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The Differentiator - FMRC's Innovation for Accountants Newsletter (Australia)

Friday, January 22, 2010   (0 Comments)
Posted by: Boomer Consulting, Inc.
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Visit our website Read Web Version Send to a Friend   January 2010  

In this issue...

   David Smith            Andrew Geddes

Phone:     1300 665 646
Address:  PO Box 729,
                 Milsons Point, NSW 1565


Welcome to 2010 - we hope you had a refreshing break over the festive season.

This month David shares a great new way to ensure you capture all meeting notes,  Andrew has some ideas on how to help you reach your goals for 2010 and Adrienne discusses how you can achieve compliance with the Fair Work Act.

We're kicking off the new year with our first webinar at the end of this month, all topics have now been confirmed. The FMRC Smithink Small Firms Forum begins on 26th April - book now to take advantage of our early bird special.

All the best until next month,

Andrew & David

P.S. Please ensure our email addresses (,, are in your contact list so communication from us isn't mistaken for spam

28 January, 2010
Thursday 28 January, 4pm (AEST - Sydney)

Creating a successful transition in your firm
Andrew Geddes will share lessons from US professional service firms

Taking meeting notes
David Smith will demonstrate the Livescribe Pulse pen as a way to easily capture meeting notes

2010 Series: Strategic Leadership Thinking for Profitable Growth
We've released the schedule of topics planned for all of 2010. Book in early - or save by purchasing a full year's subscription.

Register Here More information


Small Firms Forum
26 - 28 April, 2010 Melbourne

Bring your senior team members and work on creating a strategic development plan for your client group and a succession plan for your eventual retirement.

After two days hard work, you will leave with:

  • a client development programme
  • an IT and knowledge management development programme
  • a team member development programme (including you)
  • weekly KPI's to monitor together
  • a long term succession plan
  • a "pattern of meetings" to ensure you all do what you've planned to do
We've priced your attendance to encourage you to bring your senior management team (the third person attends for free!) if you register before 28 February.

Register Here More information | Download brochure


Managing Partners Forum
26 - 28 July, Auckland New Zealand

Share ideas and compare your firm with other leading firms at our Managing Partners Forum

Accountants' Technology Showcase Australia (ATSA)
21 - 22 October, Gold Coast

ATSA showcases and demystifies the best technology and processes available for Accountants, mark these dates in your calendar now for your annual update.



Capturing Meeting Notes
by David Smith

A long term challenge I have faced in my endeavour to eliminate paper as much as I can from my activities has been to find a way that effectively captures notes of meetings which can be searched and stored electronically. It has been a quest that I have been on for over ten years with little success until recently.


What Would You Like to Achieve in 2010?
by Andrew Geddes
The end of the year and Christmas/New Year holidays always give us a chance to reflect on the past year and think about what we might do in the coming year. New Year's resolutions are a tradition associated with this thinking.

Achieving Compliance with the Fair Work Act
by Adrienne Unkovich, MD, Workforce Guardian - Australia's number one online employment relations service

Happy New Year everyone.

Let me start my first article for 2010 by thanking the good men and women of the (now defunct!) Australian Industrial Relations Commission who, thanks to their incredibly late decision to exclude Accountants from Modern Award coverage, have made the start of 2010 happier than many of us had previously expected. However, the exclusion of Accountants from the Miscellaneous Modern Award 2010 doesn't mean that you and your firm can relegate workplace relations to a less important rung on your ladder of priorities. Let me explain why:



Succession Planning Assistance
You've spent years building up a successful practice, and now it's nearing the time you or one of your partner's will take a step back. There are many issues to consider to ensure the firm is valued in a fair and equitable manner.

Some questions that may be on your mind:
  • How do we value our practice?
  • Is it affordable for a new partner?
  • Can we afford to pay out a retiring partner?
  • Can we eliminate goodwill?
What we do:
  • Firm valuation scenarios
  • Affordability assessment
  • Preparing "offer documents"
  • Review previous succession plans
Develop a succession plan that looks after both incoming and outgoing partners.

For more information, ring David on 1300 665 646, or:


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