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Here is what we need to discuss:
- What is your current accounting practice technology?
- How many partners are there?
- How many accountants are there?
- Where does the most revenue come from? Tax returns, BAS, advice, wealth.
- What does you complete client base look like? How many individuals, how many super funds and how many entities that need financial statements?
- How many clients are on Xero, QBO, MYOB, Rounded or Others?
- What industries do you specialise in? If any?
- What are your future plans for the practice?
- Do you have a type of advisory service? Operational or financial advisory? Or both?
- Do you want to offer new services?
- Are you using or considering a move to fixed monthly fees?
- What new products do you want to introduce? Why?