CA Catalyst: Business advisory war stories!

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About this talk

Power by CA Catalyst, a CAANZ strategic initiative to empower its members through innovation.

Modern accounting firms understand the importance of advisory for clients yet many struggle to offer it as a service. This session will provide the perspectives of 3 accounting firms who have walked the path of breaking down the barriers to building a systemized and sustainable advisory offering. The session will provide –

• Practical advice on best practices - Processes, business model, services • Critical factors – mindset, skillset, toolset and what not to do! • Stories & learnings they’ve had along the way

CA Catalyst is a strategic initiative by Chartered Accountants Australia & New Zealand to empower its members through innovation. The program exists to support CAs in unlocking growth opportunities, keep pace with the disruptive change, work alongside technologists and Innovation communities so as to build new capabilities, enhance performance and build value for themselves, their clients and their communities.

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Hamish Mexted

Back to back Xero award winner (2019 and 2020), business owner, and part time musician.

Ian Morkel

Director, Business Advisor, Mentor and Chartered Accountant. Been spending years trying to figure out how to future proof our accounting practice and move into business advisory one step at a time. Leading and shepherding a great team. Building resilience while taking risks and owning mistakes to reshape our firm processes and goals.

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