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Strategies for Automating your Accounting Processes this New Financial Year
When: Thursday 3rd August, 1pm AEST
With the end of the financial year finally behind us, you may be reflecting on the year that was and what you want to achieve within your firm in 2024.
Join Glenn Castle from Dext, Amanda Gascoigne from The Balanced Firm and Frank Fazzolari from Visory, as the they discuss how technology can identify opportunities for your clients, ensure you maximise your recoverability, and aid in automating those tedious, time-consuming processes. Throughout the session, the panel will also discuss practical examples of how they have implemented these strategies and the learnings from doing so.
Key Takeaways:
- Identify manual processes prone to errors and inefficiencies, and explore technology-driven solutions to automate them
- What systemisation can do to ensure you have the insights needed to be efficient and standardise your processes
- How automation can aid with recoverability and how to implement it
- Ensure data from commerce marketplaces is translated correctly into your clients accounting system
- Uncover opportunities for providing advisory services in the new financial year
Join us live to earn 1 CPD point!
Note: If you missed / can't make it on the day, register anyway and we will send you the recording afterwards.
Register Your Spot Now
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Glenn Castle, CA
Regional Accounting & Product Expert
Dext
Glenn is a Chartered Accountant who has spent over 20 years in the Tax and Accounting space. 5 years in Practice, before making the move into technology where he has spent the past 15 years implementing software into accounting practices of all sizes and as a product manager. Glenn has looked after the design and development of various accounting software solutions and enjoys solving problems through the use of technology.
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Amanda Gascoigne
FCA, CA & Founder
Amanda Gascoigne Consulting & The Balanced Firm
As a small business owner for 24 years, 18 of those as a chartered accounting practice founder and owner, Amanda has been able to combine her love of conversation, people, accounting, small business and family.
She now helps small and solo accounting practice owners (startups to $1.5m in turnover) across Australia and New Zealand have better practices and better lives and helps them have better relationships with their clients and teams through her coaching, consulting, mentoring, online courses, resources and her online community, The Balanced Firm all exclusively designed for that segment of the industry.
Amanda wrote in a pre-pandemic article that she believed that in 2020, small and solo accounting practice owners would be looking for more. More from their practices. More from their lives. And in 2023, Amanda is optimistic that positive and sustainable shifts in practice models will be embraced for practice owners to achieve this.
Amanda also advocates for small and solo accounting practice owners and their clients in her roles with CA ANZ as a member of the Trans-Tasman Public Practice Advisory Committee, the NSW Public Practice Panel and is the Australian-based Practice Mentor for the Practice Peer Mentor Exchange. She also is the small business representative on the ATO’s GST Stewardship Group
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Frank Fazzolari
Head of Customer
Visory
Frank is the Head of Customer at Visory. An online workflow and collaboration platform delivering quality assured, scalable back-office services to businesses across Australia and New Zealand. Using his operational and people background, Frank leads customer-facing and growth teams with a focus of instilling strong processes and quality standards to deliver scalable service to all customers.
Working closely to many Accountants & Advisers, Frank believes that strong bookkeeping and back-office processes lay the foundation for heightened advisory services that utilise timely and accurate financial information.