10th November 2021 – 11am-5pm AEDT – Virtual Event
Join our event to learn more about becoming a business advisor.
Our one-day event is for business professionals to learn more about transitioning your career into the role of advisor and how to move out of the day-to-day.
Who should attend?
Bookkeepers, accountants, business coaches, financial advisors, business advisors, business professionals, financial planners and mortgage brokers, business mentors, money mentors that are looking to move out of the day-to-day and into advisory services.
5 x Workshop sessions
- How to confidently transform your business
- Outsourcing to Step Into Your Zone Of Genius
- The Journey to Advisor
- How to increase your prices without upsetting your clients
- Panel Session and Q&A with Profit First Professionals who have successfully transitioned from day to day to advisory and what their career looks like now
11.00am – Welcome with host Laura Elkaslassy, Profit First Professionals Australia
11.15am – How to confidently transform your business – are you feeling bogged down, not doing what you want to do but have no idea how to get out of it? We explore how to make incremental changes to transition to your ideal business model, Iesha Delune, Wholistic Vitality
12.00pm – Outsourcing to Step Into Your Zone Of Genius – growing your team so you don’t need to do it all. Learn how to prepare, where to find, what to look for when deciding to outsource tasks in your business, Michelle Tolhurst, Creative Desk
12.30pm – Matt Wilkinson, Biznick, 20 years of marketing in 20 mins, You’ll learn the power of focus, how to market like Pablo Picasso and an evergreen marketing campaign for accountants and bookkeepers.
12.45pm – Session 1 close with host Laura Elkaslassy, Profit First Professionals Australia
1.00pm – 2.00pm – Break
2.00pm – Welcome with host Laura Elkaslassy, Profit First Professionals Australia
2.15pm – The Journey to Advisor – hear from our PFPs about their journey and strategies you can take away and implement yourself, with Katie Marshall, Profit First for Tradies and Craig Minter, Mints CD Consulting
3.00pm – How to increase your prices without upsetting your clients – explore pricing strategies and gain an understanding of how to price for business success with Laura Elkaslassy, Profit First Professionals Australia.
3.45pm – Panel with Profit First Professionals who have successfully transitioned from day to day to advisory and what their career looks like now
4.30pm – Q&A with host Laura Elkaslassy, Profit First Professionals Australia
5.00pm – End
Michelle Tolhurst is the owner/director of Creative Desk Pty Ltd, a boutique virtual marketing agency. She works with small service based businesses across Australia assisting them with their marketing communications. She can step into your business as an integral part of your team or help you on a project basis. Outsourcing her services to others and growing her own team she has some valuable advice to share on growing your business with outsourcing.
Craig is a new age CFO who takes a very different approach to helping business owners make sense of their numbers. Leveraging business owners’ human behavior and unique money code with money archetypes to unlock the shackles many face around money.Ultimately ensuring business owners feel safe and secure with money and enabling them to grow their business through focusing on their zone of genius.
Steven is a Certified Profit First Professional and registered BAS Agent with a great sense of humour and a positive outlook on life. He also has over 40 years of experience in public and private accounting plus experience in being the accountant in several industries.
He has worked for many years consulting in the hospitality industry. Proficient in problem resolution, a Certified Profit First Professional, Certified Xero Advisor plus an expert in MYOB accounting. Steven has hands-on experience in business needs.
With experience as a CFO, Company Secretary, Director, Non-Profit Board Director, General Manager/COO and Financial Controller, Ian has had a lengthy career as an accountant and small business advisor.
After being Partner of a UK Chartered Accountancy Practice for over 9 years and helping a wide range of companies, Ian is now Director of his boutique Melbourne small business accounting firm. He is focused on helping a select number of clients to improve processes and implement the tools that lead to better profits and more personal freedom. Ian is a Certified Profit First Professional and Chartered Accountant, working across a range of businesses, including wineries and distilleries.
Iesha is a wholistic life and business coach. The foundation of her work is that a person’s authentic uniqueness holds the key to their happiness and sustainable success.
Iesha brings wholistic coaching and Profit First together, to support life-long, positive transformation in life and business.
Matt Wilkinson has been a marketer for over 20 years. He’s run campaigns promoting everything from a Paul McCartney concert to a skincare brand used by Madonna. Since 2010, he’s worked exclusively with accountants and bookkeepers including several Profit First Professionals. His goal is to help them become small business heroes.
At Profit First Professionals, we know you want to feel empowered to make profit a permanent reality for your business. In order to do that, you need a way to understand your business’s finances and a system to make profitability happen on purpose.
The problem is, traditional financial statements focus on the past and can be difficult to understand, and you aren’t an accountant. What’s worse, your accountant seems to be speaking a different language. This leaves you feeling confused, frustrated, and wondering if profitability will ever “happen” for your business.
We believe you should be able to understand your business’s finances and take charge of your profitability. We understand the frustration of not knowing how to intentionally make profitability a reality in your business, which is why we have designed a one-day live workshop to help you implement the Profit First methodology in your business. This is the exact same training we have used to help hundreds of thousands of business owner to take charge of their profitability. Permanently.
CEO of Profit First Professionals Australia
10 November 2021 – 11am-5pm AEDT
Early Bird – $49 inc GST – Book by 26th October 2021
Regular Price – $99 inc GST
Registrations close 9th November 2021
Further details on the program will be released in the coming weeks.
We look forward to meeting you and working with you to decide if advisory is the right next step for you.
Frequently Asked Questions
Will this event be recorded?
No, this event will not be recorded and shared with participants. It is intended to replace a live face to face event, that is interactive with participants.