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Resource NameResource description
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Leadership, strategy and growth
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How to build a 3-year growth planRecording and transcript of our virtual masterclass "How to build a 3-year growth plan"
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How to lead change in your practiceRecording and transcript of our virtual masterclass "How to lead change in your practice"
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How to be confident having courageous conversationsRecording and transcript of our virtual masterclass "how to be confident having courageous conversations"
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Effective listening and questioningRecording and transcript of our virtual masterclass "Effective listening and questioning"
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How to get the time and headspace to work on your practiceRecording and transcription of our virtual masterclass "How to get the time and headspace to work on your practice"
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Personal productivity GapsUse this short assessment to identify where you can find more time to work on your practice
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Key Elements of managing changeThis is a simple PDF showing you the 6 key elements of managing change
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Managing change through different emotional stagesThis is a simple guide to the emotional stages an individual will go through when going through a change
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Accountants Millionaires' Club WorkbookThe accompanying workbook to The Accountants Millionaires' Club book
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Due Diligence ChecklistUse this checklist to make sure that you have left no stone uncovered when doing your due diligence on any potential purchase of an accountancy practice or book of fees.
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Growth Self Assessment ToolUse this self assessment to identify the work you need to do to grow a one million pound practice with over 40% net profitability, while working fewer hours with less stress. This Growth Self Assessment Tool is included in the Accountants Millionaires’ Club book.
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Strategy tools and models
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Rhythm meeting agendasUse these agendas in all your firm’s Rhythm meetings.
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Growing Pains ModelUse the growing pains model to help you and your clients identify what they need to do in their business to move to the next stage of growth.
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Growing Pains Model ImageDownload the Growing Pains Model Diagram to use in your discussions with clients or in presentations. If you are going to use the model in your presentations or discussions with clients please credit the model to © The Excedia Group Ltd
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SWOT and STEEPLED AnalysisUse a SWOT analysis to help you identify your firm’s current situation and future drivers of change or growth. Use a STEEPLED analysis to help you identify the external factors which will drive change in your practice.
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STAGe modelUse the STAGe model to help your firm or your clients consider Strategy, Targets, Actions and how they will Grow their firm
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People structure planning processUse this planning process to help your firm or a client consider the future of the business and how the business needs to define roles and adapt structures.
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PAGe modelUse the PAGe model to help you visually show the relevance and progress of all projects going on in a company at all times.
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Forcefield analysisUse a Forcefield analysis to help you or a client identify how you may go about implementing a change in your business. It can help identify the elements that need to be managed differently, if the change is to be successful.
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Fishbone analysisUse a Fishbone analysis to help your firm or help a client to understand the important elements of a problem, and what they need to do in order to deal with the issues.
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Wheel of lifeUse the wheel of life to help you or a client identify where your life may be out of balance. Use it to prompt a conversation about how they can get their life more back in balance.
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Stakeholder influence mappingUse stakeholder influence mapping to understand who you need to influence and how you will influence them to successfully implement a change in your practice or grow your practice.
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Red/Black/Blue modelUse the Red/Black/Blue model to help you (or a client) understand if they are spending the right amount of time doing the right things in order to achieve their personal and business goals and objectives.
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Red/Black/Blue Model imageDownload the Red/Black/Blue model image to use in your discussions with clients or in presentations. If you are going to use the model in your presentations or discussions with clients please credit the model to © The Excedia Group Ltd
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Business Strategy plans and templates
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STAGe model A0Print off this A0 STAGe diagram to work with clients or internally within your firm.
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STAGe model A1Print off this A1 STAGe diagram to work with clients or internally within your firm.
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STAGe model A2Print off this A2 STAGe diagram to work with clients or internally within your firm.
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STAGe model A3Print off this A3 STAGe diagram to work with clients or internally within your firm.
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STAGe model A4Print off this A4 STAGe diagram to work with clients or internally within your firm.
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Growth Themes A0Use this downloadable A0 visual to help you and your team decide on the key Growth Themes and areas to focus on to help your firm grow.
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Growth Themes A1Use this downloadable A1 visual to help you and your team decide on the key Growth Themes and areas to focus on to help your firm grow.
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Growth Themes A2Use this downloadable A2 visual to help you and your team decide on the key Growth Themes and areas to focus on to help your firm grow.
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Growth Themes A3Use this downloadable A3 visual to help you and your team decide on the key Growth Themes and areas to focus on to help your firm grow.
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Growth Themes A4Use this downloadable A4 visual to help you and your team decide on the key Growth Themes and areas to focus on to help your firm grow.
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One big focus model A0Use this downloadable A0 visual to help you and your team capture all the Growth Tasks and Numbers Which Matter for the next ONE BIG FOCUS for your firm
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One big focus model A1Use this downloadable A1 visual to help you and your team capture all the Growth Tasks and Numbers Which Matter for the next ONE BIG FOCUS for your firm
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One big focus model A2Use this downloadable A2 visual to help you and your team capture all the Growth Tasks and Numbers Which Matter for the next ONE BIG FOCUS for your firm
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One big focus model A3Use this downloadable A3 visual to help you and your team capture all the Growth Tasks and Numbers Which Matter for the next ONE BIG FOCUS for your firm
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One big focus model A4Use this downloadable A4 visual to help you and your team capture all the Growth Tasks and Numbers Which Matter for the next ONE BIG FOCUS for your firm
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Finances, cash flow, profitability
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How to implement a fee increaseRecording & audio transcript of our virtual masterclass "How to implement a fee increase"
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How to change your clients onto monthly billing by direct debitRecording and audio transcript of our virtual masterclass "How to change your clients onto monthly billing by direct debit"
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The PROFIT equationUse this simple tool to identify the small changes you can make to your practice's KPIs to see the impact on your firm's net profitability
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Price Change EconomicsUse this calculator to identify the impact of putting up your fees on your firm’s net profitability. This calculator will also tell you how many clients you can afford to lose before you start losing profit.
