• The control panel will appear similar to the image on the left

Using the control panel

• The control panel may disappear, you will need this panel to

appear so click the orange button, click

‘View’, then uncheck‘Auto-hide’.

If using a Mac If using Windows

Help required

• If you have any questions, please use the questions box on the right side of your screen.

• Please note: Audio is via sound on your PC or device, please ensure speakers are on and audio is turned up. Alternatively you can use the telephone number provided on the system.

• Please turn off any apps or email programmes for the best experience.

Please use the dialogue box

We love questions

MCIM

VP International Marketing & Comms for MyFirmsAppAuthor (13 books)

Thought Leader

Your presenter todayPost PC Consultant

Keynote speaker to over 300,000

3 Decades consulting to professional service firms

David Oliver

App only global software business

Providing 24 hour global service – dedicated, expert team serving ..

More than 1000+ Accountancy firms

Making us the only Globally approved, endorsed, and accredited solution.

More than a quarter-of-a-million clients of other firms already use their App.

Trusted by national, regional, and small firms alike including New Vision CPA (Jody Padar), Brown Graham & Company, Somerset CPA, TRO, Tolbert CPA and loved by thought leaders like Kim Fedore & Paul Dunn.

The USA’s, leader…

Today’s agenda

Beyond the cloud the new landscape of disruption

Reviewing cloud adoption

Benefits of cloud

Challenges of cloud

Cloud and changing client expectation

New time and new services created by cloud

How CPA’s & EA’s are being replaced

Become irreplaceable with a Custom App

Great but it looks expensive - … we’ll compare it to the

price of a 1st class stamp!

The right outcome for you today

1. You are only on this webinar for CPE.. You are welcome

just let us know

2. You have less than 100 clients .. Feel free to stay on this

webinar but if you prefer we have a small firms

equivalent.. Type ‘small firms webinar’ please in the

question panel

3. You understand cloud better, need an App, but would

prefer a follow up call

4. You want an App, and want to get started, you are in a

position to buy and want the very best package and price

for your firm.

Great news, I have an incredible offer for you

Chapter 1Beyond the cloud …..

the new landscape

The journey towards digital and growing cloud adoption is

the mother trend of all changes..

& going digital is not a choice

Reason 1. The definition

We believe 2017 to be a watershed year or a tipping point

The changing landscape

THE TIPPING POINT

The tipping point is that magic

moment when an idea, trend

or social behaviour crosses a

threshold, tips, and spreads

like wildfire. Just as a single

sick person can start an

epidemic of the flu…

Reason 2 Fact ; the landscape has changed & is inexorably continuing that change. Cloud & Mobile tech…

…A landscape of automation, innovation & DISRUPTION

I believe it’s likely to be a watershed year or a tipping point

The changing landscape

Reason 3. Change becoming disruption

Change happens all the time in life in nature in our bodies in politics and seldom requires massive response.

Equally, sometimes that change becomes disruption and a response becomes inevitable and immediate.

We simply have to take action whether we like

it or not .

Chapter 2Cloud adoption in USA

Current Cloud Software Provider

Total: 170

1%

52%

1%

5%

7%

34%MYOB

QuickBooks

Right Networks

Sage

Xero

None

Number of Clients that a firm has

Total: 1499 (1000+ totals 8 people (0%))

12%

52%

13%

9%

4%

10%

0%

N/A

1 to 100

101 to 250

251 to 500

501 to 1000

501 +

1000 +

Chapter 3Benefits of cloud

Benefits of cloud

Benefits of cloud

1. Flexibility

2. Disaster recovery

3. Automatic updates

4. Capital expenditure free

5. Low user cost

6. Increased collaboration

7. Work from anywhere

8. Document control

9. Security

10. Competitive edge

Little wonder that the majority of clients and potential clients are already using cloud routinely…. & getting great value from it

Chapter 4The challenges beyond

the cloud

Challenges beyond the cloud

1. Hidden expenses that grow for clients & for accounting firms

2. Exploding ‘Add-on’ App community

3. On-boarding and training is time draining and costly for accounting firms

4. Data flow has changed and we are becoming replaceable fast

Let’s unpack some of these

More than a half increasing spend in IT and marketing

More than a half already implementing mobile technology and a further third planning to implement.

