The Blueprint for a Forward-Thinking Practice
What if your accountancy practice could be more profitable, your team happier and your workload more manageable? Explore practical strategies for building a successful firm that delivers great client service without depending on you for everything.
NZ$345 +VAT
The Blueprint for a Forward-Thinking Practice
NZ$345 +VAT
365 days’ access
The Blueprint for a Forward-Thinking Practice
This course is not currently available. To find out more, please get in touch.
This course will enable you to
- Operate a practice successfully without micromanaging
- Create meaningful KPIs for your firm
- Price a job profitably
- Get the right processes and documentation in place
- Foster freedom throughout your organisation
About the course
Running your own accountancy practice should be rewarding, but as your firm grows, it can become increasingly difficult to step away from the day-to-day demands of the business. From managing staff and monitoring performance to keeping clients happy and protecting profitability, it’s easy to find yourself involved in everything. But what if you could build a successful practice without constantly overseeing every detail?
In this course, practice owner Rachel Harris shares the lessons she’s learned from building a profitable accountancy firm around a different way of working. She challenges the traditional reliance on timesheets, exploring how to focus on results rather than hours worked and use meaningful KPIs to manage performance. You’ll discover how to price services profitably, manage client expectations and develop an advisory offering that works for your firm. Rachel also explains how clear processes, documentation and checklists can maintain service quality while giving your team greater independence.
You’ll come away with practical ideas for creating a more profitable, efficient and enjoyable practice, where people understand what’s expected of them and are trusted to deliver. Learn how to build a culture that balances accountability with flexibility, giving your team the freedom to do their best work and you more time to focus on what matters.
Contents
Module 1: Timesheets – Becoming a Zero Timesheet Firm
Explore why traditional timesheets can encourage accountants to focus on hours worked rather than value delivered. Discover the financial and cultural benefits of moving away from time recording, how to measure billable output instead and how to make the transition to a results-led practice without losing control or accountability.
Module 2: KPIs – Delivering Meaningful KPIs
Learn how to create meaningful key performance indicators (KPIs) that help you lead your accountancy practice without micromanaging. Explore leading and lagging indicators, alongside three categories of KPIs covering business performance, operational pressures and team capacity. Discover how to involve employees, monitor results and turn performance data into better decisions.
Module 3: Pricing – Pricing and Profitability
Understand how to price accounting services profitably rather than focusing solely on turnover. Explore the hidden costs and time drains that can undermine job profitability, and learn how to use cost cards to scope and price work effectively. Examine revenue targets, profit margins and the importance of reviewing fees regularly.
Module 4: Advisory – Advisory Without the Chaos
Explore how to build a profitable and sustainable advisory service within your accountancy practice. Understand the distinction between compliance, advisory and specialist tax advice, and why clear boundaries, pricing and engagement terms matter. Discover how proactive client meetings, structured communication and repeatable processes can help your team deliver valuable advice consistently.
Module 5: Processes – Setting Up Productive Processes
Learn how to create practical systems and documented processes that allow your accountancy practice to operate without constant involvement from its owner. Explore the differences between standard operating procedures (SOPs) and checklists, how to build effective playbooks and how to involve your team in maintaining and improving workflows.
Module 6: Culture – Creating a Results-Based Environment
Discover how to create a workplace culture built on trust, autonomy and clear expectations. Explore how to define success, encourage accountability without micromanagement and use employee feedback to improve wellbeing and performance. Learn how to align your team’s goals, client experience and business processes with your wider vision for the practice.
Author
Rachel Harris
Rachel Harris is one of the leading financial experts of her generation. Revolutionising the world of accounting, Rachel has generated a following of more than 300,000 across multiple platforms, bringing exponential growth to her multi million pound group of companies – @accountant_she and striveX. A social media pioneer who’s been featured by Forbes, she’s also in high demand for TV and radio, appearing on ITV This Morning, ITV News, BBC Radio 5 Live, LBC and Times Radio.
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