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.
In anticipation of the mass exodus of 'baby boomer' principals from the profession over the next decade, Pat completed the REIV Agent's Representative Course in Property. The demand from firms looking to buy and sell fees and merge continues to grow and he also assists accountants looking for partnership opportunities.
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.
Outside the office he is married with 2 children and a keen golfer, plays social tennis and is a passionate Carlton supporter in the AFL. He continues to coach his son's junior cricket team at Ormond and enjoys action and horror movies. To take his mind off accountants, his favourite TV shows are Dexter and True Blood which are all about serial murderers and vampires!
Pat can be contacted at firstname.lastname@example.org
Fleur is a key member of the team who joined us in September 2006 and has graduated through the business to her current position of Office Manager.
Her grounding in the business means she understands our entire operation and has been responsible for a number of innovations in the office. She holds a Bachelor of Business and apart from being the Cashflow Manager 'champion', she is also a Microsoft Publisher 'guru' who turns our ideas into glossy print media including the General Journal and our range of booklets, e-booklets, brochures and The Accountants Marketing Toolkit.
Fleur has also been active with the Oaks Club group since inception and she co-ordinates all our seminars, special events and Accountant's Accelerator Group meetings.
Outside the office she is a bit of a foodie and enjoys visiting the wineries in the Yarra Valley. Fleur currently resides in the city which gives her easy access to attend Essendon games and the Cricket. Her favourite TV shows are The Walking Dead, Breaking Bad and Modern Family. She enjoys showing her creative side by making jewellery and she loves spending time with friends and family.
Fleur can be contacted at email@example.com
David is a finance specialist who joined our team in May 2009 and heads our Vehicle & Equipment Finance Division. He holds all the requisite professional qualifications including a Bachelor of Economics & Marketing plus accreditations with the leading finance industry professional bodies.
He brings more than 20 years experience in the banking and finance sector including almost 10 years with a major Australian bank where he gained specific experience in consumer, business & commercial credit. From there he made the transition to the motor industry where he gained further leasing finance experience before establishing his own finance broking business in 1999 specialising in commercial leasing and asset finance. He continues to offer a comprehensive range of innovative finance products and services, in particular commercial leasing and asset finance for goods such as cars, trucks, heavy vehicles, computers & IT plus equipment and machinery.
Married with two young children he is a keen golfer and dreams of playing at Augusta. Not surprisingly he is a car enthusiast and is always smiling thanks to Geelong's continued good form in the AFL.
Dave can be contacted at firstname.lastname@example.org