Decision Making Tools

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  • Licensing Diagnostic Explained

    Licensing Diagnostic

    An online quiz to determine which is the right licensing solution for you

    Licensing Diagnostic

    Following completion of our online quiz, we will recommend a licensing solution that meets the needs of you and your business. It will take about 10 minutes to complete, and you’ll receive a customised report outlining:

    • Which licensing solution best fits you and your practice
    • Guidance on implementing that solution
    • Advice on choosing a licensee if you decide to become an authorised representative

    Each purchase entitles you to three uses.



    Price: $39.00 + GST
  • Choosing a Licensee

    For those wanting to become authorised representatives

    Choosing a Licensee

    If you are considering becoming an authorised representative, but don’t know who to choose, we have put together some resources to assist.

    Our ‘Choosing a Licensee’ package includes:
    • A one-hour pre-recorded webinar on How to Choose a Licensee
    • An 'Accountant Authority Master Guide' with over 25 different authority options
    If you would rather be guided by one of our consultants, we are happy to take you through the process and provide some recommendations for you.



    Price: $129.00 + GST
  • Licensing Line - Webinar

    Understanding licensed -v- unlicensed advice

    Licensing Line - Webinar

    If you or your staff are trying to work out what advice requires licensing and what does not, this 90 minute webinar is for you:

    This is not a pre-recorded webinar.  It is a live, interactive session, specific for your business.  That way, we can customise the session and address your specific issues and questions. 

    All client facing staff should attend, regardless of whether they are licensed or not.

    • For unlicensed accountants, they need to make sure they don’t cross the line
    • For licensed accountants, they need to know when to cross the line, and what to do when they are on the other side

    INFORMATION SHEET

    Price: $895.00 + GST

 

Not sure??? Start with a Roadmap


In addition to our decison making tools, if you want our guidance on what to do, why not start with a Licensing Roadmap. This allows you to get an overview of all the moving parts involved in licensing, and allows us to recommend which areas to address first.
  • Phone Call

  • Roadmap

  • Tailored Solutions

Why Choose Us

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.


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