Planet Consulting - Success Ready Review

Advisory Board 

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”. For smaller firms Rob can be your one person advisory board.

 

  • Rob attends meeting monthly, quarterly or some other regularity as agreed
  • Chair or participant options
  • Set up a board if needed
  • Assistance with strategy and governance.

What to expect

Rob will take the time to understand your firm and your needs. He will bring to meetings an almost unrivalled depth and breadth of experience in firm management and leadership. You can expect to be challenged and supported to achieve the goals you have set.

Meeting can be face to face or via video or a combination of the two within a cycle.

Your investment is an agreed fixed monthly (or other regularity) fee for agreed scope and any agreed travel.

Accounting Firm Advisory Board

Meet Steven

Steven Coffey is a partner at Watkins Coffey Martin based at Roseville in Sydney.

 

“Rob attends our partners meetings as an advisor and we really value his experience. He challenges our thinking and helps us stay focused on what is important. He also ensures we remain accountable.”

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

Steve Coffey

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.