Watch on Demand

 

8 x CPD points

This course covers 2 x modules per week over 4 weeks. Modules include:

1. Laying the Foundation for a Profitable Practice

2. Streamlining Systems for Maximum Efficiency and Automation

3. Strategic Pricing for Long-Term Profitability

4. Client Retention and Engagement

5. Optimising Processes for Scalable Growth

6. Marketing to Attract High-Value Clients

7. Building a Positive, People-Centered Practice

8. Client Advisory and Value-Added Services

 

Each module contains:

Comprehensive content

Videos

Workbooks

References to Xero, XPM, Asana

All the resources you need.

Once the course is completed, participants will receive a certificate which will include 8 CPD hours.

Participants will have access to the training materials for 12 months through the Future Proof Online Portal.

 

DETAILS OF MODULES:

 

1. Laying the Foundation for a Profitable Practice

Beyond identifying a niche, your focus should be creating a clear value proposition that sets your practice apart in a crowded market. For success, you need to define your unique selling points and ensure alignment with both market needs and personal strengths.

This module will help you:

Define your unique value proposition and selling points.

Align your practice with both market needs and personal strengths.

Identify high-potential niches in the market.

Set clear financial and growth goals.

Build a brand that stands out in a crowded marketplace.

We will go over some worksheets to define your strong foundation - You don’t need to know this yet. With the help of the lesson you will work this out.

2. Streamlining Systems for Maximum Efficiency and Automation

The more automation we have, the better! Dive deeper into integrating tools like Xero with complementary platforms like Asana for real-time project tracking and WorkflowMAX for advanced client management.

Focus on automating back-end processes for scale and client transparency.

This module will cover:

Integrating Xero with tools like XPM, Practice Ignition.

Using Task Management systems

Automating back-end processes

How to implement real-time project tracking and automated client communication.

How to enhance client transparency with automated updates and reports.

We will go over several examples and ideas to ensure the systems are set up for efficient work place. The goal is to get the framework to create an ideal tech stack.

3. Strategic Pricing for Long-Term Profitability

Move beyond basic pricing strategies. You need to be implementing tiered service offerings and value-based pricing to shift away from hours-billed models, ensuring high-profit margins while delivering tailored client value.

This module will cover:

Billing cycle and style

How to implement tiered service offerings to cater to different client segments.

Setting high-margin pricing strategies for premium clients.

How to deliver tailored pricing packages to match client-specific needs.

How to ensure profitability by pricing based on client outcomes and perceived value.

We will go through how different scenarios might work for different types of clients and practices. The aim is to give you the framework to create an ideal way to price your clients for a strong working relationship and profitability. Yes we can achieve both and clients would love to pay you!

4. Client Retention and Engagement

Engagement is key to building long-lasting client relationships that ensure stable revenue. This module provides strategies for creating positive client experiences that foster loyalty. We’ll explore tools and communication techniques that keep clients engaged and satisfied over the long term.

Topics covered:

Retention strategies

Techniques for creating seamless, value-adding interactions that exceed expectations

Implementing effective follow-up practices to nurture relationships and more.

5. Optimising Processes for Scalable Growth

Efficiency is the foundation of a profitable, scalable practice. This module focuses on building systems that not only streamline operations but also position your business for growth without compromising service quality or client satisfaction.

Topics Covered:

Building scalable service models to handle growth with minimal overheads.

Process automation strategies - from client onboarding to invoicing.

Efficiency-driven workflows that enhance client experience and boost profitability.

Monitoring KPI’s to track operational success and areas for improvement

Structuring teams and roles to optimise task allocation and maximise productivity.

6. Marketing to Attract High-Value Clients

Learn how to position your business as the go-to choice for high-value clients in need of professional bookkeeping services. This module will look at branding, outreach and networking strategies that attract clients who appreciate quality and are willing to pay for it.

Topics Covered:

Crafting a brand that resonates with your target audience.

Marketing channels and tactics for reaching high-value clients effectively.

Leveraging networking and referral partnerships to expand your reach.

Developing a content strategy that showcases your expertise and builds credibility.

Conducting ongoing ROI checks to ensure the effectiveness of your marketing strategies.

7. Building a Positive, People-Centered Practice

The heart of a successful practice is a dedicated, motivated team. This module emphasises creating a workplace culture where people are encouraged, valued and aligned with the company's vision, which ultimately drives growth and client satisfaction.

Topics Covered:

Establishing a workplace culture that fosters positivity, growth and commitment

Best practices for managing both in-office and remote team members.

(Both in Australia and off shore)

Aligning individual and team goals with business objectives to motivate performance.

Promoting professional development to retain top talent and encourage loyalty.

Developing leadership practices that inspire collaboration and innovation.

8. Client Advisory and Value-Added Services

Move beyond compliance and bookkeeping services by offering advisory services that add strategic value for clients. This module will guide you in creating a higher-level service offering that positions you as a trusted partner in your client’s business success.

Topics Covered:

Transitioning from compliance-focused services to advisory roles that add value.

Using data to offer actionable insights that support client decision-making.

Developing service packages that highlight advisory benefits alongside bookkeeping.

Techniques for turning clients into long-term partners through strategic advice.

Expanding revenue streams by integrating high-level advisory services.