ON DEMAND WEBINAR

How Digital Operational Transformation Can Lead to a Thriving Practice

Is the way you’re growing your firm today making it harder to sell tomorrow?

Buyer interest in accounting firms is high, but if yours doesn’t stand out in the market, potential buyers will look elsewhere.

A successful sale requires building the specific qualities buyers are willing to compete for, long before you decide to exit.

Join accounting growth experts Nick Sinclair of TOA Global and Brannon Poe of Poe Group Advisors as they discuss strategies from over $250 million in completed sales that have helped drive firm marketability and valuation.

Plus, earn one CPE credit if you attend live and meet the certification requirements.

Key Takeaways

Nick Sinclair

Founder, TOA Global and Ab² Institute of Accounting

Nick started TOA Global in 2013 to support the growth of his accounting and financial planning services firm in Australia and found solutions to the growing pains that many practices face.

These solutions include making optimal use of technology, as well as building high-performance global teams so that firms can grow their capacity, become more profitable, and win back time for more impactful work.

In its first decade, TOA Global has helped more than 1,000 firms grow and made it possible for more than 3,400 accountants to build more rewarding careers.

In 2018, Nick founded the Ab² Institute of Accounting, a registered training organisation that provides qualifications and short courses, so that accountants and the firms they work with can stay up to date in their technical, software, and leadership skills.

Stan Corner

Founder, Business Automation Works and ATOmate

With over 25 years of experience in the technology industry, Stan’s professional focus centres on building high-performance teams and leading organisational change through operational efficiency.

He is the CEO and founder of Business Automation Works (BAW), the team behind ATOmate.

Most recently, Stan has worked closely with professional services businesses to implement technological transformation projects and automate key business processes.

BAW is an innovative company that provides automation solutions to businesses including accountants, property managers, and the manufacturing industry.

Its flagship product, ATOmate, automates the capture, processing, review, and distribution of ATO correspondence. ATOmate integrates with a range of practice and document management platforms, helping accountants reduce their ATO document processing time by up to 90%.

Sharon Nouh

CEO and Founder, Prospend

Sharon’s experience spans over 25 years in the creation of corporate travel businesses and senior leadership in travel technology companies, with a focus on developing innovative technology that transforms business processes.

Sharon developed and launched the first locally built expense management tool in Australia, expensemanager, which was the original version of ProSpend.

Her vision over the last 15 years has been to create a hyper-automated software platform that allows businesses to manage all their business spending proactively.

Sharon is committed to innovation but also understands that technology should solve real business problems and not just be trendy. She believes software should be intuitive, easy for businesses to adopt and backed by exceptional customer support.