Who We Work With

Our client base of accounting firms is diverse, but all the owners and managers share a desire to improve and recognise that having a third party expert coach, mentor or consultant in their corner is a big advantage.

 

accounting firm coaching meeting

Micro, start up or early stage firms

A micro firm is one owner and no more than a handful of team members. Start ups or early stage firms may have multiple owners but have not yet fully hit their stride.

A few ways we help these firms are:

  • Acting as a sounding board, debating ideas and general “hand holding” where appropriate
  • Guidance on setting up a firm and establishing smart patterns of work and use of technology
  • Getting clear on what success looks like

Small Firms

Typically one or two owners and a team of up to 20 people but often less.

A few ways we help these firms are:

 

  • Participation in a TAP small firm group to learn not just from Rob but others in similar firms
  • Getting clear on what success looks like
  • Support on people and process matters
  • Success Ready Review™
  • Training for team members

Medium Firms

Multiple owner firms of up to about 10 or even 15 owners. Generally well established with a storied past.

A few ways we help these firms are:

  • Chairing or attending partners/directors meetings or advisory board meetings
  • Facilitation of planning days
  • Participation in a TAP group to learn not just from Rob but others in similar firms
  • Training for team members

Categories

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