Building the Team, the Systems & Marketing and Sales To Grow Your Firm (Oct 24)
Category: Practice Management | Duration: 1hr | Tag: VODEC2420 | Type: Video | Course Level: Need to Know | Speaker: Des O'Neill | Date: 16/10/2024 10:00
Course Details
In this section we look at
- Using Fixed Pricing to clarify the parameters of an engagement
- Developing Progression Payments to minimise work and progress and debtors and get paid as you go
- Implementing monthly Direct Debit payments and using a Subscription Model to engage with and create a closer connection with our clients
- Digitising our engagement, onboarding and billing process
- Developing the Firm Organisation Chart
- Optimising the Roles Responsibilities and KPIs of the team attaching them to job descriptions rather than just people and names.
- Using an Inventory Tracker an on individual basis with every team member to see who is doing what and evolving our Organisation Chart
- Creating individual "Not to Do Lists" identifying what must be automated, delegated or eliminated
- Building a WHO Hunting Plan to attract and build the team so that the business is not dependent on any 1 individual or personality and that the business will be fully functional with or without the partners or principles
CPD Course Speaker
Founder, OmniPro and CPD Store
Des O'Neill
Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.