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Simple Quoting ToolUse this simplified version of Kinder Pocock’s quoting tool in new business meetings with prospects to give them an idea of what it will cost to service them.
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Operations, workflow, systems
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GoCardless for Xero Guide - Client VersionInform Accounting's guide to using GoCardless for Xero for clients
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Gocardless for Xero Guide - Practice VersionInform Accounting's guide to using GoCardless for Xero for Practices
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Disengagement letter - client changing accountantInform Accounting's Disengagement letter to use when a client is leaving for another accountant
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Disengagement letter - ceasing to act for a clientInform Accounting's Disengagement letter to use when exiting from a client
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Disengagement process in TrelloInform Accounting's process for disengaging clients using Trello
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How to create the right level of capacity for your firm's workloadA recorded virtual masterclass on how to create the right level of capacity for your firm's workload
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Kinder Pocock onboarding processFind out the exact step-by-step process that Kinder Pocock uses to onboard their new clients. See how her systems interact with each other as they onboard a new client.
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Cornish Accountings Electronic Workbook for Year End AccountsCompare your year end accounts process with Cornish Accounting’s process to identify process efficiencies.
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Cash improvement session planUse this session plan to run a cash improvement session with clients.
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Profit improvement session planUse this session plan to run a profit improvement session with clients.
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Quarterly meeting session planUse this session plan to run a quarterly meeting session plan with clients.
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Client Xero training sessionsUse Cornish Accounting’s client Xero basic and advanced training sessions in your practice.
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Cornish Accountings introduction to cloud accounting presentation for clientsUse Cornish Accounting's presentation to introduce cloud accounting to your clients
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Cornish Accountings simple guide to using Xero for clientsCornish Accounting’s simple guide to using Xero for clients.
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Pillow May's workflowsUse Pillow May's complete accounting workflows as a benchmark for your firm's cloud accounting processes
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Marketing, sales, account management, client service
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Introduction to Google AnalyticsWatch this 20 min screencast to get a basic understanding of how to use Google Analytics on your website
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Introduction to pricing pyschologyListen to the recording and audio transcription of our webinar with Practice Ignition on pricing for accountants
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How to choose your ideal target market
Listen to this recording of a virtual masterclass on how to choose your ideal target market
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Proposal document templateUse this proposal document template to increase the conversion rate for your proposals.
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Telephone enquiry or lead qualification scriptTailor this script for your firm to qualify any telephone or web enquiry before setting up a new business meeting
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Guide to building your networking planUse this guide and networking plan template to ensure that you get a decent return on your time investment for your networking and relationship building activity.
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60 second networker's pitchUse this guide to form a perfect 60 second networker's pitch to use at your next networking event
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The definitive accountants' website checklistUse this checklist to help you improve the work-winning capabilities of your firm's website
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How to maximise referrals from existing clients and introducersListen to Paul Miller talking about how his firm generates 15-20 referrals every month from his network of introducers and clients
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How to use the telephone with confidence
Listen to the recording and audio transcription of our masterclass on how to use the telephone with confidence
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How to deliver client service excellence
Listen to our recorded virtual masterclass on how to deliver client service excellence
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Telecommunications tips sheetUse this tips sheet to help you maximise the impact of your (and your team's) conversations via the phone
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Guide to creating a marketing planUse this guide to help you create a marketing plan to fuel the growth of your firm’s practice
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Sales process flowchartUse this flowchart to create your firm's sales process and increase your lead to conversion rate and average client fee
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Prospect sales meeting scriptUse this script in new business meetings to help increase your average client fee, sell advisory services and increase your lead-to-client conversion rate.
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Upsell advisory script to existing clients
Use this script to successfully upsell advisory services to existing clients.
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SERVICE frameworkUse this framework to maximise the right kind of referrals into your practice.
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The PROFIT equationUse this to identify the small changes you can make to your practice’s KPIs to see the impact on your firm’s net profitability.
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5-level relationship modelUse this framework to more effectively manage the relationships in your network.
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Simple Quoting ToolUse this simplified version of Kinder Pocock’s quoting tool in new business meetings with prospects to give them an idea of what it will cost to service them.
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Sales and marketing funnelUse this model to help you calculate the number of leads you need every month to hit your revenue target for the year.
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Client MatrixUse this model to help you categorise clients and decide on actions which need to happen as a result.
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Creating your LinkedIn profileUse this guide to help you create and craft your Linkedin profile in such a way which attracts the right type of clients and potential staff members to you.
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Help to fill out biosUse this short guide to help you fill in your staff’s bios on your website and also fill in profiles on Facebook and Twitter.
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Checklist – 10 point LinkedInUse this 10-point checklist to check that your LinkedIn profile is set up as well as it can be.
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Blogging made easyUse this guide to help you start blogging and make your blog a valuable work-winning asset.
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Checklist – Prospect QualificationUse this checklist to help you stop wasting time on leads which not go anywhere or are unsuitable by qualifying out unsuitable new client leads.
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Niche worksheetUse this worksheet to help you decide on the right niches for your practice.
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