How to Scale Your Accountancy Cloud Practice - Live at Your Desk

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 of the above can be tackled and resolved as we will explore in this virtual classroom seminar.

What You Will Learn

This live and interactive session 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
• How a good sales funnel can connect sales channels and increase conversion
• 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
• Implementing change to those that do not want to change
• 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
• Tips to improve staff engagement
• The pros and cons of outsourcing

Clients

• Tips to keep clients sticky
• Making the onboarding process 5*
• How to make clients spend more
• Why surveys matter - some practical examples

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.