Overview – Length of video: 4 hours – Manual: 49 pages

Your sessions in this IGNITE Module are:

  • Introduction
  • The client planning meeting – high impact focused on adding value
  • The power of questions – real service power
  • Widening your service reach
  • The four roles of management
  • The organisational life cycle
  • The aging of an organisation and how to get back to being successful
  • Essential consulting insights
  • Helping clients increase their profitability
  • Starting and running an effective client mentoring group
  • A focus on your core services – how to expand what you offer clients
  • A focus on your options for specialist services 
Mark Lloydbottom - Management Consultant

Marks Commentary

“For many firm owners this is an area which some regard as the holy grail, “I would love for us to do more value-added work or business advisory” The reality is that many accountants do give business advice it is just tendered in an ad hoc way in response to a client question or an enquiry you make. We have systems and processes and policies for undertaking our compliance work but when it comes to anything else we don’t necessarily have these available. So, in this Module we look at (a) some straightforward approaches to these services, and (b) steps to delivering value and getting paid appropriately.

You will also hear some really important training on the four roles of management and the lifecycle of a business. I learnt these two models over 30 years ago and have built three highly successful businesses following the principles I learnt all that time ago. They are timeless and rich with application – not only in your accountancy business but also applying when you give clients business advice.”

Some of the areas we will look at include:

  • Looking at the value of financial statements
  • Finding the time for non-compliance services
  • Protect the firm with triple lock service
  • Developing the expertise and confidence to deliver extension services
  • The invaluable lesson from the mime artist
  • Client planning needs and your service opportunities
  • The five essential plans that clients all need
  • Over 100 questions to pepper into client conversations in areas such as the future of the business, their marketplace, their planning, funding, operations, profitability and cash flow, value driven questions and much more
  • Service areas that almost all clients need over a 10-year period including business structures, conflict and dispute resolution, divorce, estate planning, and many other key areas
  • How the four roles of management can help your understanding of your clients’ businesses’ including how to work with each of the four types of roles
  • An in-depth look at the characteristics and challenges of businesses in the courtship, infant, Go Go, adolescent, phases of business growth and development
  • Business success principles
  • How to apply the profit game and help clients uncover profit robbers – activities that are restricting their profitability
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Price for access to Online Video and video manual – from £163

OFFER 1 – Subscribe to this Module and receive these THREE FREE: How to create cultural change, “our business”- a staff member survey and powerful insights from managing partner conferences.

OFFER 2 – Subscribe to the complete series and save over £190. Remember all your other firm owners and managers can [and probably should] study the IGNITE materials and other staff members may also be interested in selected Modules. They are all yours to use in-house as you wish.

View the offer and full IGNITE programme