Meet our practice dynamo, Tracey Amott of Greenview Accounting Group at our upcoming ‘Transforming the Future of Tax and Accounting’ roadshow in Melbourne and Sydney. This latest roadshow is a must attend session and a great way to learn more about the technology and industry requirements impacting professional accountants.
What will you bring to the roadshow speaker line up?
I am really excited to share the positive experience we have had and the learnings we have achieved across our practice group in our plan to create ‘the future practice environment’. We knew what we wanted and despite not being able to achieve this with an earlier implementation with another provider, we worked closely with Wolters Kluwer to get there. But we did it and we know now what it’s like to plan and execute on a strategy to get closer to our clients. I can’t wait to share our insights with the audience.
What is a smarter practice?
Well for us it was all about moving away from the single annual report and tax bill style engagement with clients to instead build a practice capable of offering a predictive accounting service. We have always tried to differentiate ourselves over the past 20 years and for us predictive accounting is paramount. It really is all about the service and the customer relationship. In fact we are so committed to this we have completed the implementation of the fully integrated CCH iFirm practice management suite from Wolters Kluwer and contribute to our own future with our input on the CCH iFirm Client Advisory Board.
Will you share insights into the transformation?
Absolutely. I am looking forward to highlighting the difference between our previous implementation and its upgrade path, to what we have built today with Wolters Kluwer. I want my industry colleagues to understand that we now have clients that are blown away by what we can provide for them – wherever we may be working from. And we are fully prepared for the future with the implementation of iQ, the predictive accounting tool.
Who do you think should be in the audience?
Any professional firm that wants to be closer to their clients. Whether they have already implemented components of the CCH iFirm suite, or not – our journey is already paying off for us and our clients.