Accounting Firm Focus - Planet Consulting

Firm Focus

As an owner you are often accountable to just yourself or a fellow owner or owners. Many firm owners tell us that being accountable to a knowledgeable third party is very powerful and yields positive results. It helps you maintain focus on what is important.


Firm Focus is a combination of a scheduled monthly video focus session and unmetered telephone and email support in between scheduled sessions, to keep you on track.

What to expect

We tailor the focus sessions to meet your specific needs but will typically include the following elements:

  • Discuss issues and opportunities
    What are you concerned about? What opportunities have you spotted that you’d like to explore? What ideas have you had? What else would be useful to discuss?
  • Review the numbers (results and key performance indicators)
    We agree with you what the important measures are that we review and make suggestions on what they are for your circumstances.
  • Discuss what the numbers mean and any actions required
    What worked well? What would you do differently? What specifically do you need to do in response to the numbers?
  • Review completion / achievement / progress on agreed actions or projects
    How did you go? What did you learn? If you did not finish a project what do you need to do to get it done?
  • Discuss and agree on one to three priority actions for the next fortnight / month
    Our experience is that any more than three priorities for a firm is overly ambitious and often results in partial or poor execution.
  • Sharing of insights and contacts
    Rob shares anything he has seen in the industry, with other firms or more broadly in business that would be useful for your firm and your circumstances. He can also introduce you to other people where that is appropriate.
  • Checking in against the business plan
    Once a plan is in place this will probably happen naturally as part of the conversations above but we have as a separate item to ensure it is not forgotten. No point in building a plan if we don’t use it to guide action! And if you don’t have a plan we can help you get one in place.

You investment for a Firm Focus package is a fixed fee per month with no minimum term.

Accounting Firm Focus - Planet Consulting
Meet Jason

Jason Macdonald – Founder, White & Black Chartered Accountants


Rob’s insights and guidance have been fundamental to the accelerated development of my practice. My sessions with Rob help me to keep focus on what is important and to keep me aligned with my goals. It has also been valuable to explore ideas, discuss issues and draw on Rob’s experience with many other firms of what works and what doesn’t.

Rob helped me to focus on what is important and to keep me aligned with my goals.

Jason Macdonald

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.