Need your team to

Step up

Find out everything you need to know about leading and managing people on this page.

If you are going to grow and scale your practice beyond you, then you will need to be able to lead and manage people.

Check out our articles and free resources to download below on how to get your people to step up and become superstars, even if you have never had any formal leadership or management training.

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

What our members say about us

Are you struggling to to build a strong and capable team beneath you?

TAKE OUR FREE ASSESSMENT TO PINPOINT EXACTLY WHAT YOUR NEED TO CHANGE TO RESTART THE GROWTH OF YOUR FIRM.

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.

  • It takes 15-20 minutes
  • It’s completely free
  • Receive customised results instantly

LEADERSHIP & MANAGEMENT ARTICLES & TIPS

What the club can help you with

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.