Practice Management

Many practices engage Catalyst for Accountants to provide consulting expertise on a range of topics including:

Practice efficiency

  • Based on the Toyota waste audit process but tailored to accounting practices, this focuses on the major areas of waste and action plans to improve and capture the loss to the bottom line.

  • Articles Practice Efficiency

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Building a referral network

  • This module works through innovative solutions and processes such as identifying referral partners and designing strategies to strengthen relationships and how to ask for referrals without asking.

 

Succession planning

  • This session considers your goals, making sure your business is positioned to survive an unexpected event and a guide to due diligence requirements and valuations.

  • Articles Succession Planning

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Skills audit

  • This covers a basic skills audit, developing a gap analysis, setting priority skills development and establishing a process for drilling down to individual staff.

 

Business valuation

  • With extensive professional experience in accountancy practice valuation we can provide you with a range of services depending on the purpose of the valuation.

  • Articles Business Valuation

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Client segmentation and pricing

  • How to segment your clients to maximise your efficiencies and profitability.

  • Articles Segmentation

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