In this course you'll discover...

How to truly understand your numbers and how the team can help you achieve everything you want to from your practice.

  • THE Key Performance Indicators you ABSOLUTELY must measure in your practice to make sure it is successful.

  • THE Key Performance Indicators you should measure for your team to make sure they work as efficiently as they can!

  • How most accountants and bookkeepers start in the wrong place when they prepare budgets!

  • How to communicate “numbers” to your clients in a way they will understand them! It is the missing piece of the exam syllabus!

  • Six ways to change your team costs to fees number.

Bonus Content

Not only will you get the lessons, you'll also get...

  • KPI Tracker

    A downloadable Excel sheet to help you track your practice and team progress on hitting your KPIs

  • Change Management Form

    A form to help you implement changes to your practice without causing chaos and frustration

  • Learning Logs

    Two forms to help you track and reduce the mistakes your team make.

Course curriculum

    1. Introduction

    1. Why Numbers are Important and How to Understand Them

    1. KPIs - Your Purpose Number

    1. KPIs – Team Happiness

    1. KPIs - Customer Happiness

    1. KPIs - Team Costs To Fees

About this course

  • £295.00
  • 10 lessons
  • 2.5 hours of video content

Instructor(s)

Simon Chaplin

Simon is a qualified accountant and runs his own practice (GreenStones). He only shares practical tools and tips that he has successfully implemented in his own practice. Simon is also a published author (Banish The Bottleneck) and now spends the majority of his time inspiring, challenging and supporting accountants and their teams to be the best they want to be through The Accountants’ Mastermind.

Here's what others are saying...

“You may think you ought to know this stuff as an Accountant, but Simon's entertaining presentations are full of tips you forgot you knew or never thought about before.”

Sylvia Bourhill

“It was a course jam packed with highly useful information, good humour and fun.”

Kristy Glenister

“Whatever stage your practice is at, you'll come away with something that will give you a return on the time you invested.”

Andrew Price

“This was much more relevant than I thought it was going to be for me as a sole-trader. Well organised, good fun and a lot learnt in the process - thank you!”

Lorraine Marshall