Course Details

In this course Rachel Harris covers the following topics:

  • How to calculate ideal portfolio sizes to protect profit and prevent burnout
  • The difference between capacity and pricing issues — and how to spot the signs
  • How portfolio structure evolves as your firm grows, and how to plan for change
  • Real numbers and real examples from our 750-client, multi-team practice
  • How to use portfolio planning to make better hiring and delegation decisions

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CPD Course Speaker

striveX

Rachel Harris

Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, Forbes contributor, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 90,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.