Getting Ready for the New Financial Year Series

Run Time:   30 minutes

Dates:

Session 1 – Wednesday 17th June 12PM AEST
Session 2 – Thursday 18th June 12PM AEST
Session 3 – Friday 19th June 12PM AEST

Description:

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

In this series, we will cover:

  • Session 1: End of Financial Year Housekeeping
    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.
  • Session 2: Automate your New Year
    Calling in work once the new financial year has started has never been easier in FYI. We show you how to roll your existing jobs, schedule your work and how to easily engage your clients all by harnessing the combination of FYI’s automation engine, FYI Forms and our bulk email feature.
  • Session 3: Managing Jobs in the New Year
    With all your jobs in a central location and at your fingertips in FYI, our team is excited to show you how to manage those jobs effectively and efficiently. Think streamlined workflow meetings and flawless team collaboration by utilising FYI’s Job’s boards, views and automations to take charge of your new financial year.

If you cannot make the live event, register to receive the resources post event including the webinar recording.

Lauren Marsh

Client Success Consultant
FYI

With over 11 years experience in the accounting industry in both productive roles and practice management, Lauren 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' journey with 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.

Jessica Keat

Client Success Manager
FYI

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

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.

Mitchell Tucker

Client Success Consultant
FYI

Mitch is a Chartered Accountant with over 8 years of experience in public practice across tax and business advisory. He understands the day to day challenges and pain points faced by accounting firms and small businesses and how impactful the right systems and workflows can be. Mitch supports firms through onboarding and process improvement, helping them get the most out of FYI. During his time in public practice, he led multiple FYI document migration and implementation projects, bringing practical, hands on experience to help firms drive efficiencies, save time and scale with confidence.

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