1. Implementing MYOB ProfitOptimiser in your Practice

2. Introducing your trainer… Richard J. Wood MyCorporateDoctor.com.au

3. Today’s Aim: “To implement MYOB ProfitOptimiser in your practice, deliver value add services to your clients and form strong partnerships ”

7. Introduction to Value Added Services

9. Client Service Level Continuum Level 5 Level 4 Level 3 Level 2 Level 1 Profit and Loss Balance Sheet Statement of Cash Flow Analyse and educate clients about critical ratios Conduct What If scenarios Help client set strategy and direction through goal- setting & goal seeking Link financial goals with business activities Measure outcomes of business activities Monitor and help client strategically manage business activities Key Performance Indicators

10. Move from Compliance to Reliance Level 5 Level 4 Level 3 Level 2 Level 1 COMPLIANCE RELIANCE Technical Foundation Thorough Analysis Future Focus Link to Performance Continuous Improvement Collect Data Organise & Inform Analysis & Knowledge Applied Wisdom

11. Using MYOB ProfitOptimiser in an Accounting Firm

12. Stages of Accounting Collecting Recording Summarising Analysing

25. The MYOB ProfitOptimiser Consultation Process

39. MYOB ProfitOptimiser and the Banks Using MYOB ProfitOptimiser in the Banking Sector

40. MYOB ProfitOptimiser & Australian Banks

41. The Partnership Model Bank

42. Two perspectives of Financial Performance in the Dialogue Channel Non-Current Asset Management Financial performance and risk monitoring The Customer Perspective The Lender Perspective $ Transparency Working Capital Management Cash Flow Profitability Debt Service Capability

43. A Typical Loan Scenario Bank Reports Provided Numerous interpretive phone calls Paper based application submitted Client calls Bank to arrange loan Conditional Loan approved Accountant provides financial documentation

44. Case Studies Your Customer A Case Study and Presentation

47. Questions and Answers

48. Thank You