lance Cornico

We have observed that some licensees are beginning to implement changes to their advice documents. This appears to be in anticipation of Michelle Levy's recommendation to abolish Statements of Advice, and instead, introduce "Fit-For-Purpose" documents.

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Anyone who has acquired an existing firm, or simply decided to move their accounting business to a cloud-based system, will be aware of the myriad of costs and unexpected delays that occur in transitioning Practice Management Systems (PM).