This is a presentation for the live demonstration of the MyFirmsApp App, the one stop solution for finance management.

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6. • 17 years+ serving the profession.
• 10,000+ 1:1 consultations
• International presenter & thought
leader.
Your presenter today
• $ millions of GRF revenue
generated for firms.
• Post PC, Mobile expert
• Operating globally
Daniel Richards
Head of Global Sales

7.  App only global software business
 Providing 24 hour global service – dedicated, expert team serving ..
 More than 1000+ Accountancy firms
 Making us the only Globally approved, endorsed, and accredited solution.
 More than a quarter-of-a-million clients of other firms already use their App.
 Trusted by national, regional, and small firms alike.
The USA’s leader…

8. Today’s agenda
To help you make an informed decision
By:
 Reviewing market conditions
 How accountants are being replaced
 What you can expect from your App
 How it makes you irreplaceable
 And all painlessly easy using proven methodology

9. Your outcome
1. You make the decision not to launch an App
2. You need an App, but would prefer a follow up call
3. You want an App, and want to get started, you are in a
position to buy and want the very best package and price
for your firm.
Great news, I have an incredible offer for you

10. Chapter 1
What is an App?

11.  It’s custom software you download on your phone or tablet and press an icon to use.
 For example; Sky, Facebook, LinkedIn, Uber, WhatsApp etc
 Provides content, tools and messaging capability.
What is an App?

12.  Your own firm’s custom App fully branded in your brand is given to clients and
potential clients
 Your icon is always on their home screen and ready for them to press and engage
with your firm, your tools, your content and your messages
What is a custom App?

13. How will your clients download your App?

14. Your icon is always on their home-screen and ready for them to press and engage
with your firm, your tools, your content and your messages.
‘You’ are always with them…

15. 1,800+ Total Downloads1,000+ Total Downloads 1,000+ Total Downloads
People are searching on the App store

16. “We chose MyFirmsApp as we wanted to differentiate
as a firm and continue to be at the cutting edge of
technology with clients and prospects. Along with the
App, which has been created for us – we also chose a
marketing pack to help us easily promote and
distribute our new App. We were particularly pleased
that even before we began marketing it, we had won 2
clients who had found our App and enquired through
it! This has already paid for the App and we now look
forward to marketing it with earnest and enjoying the
results from that.”
Derek Mitchell
Taylor Viney & Marlow

17. make you
irreplaceable
You can become irreplaceable
increased
referrals
direct
enquiries
increased
customer
loyalty
hours of
time savedfuture proof

18. Chapter 2
What if I don’t launch an App?

19. You are becoming replaceable

20.  Data is collected and managed today more by mobile and Apps.
 It flows easily from the client and their device, to the software
provider directly.
 Too few firms are building their advisory services to compensate
and create greater value.
The game has changed!
The collection and flow of data has already made firms
replaceable; this will continue.

21. 86% of accountants and bookkeepers
could be replaced by robots
A report by management consultant McKinsey warned that 86% of
bookkeepers, accountants and auditing clerks could see their jobs
taken by robots.

22. Stuart chose to become irreplaceable…
The App will certainly transform the way in which
we communicate with our clients. Email
communication can often be lost in this day and age
of swelling mailboxes; the App ensures we can
deliver concise and relevant information, straight to
their smart phone.
More and more clients are performing accounting
and tax functions using a mobile device, and the
software vendors themselves are spending
significant resources developing their mobile Apps.
Our new App can blend with this and form a great
connection between the client, their accounting
software and their advisors.
Stuart Brandman
542 Partners

23. Unless you have your own App…
• You have no way to serve your clients in the mobile and digital world they are
already operating in.
• You are apart from the digital relationship, instead of the central aspect of it.
• You lose control of that mobile and software engagement and over complicate life
for clients and staff.
• You cannot be found in the App stores which account for more searches now than
Google.
• The flow of data, and the communication channel, is direct between your client and
the software vendors.
• Your clients cannot refer your App, rather a 3rd party software programme they may
use.