How firms are responding

Almost all firms investing in technology, and nearly a third increase in focus on advisory services.

Chapter 5Cloud & client expectations

The Birth of on-demand accounting. Cloud & mobile automation

brings innovation… as number crunching takes a back seat

new services and new pricing models emerge

65 % of clients will use their Smartphone for business every day and that can only increase!

Clients expectations have changed they want mobile they want on-demand and they want other servicesAnd all the surveys suggest a majority want more from you.

Cloud & Client Expectations

The Birth of on-demand accounting. Cloud & mobile automation brings innovation… as number crunching takes a back seat new services and new pricing models emerge

Remember this?

Cloud & Client Expectations

56% of SMB’s plan on using accountants .. For value added services such as ‘Management Consultancy’

“In 40 years of consulting I have never yet come across a client who resented being telephoned or visited by their accountant to show them ways they could be better cheaper more profitable more successful. Almost none of them have enjoyed that experience!”

With the proliferation of cloud adoption the end of 9-5 historic reporting is imminent and inevitable.

CPA’s and accountants are still seen as the most trusted adviser.

•What a privilege •What a responsibility •What an opportunity

The Birth of on-demand accounting. Cloud & mobile automation

brings innovation

Automated already:

• Management accounts

• Tax return

• State tax

• Payroll dividend vouchers

• Auto enrollment

Shift from pure compliance to

relational engagement

• Mentoring clients

• SWOT

• Marketing & growth programmes

• Tax efficiency and planning

• KPI

• Balanced score cards

• Legacy planning exit planning

The Rise of the New CPA or EA

Birth of on-demand accounting as Cloud & mobile automation bring innovation

The Rise of the new CPA or EA

• The new you? BAS WP? Business Advisory Services With Purpose

• As the compliance cage gets lifted the real you can fly. What is it you would most

love to do with clients?

• Think what that would be and think how you could package it

• Give it a name show what the outcome will be to your clients eg What problems it

solves

• What pain it removes what gain or improvement it produces. The Price that

package

• Number crunching takes a back seat and BAS emerges from the womb

• BAS? Business Advisory services

• Brings you closer to clients with tailored services that can dig deeper

• Changes your pricing model for ever. Moving from the transactional (commodity)

to the relational (tailored advisory). Means you change your pricing models

dramatically and permanently

• Move to a value based pricing proposition move to outcome based pricing and

give your clients what they really want…And be much more profitable yourself

Rise of the New CPA or EA

You’ll never get a different pricing model with

clients without thinking of one

You’ll never get a different pricing model with

clients without asking for one

You’ll never get a higher price without thinking of

one and you’ll never get a higher price without

asking for one

David Oliver’s 30 year ‘mantra’; 'aim higher than

you think'

Rise of the New CPA or EA

Communication To Clients .. Check list

1. Analyse the client database

2. Send offering to all appropriate business owners

3. Prioritise and contact 5-10 per week

4. Follow up with a telephone call

5. Do a fact finding package tailoring visit

6. Convert the client

Rise of the New CPA or EA

Chapter 6Cloud..are you being replaced?

Your Firm Your Systems Your Clients

How you work today

Your clients, their data, their

collection.

Your Firm?

Software companies

Are you being replaced by ‘tech’?

Client will find, or be sold, a solution…

If you don’t supply to your clients, they will go direct. clients go?

There are hundreds of Add on Apps

Firms are often left to offer clients 5 – 10 even 15 Apps

Draining significant time and energy from firms

And it’s starting to get very messy and confusing for clients

Diluting control and ownership of customers

Impacting today, tomorrow and in the future for most firms

Another dangerous area of potential to be replaced

The Cloud and Add-on community are adding to the pain

Clients

Your firm your client & the IRSreplacing you the CPA or EA

+

=? ?(You’ve got fee pressure…)

The cloud has enabled the Big 4 and others to targetyour clients

With the same software providers who are also trying to go direct to your clients

• Competitive activity locally, especially from larger firms

• Needed to make the type of quality firm they were, tangible

• Needed tools to give clients which they would actually use, to save time for them and the firm + increase retention

Increased competition from larger firms…

Where we have noticed the greatest impact is

competing with other accountant’s businesses. For a

small firm like ours we have found we gain instant

credibility when competing against larger competitors,

for example we encourage prospects to download the

app prior to the meeting and almost all of them do.

