You've got goals in sight  for scaling and growth.

Let’s have a conversation about making that possible.

The ways that you can work with me

The firms that I am working with have all been part of a journey that often starts with hearing me speak. Keep scrolling to see some of the ways I can provide support.

Take a look at a couple of case studies here 

Get your copy of The Digital Firm

As accounting and bookkeeping has evolved, now, going digital is the only logic choice, with embracing technology being a vital part of doing business.

I've done this at Farnell Clarke and now I want to pass this knowledge on. The Digital Firm summarises what I've learned during our leading-and-occasionally-bleeding-edge adoption of the best tech available, as well as the mistakes we've made at Farnell Clarke and how we've overcome them.

Attend a free 30 min discovery call

Often I find that the firms I work with have already learnt a lot on how to move into the digital world, but where they need help is making sense of that.  Naturally lots of firms talk to me about digital change but I work with firms across the broad areas of people, process and technology. These things combined impact firm growth, culture, service delivery and so much more.

Having been through the same headaches as you with Farnell Clarke, I can provide support to drive your firm forward in the direction you've been aiming, whether you've already got some of the pieces in place, or you're starting your digital transformation journey from scratch.

This session is an opportunity to talk over where you are with your firm, what some of the challenges are and how I might be able to support you, and is available for firms of all sizes, from sole practitioners up to top-100 firms. Some of the topics I've given some insight on are:

✓ Buy-in: Digesting what you're being asked to buy into
✓ Digital transformation: What it means for you and your firm
 Growth advisory: How to grow and scale that way you want to
✓ Technology: How to use it to internally and with your clients
✓ Process: How to design and improve your processes
✓ Strategy planning: Identifying long-term objectives

Work with me through mentoring and the Upward Spiral Professionals Community

Monthly mentoring is a great start for those who need ongoing support as you take your own journey of firm growth.

The great thing is that you will be surrounded by other firms in a similar position to you, and there's no tie-in so once you've got what you need, you can come-and-go as you want.  

I am really keen to make the group as accessible as possible whatever stage you are in your firm developement.  The cost of being part of the USP Light Mentoring Group is just £100 a month for this very reason.

The benefits of the USP Light Mentoring group include:

Insight from me

Each call will also feature some insights from my own experiences within Farnell Clarke.

Submitting questions

In the run up to the call, you'll be able to submit questions to be tackled and discussed as a group.

Shared experiences

You'll be part of a closed community of firms, who'll each be learning and in a similar position to you.

Introducing the Upward Spiral Professionals Community

I was delighted to be invited by my good friend Martin Bissett to lead the Upward Spiral Professionals community in the UK from January 2021. 

The Upward Spiral Professionals is a Global community of progressively minded accounting firms who wish to benefit from best practice in developing a 21st-century practice from both each other and the members of USP’s Expert Partners.

USP benefits from the unique experience of a seasoned and massively experience consultant to the profession with an unenviable track record in Martin together with first hand experience of my own expertise and knowledge of starting, growing and scaling a digital accounting firm.  This mix is largely unrivalled anywhere in the world.

Martin and I would welcome the chance to discuss USP and how we are helping firms grow revenues and profitability as well as provide them a global network for cross border referrals.

You can find more about USP here https://www.upwardspiralpro.on...

See how a digital firm works

Sometimes the best way is to see things in action. We invite you to see for yourself what a digital firm looks like, what is different, and how staff utilise technology. 

Across the course of a half-day at the Farnell Clarke Norwich office, you’ll hear about some of the tools and processes we use. At the same time, we'll begin thinking about what a strategy might look like in your own firm. 

I can also make introductions with strategic partners that we'll identify together as instrumental in transforming your firm.

The session is very much tailored to you and your firm so has no set agenda.  We can focus on the challenges you are tackling right now.  You are welcome to bring along some of your team to join the discussions.  The fee for the session is £1,195.

One to One mentoring and coaching

In 13 years Farnell Clarke has grown from the back of my garage to a firm employing 50 people and working with some 1500 clients.  Annual growth of c30% a year, every year taught me a thing or two about how to grow and how not to grow an accounting firm.

I have worked with a number of firms, typically with the firm owners helping them create a strategy for growth and then supporting them deliver the plan over twelve months and in many cases beyond.

Consistently these firms realise and often exceed the targets set at the beginning of our one to one mentoring.

These mentoring arrangements are not set in stone but typically commence with a one day strategy session to set objectives for the coming twelve months.  Monthly catchups either face to face of via video call keep you focused on the objectives.   

Prices start from £395 per month for a 12 month programme.  Complete the form here if you would like to discuss one to one mentoring. If you are ready to jump in, click the link below to sign up.

One on One Topics

  1. Firm Strategy
  2. Planning
  3. Client Experience
  4. Vision and Values
  5. People
  6. Culture
  7. Pricing
  8. Tech
  9. Process
  10. Marketing
  11. Branding
  12. and much more

How to sign up for 1-2-1 Support

One to one Mentoring kicks off with a face to face Strategy Day where we will map out your objectives for you as a firm owner and the firm itself.  We will use these to build a plan and keep the plan on track with 11 monthly follow up sessions via zoom.

"Just the initial one day with Will made a huge difference for us and I’m looking forward to developing the relationship as we grow and can fully embrace that massive opportunity to make a real difference for us, our staff and our clients.”

– Penny Rowden

How will I benefit?

I really enjoy being able to make a difference to the firms I engage with, helping them see the light at the end of the tunnel. 

Whether it's regular support or just one-off advice, this is an opportunity for you to get support and advice from someone with a decade of experience in running a digital firm.

You can also hear from others who have worked with me and been on a similar transformation journey to you.

Let’s connect and chat about it

I'd love to see how you can achieve your firm's goals.
Let’s make it happen!


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