How accounting & bookkeeping firms can survive and thrive during a crisis

Ed ChanFounder & Non-Executive Chairman, Chan & Naylor

The evolving situation of the COVID-19 pandemic is at the forefront of everyone's minds. The world as we know it has changed dramatically, and every business is being forced to adapt.

Amongst the uncertainty and disruption, there are some practical steps you can take to not only help your accounting firm survive, but come through this period in a stronger position than ever.

In this video, Ed Chan shares his best advice for navigating your accounting firm through the coming months. Based on what he learned leading Chan and Naylor during testing times such as the Global Financial Crisis, Ed outlines steps you can take to maintain regular operations and share actionable advice to come out ahead.


  • The difference between firms that will thrive in this coming period, and those that won't

  • How to create a buffer to ride out any storm

  • The key messages to convey to your clients

  • How to support your staff

  • Tips to manage a remote team

Ed Chan
Founder & Non-Executive Chairman, Chan & Naylor

Ed started Chan & Naylor from a small home office in Sydney and grew it into a National Financial Services Organisation that now works without him, with offices in most capital cities around Australia, servicing more than 10,000 clients.

In 2018 he co-founded WIZE Mentoring, a network for accountants who want to know how to successfully grow their firm and have it run without them.


Richard Snell
Director of Sales, Asia-Pacific, Karbon

Richard brings almost 20 years of leadership experience working for SaaS companies in the accounting industry including MYOB, QuickFee and Wolters Kluwer. He has a proven record of helping accounting firms leverage technology to grow and improve their business.

Richard Snell