Get Ready for the New Financial Year

Run Time:   30 minutes

Date:

Tuesday 18th June 12:00PM AEST

Description:

Join the Client Success team in this 30-minute pre-recorded webinar to find out how you can accelerate your workflow for the New Financial Year.

In this webinar, we will cover:

  • Housekeeping for your FYI Platform
    Get your FYI platform optimised and ready for the new year! Our team will take you through crucial housekeeping items including filing options and defaults, reviewing templates and other recommendations to ensure you’re ready to go.
  • The Easy way to ‘call work in’ with Automations
    We’ll guide you through how to use the Automation Engine to proactively call work in for your clients, plus loads of tips and tricks to give you some ideas on what could be possible for your practice this financial year!

If you can’t make the live event, register to receive the resources post-event including the webinar recording.

Lauren Marsh

Client Success Consultant
FYI

Lauren has over 11 years experience in the accounting industry, both productive roles and practice management, she understands how game changing a good piece of software can be to a practice. Lauren now works with the Client Success team ensuring each individual practices' Onboarding journey to FYI is easy and seamless. She loves helping our clients maximise the benefits that FYI can bring, ensuring scalability, increased efficiencies, time savings and overall success.

Manish Prag

Client Success Consultant
FYI

Manish has dedicated his career to helping small to multi-partner accounting practices optimise a wide array of accounting applications to ensure they're achieving maximum ROI. He is passionate about building client relationships and ensuring the quick and effective adoption of new systems for early and ongoing returns in their investment. As a member of our Client Success team, Manish focuses on onboarding new FYI practices effectively and efficiently.

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