❇️ Platinum Licensee Pathway Program (Start)

1

Welcome to Platinum Accounting Australia (PAA)
- Live Program Induction Session
2

Business Success Blueprint
- Business Success Blueprint
3

🚩Part A: Marketing
- Platinum AI Practice Marketing Engine🔥
- Best Practice Guideline (90-Day Marketing & Sales Plan)
- Disclaimer for All Your Marketing Channels
4

1. Marketing Email Template
- Week 1: Individual Tax Return (ITR) Service - 1st round email - Template
- Week 1: Individual Tax Return (ITR) Service - 1st round SMS - Template
- Week 2-5: Individual Tax Return (ITR) Service - 2nd round email - Template
- Week 2-5: Individual Tax Return (ITR) Service - 2nd round SMS - Template
- Week 2-5: Phone Script - Book in free consultation
- Week 6-9: 1 to 1 to Individuals - Salary Only
- Week 6-9: 1 to 1 to Individuals - Sole Trader
- Week 6-9: 1 to 1 to Individuals - Individuals with Investment Properties
- Week 10-12: 12 Value Adding Articles - Nurture Sequence
5

🚩Part B: Sales
- Platinum AI Client Conversion Prep Pro🔥
- Platinum AI Engagement Wizard🔥
6

🚩Part C: Tax Training
- Platinum AI Tax Navigator🔥
7

1. Tax Compliance
- 1. Things to consider before starting business (1 of 2)
- 1. Things to consider before starting business - (2 of 2)
- 2. Government Compliance
- 3. Company Registration
- 4.Tax Registration
- 5. Tax Reporting
- 6. ASIC Compliance - How to add new Client on ASIC portal
8

2. Individual Tax Return
- 1. FUNDAMENTAL - MATERIALS
- 1.2 OVERVIEW
- 1.3 INCOME
- 1.4 DEDUCTION
- 1.5 ITR FUNDAMENTAL - QUIZ
- 2. CASE STUDY - SUMMARY
- 2.1 CASE STUDY - MATERIALS
- 2.2 CASE STUDY XERO PART 1
- 2.2 CASE STUDY XERO PART 2
9

3. Sole Trader Tax Return
- Introduction
- 1. SOLE TRADER FUNDAMENTAL - MATERIALS
- 1.1 SOLE TRADER FUNDAMENTALS - VIDEO
- 1.2 SOLE TRADER FUNDAMENTAL - QUIZ
- 1.3 SOLE TRADER CASE STUDY - SUMMARY
- 1.4 SOLE TRADER CASE STUDY - MATERIALS
- 1.5 CASE STUDY SOLE TRADER PART 1
- 1.5 CASE STUDY SOLE TRADER PART 2
10

4. Company Tax Return
- Introduction
- 1. FUNDAMENTAL - MATERIALS
- 1.2 FUNDAMENTALS VIDEO PART 1
- 1.2 FUNDAMENTALS VIDEO PART 2
- 1.3 COMPANY TAX RETURN FUNDAMENTAL - QUIZ
- 2. CASE STUDY - MATERIALS
- 2.1 CASE STUDY COMPANY PART 1
- 2.1 CASE STUDY COMPANY PART 2
- 2.1 CASE STUDY COMPANY PART 3
11

5. Trust Tax Return
- Introduction
- 1. FUNDAMENTAL - MATERIALS
- 1.2 FUNDAMENTALS TRUSTS
- 1.3 TRUST FUNDAMENTAL - QUIZ
- 2. CASE STUDY - MATERIALS
- 2.1 CASE STUDY TRUST
12

6. Partnership Tax Return
- Introduction
- 1. FUNDAMENTAL - MATERIALS
- 1.2 FUNDAMENTALS VIDEO
- 1.3 PARTNERSHIP FUNDAMENTAL - QUIZ
- 2. SIMPLE CASE STUDY - SUMMARY
- 2.1 SIMPLE CASE STUDY - MATERIALS
- 2.2 CASE STUDY SIMPLE PARTNERSHIP PART 1
- 2.3 CASE STUDY SIMPLE PARTNERSHIP PART 2
- 2.4 CASE STUDY SIMPLE PARTNERSHIP PART 3
- 3. COMPLEX CASE STUDY - SUMMARY
- 3.1 COMPLEX CASE STUDY - MATERIALS
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 1
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 2
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 3
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 4
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 5
- 3.2 CASE STUDY COMPLEX PARTNERSHIP PART 6
13

