AI & QUALITY ASSURANCE: FREE MASTERCLASS
11 MARCH 2026 | 10:00 AM - 12:00 PM AEDT | Online via Zoom
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WHO SHOULD ATTEND
01
Sole Practitioner Accountants
(1-10 employees, $300K-$2M revenue) feeling trapped in compliance work, overwhelmed by hours, and concerned about AI disruption and succession planning
02
Multi-Partner Accounting Firms
(2-5 partners, 10-40 employees, $1M-$5M revenue) experiencing growth plateau, succession anxiety, cultural fragmentation, and talent retention challenges
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Business Owners
From any industry wanting to future-proof operations, master AI adoption, and build scalable business growth models
Geographic Focus: Australia, New Zealand, and USA (Pacific Time Zone)
MASTERCLASS AGENDA
- Why most accounting practices are falling behind
- What’s possible when you get it right (real case studies and results)
- The 6-week QA Program (week-by-week breakdown with transformation outcomes)
- Your Roadmap: Interactive 90-day planning exercise live
- Complete program details, bonuses, pricing, and enrolment information
- Live Q&A – Get your specific questions answered
SPEAKERS
Robert Coorey is a business leader and marketing expert with a proven history of scaling businesses. As the owner of Proactive Business Services, he combines entrepreneurial drive with financial expertise to support Australian businesses. Rob is an associate member of CPA Australia.
Expertise: He specialises in business advisory, financial management, tax planning, and technology integration. His background in marketing, technology, and sales enables him to deliver innovative, practical solutions for high-growth companies.
Experience & Education: Robert holds a Bachelor of Computer Science (scholarship recipient) and an MBA. He co-founded Archistar, a multi-million-dollar software company, and founded Nagaris, an Accounting CRM platform. Additionally, he authored Feed a Starving Crowd and The Subscription Playbook. His entrepreneurial experience complements his CPA membership and dedication to accounting excellence.
Aaron Besley is a Partner at Achieve Financial Group and a highly skilled accounting professional with over a decade of experience, specialising in business growth strategies, taxation, and wealth creation for small to medium-sized enterprises.
Qualifications: Tertiary qualified in accounting and a recognised Partner in public practice. Uniquely, Aaron’s foundation in the hospitality industry prior to his accounting career has equipped him with an elite standard of client service, combining technical tax mastery with practical, service-based business acumen.
Expertise: Aaron’s areas of focus include Self-Managed Superannuation Funds (SMSF) administration and compliance, tax minimisation, and profitability management. He is dedicated to moving clients beyond simple compliance and into strategic wealth accumulation.
Now: Modern Business Architect & Wealth Mentor. Come and learn what Aaron and John (business partner) have achieved in only the past nine months!