5 Steps to a Balanced Firm Course
5 Steps to a Balanced Firm
Have you ever felt that there must be a better way to run your practice? One that will give you more money, more freedom and more satisfaction.
I have found that so many accountants are fabulous at helping their clients achieve “all of the above” but they are like the plumber with the leaking tap.
In my 5 steps to a Balanced Firm program I will:
- give you renewed enthusiasm for your practice and your life
- give you the confidence to say to “no” to some clients and some work
- give you the inspiration to build a culture of loyal and dedicated staff who live and breathe your vision for your practice
- give you the motivation to embrace technology
In just 5 weeks you will have your very own blueprint that will help you re-design your practice so that it aligns perfectly with your vision.
You will have an action plan ready for you to start working on straight away or to progressively work on between now and 30 June. On 1 July, you can start the new financial year with a clean slate! One that all of your new policies, procedures and a new way of doing business and life can be written on.
What’s it all about?
Drawing on my 20+ years’ experience as a Chartered Accountant and 18 years as a practice founder and owner, I will be sharing the very things that worked for me. When I started my practice in 1999, I wanted out of the traditional accounting model and for most of the next 18 years that is what I did. I did not conform to what everyone else was doing. I wanted a contemporary accounting practice – one that would afford me a work/life balance. I was always looking at ways to do things better, more efficiently and one that would bring my team and my clients on the journey with me encouraging them to embrace this mindset too.
Over the years I have seen too many accounting practice owners doing it tough. Struggling to make the money they should be. Chasing one deadline after another. Putting one fire out after another. Constantly having to justify their fees. Feeling exhausted and discontent. Wondering whether they should have kept working for someone else and had that regular pay cheque with a pretty much a guaranteed annual increase.
So if that feels like I am describing you and your practice, don’t be alarmed. Your colleagues that I meet at seminars and speaking engagements and those that read my newsletters and blogs are feeling the same pain.
This course has been developed from my well received MYOB Partner Connect presentation and workshop and other presentations I did last year. I only had 30 minutes to share my valuable content and strategies, but attendees wanted more.
So over 5 weeks, I will share strategies, stories and resources that will have you focusing on you and your practice for a change. You need to be your own priority if you want to have a practice and a lifestyle that is going to serve you and your family well. I will help you gain clarity on what you are doing right now and what is possible. I will help you rediscover your passion for your practice all while making more money and giving you back some of your precious time, so you can enjoy it. I will help you rediscover what really is important in your life.
Here’s how it will work.
Course start date:
The course kicks off on Tuesday 9 April 2019 and will conclude on 14 May 2019.
The Topics we will cover:
- Week 1 – Vision, Mindset and Balance – 9 April 2019
- Week 2 – Clients – 16 April 2019
- Week 3 – Services, Pricing and Packages – 30 April 2019
- Week 4 – Employees, Team and Culture – 7 May 2019
- Week 5 – Technology Suite – 14 May 2019
Weekly Course Notes and Activities – each week you will receive a combination of course notes, a video or two, an article or two and some activities to work through in your own time. I suggest that you block out at least an hour in your diary each week to go through this content.
Weekly Group Webinar – each week there will be a group webinar for an hour where I will give a brief overview of the content for the week and then open it up for questions and challenges that may have come up for you for the week’s topic. You can also challenge me and ask how something that I have brought up may work specifically in your case.
Catch Up Week – You will note that there is no live call on Tuesday 23 April as that is a short week with public holidays for Easter Monday and Anzac Day. This is an opportunity for you to relax with family and friends, reflect on the first two weeks of the course, catching up on the exercises or working on your practice’s Action List
OK I’ve shared the content details but you’re an accountant right, so I’m sure your next question is, what’s the cost?
My response is that the investment I am asking you to make in yourself and your practice is a couple of hours a week, an open mindset and $595 (tax deductible of course and you may even want to add the hours to your CPE/CPD register).
So, what are you waiting for?
Sign up today for a better practice and a better life.
If you are worried about timing, my question to you is when is there ever a “good time”? There will always be BAS lodgement deadlines, ITR deadlines, staff on leave. Every client I have worked with in the past actually have said that they had wished they had started working with me sooner. My second question to you is, what is it costing you (in money, time and stress) by not taking action and making you and your practice a priority?
If your preference is to work more 1:1, I also work with a limited number of practice owners and their teams and offer tailored coaching for small and solo accounting practices. If this appeals more to you, all you need to do is send me an email firstname.lastname@example.org and we can discuss your options.
What others said.
“I am so thankful that you have been working with me. I look at my turnover in comparison to previous years and there is a definite increase, yet I haven’t been offering Saturday or late night appointments.”
“I loved how you were able to work with my staff to help them to embrace the changes right from the initial meeting.”
“It would take days to pull Amanda’s checklists and templates together and my time is better spent elsewhere in my practice with everything on my plate right now.”
“Amanda identified an area in my practice where I was generating no revenue whatsoever. She provided me with options on how I could immediately add either $3,150 or $9,450 to my revenue without incurring one extra cost.”
“I met Amanda a number of years ago while working at MYOB and was immediately taken by her passion and clarity. Amanda uses her 18 years of refinement in running her own practice to create robust, actionable plans to assist accountants wanting to modernise their methods.”
“She would be an asset to these practices in helping them identify problematic areas, helping them to identify opportunities and then coming up with strategies to to ensure they have thriving and sustainable practices. Amanda is an absolute pleasure to work with and someone I highly recommend!”
“If you want happy, contented, loyal staff and clients, I whole heartily recommend amanda as your guide to make that happen.”