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Regional Training Welcome. Agenda. 12.00 Xero high level features 1.00 Technical training 2.30 Break 3.00 Franchisee talk 3.10 Technical training 4.00 Cell/FAC State meetings & break 4.50 Franchisee talk 5.00 Management meeting 6.30 Dinner & drinks. Xero. Technical Training
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Regional Training Welcome
Agenda • 12.00 Xero high level features • 1.00 Technical training • 2.30 Break • 3.00 Franchisee talk • 3.10 Technical training • 4.00 Cell/FAC State meetings & break • 4.50 Franchisee talk • 5.00 Management meeting • 6.30 Dinner & drinks
Technical Training – Tony Austin
Technical Training – Tony Austin
Management Communication Nigel Thomson, Michelle Macfarlane, Debbie Stanton
Quick Progress Update • Jet Club • National office communication - Monthly Motivator • BSA team directory • FAC meeting action points
BAS and Certificate IV update • 44 notified or registered tax agents- on TPB site: FCA 4; BB 2; Jims 10 • 15 Certificate IV qualifications • Big thank you to Michelle Shaban, Cairns • Also, Carol Girvan From Vic
Charts of Accounts Project • Refresh • What, why, who, when, where • An FCA & BB joint working project
marketing fund – Q1 2010 • FCA $60,098 income vs $60,349 expenses • yellow and white pages $38,294 • SEO $4,494 • admin $12,481 • mobile agenda $1,990 • client newsletters $1,073 • creative $4,007
marketing fund – Q1 2010 • BB $5,898 income vs $7,811 expenses • yellow and white pages $7,314 • client newsletters $497
lead source – Q1 2010 FCA 135 BB 19 • website 44% 37% • Yellow pages print 22% 37% • Yellow pages online 8% 4% • referral 7% 16% • accountant 3% - • other sources 17% 6%
current promotion activities Shopping centre expo’s Direct mail campaign Master Builders Association Online presence National accounting firm alliances
future marketing fund spend FCA Est. Nov 2010 • 60% Franchisee allocation via States • 40% National office • national yellow & white pages line listings • SEO and online presence • client newsletters & administration
future marketing fund spend BB Collective strategy required
Moore Stephens • Accountants & advisors, nationwide representationAdelaide Canberra Gold Coast MelbournePerth Sydney Queensland • Trevor Tillack referral • Leads are being passed to us • Preferred bookkeepers status • Queensland offices now then roll out
Brand’s Update - vision • First Class Accounts Aus • First Class Accounts NZ • Busy Bookkeeping Aus • Fifo Capital Aus • Fifo Capital NZ • Blueprint Aus
Blueprint Business Training • SME training and coaching • Financial investment into exclusive franchise rights for Australia and New Zealand • Brian Tracy International materials • Vision • Launch date and offering • WIFM
Continual Brand Growth “…I can see why you are number 1…” (Chris, May 2010)
Conference • 10-13 September • Marriott Hotel Sydney • Sponsors confirmed • Speakers and workshops are confirmed • Need to confirm hotel room allocations