Free resources

Growing and scaling your firm is hard enough without re-inventing the wheel. Download our free resources to help you stop working long hours, win more of the right clients and get the lifestyle you want and need.

Test drive our resources for free

Since 2004, Heather has been working with forward-thinking accountants, bookkeepers, tax advisors, and Portfolio FDs to help them profitably and sustainably grow their practice while working fewer hours with less stress. She’s amassed a wealth of resources that are now freely available to club members. After all, who has the time to reinvent the wheel for their practice?

Our members benefit from new monthly resources, including a professionally written article each week that can be used in marketing material.

You can test drive a small selection of our 300+ resources for free.

Is your practice ready to grow and scale?

Could You Use A Personalised Roadmap So You Can Kickstart The Growth Of Your Practice?

If you run your own practice and find that you are stuck, exhausted, stressed, working far too hard for little money, and don’t know how to change your situation, then it’s time to get clarity and direction. That means completing your personalised Growth Assessment and having a call to discuss with our Growth Expert.

Everyone that completes the 10 minute Growth Assessment will receive an instant personalised report showing you which of the 11 aspects of sustainable growth you need to tackle first.

Resources to help you win more of the right clients

Linkedin 50+ content ideas

Is your firm losing out on leads from LinkedIn?

Use our 50+ ideas for great content to share on LinkedIn to make sure your firm generates regular leads to high quality clients via LinkedIn.

Linkedin self-assessment

Stop your firm losing out on leads from LinkedIn!

Use our LinkedIn Self Assessment to pinpoint exactly what your firm needs to change in order to switch on a flood of high quality leads via LinkedIn.

Linkedin conversation starters

Stuck for what to say on LinkedIn?

Use our cut and paste conversation starters to speed up the process of turning prospects into connections and then clients via LinkedIn

Marketing Plan

Need to create your firm’s marketing plan but not sure where to start?

Download our free guide to creating a marketing plan. The guide includes a template to help even the most reluctant business developer to win business for their practice.

Sales process flow chart

Losing leads? Struggling to convert hot prospects? Or wasting time on tyrekickers going nowhere?

Download our free SALES PROCESS MAP to make sure you never waste time on a tyre kicker and never leave business on the table.

Content plan template

Is your firm’s content marketing haphazard? Non-existent? Losing your firm leads?

Use the exact same template we use with our members to help them plan their marketing content, to make sure your firm is sharing the right content at the right time via the right channel.

Website checklist

Is your firm’s website losing you business?

Download our FREE 100+ point website checklist to comprehensively evaluate how you need to change your website to switch on a regular supply of high quality leads.

Client persona template

Struggling to attract the right type of clients?

Download our free client persona template. Use this template to focus all of your marketing and communications to attract the right type of clients and new business.

Script to warm up old prospects

Need to warm up some old prospects?

Use the exact same script our members use to get in touch with old prospects and turn them into clients of the firm…

“I’ve been a member of most of the accountants’ communities in the UK. The Accountants’ Growth Club has been the only one which has helped me sustainably take the step up in my business”

Graeme Morris
Cloud Accountancy Whitefield Ltd

FREE RESOURCES TO HELP YOU SORT OUT YOUR PRICING

These free to download recordings, cheat sheets, guides, plans and templates are just a small selection of the 200+ resources for members in our membership site

Price increase letter

Download our free letter to help you increase your prices. This letter has been road tested and proven by our members to work.

Read for free profitable pricing for accountants

Read the first 4 chapters of Profitable Pricing For Accountants.

Profitable pricing for accountants workbook

To get the most out of “Profitable Pricing For Accountants” book download the FREE companion to the book to help you easily put the ideas, concepts and tactics from the book into action

What our members say about us

We added over 200k in one year with the clubs help. We've gone through huge change on restructuring our team, our processes, and have also gone through a massive fee increase! The support that the club and the club members have given us has been immense and I can't thank heather and the team enough.

Shaileen ShahPrice Mann

My practice has grown by 150% in 18 months
In 2022, Graeme Morris of Cloud Accountancy Ltd was struggling. He was just over £100k in turnover, but the practice was declining, clients were leaving, and his mental health was not at a good level. It felt like the world was against him. He had lost focus, feeling frustrated and working too many hours. Find out how within 18 months of joining the club he had moved from “Grumpy Graeme” to “Grateful Graeme” and grown from £100k in turnover to over £250k in turnover.

