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Success Ready Review

We hold the view that as a business you achieve success when you are ready for it. Our Success Ready Review takes place primarily in your office and prepares you for success by:

  • Reviewing in detail 24 areas of your business providing in depth analysis and reporting
  • Providing you with a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
  • Sharing insights from an independent third party
  • Recommending priority projects

 

The review is confidential – it is only ever shared as directed by you.

This is not a simple templated tick the box exercise. It involves discussion with the leaders of the business and selected team members and digging into all aspects of the business. Even better, it is completed by Rob Pillans who has 30 years of working in accounting firms to draw on. He knows what to look for and what questions to ask. There’s nowhere to hide!

Some firms will want to repeat this review annually to benchmark progress.

This review can be purchased as a standalone review with no further obligation and is included as the first step in tailored coaching packages.

Your investment for a Success Ready Review is a fixed price depending primarily on the size of your firm and includes travel to and from your office and the report which complements the discussions we have with you.

Ready to go or have questions? Connect with us now.

“Rob’s knowledge of accounting firms is broad, deep and practical. His review of our firm was insightful and has helped us focus on what is important for our success.”

Robert Shelton
Managing Director DFK Everalls