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Forward Thinkers Accountability Group

Are you on the journey to becoming a Modern Firm?

  • Seamless outsourcing and offshoring
  • A Team - selling & delivering Advisory work
  • Marketing leading app stack
  • World-class client journey
  • Strategic Plan and forward-thinking initiatives
  • Self-sustaining operations department
  • A high performance culture
  • An AI & Robotics Adopting Firm
  • Total Shareholder Remuneration > $500,000
  • Directors - working how and when they want

An accountability group designed for progressive accounting firms on their journey towards modernisation.

Whether you’re just starting out or already deep into your modernisation efforts, what matters most is your ambition to evolve and thrive in this dynamic landscape.

A Community of Forward Thinkers

This is a collaborative community of forward thinkers with desire to modernise their firms and embrace progressive changes.

Join us every once a quarter meet up over a 24-month program.

Our Testimonials

Matt has been a key influencer in my Smart Movers accountability group since it's inception. His insightful and innovative ideas have been successfully applied not only across the group but also across Malloch McClean and the clients I work with. Matt's experience in leading a practice, managing change, leveraging technology while remaining profitable makes him a great choice for accountants wanting a fun, fresh approach that drives success.

John Schol

Principal | MALLOCH McCLEAN+MORE

Malloch McClean +MORE Logo for light background

 

Matt has helped us through some unforeseen challenges, he is calm and methodical, and provides great insights on how we can improve. We have worked on a strategic plan and now Quarterly coaching and would highly recommend him if you are ready to make some great changes.

Angela Brown

Director | Accountants on Domain

3-Aug-05-2024-07-17-56-0927-AM

 

We’ve really enjoyed collaborating with Matt on how to improve our client journey. Working together we’ve created some innovative solutions to client problems that sees our service offering stand out in market. 

Nathan Maisey

Business Owner and Chartered Accountant | Maisey Harris & Co

2-Aug-05-2024-07-17-55-9144-AM

 

What we'll cover in this Program

  • Getting your strategy right

  • How to build a high-performing culture and get your team driving the journey

  • Achieving the right onshore and offshore balance

  • Maximising the value of your app stack

  • Ideas on how to build a journey your clients will rave about

  • Carving out your ideal role

  • Recurring revenue projects you can implement straight away (est >$50k of annual recurring revenue)

  • Attracting and retaining the best talent

Annual Enrolment

$ 750 +GST/month

Minimum commitment of 12-months

Money Back Guarantee

If you implement the concepts and ideas you commit to and don’t get at least 3x return on investment we will give you your money back.

This is an accountability group designed for progressive accounting firms on the journey towards modernisation.

Whether you’re just starting out or already deep into your modernisation efforts, what matters most is your ambition to evolve and thrive in this dynamic landscape.
 

A Community of Forward Thinkers

This is a collaborative community of forward thinkers with desire to modernise their firms and embrace progressive changes.
 

Join us every once a quarter meet up over a 24-month program.

Matt has helped us through some unforeseen challenges, he is calm and methodical, and provides great insights on how we can improve. We have worked on a strategic plan and now Quarterly coaching, and would highly recommend him if you are ready to make some great changes

Accountants on Domain Logo

Angela Brown
Director | Accountants on Domain

We’ve really enjoyed collaborating with Matt on how to improve our client journey. Working together we’ve created some innovative solutions to client problems that sees our service offering stand out in market.

MHCO

Nathan Maisey
Business Owner and Chartered Accountant | Maisey Harris & Co

Matt has been a key influencer in my smart movers accountability group since its inception. His insightful and innovative ideas have been successfully applied not only across the group but also across Malloch McClean and the clients I work with. Matt’s experience in leading a practice, managing change, leveraging technology while remaining profitable makes him a great choice for accountants wanting a fun, fresh approach that drives success

Malloch McClean

John Schol
Principal | Malloch McClean

Annual Enrollment

$ 695 +GST/month

Minimum commitment of 12-months

Money Back Guarantee

If you implement the concepts and ideas you commit to and don’t get at least 3x return on investment we will give you your money back.
Matt

Matt Vincent

Matt is the DVA+MORE CEO and Managing Partner, joining in 2014 to modernise what was a legacy firm.

DVA+MORE is now proudly 100% in the cloud, paperless, fully outsourced, coaching, advising on apps, growing, profitable and a team of high performers.

A creative at his core, Matt gets fulfilment from innovating and working with others to do meaningful and purpose-driven work. He coaches and advises other accountancy firms and business owners in strategy, leadership, outsourcing and technology.

Resources:

Webinar Banner - IG

From Traditional to Modern Firm

A follow-up webinar by Mark Jenkins and Matt Vincent's Gap Reunion 2024 breakout session. At the webinar Matt answered the questions that weren't covered in the initial session and explained in more detail some of the challenging aspects of transformation.

The Monday Call Podcast

NZ Funds - The Monday Call Podcast

This podcast discusses how the accounting firm profession plays a critical role in the NZ economy and the impact of technology in the accounting sector.

Running Your Firm with HubSpot

Running Your Firm with HubSpot

Insights about the benefits of using the CRM Platform – Marketing Hub, Sales Hub and Service Hub in your accounting practice.

Making workflow

Making Workflow

This webinar will show you how to keep work flowing while you continue to help your clients.

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