Wendy Miller Email & Phone Number

Sunshine Coast, Qld, Au

Global

Stop Wasting Time and Money on Trial and ErrorThe Boardroom program, led by Rob Nixon, is a high-performance coaching group for growing your Accounting business faster and more profitably with the help of Rob and other high-level Boardroom community members. Learn accounting firm management practices that maximize your profits.Think about it: You’re out there every day growing your business by testing new strategies, trying new software, and making new connections—but imagine if you could get the benefit without all of the time and effort. In the Boardroom program, you don’t just benefit from your work, you benefit from everybody’s work.Let’s take the guesswork out of the equation so you can get your accounting firm to where you want it to be faster. My team and I will help you come up with an easy-to-implement blueprint for long-term growth and success.To Grow A Wildly Successful Firm You Need…► Accountability► Attitude► Action… and my team and I can help you build all three.Think about this...► 98% --> increase profit by 98.4%► 20% --> increase revenue by 20.8%, without you► 20% --> reduce time by 20.1%Boardroom is NOT for everyone:► You Must Already Be Running A Great Firm - designed exclusively for established accounting firms already with Revenue of at least $1M annually, with no more than 5 aligned Partners.► You Must BeWilling To Be Coached - if you’re not ready to drop what you THINK you know about running a successful Accounting business in order to see things differently, then Boardroom is not for you.► You Must Be Ambitious - We focus on both the time and the money of the Accounting business. Our objective is to help Partners get to more than $1M profit (after tax) while they are working less than 500 client delivery hours. If you’re happy with the status quo and just looking for a ‘few tweaks’ then this is not for you.

Global

- Clarity on your Business Direction and Strategic Planning- Implementation Coaching and Accountability Support- Process Improvement Consulting- Team Development & Training- Delivering Business Advisory Training & Strategy- Client Delight strategies and Administrative Training- Bringing great people together with a common goal

World Wide

Global Experience as a Speaker. Facilitator. Presenter. Implementation Manager. Team Trainer. Coach.- Business Planning Workshops- Coaching Days- Content Webinars- Consultative Projects- Client Programs- New Coach Induction & Training- Client DevelopmentPANALITIX helps Accountants all over the world to develop and grow their businesses using technology, content and coaching support. My work spanned 8 countries and was with some of the leading Accounting firms on the planet. This mission of the company was:1. Help our clients navigate disruption and be the disrupter2. Help our clients run a great Accounting business3. Help our clients grow their firms4. Help our clients deliver business advisory services to their clients5. Help our clients build great businesses for themselves and their clients.

World Wide

- Business Development- New Client Consultations- New Client Onboarding- Sales Functions- Networking- Events- Product Training & Development

Sunshine Coast

- Client Services Coordinator- Director of First Impressions- Workflow Facilitation & Support- Compliance Reporting- Bookkeeping & AdministrationOver a period of 20 months I was studying, building my student portfolio and offering Client Services support on temporary contracts to Sunshine Coast based businesses over this period of time. Two of the contracts were for Accounting Businesses and the roles were a blend of client facing services and back office support to managing directors, senior accountants, business advisory managers and accounting, bookkeeping and administration teams. High level support from systems development to client nurture, accounting support to integral day to day administrative operations.I also fulfilled an administrative and bookkeeping function at Woombye Care. This is an outstanding not-for-profit facility with an incredible team of administrators, nurses and carers. I supported Accounts Receivables, Accounts Payable and Payroll Processing for 7 departments. I utilised existing administration management skills to assist in maintaining documentation for compliance and general administrative duties.

Brisbane, Sunshine Coast, Wide Bay

Drawing on 15+ years experience in businesses, I am qualified to coach and train students in their chosen field of study - working toward nationally recognised qualifications.

Maroochydore

- Business Process Improvement- Compliance Management- Efficiency gains and Quality AssuranceI worked with Cath Molloy on her business from April to December 2013. In that time Cath was able to utilise my knowledge and experience to apply solutions to areas inside her business that required change or improvement. Together we re-established a system that provides a lot of support to the community and offers both great recognition and reward to the business and it's team. Cath has employed more team members and implemented new operating systems to ensure efficiencies and accuracy are maintained. She is now continuing to focus on internal operating systems.

Twin Waters

- Business Development: Workflow process, Pricing & Packaging, Internal process improvement- Relationship Development: New client consultations, Networking, Programs, Events- Marketing- Team Training & Development- Growth StrategyIn 2009 Keating & Associates went from a Sole Owner to a Partnership of three Associates. Eventually the name, branding and location of the business changed to 'Grow Accounting'. I facilitated the change and managed all associated processes and projects. The history of Keating & Associates is an exciting one with growth from 4 employees to 16 over a 10 year period.I ended my career with Grow Accounting in 2013 after a significant change in leadership direction in 2012.

Twin Waters

- Director of First Impressions- All administrative functions & support- World Class Customer Service- Team manager - Administration- MarketingMy passion and focus was on providing our client's with an exceptional experience when they use our services. My vision was that through the highest quality work and the best customer experience that our clients would be our advocates and part of our growth program. Working for Grant Keating was by far a career highlight - you didn't just work for Grant, you worked WITH him and it is through this journey that he enabled my experience and performance highlights to be achieved.

- Director of First Impressions- All office administration including: appointments, mail, banking, enquiries, letters, support, copying, filing- ATO Lodgements and lodgement preparation for Individual Income Tax Returns & GST filings- Payroll- BookkeepingI began my role at John B Loxton as a trainee completing a Cert III in Business Administration. I spent 2.5 years with the team in Buderim and in that time I performed receptionist and secretarial duties specific to accounting and tax. This included all client greeting face to face and on phone. All correspondence via mail into and out of the office. Assessment notice checking and matching. Basic bookkeeping. During my time here I was also contracted to business clients to perform their payroll and bookkeeping.

- Administrative Support- EnrolmentsAs a school based trainee completing a Cert. II in Business Administration, I worked between Caloundra and Nambour TAFE campuses as administration and enrolments officer and also as a support administrator to the Aged Care department of study.

Certificate Iv, Training And Assessing

Cert IV Training & Assessing

Diploma Of Business Administration, Business Administration And Management, General

Diploma Of Business Management, Business, Management, Marketing, And Related Support Services

Certificate Iii In Business Administration, Small Business Administration/Management

Certificate Ii In Business Administration, Small Business Administration/Management