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Our Services

At Planet Consulting we work with professional firms, their owners and their teams in the following ways:


Success Ready Review Success Ready Review

A detailed, snapshot of where your firm is at now across 24 areas to assess how ready you are for success. Includes commentary for each of the areas reviewed, a SWOT analysis and recommendations for priorities.

Accounting Firm Coaching Tailored Coaching

Incorporates the Success Ready Review to plot a path for success. Each package is specifically tailored for each firm and includes sessions in your office. For both city and regional firms this can be transformative.

Accounting Firm Focus Firm Focus

A scheduled monthly video call, to discuss issues and opportunities, set goals and measure progress. Unmetered email and telephone support (non-technical) to draw on our experience.

Planning Workshops

Facilitation of planning workshops

As short or as long as needed to help you identify the way forward. We have a range of methodologies and tools to help you think through your future.

Advisory Board Advisory Board Chair or participant

Help you build your advisory board and act as its chair or a member. This includes assistance with strategy and governance.

Training Training for large or small groups

Across a range of non-technical topics to leverage the power of face to face sessions that is lost with online training.

Projects Project Consulting and Implementation

Something specific you need hands on help with.

  TAP Groups

The Accountants Peer Groups are special environments where key people responsible for the direction and management of accounting and advisory firms can discuss matters of common interest. The emphasis is on discussion of mutually agreed topics in an atmosphere of trust and support.

Our Approach

To deliver our tailored solutions and hands on help we use a combination of:

  • Coaching – help you find answers and support implementation
  • Consulting – recommend answers and support implementation
  • Training – build your skills
  • Facilitation – meetings and projects
  • Mentoring – share the experience of “been there done that”

Already know what you want or have questions? Connect with us now.

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