Grow faster, increase profit margins and reduce the time, frustration and stress of running your accounting firm
Who Is this meeting for?
This meeting is designed exclusively for owner/s.
Your senior management and wider team can be included in follow-up sessions.
Why book this meeting?
You need to book this meeting if you are experiencing any of the following issues:
Lack of control
Working too hard
No or little growth
Not enough profit
Frustration with your people
New initiatives not getting traction
What pre-work is required?
Pre-work helps ensure we get the most out of the time together. The work includes:
Connecting your accounting system to our financial analysis system
We will carry out a full review of your business
List your challenges, issues, and problems
Share your long term (10+ years) vision and goals
What do we cover?
The review is split into five sections:
Customers and Services
Business Strategy
People strategy
Business Management
The challenges, issues, and problems
Inside these sections the review covers a wide range of topics.
What are the benefits?
Growth & Profit
Productive Team
More Control
Clarity & Focus
Stronger Business
Improved Lifestyle
Who is your meeting host?
The review is hosted by Bob Harper:
Trained with PWC
Sole Practitioners to marketing director in a £1m practice
Worked with over 300 firms from start ups to Top 100
Google Accelerator Sales Mentor
Inside these sections the review covers a wide range of topics.
How long is the review ?
4.5 hours*
*We break the session into three 1.5 hour sessions
What is the investment?
£750*
*The investment is linked to the number of owners; £750 covers up to two owners with each additional owners being an extra £150
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.
A Game changer for remote teams
‘Since implementing Agendali we've seen significant improvements in the efficiency and effectiveness of our meetings. Previously, our meetings were all over the place, but with Agendali's regular habit and format, we are now able to create a more structured and productive environment.
One of the most significant benefits of Agendali is the speed at which we can resolve issues and problems. The tool's ability to streamline discussions and keep everyone on track has helped us achieve our objectives in record time.
We also love the concept of a Host and Presenter, which has proved to be a game-changer. This unique approach builds delegation and participation into our meetings, empowering participants to take ownership of their roles and contribute to the team's success. This feature has been especially useful for our remote teams, who can now participate actively and feel engaged, even from a distance.