• Regular "check-ins" with team members rather than performance reviews (which I don't like doing anyway)
  • Pricing models
  • Fixed price agreements to give clients choice - so they buy rather than being sold to
  • Debtor management strategies
  • Mid map tools
  • Business Advisory - Ready Fire Aim - Start now
  • Better understanding of the where, now, how concepts
  • A better understanding of the business model canvas
  • Continue to evolve the practice to operate with less reliance on myself.
  • Trial now where how tool with sample clients
  • Where, Now, How
  • Move away from tax based advisory
  • Use of some tools provided
  • Just have a discussion with your clients and see where it takes you
  • Revisit what business we are in
  • Clarity around using now where how
  • Revisit our Corporate Advisory offerings
  • How to use framework to advise clients
  • That I need to apply the Where Now How process at every opportunity
  • List first five clients per pod to open the discussion
  • Review the use of where now how
  • Diving in deeper with clients for a better understanding of their businesses
  • Staff agreements
  • 1 page plan for staff to develop them
  • New software to be contemplated for the firm
  • Ready Fire Aim
  • Fixed v variable/hourly pricing
  • Some good ideas regarding better collection of debtors and managing WIP better
  • We need to revisit our costings
  • Look at ways of integrating the where now how discussion with clients
  • Discuss and implement advisory costing/pricing with colleagues
  • Staff retention - 40 hour week - 6 weeks annual / RDO's
  • More towards management advice
  • Use business services tool as display in office
  • Advisory doesn't need to be technical just need to start with listening
  • What our business will look like in 5 years
  • You don’t have to have a “product” to do business advisory
  • Review our technology to improve operational efficiency
  • Pricing strategies
  • To use mind-mapping in my business & with client
  • Discuss tools, techniques we learnt with our in-house business advisor
  • Review Value Plan Price - associate to Solutions
  • Setting up regular accountability meetings with clients (just have to get the clients to agree and that's part of my problem!)
  • Collections terms
  • 1 page plan for all clients with businesses - putting in place asap
  • Business advisory tool
  • Use ave financial comparison to improve performance
  • Change GPS program is something to look at, some very good efficiencies.
  • Begin the process of hire staff interaction in relation to identifying possible where now how discussions.
  • Establish and maintain contact with other conference attendees
  • Billing in advance
  • Move towards fixed price agreements
  • Listing top 20 clients - setup process to contact every 2 to 3 wks for chat
  • Don't sell to your client just listen & guide conversation
  • Reassess some of our client relationships
  • One page plans with clients
  • Delegate more efficiently
  • Possible to use it to improve network of accountants
  • To implement fixed fee billing for more clients
  • Prepare time line of roll out

Specific actions / strategies delegates have taken away
f
rom November 2019, Noosa Conference