PERSONAL TAX SERVICES - UNTAPPED REVENUE You have business clients. Do you also do their personal tax? Personal tax is: - Recurring revenue (every year) - Higher margin (less work than business tax) - Client retention (people stay for personal tax) - Cross-selling opportunity (once you have client, easy to add personal) - Compound revenue (as you grow client base, personal tax grows) But many practices leave this on table: - Don't ask clients if they need personal t

SYDNEY ACCOUNTING PRACTICES - YOUR GROWTH ROADMAP Sydney accounting practices face unique challenges: - High cost of living (staff want higher pay) - Competitive market (lots of other practices) - High rent (office space expensive) - Talent shortage (good people hard to find) - Long commutes (staff working hybrid) But Sydney also has: - Large client base - Growing economy - More revenue per practice (vs. regional) - Access to talent from all over Australia HOW TO GROW

THE HIDDEN COST OF POOR ACCOUNTING SOFTWARE You're using accounting software. But is it right for you? Many practices use: - Desktop software (old, hard to access remotely) - Cheap cloud software (limited features, poor integrations) - Multiple systems (Xero for accounting, separate payroll, separate time tracking) - Manual workarounds (because software doesn't do what you need) Cost of wrong software: - Manual workarounds (10-20 hours/week) - Errors (wrong data, dupl