What you'll learn:
Automate and simplify client onboarding and engagement
Streamline workflows to save time and reduce manual tasks
Ensure hassle-free invoicing and payment collection
Integrate AI into client meetings for tailored engagements
Revolutionise your client management and maximise your firms efficiency.
Looking to make client management easier for your firm?
Join us for a practical, down-to-earth session hosted by Rebecca Mihalic (businessDEPOT) with firm owners Natalie Lennon (Two Sides Accounting) and Sarah Lawrance (Hot Toast), where we’ll dive into how technology can streamline everything from onboarding—to payment.
This isn’t about adding more tools to your plate—it’s about using the right ones to make your teams life easier. We’ll cover real-world strategies to help you maximise efficiency and make your processes run smoother.
Speakers
Sarah Lawrance
Founder and Managing Director @ Hot Toast
Sarah’s love of business began at just eight years old when she would get up early to watch Business Sunday with her father. What followed was a Bachelor of Finance and a stint in the UK perfecting the art of finance on small and medium sized companies throughout Europe.
Upon returning to Australia in 2014, Sarah found her niche working with film, media, advertising and marketing companies.
Sarah founded Hot Toast in 2015 with the goal of helping small to medium businesses scale. Being able to understand the story the numbers tell and provide insights and value to these businesses in a way that supports aggressive growth strategies is why she does what she does.
Natalie Lennon
Founder & Director | Two Sides
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards
AU
