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Dashboard Insights Pty Ltd

Name: Dashboard Insights Pty Ltd
Address: Unit 8, 79-83 High Street, Kew, Melbourne, VIC, 3101, AU
Telephone: +611300481178

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Dashboard Insights Pty Ltd

Data and AI Solutions for Accounting & Professional Firms

17/06/2026

30 June is less than 2 weeks away and accounting firm leaders and teams are flat out right now.

𝐒𝐨 𝐰𝐞 𝐩𝐮𝐭 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫 𝐚 𝐪𝐮𝐢𝐜𝐤 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐜𝐥𝐨𝐬𝐞 𝐅𝐘𝟐𝟔 𝐬𝐦𝐨𝐨𝐭𝐡𝐥𝐲 𝐚𝐧𝐝 𝐬𝐞𝐭 𝐮𝐩 𝐅𝐘𝟐𝟕 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐰𝐚𝐲.

Swipe below for details - and join us tomorrow for a live walkthrough.

👇 Last call to register. Link below

16/06/2026

Stop treating EOFY like a deadline.

It's the single most important strategic moment of your year.

The firms that finish FY26 strong don't work harder at year-end. They work with a process. They know exactly where value leaked, what to fix before 30 June, and what targets to carry into FY27.

We built this guide so you can do the same.
Swipe through. It's a working document, not a read-and-forget PDF.

✅ Review the four key areas of your firm before 30 June
✅ Identify pricing gaps and scope creep before they roll into another year
✅ Set your FY27 targets with real benchmarks behind them
✅ Move from reactive EOFY pressure to a structured, repeatable close-out process

𝗚𝗲𝘁 𝘆𝗼𝘂𝗿 𝗳𝗿𝗲𝗲 𝗽𝗹𝗮𝗻𝗻𝗲𝗿 𝗵𝗲𝗿𝗲:
https://discover.dashboardinsights.com/eofy-checklist-fy27ready

11/06/2026

Somewhere in your client list there's a retainer that made sense when you signed it.

That was before the extra calls and one-off requests from clients.

The fee never moved but the work did.

30 June is two weeks away.

𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐞𝐱𝐩𝐞𝐜𝐭 𝐚𝐫𝐫𝐚𝐧𝐠𝐞𝐦𝐞𝐧𝐭𝐬 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐯𝐢𝐞𝐰𝐞𝐝 𝐚𝐭 𝐄𝐎𝐅𝐘 𝐰𝐡𝐢𝐜𝐡 𝐦𝐚𝐤𝐞𝐬 𝐭𝐡𝐢𝐬 𝐭𝐡𝐞 𝐞𝐚𝐬𝐢𝐞𝐬𝐭 𝐭𝐢𝐦𝐞 𝐚𝐥𝐥 𝐲𝐞𝐚𝐫 𝐭𝐨 𝐡𝐚𝐯𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧, 𝐮𝐩𝐝𝐚𝐭𝐞 𝐭𝐡𝐞 𝐬𝐜𝐨𝐩𝐞, 𝐚𝐧𝐝 𝐡𝐞𝐚𝐝 𝐢𝐧𝐭𝐨 𝐅𝐘𝟐𝟕 𝐰𝐢𝐭𝐡 𝐟𝐞𝐞𝐬 𝐭𝐡𝐚𝐭 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐫𝐞𝐟𝐥𝐞𝐜𝐭 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮'𝐫𝐞 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠.

The blog walks through how to do it.

Swipe below 👇

Full blog link here:
https://dashboardinsights.com/accounting-firm-retainer-pricing-review/

10/06/2026

It's EOFY season, work is piling up and 30 June is not moving anywhere.

So we put together the four-point EOFY checklist we actually run through in our own firm every year.

𝐅𝐨𝐮𝐫 𝐚𝐫𝐞𝐚𝐬 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐟𝐢𝐫𝐦'𝐬 𝐝𝐚𝐭𝐚 𝐰𝐨𝐫𝐭𝐡 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐚𝐭 𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐨 𝐬𝐨𝐫𝐭 𝐭𝐡𝐞𝐦 𝐛𝐞𝐟𝐨𝐫𝐞 𝐭𝐡𝐢𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐲𝐞𝐚𝐫 𝐞𝐧𝐝𝐬.

Join our team on 18 June at 1:00 PM AEST. It's a short session and you'll be able to action it right away.

Can't make it live? Register anyway and we'll send the recording after the session.

Link in the comment below 👇

30/04/2026

𝗗𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘀𝘁𝗮𝗻𝗱𝘀?

Not compared to last year. Not compared to your gut feel. Compared to 250+ Australian accounting firms.

The 𝗙𝗬𝟮𝟲 𝗔𝗨 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗶𝗻𝗴 𝗥𝗼𝗮𝗱𝘀𝗵𝗼𝘄 brings Australia's most comprehensive accounting performance dataset to firm leaders across the country.

Live. In person. In your city.

Join us to see where your firm stands, and what to do next!

📍Melbourne, Sydney, Brisbane, Gold Coast, Perth, Adelaide, Hobart

24/04/2026

Many firms don't struggle with cashflow because they don't know how to bill or collect.

They struggle because work, billing, and collections aren't managed as a structured, visible workflow.

So we put together a short resource breaking down 8 shifts that consistently make the biggest difference for firms dealing with lockup delays.

