Accountants Growth Academy Resources
Hunton Park Hotel, Watford
7th November 2024
Great to see you all on 7th November, thanks everyone for your input into what was an enjoyable and challenging day!
As promised, here are various resources for you to use to hard-wire the learning you did last week and bring it back to your teams in the form of the exercises described…
Great to work with you all
3 OPTION VIDEOS & FLIPCHARTS
Bookkeeping VAT
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Business Advisory
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Payroll
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Stat Accounts
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Group A
Group A
Group B
Group B
Tax
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EXERCISE
Extended Client Quality Scorecard
Here’s an extended client quality scorecard for you to play with.
Navigate the first 3 tabs to see 3 example scenarios, high client quality score, medium client quality score and low client quality score.
In the 4th unlocked tab add in your firm’s exact numbers to create an accurate representation of your firm now.
From here you can play with and manipulate the figures to understand how the different changes affect your average fee value, client quality score and your total fee value.
Work with your team, if you can, so that you all understand the levers and when considering actions/next steps together that you’re all on the same song sheet.
