Beyond Numbers: Business Referral Network for Accountants, Bookkeepers, Planners & Brokers

Beyond Numbers Business Referral Network for Accountants, Bookkeepers, Planners and Brokers is designed for business owners in the Accounting, Bookkeeping and Financial Services Industry to connect with likeminded finance professionals, build meaningful and authentic relationships in a positive and supportive environment.

Business owners in accounting and financial services often struggle to find networking opportunities tailored to their industry. Beyond Numbers Networking Events are dedicated to bring together accounting and finance professionals who truly understand their unique challenges and provide a platform for them to build connections, and trusting relationships and explore potential strategic referral partners.

At Beyond Numbers Business Referral Network, our primary goal is to foster authentic connections among business owners in the accounting and financial services industry. Our event aims to facilitate the formation of strong relationships based on shared values, interests, and experiences.

Who is it for:

• Accountants in practice

• Bookkeepers

• BAS agents

• Tax agents and advisors

• Financial planners and advisors

• Finance brokers operate over 2 years

• Insurance brokers

• Commercial Lawyers

What to expect:

6:00 pm - Doors open and welcome in to open networking

6:30 pm - Event start, intro and topic education

7:30 pm - Continue networking

8:00 pm - Event close

( No late entrance after 6:30 pm, and finger food will be provided)

Why Join Us?

AI is moving into accounting and finance practices faster than most owners realise.

It can draft client emails, process documents and answer questions around the clock. But your business doesn’t run on speed. It runs on trust. Clients trust you with their finances and their confidential information. Referral partners trust you with their reputation every time they send someone your way.

Most practice owners are asking how to use AI. Fewer are asking the harder question: will it strengthen the trust my business is built on, or quietly wear it down?

This December, we are bringing together three leaders from finance broking, AI and technology, and sales to explore that question. We’ll look at where AI genuinely helps, where it puts client and referral relationships at risk, and how to get the balance right. Not theory. Not hype. A grounded, practical conversation for accounting and finance professionals.

Meet the Panel

Chanel Cicchiello
Founder and Director, Florentina Finance

Chanel Cicchiello is a finance broker who helps SMEs secure the right funding through a trusted panel of lenders. 95% of Florentina Finance’s business comes through referrals, a reputation built on trust, transparency and consistent client outcomes.

Chanel has built her business on referral relationships and client trust.

Todd Johnson
Fractional Chief AI Officer, CIO and CTO, InnovateX Solutions

Todd Johnson helps businesses turning over $2 million to $200 million put AI into everyday work. His 15 years span software, networks and security architecture, including government programs at PROTECTED classification. Tired of consulting that left businesses with reports instead of fixes, he founded InnovateX Solutions.

Todd helps businesses put AI into everyday work, not just into reports.

Sharon Phillips
Founder and CEO, Sales 2 Success

Sharon Phillips brings 30+ years of B2B enterprise sales and leadership experience. She helps business owners communicate their value, build stronger client relationships and create consistent, repeatable sales habits.

Sharon helps business owners build the client relationships that drive sustainable growth.

What You Will Take Away

This is not a lecture. It is a moderated panel conversation designed to shift how you think about AI, trust and your business.

You will walk away with:

Clarity on what AI should and shouldn’t do in your business. You’ll learn where AI adds real value, and where human judgement and relationships still need to lead.

A clearer view of the trust risks. You’ll see how AI use can affect client confidence, data protection and referral relationships, and what to watch for.

Practical next steps you can take this week. Each panellist will share one specific, low-barrier action you can implement immediately.

New professional connections. You’ll meet potential referral partners who complement your services and share your commitment to building something that lasts.

Facilitator
Alexandra Quinn, CPA

Alexandra Quinn is an Authentic Leadership Expert, international professional speaker, certified business and mindset coach for Accounting and Finance businesses, and best-selling author. She co-authored Cracking the Business Mastery Code with Brian Tracy.

As a Certified Public Accountant with 20+ years of experience across Big 4 accounting, banking and corporate finance, Alexandra brings rare credibility to the intersection of coaching psychology and business growth strategy. She now focuses on helping accounting and finance business owners build a trusted brand and a stronger referral network.

Event Photography Disclaimer

By attending this event, you acknowledge and consent to being photographed and/or filmed. These images and videos may be used for promotional purposes, including but not limited to social media posts, website content, marketing materials, and future event promotion.

If you prefer not to be photographed, please inform event organisers upon arrival and we will make every effort to accommodate your request.

For questions about photo usage or to request removal of your image, please contact the event organisers.