1. SYNCDIRECT Automated, anytime access to client data Title Goes Here Subtitle Goes Here

2. THE ISSUE How to streamline processes across a range of technologies?

3. THE RESPONSE

4. ONE LEDGER THE ACCOUNTANT DOES ALL PROCESSING IN THE SAME SYSTEM AS THE CLIENT

5. APS CONFERENCE 2013 One Ledger Realities One Ledger Pros: - More efficient - Reduced re-keying of data - Single source of truth - No alignment journals - Client collaboration and advisory opportunities - Anytime access to data

6. APS CONFERENCE 2013 One Ledger Realities One Ledger Cons: -Less efficient -Unable to get all clients on one system -Perception of value and fee pressure -Consistency and quality of reporting output -Separate process, skills and training required -Lack of integration to internal workflows (Tax, working papers, document management) -Commoditisation difficult to differentiate

7. ONE PROCESS THE ACCOUNTANT PROCESSES ALL CLIENTS USING THE SAME ACCOUNTS PRODUCTION SYSTEM

8. SOFTWARE DEMONSTRATION

9. DISCUSSION AND QUESTIONS?

10. Data Analysis Benchmark vs. Industry Average

11. Data Analysis Ledger KPIs

12. Data Analysis Client Fees vs. Performance