Using the 2020 Tools Part 1

Recorded 4 February 2011

Many accountants focus their energies predominantly on serving clients, often to the long term detriment of their practices. Whilst the majority of a professional's time will naturally be spent working IN the business, time must also be set aside to work ON the business. 

The most profitable firms we consult with set aside time to think about the "end result", what their practice will look like when it's "complete" and they focus early on their exit strategy.

This webinar focuses on using the following 2020 Master Practitioner Tools:

  • Strategic Planning Checklist - will help you focus on your future.
  • 2020 Partner Questionnaire - can be used as a basis for a meeting agenda.
  • Retirement Calculator - useful added value tool for clients as well as for the Partners.
  • Mortgage Calculator - decide if you are paying too much interest on the cost of borrowing. 
  • Practice Objectives - help you focus on a profit plan and work out how you are going to get there.
  • Strategic Plan - help ensure all partners are totally focused and united.
  • Twelve Month Profit Improvement Plan - focus on improving chargeable hours, charge-out rates and utilisation - "How do we maximise our bottom line?"
  • Partnership Agreement Checklist - matters to consider when writing an agreement.
  • Service & Product Matrix - profit improvement tool for your business. 
Watch a preview of the webinar:

 

 

You can download the FULL VERSION of this webinar recording here.

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Free Webinar

Download a copy of this free webinar entitled "Using the 2020 Tools Part 1 - Strategy & Profit Improvement"