Clayton Oates

 

Clayton Oates
Clayton Oates is recognised as a Thought Leader in the Accounting | Bookkeeping and Technology Industries in Australia and Internationally. He has been working in (and consulting to) the Accounting | Bookkeeping and Software Consulting industries in Australia for more than 25 years. After completing a Business (Accounting) degree at Monash University Melbourne he joined Price Waterhouse, working in the tax division for 5 years, then moving into industry as a retail Accountant followed by 9 years with Accounting firm WHK Rutherfords (now Crowe Horwath), based in Northern NSW.

In 1998 he co-founded QA Business (a specialist independent IT Consultancy practice) focussed on improving business systems, productivity and performance for Small Business Owners & Operators, Software Consultants, Bookkeepers and Accountants. Since its inception, QA Business has set up and managed thousands of business software systems throughout Australia, from start-up businesses through to large corporations.
 
Clayton has been included in the Top 25 Thought Leaders In the Accounting Profession (2015, 2016 and 2017) by USA based CPA Practice Advisor, the first inclusion by an Australian on this list.

Clayton has also developed systems that improve the End of Year and BAS processes for both the client and their Accountant. Taking a previously undocumented approach and systemising it for the benefit of Business operators / Bookkeepers and their Accountant.

Clayton is a sought after conference speaker, regualrly speaking at business and industry events around the world. He is a passionate, experienced presenter, some of his speaking engagements include:

Speaking Appearances
 
  • CPA Practice Advisor - Accounting Technolgy Thought Leadership Symposium  - Indianapolis USA (February 2017)
  • AccountexUSA Conference - Boston USA (September 2017)
  • Woodard Group Scaling New Heights Conference - Orlando USA (June 2017)
  • Intuit Australia Conference QBConnect - Sydney May 2017
  • Intuit Global Conference QBConnect - San Jose USA (October 2016)
  • AccountexUSA Conference - Las Vegas USA (November 2016)
  • Top 25 Thought Leaders In Accounting / Technology Profession - Symposium 2015, 2016 and 2017 (Dallas and Idianapolis)
  • USA Sleeter Group (SleeterCon) conference in Las Vegas 2013, 2014 and 2015
  • ExpensiCon (Inaugural Expensify Conference) - Maui Hawaii (May 2016)
  • Key Note presenter at the National Business Road Show (7 weeks - 32 locations across Australia)
  • Institute of Public Accountants (IPA) NSW Division State Conferences
  • Presenter at QuickBooks (Reckon) Accredited Trainers (National & State) conferences (2002 - 2016)
  • Launch of Major QuickBooks (now called Reckon Accounts) software releases throughout Australia
  • Kochie's Business Builders Boot Camp - Sydney
  • Business Efficiency Blogger for NRBM
  • QA Business regional roadshows (100+ events throughout Australia)
  • QA Business Bookkeepers Bootcamp
  • Keynote Presenter at 10th Annual Reckon NZ Partner Conference 2013 (Queenstown)
  • American Institute of CPA's Executive Roundtable New York - April 2015
  • Sage Summit 2015 Global Conference in New Orleans
  • Reckon NZ Partner Conference (Auckland) - September 2015
  • Intuit QuickBooks - QBConnect Global Conference San Jose USA - November 2015
  • Institute of Public Accountants (IPA) National Congress - Gold Coast - November 2015  
  • Co-Author of Start With a Profit (Best practice tips for Entrepreneurs from Top Accounting Industry Leaders)
  • CPA Practice Advisor Thought Leaders Symposium (Dallas, TX - February 2016)
  • Keynote Presenter - Business Transformation Series hosted by Computer Merchants at Tesla (Sydney and Melbourne May 2016)
  • Sage Summit 2016 Global Conference in Chicago (July 2016)

Podcast Appearances

What does an Accounting Technology "Thought Leader" actually do? - Warwick Merry (the Get More Success Guy) interviews Clayton on What Success means to him and how others can achieve whatever it is that they would love to accomplish in business and life (Listen to Podcast).

The Bookkeeper Revolution Team interviews Clayton on How he sees the Role of the Bookkeeper evolving and the impact technology is having on the industry and the opportunity for Bookkeepers to step into new roles in servicing their clients and their Accountant (Listen to Podcast). 

Joe Woodard (Founder of the Woodard Group) interviews Clayton on how to go #BeyondSolo - Advice on how Accountants and Bookkeepers can Create and Build a team. A preview of Clayton's educational session at Scaling New Heights in Orlando Florida in June 2017 (Episode 27 of the Scaling New Heights Podcast).

David Cristello (Founder of Jetpack Workflow) interviews Clayton on what he sees as the major challenges and opportunities in building a technology advisory division within an Accounting firm (Listen to Podcast).

Jamie Cunningham (Business Adviser / Speaker) interviews Clayton on What Small Business and their Advisors (Accountants, Bookkeepers & Consultants) should be asking before transitioning to The Cloud (Listen to Podcast).

Mike Michalowicz and the Grow My Accounting Practice Team (Episode #36) interview Clayton and explore the implications of technology on accounting and how you can embrace it to grow your accounting practice. In this day and age we are truly at a crossroads of accounting, bookkeeping, and technology. Clayton reminds Accountants and Bookkeepers that you are already a trusted advisor, but by embracing technology you can be a Difference Maker (Listen to Podcast).

Steve Major from Pricing Power (Episode #87) discovers Claytons insights on how to build a Technology Consulting Business and the opportunity that exists for Accountants, Bookkeepers & Consultants to lead their clients to the future with the use of Technology (Listen to Podcast).

Television Appearances
 
Clayton has also been a regular presenter on the MyBusiness TV show (Ch7) hosted by David Koch. ‘My Business’ Director, Nigel Miller, said “ We asked Clayton to be involved because he works with small business owners (Accountants and Bookkeepers) every day so understands the problems they face (adopting technology in their businesses).....“. 
 
Other Industry recognition includes being awarded Reckon Accredited Partner (AP) of the year for 2013/14, a peer award recognising his outstanding long term contribution the Accounting Software Industry in Australia, more details of this prestigious award can be found by clicking here

Clayton is also a Fellow of the IPA and AAT (Institute of Public Accountants and Association of Accounting Technicians). He believes that both Accountants and Bookkeepers share a common goal of “wanting to help their clients succeed in business (and ultimately in life) – and with both professions working together (and taking advantage of technology) this is a real possibility”.

Clayton has also been recognised as a Finalist in the "Thought Leader of the Year" category of the 2015 Australian Accounting Awards presented by Accountants Daily.

 Clayton Oates Top Accounting Thought Leader           Clayton Oates Co-Author Start With a Profit                Clayton Oates - Reckon Accredited Partner of The Year (Australia)             Clayton Oates Top 50 Cloud Accountant