Meetings Focused Strategic Support for Accountants

This is an exclusive and premium priced service.

Who are you?

You are about to take over running an accountancy practice or you have been doing so for a while. However you recognise that there are gaps in your experience and you want help to close those gaps and to accelerate your development and that of your practice. Maybe you want to introduce new systems and to overcome the challenges you face. Or maybe something is holding you back and you want an active supportive external mentor, catalyst or consultant to help you move forwards so you can identify and/or achieve your ambitions and goals for the practice.

You are also realistic so I’m not going to promise we can resolve all of these issues in the short-term. But once we have clarified and agreed what you seriously want to achieve I will do all I can to help you succeed. As a result you will feel better about yourself, about your practice and about the future. And this will typically result in your practice flourishing faster than if you had carried on as before.

What is involved?

Some accountants prefer to think of me as providing them with strategic support and advice rather than ‘mentoring’ as such. What we call it is less important than the objectives we set and achieve. My mentoring style involves a mix of support, insights, advice, consulting, encouragement, coaching, challenging, motivating and inspiring. I will encourage you to take action and hold you to account to ensure it is all worthwhile.

Distance is no object. You can choose the approach which best suits you: One to one meetings, skype calls and/or telephone contact. When you work with me you get the full benefit of the lessons, experience and insights I accumulated during my 25 years in practice as well as the insights I have gained from mentoring, coaching, speaking and writing for many hundreds of accountants, finance and tax executives.

Keep moving forwards

You know that low investments of time and money in personal and professional development implies low expectations and low priorities. If we work together I will be committed to ensuring that you achieve your objectives. I need you to be just as committed – after all, it’s your future we are building.

Please book a time for us to have quick chat. I will then send you over my simple mentoring contract. This contains my views on the mutual responsibilities which, when clearly defined, help to ensure there is clarity about the purpose, boundaries and limitations of the mentoring relationship. We can then arrange an induction and detailed objective setting meeting. And then, assuming we are both keen to proceed you can choose which mentoring programme you would like to follow.

My standard fee for an induction and objective setting session is £558 plus VAT, payable in advance. This session doesn’t commit either of us to anything further although I invariably follow up with summary notes and ideas from the discussion. We can also then agree which follow up package is best suited to you. The most common are:

  • One-off visit to identify actions and initiatives to help overcome challenges and to move the firm forwards and boost profits. Normally £3.5k per visit.
  • The Lite service which includes 4 meetings (over a period of up to 12m), supplemented by monthly interim phone calls and email support. Investment £9k
  • The Premium service which includes 6 meetings, supplemented by monthly interim phone calls and email support.  Investment £12k
  • The Excel service includes 12 half-to-full day meetings (over a period of up to 12m),  supplemented by weekly interim phone calls (as required) and email support. Monthly investment (min 12 months) £3.5k

These fees are subject to VAT and, unless otherwise stated, are payable in full to secure your place and my commitment before commencement. Meetings normally run for anything from 2-4 hours. Interim phone calls are typically 30-50 mins long.

In each case I also offer follow up emails as required in between our scheduled meetings. I’d be happy to provide further details when we speak. Please book a (no obligation) call with me using this facility which links to my calendar>>>>