Growing Your Accountancy Cloud Practice - A Toolkit for Success

Introduction

Growing an accountancy practice is challenging for a multitude of reasons - finding and winning the work can be challenging, especially if you are setting up a new practice.

Owners often find themselves to be the bottleneck, trapped in the day-to-day work that suffocates practice growth as a result.

Pricing is difficult, and you will often have ‘legacy’ clients that are not paying what they should be for your services but were priced years ago.

Processes often are not documented firm wide, and when they are they do not always get followed by all.

Inefficiencies develop as the team grows, with people managing their own spreadsheets for the same set of data. Hiring staff can be difficult in what is an employee market right now.

With so much technology out there, where do you start?

All the above will be tackled during this webinar.

What You Will Learn

This webinar will cover the following:

• Sales & Pricing
• Details of the various sales channels available to win work, the pros and cons of each and the general time frame to see a return
• What sales data to track and how to track it
• The art of pricing and re pricing clients
• How to make your team a sales team to make it less reliant on you for new business
• Process
• How to build a process from scratch
• How to document and refine existing processes
• How to decide what to fix first
• The ‘traction’ method of practice improvement to allow continuous improvement week by week
• Staffing
• What attracts top talent, and what should be on your job descriptions?
• What should be going into staff appraisals
• Removing yourself from the bottleneck
• Clients
• Tips to keep clients sticky
• Making the onboarding process 5*
• How to make clients spend more
• Why surveys matter - some practical examples

This webinar was recorded on 1st August 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.