How to Scale & Deliver Advisory in your Accounting Firm

We will show you how Microsoft Power BI is being used to deliver advisory services to SME clients right now in Australia. How they are scaling it, In the live demonstration, you will see examples with Xero, MYOB, Quickbooks Online, Workflow Max, SimPro and more.

Alan Cameron-Sweeney & Dan Beck are joining Cameron Lynch in an online webinar on 28th March to discuss the delivery of advisory to your SME client base, when you carry skills in Microsoft Power BI. It is a privilege to have them both as guest speakers for this event and would love to see you all there.

There are many people in the industry discussing advisory. But 99% of Accounting Firms do not carry a BI skillset in their firm, nor do most speakers in the advisory accountant training eco system understand past a high level, the capabilities of BI. To walk into a client meeting knowing that you can deliver any form of reporting to them. To be able to blend a client’s data from Accounting (Xero, MYOB, Quickbooks), Operational (SimPro, Dear Inventory, etc) and Marketing (CRMs). This is a serious skillset to carry. To deliver this service involves a high level of thought and process. It has not been done before (until recently). This technology has not been around long enough, nor has it been scaled across SME before.

Speaking Panel

Alan Cameron-Sweeney
Principal at AlanCameronSweeney.com

Alan is a Keynote Speaker and Corporate Educator who has shared his insights across Australia, New Zealand and the Pacific.

Alan has also been a top-rated speaker at CPA Australia Congress and appeared in the Australian Financial Review.

Dan Beck
Director: PT 2.0

Experienced Executive Director with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Analytics, Benchmarking, Project Management, System Development, Budgeting, Business Planning, Accounting, IT Strategy, and Financial Reporting.

Cameron Lynch
Director: Etani Business Platform
Chartered Accountant – Power BI Specialist