A FREE [NO OBLIGATION] INITIAL MEETING
This normally lasts between 20-30 minutes and is designed to enable us to get to know one another. What issues need
to be addressed? What help is required? What is not working as you expect or require? And so on. This meeting enables
me to frame a solutions-based plan with you.
Key Outcome: We will agree on a strategic approach to solving the main issue/issues that have been discussed.
I will propose a price based on my understanding of your requirements. The pricing will take into account the
prevailing economy in your country and ensures that this service delivers value for money.
This conversation will be followed up with a written proposal.
I will send you my Online Consulting Questionnaire in which we ask you to provide some background information regarding the firm. This will normally take between 1 -2 hours for you to complete and ensures that I have as deep an insight as possible into you and your accountancy business before we start work together.
Key Outcome: You will have concisely conveyed the results you seek to achieve and I, will have gleaned deep insights into you and your accountancy business.
THE FIRST CONSULTING MEETING
Based on our discussions and your completed diagnostic questionnaire we will meet online. There is no set length of time for this meeting but typically a maximum of 90 minutes should suffice. If more time is required we will schedule a further meeting.
During this stage we will agree [both verbally and in writing] a clear plan for implementation including a timetable. This will include recommended Key Performance Indicators (KPIs)
Key Outcome: At the conclusion of our Stage 3 meeting I will send you one or more practice management guides for you and your team to study that are appropriate to the solving of the problems we are addressing.
This comprises a series of 3 monthly meetings. These are intended to provide an opportunity to review /serve as a review to progress, hurdles to overcome and progress/successes. These will also provide accountability, and, if appropriate modification of the agreed plan. Expect each of these meetings to last between 30 to 60 minutes.
Key Outcome: During these three months you should start to see progress toward your desired goals. Our time together will always focus on achieving desired results.
REVIEW AND NEXT STEPS
This meeting will provide you with the opportunity to provide feedback and your assessment of the results of our work together.
This journey will have lasted about 4 months and we will have established a close working relationship during this time. You will now have an opportunity to decide if you wish to continue meeting. Typically my clients meet with
me either monthly, bi-monthly or quarterly. On each occasion we will continue to ensure that you have not lost the progress/achievements from the first four stages. But, then this on-going relationship provides a basis for addressing other issues inn the firm.