As for existing clients they are always keen to point out

how useful they have found the app. A great decision

for a practice like ours that is ambitious and forward

thinking”

Robert Marjoram

Together Accounting

You are becoming replaceable

Data is collected and managed today more by mobile and Apps.

It flows easily from the client and their device, to the software provider directly and increasingly to the IRS

Too few firms are building their advisory services to compensate and create greater value.

The game has changed!

The collection and flow of data has already made firms

replaceable; this will continue.

Chapter 6Become irreplaceable…. respond to cloud with confidence at low cost with an App

It’s custom software you download on your phone or tablet and press an icon to use.

For example; Sky, Facebook, LinkedIn, Uber, WhatsApp etc

Provides content, tools and messaging capability.

What is an App?

What is a custom App?

Your own firm’s custom App fully branded as yours is given to clients and potential clients

Your icon is always on their homescreen and ready for them to press and engage you firm, your tools, your content and your messages

The first question is; ‘Does my Firm Need An

App?’

They used to ask me that about websites!

The world has adopted smart phones and tablets 10 times faster than it embraced personal computers in the 1980s

Speed of adoption

faster than it joined social networks in the new millennium

87%of internet users

today own a smartphone

Source: globalwebindex

Source: Flurry.

3x

It’s all about mobile

Today, the smartphone market has reached 90 percent penetration in the mature markets of North America, Western Europe, Japan and Mature Asia/Pacific…

“

”

Ms. Roberta CozzaResearch Director

Adoption in all age groups

are spending 70 hours+ pm using Apps on smartphones and tablets

are spending 180 hours+ pm using Apps on smartphones and tablets

55-64yr olds 35-54yr olds

Mobile v desktop

Desktop

Mobile & Tablet

Oct-15 Jan-16 Apr-16 Jul-16 Oct-16

45

50

60

55

%

Source: Highcharts.com

Source: Statista

Time spent on smartphones 2016

90%

10%Apps

Mobile Web

Humans live with their mobile phones

• The augmentation has begun. The Pew Research Center reports that 65% of smartphone owners take their phones to bed with them.

• That same study found that nearly 25% of iPhone users say they think of the device as an extension of their body and 41% said it would be a “tragedy” to lose their iPhone.

• A study from Stanford University found that 75% of iPhone users take their phones to bed.

The smartphone is an indispensable personal device unlike anything humankind has ever created.

• When it beeps, we respond.

• When it loses its power, we nourish it.

• Once its fully charged, we feel ready to take on anything life throws at us.

100%

In 2016, AppAnnie and Ofcom…

Mobile is now first screen

Mobiles are now the first screen –overtaking laptops to become the most important device.

“

”

Your ClientsYour Firm

One App. One Place. Your Brand.

Streamlining on-boarding, increasing adoption.

• Great software choices

• Fully automated firm

• On-boarding challenge for clients and staff

“We chose MyFirmsApp as we wanted to differentiate

as a firm and continue to be at the cutting edge of

technology with clients and prospects. Along with the

App, which has been created for us – we also chose a

marketing pack to help us easily promote and

distribute our new App. We were particularly pleased

that even before we began marketing it, we had won 2

clients who had found our App and enquired through

it! This has already paid for the App and we now look

forward to marketing it with earnest and enjoying the

results from that.”

