What is a health check consultation?

Our free Health Check Consultation is designed to help your firm:

Identify what’s holding you back.

Uncover areas that can enable growth.

Provide a plan with actionable next steps.

Book a quick 15-minute check to ensure everything’s aligned and gain insights from what we’ve seen work for other firms.

Why should firms do a health check?

Here’s what we’ve heard from firms we’ve worked with.

“We’re stretched too thin during busy periods.”

We looked into how tasks could be delegated, automated, or optimized to free up their team.

“It feels like we’re always reactive, never proactive.”

We analyzed their setup and highlighted practical steps to align their strategy with their long-term goals.

“We don’t have time to really focus on growth.”

We addressed inefficiencies and blockers, to free up their bandwidth so that they could focus on scaling.

“Recruitment feels time consuming and stressful.”

We reviewed their hiring processes and offered insights to improve their speed and efficiency.

1 – Recruitment Process Audit:

Are your job ads attracting the right candidates?

Are you receiving a large volume of applicants?

Are you leveraging the right tools for screening and selection?

2 – Resource Management Review:

Are partners and senior staff handling basic tasks?

Are their bottlenecks within your firm?

Where can automation and technology save you time in your firm?

3 – Growth Strategy Alignment:

What is the vision of your firm?

Are you proactively hiring to align with future growth goals?

Is your team structure designed to scale sustainably?

Outcome…

You’ll leave the session with a personalized roadmap to overcome your challenges, unlock growth opportunities, and scale your firm with confidence.

Schedule Your Session:

Pick a time that works for you.

Collaborative Discussion:

Questions about your firm’s challenges and goals to tailor our feedback.

Actionable Feedback:

Walk away with practical, unbiased recommendations for your firm.

Ready for more insights? Join our Accounting Firm Growth Club and get exclusive resources to keep your firm on track for sustainable growth.