Create a detailed sales plan over the
12 months together with a 5-year goal
Who Is this meeting for?
This review is for the owner of an accounting firm and/or their head of business development.
Why book this meeting?
Identify growth opportunities within your current client base.
The review will give you a clear plan for growth to help you establish realistic, achievable sales projections that take into account the resources required to achieve the projected growth.
What pre-work is required?
The only pre-work required is to connect your accounting software to our financial analysis tool.
What do we cover?
The review is split into these sections:
- Current and potential product and revenue by client
- 5-year growth potential
- Activity Plan
At the end we will create a step-by-step action plan and explore the value of Weekly Accountability Calls to increase your success potental.
What are the benefits?
Who is your meeting host?
The review is hosted by Bob Harper:
- Former marketing director in a £1m practice
- Worked with over 300 accounting firms
- Google Accelerator Sales Mentor
Inside these sections the review covers a wide range of topics.
How long is the review ?
What is the investment?
*The investment is linked to the size of the practice; £195 covers up to two owners with each additional owners being an extra £50
Are there any gurantees?
Yes, if you feel the review is not meeting your expectations you can stop at anytime and we will refund you.