Courses and Resources

My courses and resources are specifically for small and solo accounting practice owners.
All courses are online and self paced – don’t forget to count them as CPD hours and join in the monthly Q & A hour with me across in The Balanced Firm Community.

Courses

RELAUNCHING SOON

5 Steps to a Balanced Firm

Find Your Practice Sweet Spot

Master the 5 pillars of a successful, sustainable and profitable practice. Work at your own pace and in your own time through each of the pillars. Engaging and practical content is delivered in video lessons, templates, notes and worksheets and you will be achieving balance in your practice in no time! 

$997

RELAUNCHING SOON

Power Up Your Profits

Master the numbers that matter in your practice and pop the hood on your own business to gain clarity and strategies that increase your bottom line at any stage of practice ownership. Work at your own pace and in your own time through each of the modules. Engaging and practical content is delivered in video lessons, templates, notes and worksheets and you will be upping your wage, your prices and your practice and life success levels in no time! 

$997

How to Offer Profitable Tax Planning Services to your SME Clients - available annually from Feb/March

Everything you need to articulate, introduce, price, market, prepare and deliver your tax planning service.

Templates, marketing material, questionnaire, scripts, procedures, excel worksheet and report, strategy list, meeting agenda, letters and distribution minutes.

$TBA

Resources

NEW

2021 Pricing Guide and Menu of Services

It’s an excel spreadsheet of 50 of the most common services accounting practices provide.

I share the fees I charged back in 2016 which my clients happily paid and have indexed them to the year 2021 and added a few tweaks here and there.

Tax Time Bundle for Individual ITR Clients - available annually from 31 May

Everything you need to deliver an efficient, streamlined and profitable ITR service to your individual clients without compromising on quality and thoroughness.

Client questionnaire, pricing list and guide, short form engagement letter, email scripts, workpapers, front cover, logbook.

Testimonials

Our Happy Clients

We did our first disengagement letter ever this week which followed your format – it was full of gratitude & kindness (tardy/lazy/late client). Felt really good 👌.

Sylvia Atkinson

I sent your sacking letter today to a few clients and it felt so liberating! That followed wasted hours of procrastination this morning. Next time around I’ll be sending that letter without hesitation.

Lorem

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