→ Stop Cash Flow Delays: 8 Ways to Unlock Lockup: https://hubs.ly/Q04djdxS0

And if you want to talk through what any of it looks like for your firm specifically, drop a comment or book a time at this link: https://hubs.ly/Q04djcfD0

08/04/2026

𝗖𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗱𝗼𝗲𝘀𝗻’𝘁 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝗮 𝗹𝗮𝗰𝗸 𝗼𝗳 𝘄𝗼𝗿𝗸, 𝗶𝘁 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺 𝗵𝗼𝘄 𝗹𝗼𝗻𝗴 𝗶𝘁 𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗴𝗲𝘁 𝗽𝗮𝗶𝗱.

Join Ryan Richardson and Ned Appleton (Apxium) this 21 April. They will break down the reality of lockup and share practical ways leading firms are turning work into cash faster.

In this session, we’ll cover:
• How long it really takes to convert work into cash
• Where delays typically occur across WIP and debtors
• Practical strategies firms are using to improve cash flow

𝗜𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 𝗶𝘀 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗹𝗲 𝗼𝗻 𝗽𝗮𝗽𝗲𝗿 𝗯𝘂𝘁 𝗰𝗮𝘀𝗵 𝗳𝗲𝗲𝗹𝘀 𝘁𝗶𝗴𝗵𝘁𝗲𝗿 𝘁𝗵𝗮𝗻 𝗶𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲, 𝘁𝗵𝗶𝘀 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝘄𝗶𝗹𝗹 𝗵𝗲𝗹𝗽 𝗰𝗼𝗻𝗻𝗲𝗰𝘁 𝘁𝗵𝗲 𝗱𝗼𝘁𝘀.

Can’t attend live? Register anyway and we’ll send the recording.

08/04/2026

𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮’𝘀 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗶𝗻𝗴 𝗥𝗼𝗮𝗱𝘀𝗵𝗼𝘄 𝗳𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗙𝗶𝗿𝗺𝘀 𝗶𝘀 𝗯𝗮𝗰𝗸 — 𝗮𝗻𝗱 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿, 𝗶𝘁 𝗴𝗼𝗲𝘀 𝗱𝗲𝗲𝗽𝗲𝗿 𝘁𝗵𝗮𝗻 𝗲𝘃𝗲𝗿.

Powered by data from 250+ Australian accounting firms, the FY26 Benchmarking Report doesn’t just show you where you stand; it shows you 𝘸𝘩𝘺.

Because knowing your numbers is one thing.
Having clarity on what those numbers mean and what to do next, is where the real value is.

𝗪𝗵𝗮𝘁’𝘀 𝗻𝗲𝘄 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿:

✅ Value chain benchmarking to understand performance across every stage of your firm
✅ Pinpoint where value leaks whether in time, margin, or opportunity losses
✅ Better Contextual insights where we show not just what’s happening, but why it’s happening
✅ Monday-ready actions with practical, real-world changes you can implement immediately

Join us to see where your firm stands, and what to do next!

📍Melbourne, Sydney, Brisbane, Gold Coast, Perth, Adelaide, Hobart

Limited slots available: https://www.eventbrite.com/cc/fy26-au-accounting-benchmarking-roadshow-4820699

07/04/2026

𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟵: 𝗦𝗲𝗲 𝗛𝗼𝘄 𝗬𝗼𝘂𝗿 𝗙𝗶𝗿𝗺 𝗖𝗼𝗺𝗽𝗮𝗿𝗲𝘀

Most firms track their own performance. But without context, it’s hard to know what “𝘨𝘰𝘰𝘥” actually looks like.

Are you performing at a high level? Or just operating in isolation?

In Episode 9, we explore how benchmarking gives firms the clarity to see where they truly stand. Drawing on data from hundreds of AU accounting firms, it provides a clear view across productivity, profitability, and efficiency.

With that perspective, firms can identify what’s working, uncover where they’re falling short, and make more confident, data-driven decisions.

We’re bringing the FY26 Benchmarking Report on the road again accross AU starting this August — register today to secure your spot. Check comments for registration.

27/03/2026

𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟴: 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗰𝗹𝗶𝗲𝗻𝘁 𝗹𝗼𝗮𝗱𝘀 𝗮𝗻𝗱 𝗺𝗮𝘅𝗶𝗺𝗶𝘀𝗲 𝘃𝗮𝗹𝘂𝗲

On the surface, client allocation can look evenly distributed.

But in reality, some managers are quietly overloaded while others have capacity to take on more.

Without clear visibility, these imbalances are hard to spot. Over time, they impact service quality, team performance, and profitability.

In Episode 8, we explore how better visibility across client groups helps firms understand workload distribution, link client loads to revenue, and make smarter decisions around team allocation.

When firms can clearly see who is carrying what, they can rebalance workloads, improve client service, and ensure every client contributes to overall performance.

Remember, growth isn’t just about adding more clients; it’s about making the most of the ones you already have.

Watch the full video below: https://dashboardinsights.com/maximise-revenue-from-every-client-group/

Address

Unit 8, 79-83 High Street, Kew
Melbourne, VIC
3101

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+611300481178

Website

http://www.dashboardinsights.com/

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Dashboard Insights Pty Ltd

17/06/2026

16/06/2026

11/06/2026

10/06/2026

30/04/2026

24/04/2026

08/04/2026

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07/04/2026

27/03/2026

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