Build A Modern Firm.
Most firms were never designed. They grew.
Fees got set from what you charged on the last job like it, or from what the firm down the road charges, and then they stayed there. Clients got taken on because they turned up, not because you chose them. And there was never really a plan for what you were building.
Sixty minutes on the three things that keep accounting firms stuck there, and what to do about each.
Modern Firm Practices
You're in.
You're registered. Check your inbox shortly for your Zoom link. See you Tuesday 1 September.
None of these are discipline problems. They're design problems.
- Constantly putting out fires. Reactive, no direction, buried in the day to day. Every week eaten by whatever landed that morning.
- Doing too much for too little. Scope creep, over-servicing, and a fee you quoted because it's what you quoted last year.
- Saying yes to work you don't want. No segmentation, taking on everything, and a client list where you'd hand back a third of it tomorrow if you could afford to.
Who should be in the room.
For
Accountants running firms doing $500K to $5M who want the firm to perform without the hours going up.
Not for
Not for firms not open to doing things differently, and not for anyone looking for a quick fix without doing the work.
Who's running it.
Brad Turville
I built and sold an accounting firm. 22 years in the profession. I coach accountants running firms doing $500K to $5M.
Still thinking it over?
RegisterConverting the Sceptics
Your longest-standing clients are often your hardest to move. Brad's AIM Conference session gives advisors the tools to bring resistant clients along without feeling pushy: objection-handling scripts, a simple ROI framing, and seed-planting phrases to use during compliance work that open the door to advisory conversations naturally. Registration is on The Gap site.
DetailsAdvisory That Sells
A six-week online programme for accountants who want to sell and deliver advisory work properly. Selling advisory, attracting better clients at better fees, running planning sessions, cash flow management programmes and ongoing business improvement coaching. Pilot cohort, $1,800 for one or two people from your firm.
Details