24. Chapter 3
The challenge your firm faces

25. Your Firm Your Systems Your Clients
How you work today

26. Your clients,
their data, their
collection.
Your
Firm?
Software companies
Are you being replaced by ‘tech’?

27. Client will find, or be sold, a solution…
If you don’t supply to your clients, they will go direct.

28. Clients

29. +
= ? ?(You’ve got fee pressure…)

31. • Competitive area locally,
especially from larger firms
• Needed to make the type of
quality firm they were, tangible
• Needed tools to give clients
which they would actually use, to
save time for them and the firm +
increase retention
Increased competition from larger firms…

32. Where we have noticed the greatest impact is
competing with other accountant’s business. For a small
firm like ours we have found we gain instant credibility
when competing against larger competitors, for
example we encourage prospects to download the app
prior to the meeting and almost all of them do.
As for existing clients they are always keen to point out
how useful they have found the app. A great decision
for a practice like ours that is ambitious and forward
thinking”
Robert Marjoram
Together Accounting

33. More than a half increasing
spend in IT and marketing

34. More than a half already
implementing mobile
technology and a further
third planning to
implement.
How firms are responding

35. Almost all firms investing
in technology, and nearly a
third increase in focus on
advisory services.

36. What choice will you make?
• Don’t be left behind – there is no need to be anymore…
• Remove the threat - and enjoy the advantage.

37. From a recent Practice Conference:
Firms that are warmly embracing new technology
are growing more than 5x faster than those who are
lukewarm about adopting new technology.
Firms embracing new technology are being
bought at 1.5 to 5x their firm’s total fees
compared with 0.7 to 1.3x for ‘normal’ practices.

38. Chapter 4
My client won’t use Apps

39.  4.92 billion mobile users – (two thirds of the enter world!)
 3.64 billion online shoppers – (half the entire world!)
 1 billion+ mobile banking users
 Amazon – 310,000,000+ active users
 Uber – 40,000,000+ monthly users
 Quickbooks – 2,000,000+ active users
 Xero – 1,000,000+ active users
Mobile, and App-based data flow, is
already normal…

40. Your clients use smartphones.
Today, the smartphone market
has reached 90 percent
penetration in the mature
markets of North America,
Western Europe, Japan and
Mature Asia/Pacific…
“
”
Ms. Roberta
Cozza
Research Director

41. Total Hours (bn)
Worldwide Total Time Spent in Apps*
1,000
800
600
400
200
0
2014 2015 2016
*Android phone total time, excluding China
25%

42. Every age group in your client base are using smartphones and
Apps.
are spending
70 hours+ pm using
Apps on
smartphones
and tablets
are spending
180 hours+ pm
using Apps on
smartphones
and tablets
55-64yr olds 35-54yr olds

43. Clients, their data,
their collection.
Software companies
and governmental
bodies.
You can become irreplaceable

46. Streamlining on-boarding, increasing
adoption.
• Great software choices
• Fully automated firm
• On-boarding challenge for clients and staff

47.  There are hundreds of Add on Apps
 Firms are often left to offer clients 5 – 10 even 15 Apps
 Draining significant time and energy from firms
 And it’s starting to get very messy and confusing for clients
 Diluting control and ownership of customers
 Impacting today, tomorrow and in the future for most firms
The Cloud and Add-on community are
adding to the pain

48. Your ClientsYour Firm
One Place. One App. Your Brand.

49. • Good software systems but in multiple places, web-
links and Apps, means an increasing confused
environment for the client, and additional work for the
firm to onboard.
• MyFirmsApp brought this all together; simplifying life
for the firm and for the clients – making the firm
irreplaceable.
Leading to client confusion…

50. “One of the big advantages of the App is that
everything is in one place as far as the client is
concerned. They can go straight to our document
portal, they can go straight to Xero, straight to Receipt
Bank – all of which we use to make life much easier
for our clients.”
Kevin Salter
Glover Stanbury, 2020 IT Director, ICAEW IT Faculty

51. Chapter 5
I already have a mobile
website

52. Some firms confuse the role of an App and a mobile friendly
website. This is understandable, but does need clarifying.
The difference between an App and
a mobile website:

53. For example, a top 4 firm I was on a conference call with, were keen to
launch a mobile website to bring everything together, what that was only
going to fail to achieve was:
-In built GPS mileage and receipt management
-Visibility of who has got your App and push notifications capability
-Direct logins to 3rd party software providers and future integrations
-App interface which is preferred by 90% of users
-Profile in the App stores which are searched more often than Google now
They do different jobs

54. Source: Statista
Your only way to respond to
mobile is your own App.
Apps
Mobile Web
10%

55. You’ll see how all your integrations are in one place.
We’ll then look at the onboarding process to support you and your clients.
We’ll then explore how in one place, your users can access calculator, tax,
and articles information – quickly and easily.
I’ll show you the data collection tools which are incredibly popular and position
centrally into the data world with clients and make your App very, very sticky.
And, you’ll see how you can communicate 5x more effectively than email!
Here’s how your own App will make
you irreplaceable

56. Let’s take a look together…

57. One Place.
One App.
Your Brand.
Making you
irreplaceable

58. Removes the least enjoyable part of your job

59. Your App will help with
Marketing
Collection
Protection
Communication
Collaboration
Recruitment

60. What it does for your clients and their staff
Ease of access –
One App One Place
Save time and
Removes painful admin
Modernises my relationship
in the way that I want
Data collection ie-
Receipt Management
Logbook tracker etc
Automatically keeps you
up to date
Answer questions

61. Penny Breslin Story
As I meet business owners, I often show them the MyFirmsApp
and what it can help them with. They’re always amazed and
positive. When I ask them would they use it, they say ‘yes, how
do I get it’. I tell them to ask their Accountant for it, to which they
sigh and say ‘well, that won’t happen then’….

