tax Division of a large international accounting firm (Arthur Andersen & Co).
0 kommentar(er)
