The Accountant’s Scorecard
Accountants who own, partner or are at senior management level in an Accountancy practice and who want to improve its performance. But you can only improve if you know where you are now. The Accountant’s Scorecard shows you what your practice is doing well and where things aren’t going great. So you know where to focus to get better results.
The Accountant’s Scorecard is based on extensive research into what makes an effective, successful accountancy practice. We’ve identified seven key areas that lead to a strong performance overall. Get them right and you’ll have a strong, profitable and scaleable practice.
Clarity
You have absolute clarity on your 3+ year vision, pricing and marketing strategies and cashflow and profits are under control.
Positioning
Your ideal prospects recognise you as different from your competitors and you attract clients who willingly pay for high value services.
Value
You are delivering premium profit improvement and growth solutions to clients.
Gearing
You have a great team culture and can effectively leverage your time to work on developing your practice.
Automation
Every team member performs their tasks to a consistently high standard, every single time.
Profile
You are known, liked, trusted and highly sought after by businesses that fit your ideal client profile.
Purposeful
Through your work, you profoundly affect the lives of your clients and your local/wider community.
We’ve been working with accountancy practices since 1998, helping more than 6000 of them to improve profits, enjoyment and work/life balance.
In that time we’ve seen the same challenges come up again and again – too much work for too little reward, frustration at the endless treadmill of compliance, clients who demand too much and undervalue what you for them.
Those seven principles above tackle those challenges and give you the choice to take your practice to where you want it to go.
The Scorecard maps your performance across those principles and shows you where your biggest challenges lie. The free report and bonuses that you get at the end of the process will give you ideas, tactics and strategies that you can use to improve on those key areas.
With these foundations in place, you can choose where you take your practice and what rewards it gives you in return.
Shane Lukas
