planet consulting circle device

Rob challenges our thinking and helps us stay focused on what is important.

Steven Coffey –
Partner, Watkins Coffey Martin

Our Services

At Planet Consulting we work with professional firms, their owners and their teams in a variety of ways. Each service is backed by 30 years of industry experience, convenient delivery methods and after-care that will ensure you’re well on your way to achieving your goals.

Our approach

To deliver our tailored solutions and hands on help we use a combination of:


  1. Coaching – help you find answers and support implementation
  2. Consulting – recommend answers adn support implementation
  3. Training – build your skills
  4. Facilitation – meetings and projects
  5. Mentoring – share the experience of “been there done that”
Accounting Firm Consulting Services
Accounting Firm CoachingSuccess Ready Review

A detailed, snapshot of where your firm is at now across 24 areas and a roadmap to take your success to the next level. Includes commentary for each of the areas reviewed, a SWOT analysis, benchmarking against other firms and recommendations for priorities.


Accounting Firm Coaching

Tailored Coaching

Every firm is different and no two tailored coaching packages will be the same. We take the time to get to know you and your business and agree on how the coaching will benefit you the most and in ways that are valuable to you. Includes unmetered telephone and email support to draw on our experience.


Accounting Firm FocusFirm Focus

A scheduled monthly video call, to discuss issues and opportunities, set goals and measure progress, plus unmetered email and telephone support to draw on our experience.


Accounting Firm Business Planning

Business Planning Workshops

As short or as long as needed to help you identify the way forward. We have a range of methodologies and tools to help you think through your future, what success looks like and how you will achieve it.


Advisory Board

Advisory Board Chair or Participant

Rob can help you build your advisory board and act as its chair or a member. He can also chair your partner/director meetings or attend as a “wise head”. This service includes assistance with strategy and governance.

Accounting Firm Coaching

Training for Individuals or Groups

Across a large range of non-technical topics to build the capabilities of your team members. Face to face, facilitated online and online self paced workshop options available.


Accounting Firm Projects

Project Consulting and Implementation

Something specific you need hands on help with. Often associated with people and process.


TAP GroupsTAP Groups

The Accountants Peer Groups are special environments where key people responsible for the direction and management of accounting and advisory firms focus on running better firms. The emphasis is on both supporting and challenging participants to be the best they can be.


Manager Development Program

Our acclaimed Manager Development Program is back in September/October in Brisbane, Sydney and Melbourne.

Details here >

Self-Paced Training For Accountants

Self-paced Online Courses

Planet Consulting offers a number of self-paced courses. These can be incorporated into individual performance and development plans, or for your whole team to complete.

Read more about self-paced options >


Book a complimentary 30 minute chat

To arrange a no-obligation, confidental exploratory discussion with Rob, choose a day and time that's convenient for you below.