Graeme MorrisCloud Accountancy

Our bookkeeping practice now grows by 20-50% each year
After five years of running the franchise business, Lynne and Alistair felt confident to run their own Bookkeeping practice, The Bookkeeping Department. Find out how they have managed to achieve sustainable and steady growth and get (mostly) off the tools.

Lynne MoffatThe Bookkeeping department

“I smashed through the £300k ceiling and went from £250k to £600k in less than 5 years”
Paul’s firm turnover was £250k and he couldn’t see how to get above £300k. With previous experience guiding him away from a sale or merger, he decided to seek help to get through this ceiling. Find out the critical moves he made to smash through the £300k revenue point and how to removed himself from being the bottleneck in his practice.

Paul Donno1 Accountants

Within a few months of joining the club my practice was transformed
I feel visible, and connected to a group of like-minded business owners running varied accountancy practices of all shapes, sizes and specialisms. I feel valued by the AGC members and I value each of them too. Heather and her team have all the tools I need to develop my practice, and those resources are readily available to me. The Daily Power Ups are a real highlight, a fabulous way to start the working day. Just the right mix of mutual professional respect, banter, ‘say it like it is’, and a willingness to share what works and what does not in practice life.

Ivan RogoveRogove & Co

RESOURCES TO YOU GET YOUR TEAM TO STEP UP

Team member weekly report

Get back in control of workflow by getting team members to fill in this free (unbranded) end of week report.

Team effectiveness review

Not sure how to fix your team to get it to work together better?

Download your copy now of our team effectiveness review to pinpoint exactly what you need to do to fix it.

New employee onboarding checklist

Download our ultimate New Employee Onboarding Checklist to make sure that your new hire feels really welcome and gets up to speed quickly.

Use it to ensure that you don’t overlook important tasks when onboarding a new team member. We also included thoughtful details to delight your new employees!

How to find and extra 8 hours in the week masterclass recording

In the masterclass recording you will discover:

1. How to use the red/black/blue model to claw back time to work ON your practice.

2. The three mindset shifts you will need to make if you are going to reduce the demands on you from your staff and clients.

3. Tips and techniques to be ultra productive and work at peak level.

4. Three things you must do to minimise interruptions from your team and your clients.

Psychological safety checklist

Not sure how to get your team to take initiative and speak up?

Then download your free copy now of our psychological safety checklist to pinpoint exactly what you need to do to fix it.

The low confrontational way of dealing with low performers masterclass recording

In the masterclass recording you will discover:

1. The quick and easy way to turn around a low performer without having to pay a large amount of money to an employment law specialist

2. The no-confrontation way of having a conversation with a low performer to get them to shape up or ship out

3. The insider track on how to make sure you don’t just recruit in the right people (and not buy duds), but also get them up-to-speed quickly. (So, avoid having to turn around low performers in the first place)

4. The essential items you need to have in place to quickly, ethically and legally sack a low performer, with minimal risk to your firm’s reputation

FREE RESOURCES TO HELP YOU IMPROVE THE PROFITABILITY OF YOUR FIRM

These free to download recordings, cheat sheets, guides, plans and templates are just a small selection of the 200+ resources for members in our membership site

Guide to choosing a practice management system

In the guide you will find out the 5 things you need to do BEFORE investing in a practice management system, and whether best-of-breed is better than all-in-one for your practice.

New client onboarding process

Want a free step-by-step guide for onboarding new clients?

Marketing plan

Don’t waste money on throwing jelly at the wall and hoping some of it will stick with your marketing.

Getting a strong pipeline of high quality new business will give you a step change in your profitability.

To do this, you need a marketing plan that you are working towards.

Coaching and support

Running your own accountancy or bookkeeping practice is hard, isn’t it? But you don’t need to do it alone.

We’re here to support you to grow your firm your way so that it works for you.

With private 1:2:1 coaching for our members, daily drop in sessions (our Daily Power Up), fortnightly group sessions including peer-to-peer mentoring, professionally designed and proven training programmes, exclusive masterclasses and a great community of accounting professionals who help and support each other every step of the way, why not book a call to find out more?

Get our books

Our coaching, training programmes, and support aren’t based on one practice owner’s journey. You’ll get the collective wisdom we have gained from working with hundreds of accounting firms and captured in our books.

When you join the club, you won’t be put into a box, given bland cookie-cutter advice or told to implement a ‘proven 6-step process’. You’ll hear from the Club Hosts (experienced firm owners) and others on what worked for them or didn’t work for them. This personalised experience, backed by our credible IP, is why so many of our members stay for years.