Today, marketing and helping accountants grow their practice is his real passion. 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'. 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. The seminars led to consulting engagements and the preparation of numerous marketing action plans for accounting firms across the entire country.
He is very passionate about the profession and is often described as “the accountant to the accountants”. 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 also helps firms identify and implement profit improvement opportunities.
He has authored several best selling booklets, 'Starting or Buying a Business in Australia' and 'The Complete Guide to Negative Gearing and Property' and has also been the architect behind the development of the Business Start Up Manager software. Late in 2009 he wrote the content for an accountant's website that the Cashflow Manager team in Adelaide then produced and this website has a real marketing edge and focus on niche areas including trades people, business start ups, SMSF's and clients buying investment properties.
He is uniquely connected to the profession as a sought after practice mentor and public speaker who closely monitors emerging trends in the profession with a keen eye on how to harness the power of social media, blogs, websites and cloud computing. His editorials in our newsletter (The General Journal) on topics like ‘The Practice Of The Future’ are widely acclaimed and he now writes regular articles for a number of trade journals including the ‘National Accountant’ magazine for the IPA. He continues to present his marketing materials at conferences including the 2011 CPA Conference in Lorne.
Sue has been part of the business for a number of years in her various administrative roles. She packages and processes all our software orders plus she manages our all important CRM system with more than 7000 contacts. Her background is in HR and prior to starting her family she was the payroll manager at the Australian Institute of Management.
Outside the office she is busy managing her two children's football, gym, netball and swimming commitments plus her role with the Parent's Association at Carnegie Primary School. She produces the fortnightly school newsletter and is an active member of the PFA. In her spare time she is an avid reader who loves a murder mystery and latest release drama at the movies.
Sue can be contacted at firstname.lastname@example.org