Moving from Accountant to CEO — Building a Profitable Firm in 2026 (Feb 26)
Category: Practice Management | Duration: 1hr | Tag: VODEC2602 | Type: Video | Course Level: Intermediate | Speaker: Des O'Neill | Date: 04/02/2026 10:00
Course Details
Most firm owners are trapped in "Busy Practitioner Mode," acting as the technician in a business that owns them. As we enter 2026, the industry is splitting: you are either clinging to a broken "time-for-money" model or mastering the transition to a high-performance CEO mindset. This session provides a "Strategic Reset" for established partners and new firm owners who want to avoid trial-and-error and get off to the best possible start.
Each section provides a deep dive into the 6-Step Success Path:
- Overall Firm Strategy: Defining your "Why" and establishing the foundational business model to move from drift to direction.
- The 4 Ps (Proposition, Product, Price, Payment): Aligning what you sell and how you get paid to protect your margins and eliminate "pricing prison".
- Your Customers & The Red Velvet Rope: Using the Customer Grading Matrix to identify ideal clients and courageously resign those holding you back.
- Business Growth & 2026 Marketing: Implementing a non-sleazy lead generation strategy focused on high-value advisory work.
- Your People & Rituals: Building an organization chart and "Who Hunting" strategy so your team steps up and handles the day-to-day.
- Leverage, Scale & AI Assistants: Moving from manual production to a high-margin asset using AI thinking partners and key performance metrics.
CPD Course Speaker
Founder, OmniPro and CPDStore
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.