Find out everything you need to know about how to grow your accountancy practice on this page.
Growth doesn’t happen by accident. It comes from a clear plan, a steady flow of good-fit clients and the right mindset when trading conditions get tough.
Check out our articles and free resources to download below on marketing, referrals, getting more from your best clients, buying a practice and tracking the KPIs that matter.
If you want to grow your firm profitably without having to work every hour, you need to make sure your growth plan reflects that. This is why one of the 6 profit pillars we check in our free Growth Assessment is Pillar 6 – Growth Strategy & Priorities.
Do you track a long list of KPIs that nobody reads?
Or nothing beyond your P&L?
Most firm owners fall into one of those two camps, and neither helps you grow.
This article shows you why comparing yourself to other firms won’t move you forward, and how to link your KPIs to your 3-year growth plan and a ONE BIG FOCUS every 90 days. You’ll learn the difference between leading and lagging indicators, and how to get your team to buy into their targets.
Read on for the KPIs worth tracking, and why you should measure less, not more.
Should you buy another accountancy practice? Ask ten firm owners and you’ll get ten different answers.
Done well, an acquisition is often the quickest way to grow your firm. Done badly, you’ll spend years sorting out inherited problems. This article covers the five questions to answer before you speak to a broker and how practices are valued (GRF multipliers versus EBITDA). It also walks through the four stages of a deal and the transition plan that decides whether it was worth it.
Read on if you’re wondering whether to buy or keep growing organically.
It’s Monday, and this is the week you get serious about winning new clients. By Thursday, you’re back into a set of year-end accounts, and the marketing has stopped.
Sound familiar?
This article swaps hope for simple maths. You’ll learn the one-line formula that tells you exactly how many leads your firm needs each month, how to pick the two or three channels that will deliver them, and what to hand over to an outsourced marketer.
Read this article if you’re ready to stop the random acts of marketing (one of our members tripled his practice while spending a third less time on marketing).
You’ve just finished a client’s year-end accounts when you spot a missed opportunity: they’ve paid a consultant £8,000 for work you could have done standing on your head.
Your best clients are likely buying from someone else because nobody in your firm knew to ask. To avoid this, this article shows you how to grade your client list, write a one-page Account Plan for your top clients and give each one a named owner.
It really is this simple (so much so, one of our members signed £18k of advisory fees in a month from clients he’d had for years).
Read on if your next £20k is already sitting on your client list.
Take two weeks off, and your pipeline goes with you.
We’ve seen this time and time again with accounting firm owners. And the worst part? 52% of the time, a referred prospect never gets in touch because what they found online didn’t match what they’d heard about you.
This is such an easy fix, which is why we wrote this article. Here you’ll learn what counts as valuable content, the 4Cs model for turning social media into clients, three ways to produce content without writing it all yourself, and how to build a 12-month Content Plan.
One of our members went from posting once every five years to winning a client a week, so it really does work.Read on if you want leads that don’t depend on you being in the room.
The alarm goes off at five. By six, you’re doing your 60 seconds, and by nine you’ve given up four hours for a £250 tax return referral.
BNI works for some firms, but it’s an expensive way to win small clients… This article shows you how to work out what your seat is really costing you.
As well as BNI, this blog also covers the alternatives our members use:
Read on if you’re ready to switch off that alarm and want a more effective way to network.
Get back in control of workflow by getting team members to fill in this free (unbranded) end of week report.
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.
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!
Answer the questions and we’ll send you a personalised report to show you the areas you need to focus on to grow and scale your practice – the low stress way. Our assessment has been tried and tested by 100s of owners of small accountancy, fractional FD, bookkeeping and tax firms.
In the assessment you’ll look at the 11 key areas that will make or break the growth of your firm. One of the key categories is getting the pricing right as part of your business model.
This is an in-depth and thorough assessment… so pop the kettle on, grab a hot drink before you get started.
Yes, it’s a little intense… but isn’t anything worth doing, worth doing properly? And if the answers were easy to find, you’d have found them already!
This Assessment has been designed to show small accountancy/bookkeeping/tax/Portfolio FD firm owners who want to grow and scale their practice their blind spots and provide instant, actionable steps on how to improve.
Click on the individual images below for curated articles, free resources and inspiration
to help you with your specific challenge to grow and scale your firm. inspiration to help you
with your specific challenge to grow your firm.