Reckon APS Client Briefings 2015

Strategy and Development update

The Evolution of the Paperless Practice

Tools for a Relationship Focussed Practice

Cloud Strategies for Practice & Clients

Agenda

Trends in the Accounting Profession

New Business ModelsOutsourcing

ExpectationsNew Revenue Streams

Integrated reportingProcess Efficiencies

Access financial data from anydevice with an internet connection

Australia and

New Zealand’s

demographics

are changing

Our Focus

Engagement Model

Subscription Pricing

Extend Support Hours Aus & NZ

Training Videos

Massive Development Investment

Value For Our Clients

Product Updates

PM10 PIQ9.2 TAX XPA10 DM SD

PM10• Packaged Single Installer• Bulk Email Invoices & Statements• 200+ Enhancements

PIQ9.2• Perspective• Quick Links• Personalisation

TAX• Safe Release• Workshops & Webinars• Tax Update & Rollover service

XPA10• Tag Sets/Benchmarking Export• Xcede 10• WM Integration

DM• Virtual Cabinet• Document Portal• WM Integration

SD• ‘One Process’ solution• Instant access• Choice

Our Focus

The Evolution of the

Paperless Practice

Managed network folders

Scan & file paper on completion

Shared Email folders

Publish to paper

Manual collection of Client GL data

Phase One – Entry level

ACTIVITIES

• Scan job-related paper on arrival

• Eliminate paper at source

• Minimise paper produced

• Paper-based review processes

• Publish by e-mail

• Limited importing of Client data

CHALLENGES

• Misfiling

• Limited doc search capability

• Poor security

• Manual version control

• Enforcing practice templates

• Duplication

Phase Two – Committed

Business drivers:

Collaboration

Client expectation

Outsourcing

Remote workplace

Business continuity

Next Evolution

All incoming paper scanned, OCR, routed

Enterprise level DMS

Integrated client portal

Intuitive Email management

Electronic compliance process

Paperless practice administration

Phase Three - Comprehensive

Demonstration

All incoming paper scanned, OCR, routed

Enterprise level DMS

Integrated client portal

Intuitive Email management

Electronic compliance process

Paperless practice administration

Phase Three - Comprehensive

Tools for a

Relationshipfocused business

Trusted Advisors

Business Coaches

Virtual CEO/CFO

Family Office

Financial Services

The Firm of the Future?

29

“We need to deliver more value.”

“We want to plan and host regular client events”

“We want to be more proactive with clients.”

“We need to leverage our referral network.”

“Can we systemise our non-compliance services?”

Defining your Future

Supporting your

Cloud Strategy

Start with your “Why?”

Inspiration for the future:

• Evolving your business

• Developing your people

• Servicing your clients

The End of Geography

Some of the most important inventions - last hundred years:

Air conditioning - which made it possible to do productive work in any climate

Credit cards - which enabled transactions to take place at a distance

Television - which homogenized 150 world cultures into just a few

Federal Express and container ships- which made the transport of physical goods both dependable and insanely cheap

The internet - which moved information from one end of the world to the other as easily as across the room

Cell phones - which cut the wires

“If you're still betting on geography, on winning merely because you're local, I hope you have a special case in mind”.

Seth Godin – 02 Feb, 2015

Two Sectors of Cloud Computing

Cloud Software(Software as a Service)

Cloud Infrastructure(Infrastructure as a Service)

Business Productivity Apps

Evernotenote-taking

LogMeIn remote desktop

Drop Boxcloud storage

Microsoft Worddocument generation

Basecampproject management

Duet Displayuse iMac with iPad

GoToMeetingweb training

Skypevoice/video meetings

Cloud Strategy for your Practice

1. Value for Money

2. Simplicity & Flexibility

3. Mobility

4. Business Continuity

Why Private Cloud?

1. Determine your needs

2. Audit your existing infrastructure

3. Provision your pilot environment

4. User Acceptance Testing

5. Data migration

6. Go Live

How do we move your Practice into the Cloud?

Business grade broadband connection

Upload speed is important

Speed to suit employee numbers and usage profile

Unlimited data gives budgetary certainty

Connecting your Practice to the Cloud

Reckon Client Briefings 2015

Cloud for your clients

Catie CotcherGeneral Manager – Business Group

46

47

48

49

50

51

52

Our Focus