Firm Focus

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.

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.