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• 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 RichardsHead of Global Sales

✓ 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…

Your help required

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

Your outcome

1. You need an App, but would prefer a follow up call

2. 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

Chapter 1What is an App?

✓ 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?

✓ Your own firm’s custom App fully branded in your brand is given to clients and potential clients

✓ Your icon is always on their homescreen and ready for them to press and engage you firm, your tools, your content and your messages

What is a custom App?

How will your clients download your App?

Your icon is always on their home-screen and ready for them to press and engage your firm, your tools, your content and your messages.

‘You’ are always with them…

1,800+ Total Downloads1,000+ Total Downloads 1,000+ Total Downloads

People are searching on the App store

“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 MitchellTaylor Viney & Marlow

make you

irreplaceable

You can become irreplaceable

increased referrals

direct enquiries

increased customer

loyalty

hours of time savedfuture proof

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

You are becoming replaceable

✓ 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.

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.

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

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.

Chapter 3The challenge your firm faces

Your Firm Your Systems Your Clients

How you work today

Your clients, their data, their collection.

Your Firm?

Software companies

Are you being replaced by ‘tech’?

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

Clients

+

= ? ? (You’ve got fee pressure…)

• 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…

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 MarjoramTogether Accounting

More than a half increasing spend in IT and marketing

More than a half already implementing mobile technology and a further third planning to implement.

How firms are responding

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

What choice will you make?

• Don’t be left behind – there is no need to be anymore…

• Remove the threat - and enjoy the advantage.

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.

Chapter 4My client won’t use Apps

✓ 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…

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 CozzaResearch Director

Total Hours (bn)

Worldwide Total Time Spent in Apps*

1,000

800

600

400

200

02014 2015 2016

*Android phone total time, excluding China

25%

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

Clients, their data, their collection.

Software companies and governmental bodies.

You can become irreplaceable

Streamlining on-boarding, increasing adoption.

• Great software choices

• Fully automated firm

• On-boarding challenge for clients and staff

✓ 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

Your ClientsYour Firm

One App. One Place. Your Brand.

• 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…

“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

Chapter 5I already have a mobile website

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:

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

Source: Statista

Your only way to respond to mobile is your own App.

Apps

Mobile Web

10%

✓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

Let’s take a look together…

One App.One Place.Your Brand.

Making you irreplaceable

Removes the least enjoyable part of your job

Your App will help with

Marketing

Collection

Protection

Communication

Collaboration

Recruitment

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 i:e- Receipt Management Logbook tracker etc

Automatically keeps me up to date

Answer questions

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’….

✓ 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

2

User then gets full accessto the App

1

The user fills in the expertlydesigned form

3

You get the data -personalised message to the user

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

“

”

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

You avoid the overflowing email inboxWe deliver your message

direct, personally, to their phone.

Awesome

✓ 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

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

“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”

Chapter 7Okay great, but it looks expensive

✓ 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

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

Chapter 8Your special offer today

“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 ChapaWiebe Hinton Hambalek, LLP

Your special offer offer:

✓ Save 15%

✓ The equivalent of $1,200 simply by going ahead today

✓ $335pm, reduced to $275pm; no lumpsum fee’s, unlimited usage

Here’s why…

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…

Your Special Offer:

Let us take the pain away, make you irreplaceable, and experience what Stuart, Kevin and Robert experienced.

Yes! Please choose the option on the poll just now, thank you.

danielr@myfirmsapp.com

✓ Exclusive delegate offer today only ✓ Your own App quickly live within a few weeks ✓Painless process for you + implementation support✓ You first in the digital relationship with your clients✓No lump-sum upfront fees.✓ It is an exciting opportunity…

✓You pay just $275pm, saving $1,200!