Six Steps to SuXcess
In collaboration with IFA Scotland Regional Ambassador Duncan Walker, we are excited to offer this programme designed to boost your practice revenue through strategic advisory work.
The new Six Steps to SuXcess online programme empowers your clients to develop a strategic action plan for their business.
The programme assists your clients in identifying SMART objectives and overcoming barriers across six key business areas, presenting the process in a straightforward, step-by-step format. You can then support your clients in implementing and monitoring their plans, generating additional revenue for your practice, providing extra value to your existing clients, and attracting new ones.
Programme outline:
- Where you are now where you want to be and what keeps you awake at night
- Processes, people and product customer service
- Sales, marketing and building a digital platform
- Finance and funding
- Enabling technology and time management
- Setting your strategy and action plans
This programme will:
- Help accountants in practice create advisory fee income with existing clients and attract new clients
- Allow accountants to find out what clients wish to achieve in their business and areas they can provide help/advice in by introducing them to the online programme
- Generate potential advisory fee income by reviewing and monitoring client strategic plans regularly
The topics covered include:
- SMART objectives
- Processes
- People
- Customer service
- Sales/marketing
- Finance
- Technology
- Time management
Who is this presentation for?
This course is suitable for accountants in practice and SME owner-managers, and clients of accountants.
CPD hours: 6
Prices:
IFA members & affiliates - £99
Non-members - £139
About the speaker
Duncan Walker
Duncan joined The Royal Bank of Scotland plc straight from school at 17, and resigned from the bank in 1997 as a Senior Manager after 20 years of service. In 1998, he started his own accountancy practice and business management training company. In 2018, Duncan developed the Six Steps to SuXcess programme. After selling his accounting practice in 2022, he now manages and promote the Six Steps to SuXcess online programme.
Duncan is a Chartered Banker and Fellow of the Chartered Institute of Bankers in Scotland, a Fellow of the Institute of Financial Accountants, an Associate Member of the Chartered Institute of Personnel & Development, and a Fellow of the Institute of Public Accountants in Australia.
Presently, Duncan is IFA Regional Ambassador - Scotland, as well as a member of the IFA members advisory committiee.
Duncan Walker Partnership Ltd
We have developed a unique programme, approved and accredited by The Institute of Financial Accountants, called the Six Steps to SuXcess. Available both online and face to face it helps accountants in practice move from compliance services to advisory services by assisting their SME clients set a strategic action plan for their business for the next 12/18 months, identifying ways they can overcome the barriers preventing them from achieving success.
The accountant can fine tune, monitor and review regularly the plans set by clients online using the programme, helping the accountant to earn additional advisory income whilst retaining existing and attracting new clients.