Course Details

Many accountants already help clients improve profit, cashflow and resilience, but overhead reduction is still an underused advisory opportunity that can create visible client value and recurring fee income. This course shows firms how to turn cost control into a practical advisory service by identifying common areas of client overspend, structuring conversations confidently, and knowing when to support directly and when to introduce a specialist. The topic matters because clients continue to face wage, supplier and operating cost pressure, while firms themselves are looking for sustainable non‑compliance revenue streams that are useful, commercial and low‑disruption

In this course Simon Unger covers the following topics:

  • Why overhead reduction is a strong advisory proposition for smaller firms and bookkeepers, especially when clients are still managing cost and margin pressure.
  • The main client spend areas where savings are often hidden, including utilities, telecoms, waste, merchant services, insurance and contracted services.
  • A simple framework for reviewing client overheads without turning it into a heavy procurement exercise.
  • How to position the service, charge for it and create recurring advisory conversations from one‑off cost reviews.
  • When to handle work in‑house, when to refer to a specialist and how to protect client trust throughout.


By viewing this course, delegates will understand how to identify overhead‑saving opportunities that matter to clients, how to package those conversations into a practical advisory offer, and how to turn cost reduction into an additional source of recurring revenue for their practice. They will also be able to recognise which opportunities are commercially attractive, easy to start and suitable for their existing client base.

This course will be of most interest to sole practitioners, small accountancy firms, bookkeepers, client managers, outsourced finance teams and industry accountants who advise owner‑managed businesses on profitability, cashflow and efficiency. It is particularly relevant to firms that want to build advisory income without moving into highly technical consultancy work.


Course level: Intermediate – a practical course for firms that already understand client advisory at a basic level and want a commercially useful framework they can apply immediately.

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CPD Course Speaker

The Procurement Group

Simon Unger

Simon left school at 16 and immediately went in to business, initially working for others. At the age of 26 he was youngest main board Director at OKI Systems (UK) Limited and went on to set up & run his own distribution business. Following a successful exit a friend suggested setting up The Procurement Group as a general overhead procurement consultancy working on gain share wherever possible in order to be as closely aligned as possible with each client.