62.  Mileage & Expenses
 Quickly, consistently, accurately, &
ready for immediate use on Excel or
your software such as QB etc
 Saves 15 mins per month per client
 250 clients = 750 hours pa
 500 clients = 1500 hours pa
Giving you significant operational
improvements and benefits

63. 2
User then gets full access
to the App
1
The user fills in the expertly
designed form
3
You get the data -
personalised message to the user

65. Push notifications have an average open rate of 80%,
email is 15%.
MFA clients who use one-to-all push notifications get an
average 50% greater engagement each month.
One client who used ‘segmented’ push notifications saw a
132% increase in engagement.
5x more effective than email
“
”

66. Built into your current habits
 You send an email
 Add to it a BCC address we give you
 It sends the email as a push message

67. You avoid the overflowing email inbox
We deliver your message
direct, personally,
to their phone.
Awesome

68.  At download an automated ‘welcome’ Push is sent 1:1
 A month later a second Push is sent
 12 automated ‘Push’ notifications sent for you
 What all that means is even if you get ultra busy, new
users get a 1:1 personalised Push, a follow up, and all
users get a minimum of 12 notifications in the year
Automated Push messages sent for you

69. Chapter 6
Looks great, but complex &
time consuming to build!

70. “The process for setting up the App was incredibly easy.
I can see that a lot of effort and investment has gone into
the technology used to build it, which means for a very
time-poor director like myself it was very easy to
use. The whole process was taken out of my hands so
with minimal input we were able to get it up and running
quickly.”
Allan Wilson
Wilson and Partners
“Incredibly easy to set up”

71. Chapter 7
Okay great, but it looks
expensive

72.  Communicate 5x better than email
 Attract quality new clients; increase
referrals
 Save time; yours, your teams and
your clients
Makes you Irreplaceable
No other single investment can do so much for
your firm, at such low cost, and with so little
effort!
 Differentiate your firm
 Simplify clients lives
 Protecting your firms future in this
digitally mobile world

73. All the thought leaders have been bringing up lately about how a CPA, Accounting firm or
bookkeeping service could really streamline efficiencies with their own App. What MyFirmsApp has
built for accountants is something very special.
What I am so excited about is obviously strengthening your client relationship and deepening it, but
I’m excited about the marketing aspect of it. But it’s not just that it’s going to save you time and
money, it’s going to save your client a lot of time and money.
I’m honest, and when I first saw this I thought wow that price is high. That was my first reaction!
But that was before I took a moment to think it through. I would encourage any firm to think about
how much money and time, what dollar amount would it actually save – even as far as a place for
that client to go download their portals, logins and software access.
I mean I started thinking about the organisation, the workflow and the efficiencies that it brings to a
firm and when I started thinking, it seems to me that this thing more than pays for itself even before
the marketing etc.
Reader might have same reaction I did, but I think it’s something that you should really think
through. It’s really a good deal, and you’re not charged per client.”
Kim Fedore, CEO
QB Express

74. Chapter 8
Your special offer today

75. “We have been using it for about a year now The
Receipt Manager is the most used page and we also
promote it regularly in our e-newsletter and the articles
about it are consistently opened and read. I personally
love it. It’s such a unique talking point. When I tell
someone we have an app, they’re always very
impressed and think it’s exceptionally cutting edge.”
Stephanie Chapa
Wiebe Hinton Hambalek, LLP

76. Your special offer :
 Save 15%
 The equivalent of $1,152 simply by going ahead today
 $319pm, reduced to $271pm; no lumpsum fee’s, unlimited usage
Here’s why…

77. Here’s why:
 Follow up is costly for MyFirmsApp – just as it is for yours, and any business
 Research shows that it can take 20 or more contacts to win a client
 Following the webinar, the action you wish to take can be disrupted or delayed by
the demands of each day
By going ahead today you save us:
Days of time & hours of follow up activity and we are honest about this, up front,
and want to pass all of those savings directly onto those of you ready to rock and
roll today…
Yes! Please choose the first poll option I’m about to show you.
danielr@myfirmsapp.com