This isn't business as usual for compliance season. New legislation is bringing more client enquiries, more requests for advice and more extra work from annual accounts, and most of it sits outside your existing engagements.
Without a clear process, that work quietly turns into scope creep, unsigned engagements and fees you never bill.
Join Rebecca Mihalic and Jason Robinson for a practical session on turning new work into paid work, with every job scoped, signed and paid for upfront.
What you'll learn:
- How to track every enquiry and turn it into a scoped, priced proposal
- How to package and price new and one-off services using a service library
- How to spot the extras from annual accounts, like corrections, extra meetings and follow-ups, and bill for them
- How to get proposals signed and paid before work starts
Conditions for CPD points
CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
IPA Members can enter their attendance to the webinar as structured CPD activity.
The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.
Speakers
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
Jason Robinson
Director | Future Advisory
Jason Robinson FCPA helps clients build smarter businesses with real-world tax and strategy advice. He is an APAC Advocate for Ignition, a member of CPA Australia’s Victorian Council and Public Practice Committee, and sits on Xero’s Partner Advisory Council. Jase also co-hosts The Numbers Game podcast and co-owns Coff Co, a coffee business. With over 15 years in public practice, he brings practical, straight-talking advice backed by experience.
AU
