WORKSHOPS

...thought provoking and significantly challenged a number of preconceived ideas. It has challenged me to firstly look inward as a leader, as an accountant and as an entrepreneur, and to identify areas where (and how) I can improve and upskill myself. It has challenged me to also look at my firm, the management team and staff and find ways to adapt and improve to achieve optimal profitability.

Are you creating more problems than solutions? With this course you will dive deep into the brilliant management mindset of Mark Lloydbottom. You will experience his journey and thought-provoking evidence-based mindset that will empower you to take control and manage your business. Leading to a more meaningful business way of thinking and leadership level that will take you even further.

...partners and managers alike, to understand the value they bring to clients and how to implement strategies that will improve the accounting practice holistically. Margin Mastery provides an in-depth practical pointers and steps on how to increase profits without relying on external sources. The course also focuses on how the partner with technology can improve processes and reduce time spent on client projects, in order to focus more on delivering value to client which they can perceive.

It has made me realise that the smallest changes can make a big difference. The mindset has changed after this course. I have realised the value that our profession brings to our clients which is ‘the license for them to continue trading’. The importance of communicating and showing the client that value. My priority has changed from work, staff, client to 1) client, 2) staff and 3) work. This course has given me more ideas that I look forward to implementing in our firm”

It has covered most of the tools needed to track your business outside the normal financial statements ratios. The course is rich in tried and tested approaches which are easy to understand and implement yet they unlock more value for the business. The presenter, Mark, has rich understanding of business process and has imparted a lot of wisdom regarding processes and how to improve them. Overall, Mark has given us tools to implement in our businesses that unlock at least 20% more value.

-    Take ownership of your practice.
-    Understand that it took you long time to study and qualify, so value yourself to charge out at the correct rates.
-    Bottom up approach in the company no new ideas / changes
-    Deal with clients with respect, stand firm on your price without being aggressive.
-    Deal with your lock up clients, that in over 90 days do not respect you.
-    Turnover is not your real turnover.
-    Mark taught us a lot and worked really well to include the delegates in the workshop
-    Insightful and informative.

A few sessions where knowledge is shared, not only by the presenter but by fellow professionals that share the same challenges and opportunities of owning an accounting firm. A wealth of well-researched facts, guides and questions to help you derive solutions that are specific to needs and will bring true value to the realities you are dealing with. The end result being growth for you as a professional, profit increase for your firm.

Mark Lloydbottom’s workshop on maximising efficiency and growth covers a whole variety of insights and practical ideas and advice on the way you think about the value you add to your client’s business; and what it truly is worth to them. The workshop has shifted my mindset from keeping my head down & getting the work done to a more client focused approach and getting more visible hours with the client. Building relationships.

...increase your profitability, productivity, communication, fee structure? Then you must attend this course. It will help you see the worth that you provide to your clients, steps to assist you that you do not get bullied by your clients. I am excited about our industry and what we can provide for our clients and the changes we can make in our environment and in our practices to increase productivity and have happy employees.

...which I am sure if properly implemented will definitely make a difference to our profitability as well as our talent motivation about the service that we provide.

...reinforcing that our approach is correct while highlighting areas for improvement. It emphasised valuing ourselves, our time, and the importance of client visibility. We also learned the significance of having the right team and prioritising ongoing training.

For example “hire the best” and “listen more” and “ staff don’t like working on non-profitable tasks”. Very important tips included, don’t discount your work, and don’t minimize the problem.

...and that I am charging professional fees for professional services. The work that I do enables them to make money.

...with regards to all the components that either make or break an accounting firm. The importance of establishing and following processes and setting string guidelines to govern efficiency and ethics in the workplace.

Now I am going to start sending interim invoices for those WIP and discuss debit orders for the clients in the 90 days category. I also learnt a lot about how to build the price for my jobs by budgeting appropriately. Timeliness on my report card. I need to really work on that and improve timeliness of communication and job completion.

...leading to invoicing higher amounts and reaching significantly more and better-quality output. Services such as AFS and their layout will be improved, showing more value to the customer base.

There are so many practices that I am eager to implement within our firm. The thought that the prices are too high is actually that the client does not feel that they are receiving value for the price, this has really stood out for me! I would strongly recommend the course.

Mark is a fantastic presenter. I have learnt a lot and will bring that to our business.

The number of pearls of wisdom were amazing. Insightful and easy to implement. Thank you and I look forward to attending the next one.

Mark displayed his knowledge of the topic and had a good rapport with the attendees. This is an excellent foundation course for managing partners starting their business. I enjoyed the sessions on Margins and Managers.

Your insights are awesome and inspiring. I know a lot of the things that you have spoken about but have not made time to follow up on them. You inspired me to make time to put these great insights into practice. There are great ideas to share with my staff, to better communicate with my clients and to be more profitable. Two days well spent!

...and gives you many tools to transform your business for the better. By giving you the mindset and ideas to handle all the challenges to be expected in an accounting and auditing business this course will enable you to provide value to your customers and increase profits and efficiencies in your own business.

Marketing my practice is now a keen focus area and informed efficiency on billing as well as practicalities to implement.

and charging what I am worth. The course was very thought provoking, made me think about what type of consultant I want to be and what services I want to offer. It also challenged the old ways of thinking.

Attending was incredibly valuable, as I gained tools to improve my accounting practice. I learned effective marketing strategies, reflected on overcoming fears as a salesperson, and adopted time management techniques to boost productivity. Additionally, I discovered ways to foster accountability for myself, my partners, and my staff.

...which I am sure if properly implemented will definitely make a difference to our profitability as well as talent motivation about the services that we provide.