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Accountants and business advisors
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The 9 Steps to Success
The 9 Steps to Success help accountancy practices and business advisors identify opportunities, develop products and processes, train product champions and create packaged products for delivery to expectant clients.
For more information on the programme, or to receive a free Winning Practice checklist, to request a free Winning Practice review, or to receive a free reading list to change your life, please telephone Graham Lamont on 0800 234 6978 or email info@lamontpridmore.co.uk
STEP 1: CREATING A SHARED VISION
Overview of the market
Profit drivers
Growth areas
2005 report: How to be successful
What other firms are doing
Establish your primary aims
Establish the firm's primary aims
Establish shared values
The barriers to change
The changes we need to make
The resources we need
My personal plan
Our practice plan
How to apply it to your firm: Agreed action plan and
milestones
STEP 2: DEVELOPING A COMPREHENSIVE RANGE OF PRODUCTS AND SERVICE WITH MENU AND VALUE PRICING
Growth areas
Success factors
List of potential services
The most interesting services
The services with most growth potential
The services with most profit potential
A decision making model to help develop the most profitable services
A menu of services
Value pricing
Financial Services
Computer Services
How to apply it to your firm: Agreed action plan and milestones
STEP 3: CREATE AND IMPLEMENT A CLIENT CARE PROGRAMME
What do clients want?
How do people buy?
Results from client research
Results from client forum
25 Key drivers
The Lamont Pridmore TLC programme
How to apply it to your firm: Agreed action plan and milestones
STEP 4: HOW TO DEVELOP EFFICIENT BUSINESS PROCESSES
There are only 4 ways to grow a business
The winning company research
The business excellence model
The value chain
Raw material
Business processes
Quality of our people
Our fee
Our clients
Range of products and services we offer
Us
35 things we do to prepare a set of financial accounts
The Lamont Pridmore accounts preparation manual (extracts)
How to apply it to your firm: Agreed action plan and milestones
STEP 5: A PEOPLE STRATEGY THAT WILL UNLOCK YOUR FULL POTENTIAL
How to create a winning practice
Winning company questionnaires (completed)
Case study: Lamont Pridmore
Unlock potential
Develop a recruitment strategy
Create the right staff structure
Key worker scheme and Investors in People
The Lamont Pridmore training plan
The Lamont Pridmore staff appraisal and development scheme
How to apply it to your firm: Action plans and milestones
STEP 6: CLIENT PROFILING AND ANALYSIS: HOW TO TURN D CLIENTS INTO A CLIENTS
What do clients want?
Client analysis: The Pareto principle
The Lamont Pridmore TLC programme
What does a bad client look like?
The process of change
Discussion
How to apply it to your firm: Action plan and milestones
STEP 7: HOW TO IMPROVE PRACTICE PROFITABILITY BY AT LEAST £50,000: REDUCING THE BLACK HOLE
Improving the effectiveness of people and processes
The black hole and how to calculate it
How to close it
Lamont Pridmore performance related pay
How to create a trust culture: Empowerment
How to apply it to your firm: Action plans and milestones
STEP 8: ADDED VALUE SERVICES: HOW TO GET STARTED
The 5 success factors
Client case studies
Using the business questionnaire
How to get started
Agendas
Value for money studies
Benchmarking reports
Competitor analysis and pricing strategy
Profit improvement studies
How to apply it to your firm: Action plan and agreed milestones
STEP 9: MILESTONES AND THE WAY AHEAD
Prepare detailed action plans for the practice: What to do, by whom, at what cost, by when
How do we involve the team
Arrange coaching and support systems
Agree date of next workshop
The 9 Steps to Success help accountancy practices and business advisors identify opportunities, develop products and processes, train product champions and create packaged products for delivery to expectant clients. For more information on the programme, or to receive a free Winning Practice checklist, or to request a free Winning Practice review, or to receive a free reading list to change your life, please telephone Graham Lamont on 0800 234 6978 or email info@lamontpridmore.co.uk
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