Mentoring for accountants
Engaging me as your mentor or business coach is like a sportsperson engaging a coach to achieve greater success in their chosen field. You will gain the benefit of my perspective as you move forwards. I will act as a sounding board and help boost your confidence and success.
I’ll tailor my approach to suit your needs. As I often identify quick wins for new clients you could get immediate relief, more peace of mind and more excited about the future.
When we work together you’ll find my support is as your trusted advisor with whom you can openly discuss your challenges, strategies and opportunities; to resolve issues and prioritise actions to achieve your objectives.
Intial Session
Focused One – Off
Focused – 90 mins online support
Share your background, where you are, what you’re worried about and what you want to achieve in the short and long term.
We discuss what actions you could be taking in the immediate future. You clear your head. I help you prioritise and get motivated. And I follow up with notes and related materials as appropriate, all for just £495*.
*NB: Members of my Sole Practice Club qualify for a special rate
Programme
Flexi Mentoring & NED-Style Support
Our, typically monthly, conversations will be focused, flexible and fun. During each session expect me to prompt, encourage, support and motivate you to get on with the things you need to be doing, to resolve your challenges, overcome difficulties and explore opportunities.
Is This Right For You?
You are a sole practitioner accountant (with or without staff and contractors) and you do not feel as successful as you would like to be.
Working with me you’ll get the support and encouragement you’re missing, guiding you to overcome your frustrations and any sense of overwhelm.
You’ll get tailored guidance and motivation to solve your problems and boost your confidence.
You’ll benefit from my insights, support, care, encouragement and advice borne of experience rather than theory.
I’ll help you reduce distractions, focus on YOUR priorities, and feel more in control of your practice.
NB: I’m sorry but I’m NOT the right person to support you if you are only planning to move into practice or have only very recently started your practice.
What Is Involved?
The mentoring relationship is personal and confidential. My mentoring style involves a mix of support, consulting, encouragement, coaching, challenges, motivation and inspiration. I will encourage you to take action and hold you to account to ensure it is all worthwhile.
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.
In addition to regular calls you also have ad-hoc email support, access to dozens of checklists, white papers and tip sheets and my personal promise to do all that I can to help you to achieve the success you deserve.
Book a Discovery Call ?
Book a FREE 15 mins support call to see if mentoring is right for you and your business. No obligation to commit to anything more than 15 minutes of your time
Why Me?
Typically accountants first approach me when they have a burning issue and are unsure how to move forwards.
They use me as a sounding board, a non-exec or a source of relevant knowledge, experience and insights – to provide support and help them clarify their real options, to make the best choice, to save time, to generate more clients or to become more profitable.
Every accountant I work with is different. For example, you may want to discuss your business strategy, marketing, networking, staffing, day to day challenges or how to handle unusual client situations. The list of topics raised with me is endless.
Additionally accountants often thank me for discouraging them from wasting time and/or money on initiatives that would divert them or not generate the results they seek.
I am only able to commit to supporting up to 10 accountants a year with my Flexi-mentoring and NED-style support below.
The Detail
Flexi Mentoring & NED-Style Support
Simply choose the approach that best suits you. Most clients choose monthly sessions but you can have them more frequently if you prefer.
Mark One
Online Sessions
- Typically 30 – 45 minutes
Includes:
- No follow up or flexibility.
Cost:
- Each session, paid via DD: £245
- Pack of 12 sessions over any period up to 12 months: £2,750
Most popular - Mark Two
Online Sessions
- Typically 45 – 75 minutes
Includes:
- Follow up emails as appropriate
- Occasional extra calls when you need ad-hoc advice/guidance.
Cost:
- Each session, paid via DD: £350
- Pack of 12 sessions over any period up to 12 months: £3,400
Mark Three
Online Sessions
- Typically 60-90 minutes
Includes:
- Supporting notes, templates and checklists as appropriate
- Extra calls, within reason, whenever you need ad-hoc advice/guidance
- Personal video recorded guidance and follow up to remind you of key points, tips, advice and insights we discussed.
Cost:
- Each session, paid via DD: £695
- Pack of 12 sessions over any period up to 12 months: £7,300
Terms:
Payment is due in advance of each session – with regular sessions covered by a Direct Debit mandate (which you can cancel at any time). No VAT since I deregistered.
Discounts for packs of 12 sessions only available when invoiced and paid up front.
NB: Obviously I treat everything you tell me in the strictest confidence and would never share or reveal any of it to anyone else. My talks, articles and blogs sometimes contain oblique references to my clients’ experiences. But I always ensure that these are totally anonymised – such that you might not even recognise the origin of a story that was inspired by my conversation with you.
Once agreed I normally then send you the following and we can then fix the dates for your initial sessions:
- My MOST to clarify what you want to achieve by the end of our time together
- A template agenda to help guide our sessions and keep us on track. In practice most of my clients prefer more flexibility.
- A one page mentoring agreement to clarify our respective responsibilities and obligations
What To Do Next
Let’s have a brief conversation to check we are happy to work together. You can book a time that suits us both here