Derek Mitchell

Taylor Viney & Marlow

Make you

irreplaceable

With a custom App you become irreplaceable

increased referrals

direct enquiries

increased customer

loyalty

hours of time savedfuture proof

A custom App will help you with

Marketing

Collection

Protection

Your App

Here

Communication

Collaboration

Recruitment

A custom App will help your clients and their staff

Ease of access –

One App One Place

Save time and

Removes painful admin

Modernises my relationship in the way that I want

Your App

Here

Data collection i:e-Receipt Management Logbook tracker etc

Automatically keeps you up to date

Answer questions

Saves time & removes the least enjoyable part of your job

Smartphone/ tablet

detection and pop-up

Automate your App

distribution…

24/7 automated marketing

Time saving data collection GPS Mileage Tracker

Time saving data collection - Expense management

Time saving Automated Ops the value?

Mileage & Expenses

Quickly, consistently,

accurately, & ready for

immediate use on

Excel or your software

such as QB Xero MYOB etc

Say saves 15 mins per

month per client

250 clients = 750 hours pa

500 clients = 1500 hours pa

$30Average cost of an

expense claim using manual processes

26%Of businesses use

spreadsheets to manage their employee

expenses

41%Of businesses have a paper-based expenses

process in place

Source : Concur Expenses Benchmark Report Source : Concur Expenses Benchmark Report

Automated client communications… &

an all new marketing channel

Push notification

Singular & Instantaneous

Direct & Irresistible

0% bounce rate

80% + higher open rate than email

Seconds to send

No data stored by you

Can be written and scheduled in advance

2

User then gets full access

to the App

1

The user fills in the expertly

designed form

3

You get the data -

personalised message to the user

Push notifications have an average open rate of 80%, email is 15%.

MFA clients who use one-to-all push notifications get an average 50% greater engagement each month.

One client who used ‘segmented’ push notifications saw a 132% increase in engagement.

Quote; ‘This is a once in a decade game-changer for ops and more importantly for marketing’

5x more effective than email

“

”

Segment the app users data e.g. top 50 clients, potential clients, vertical markets

Bolt it into existing platforms such as Mail chimp Mad Mimi Hub Spot

Send data 1:1 1:everyone, 1: segments

Use this all-new data ‘with a reason’ to;

o Send a Push

o SMS

o Direct Mail

o Email

o Call

All new data with multiple options for use

Built into your current habits

You send an email

Add to it a BCC address we give you

It sends the email as a push message

You avoid the overflowing email inbox

The App delivers your message

direct, personally,

to their phone.

Awesome

At download an automated ‘welcome’ push is sent 1:1

A month later a second Push is sent

12 automated ‘Push’ notifications sent for you

What all that means is even if you get ultra busy, new users get a 1:1 personalised Push, a follow up, and all users get a minimum of 12 notifications in the year

Automated push messages sent for you

Chapter 8Okay great, but it sounds expensive

For most firms less than the cost of a single 1st class stamp per month per client

Communicate 5x better than email

Attract quality new clients; increase referrals

Save time; yours, your teams and your clients

Makes you Irreplaceable

No other single investment can do so much for your firm, at such low cost, and with so little

effort! Differentiate your firm

Simplify clients lives

Protecting your firms future in this digitally mobile world

Your special offer offer:

Save 16%

Or…over $1,500 simply by going ahead today

Normal price $398pm, reduced to to $334pm, saving you over $1,500

NB There are no up-front costs

Here’s why you get 16%…

Here’s why:

Follow up is costly for MyFirmsApp

Research shows that it can take us 20 or more contacts to process a new client

Following the webinar, best intentions can fade as other priorities crop up

By going ahead today you save us:

Days of time & Hours of follow up activity and we are honest about this, up front

and want to pass all of those savings directly onto those of you ready to rock and

roll today.

Here’s How:

Watching this online ?Please type ‘Quick Start’ into the subject

line and email davido@myfirmsapp.com

Or select the Poll answer that best suits your response

I am only on this webinar for CPE please do not contact

I have less than 100 clients please send me the small firms offer

I like the App and would like a follow up call

I would like to go ahead with today’s 16% offer

Reminder of your offer

Yes! Please type ‘Quick Start’ into the question dialogue box.

danielr@myfirmsapp.com

Your own App quickly live within a

few weeks

You first in the digital relationship

with your clients

No lump-sum upfront fees

Exclusive delegate offer today only

Painless process for you +

implementation support

It is an exciting opportunity…