WORKFLOW WORKSHOP
Leonardo Royal Hotel Birmingham
Wednesday 26th March
9.30am-4.00pm
Nailing workflow – the best route to achieving client loyalty, team engagement and remarkable profitability
Why do some firms perpetually butt against deadlines while in others, workflow is well-organised, spread out evenly and feels calm?
Why do the stress levels in some firms reach their peak in January, while in others' team members often have holidays in January?
Why do clients have to chase for their information in some firms, where in others they receive their information exactly when it was promised?
In the best accounting firms, workflow is well-organised meaning that the team feel less stressed and more engaged with their work; clients are delighted because they’re receiving their information exactly when they expect, and the firm’s profits become supercharged.
Which type of firm would you like to run?
If your workflow isn’t something you’re totally proud of right now, perhaps this one-day workshop is what you’re looking for.
Over the course of a day, Doug Aitken of Remarkable Practice will divulge the secrets of the best firms he’s worked with, showing how you can enact their strategies in your firm.
Specifically, Doug will cover:-
How to never have a stressful January ever again
Elevate the value of compliance work by delivering it exactly when you’d promised
Building a system to deal with scope-creep
Introducing accountability to staying within budget on job
Creating an overall work plan for the year, allowing you to smooth out peaks and troughs!
Managing client behaviour to ensure requests for information are dealt with promptlyering it exactly when you’d promised
By dissecting why jobs go wrong and become inefficient, Doug will show you how to anticipate the issues that derail jobs, allowing you to build a system in your firm that means jobs hit the budgeted hours instead of dragging on forever.
Over the course of the day your existing workflow routines will be challenged and by the end of the day, you’ll take away…
A playbook of ideas showing what the best firms do
Your route map showing how you can implement these ideas in your firm
How to take your team with you, in introducing these concepts
What do I do now?
Click any of the green buttons to book onto the workshop. If you have any issues please email Sally@remarkablepractice.com
What’s my investment?
The full-day workshop is priced at £247 per person, although if you bring a second (or more!) person from your firm, they’re priced at £127.
Douglas Aitken of Remarkable Practice
Director, Author & Coach
Doug works with owners of accounting firms to help them build better businesses. Working with firms since 2008 has given Doug keen insight into what makes a great firm. His passion is passing on that knowledge to help embed new skills and habits, allowing firm owners to experience more freedom, less stress and greater enjoyment from their business.
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“Record level of tax returns completed for team Wylie Ruddell compared to previous years! Thanks for your help, off to celebrate!”
David Ruddell, Owner, Wylie Ruddell CA, Armagh, NI