7. SMSF Return
- Introduction
- 1. FUNDAMENTAL - MATERIALS
- 1.2 FUNDAMENTALS SMSF
- 1.3 TRUST FUNDAMENTAL - QUIZ
- 2. TAX RETURN CASE STUDY - SUMMARY
- 2.1 TAX RETURN CASE STUDY - MATERIALS
- MUST READ!
- 2.2 CASE STUDY VIDEO - Part 1
- 2.2 CASE STUDY VIDEO - Part 2
- 3. AUDITING CASE STUDY - SUMMARY
- 3.1 AUDITING CASE STUDY - MATERIALS
- 3.2 AUDITING CASE STUDY VIDEO
14

🚩Part D: Bookkeeping Training
- 1. Basic Bookkeeping Concepts
- 2. Simple Excel Bookkeeping
- 3. Bookkeeping Concepts - Continued
- 4. Level-up Excel Bookkeeping
- 5. Understand Financial Statements
15

1. Accounts Payable & Accounts Receivable
- INTRODUCTION
- TRAINING SLIDES
- TRAINING VIDEO
- AP/AR NOTE
16

2. Bank Reconciliation
- INTRODUCTION
- TRAINING SLIDES
- TRAINING VIDEO
17

3. Credit Card Reconciliation
- INTRODUCTION
- TRAINING SLIDES
- CREDIT CARD EXCEL FILES
- TRAINING VIDEO
- CREDIT CARD REC NOTE
18

4. Inventory
- INTRODUCTION
- TRAINING SLIDES
- TRAINING VIDEO
- TRAINING MATERIALS
19

5. Business Activity Statement (BAS)
- INTRODUCTION
- MUST READ!!!
- TRAINING SLIDES
- TRAINING MATERIALS
- TRAINING VIDEO
20

6. Payroll
- INTRODUCTION
- MUST READ!!!
- TRAINING SLIDES
- TRAINING VIDEO
- TRAINING VIDEO - STP
- TRAINING NOTE
- TRAINING MATERIALS
21

7. Prepayment
- INTRODUCTION
- TRAINING SLIDES
- TRAINING VIDEO
- TRAINING MATERIALS
22

8. Fix Asset Register
- INTRODUCTION
- TRAINING SLIDES
- TRAINING MATERIALS
- TRAINING VIDEO
- TRAINING NOTE
23

9. Cost Center Reporting
- INTRODUCTION
- TRAINING SLIDES
- TRAINING MATERIALS
- TRAINING VIDEO
24

10. Accrue to Budget
- INTRODUCTION
- TRAINING SLIDES
- MUST READ!!!
- TRAINING VIDEO
- TRAINING MATERIALS
25

11. Budget Analysis
- INTRODUCTION
- TRAINING SLIDES
- TRAINING MATERIALS
- TRAINING VIDEO 1 - THEORY
- TRAINING VIDEO 2 - PRACTICAL
26

12. Forecast Analysis
- INTRODUCTION
- TRAINING SLIDES
- TRAINING MATERIAL
- TRAINING VIDEO 1 - THEORY
- TRAINING VIDEO 2 - PRACTICAL
27

13. Cash Flow Analysis
- INTRODUCTION
- TRAINING SLIDES
- TRAINING MATERIALS
- TRAINING VIDEO 1 - THEORY
- TRAINING VIDEO 2 - PRACTICAL
28

🚩Part E: Operations & Systems
- Tax Return Preparation & Review Guideline - Must Read!
- Email Communication Guidelines and Turnaround Times
- Xero Setup (Tax)
- Xero setup (Financial)
29

1. Tax Work Checklist & Procedures ❗
- Licensee Checklist & Worksheet Template🆕
- Individual Tax Return (ITR)
- Business Tax Return (Company)
- Business Tax Return (Trust)
- Business Tax Return (Partnership)
- Business Tax Return (SMSF)
- Business Activity Statement (BAS)
30

🚩Part F: Licensee Community
- Platinum Licensee Facebook Community
- Task Marketplace – Connect with Platinum Intern Talent