Practice Growth Metrics and Building Your Pipeline

This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees, drawing from over three decades of successful implementation in the accounting profession and in my own career.

Practice Growth Metrics and Building Your Pipeline is broken down into a series of topics:

Part 1 - Practice Growth Metrics 

You will analyse the data you need to set your firm's Practice Growth Metrics and make that commitment to growing your firm.

Part 2 - Creating a Proactive Referral System 

You will learn how to create a proactive referral system by working with and encouraging existing clients to create opportunities.

Part 3 - Building Your Pipeline 

You will learn how to apply the A.C.C.O.U.N.T.S.™ process in helping you measure the ideal target client for your firm.


What's Included? 

A Professionals Workbook

This course is presented in a Professionals Workbook format so you can work through the series of practical steps to kickstart your accounting firm's growth.

A Step by Step Guide

Take step by step action to grow your accounting firm and to win new business.

Practice Growth Metrics and Building Your Pipeline is part of a three-part series of The Clients Masterplan.

Other issues in this series are:

Marketing and the Practice Growth Outline

Converting Leads into Clients 

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

What's Included?

Kickstart your firm's growth

  • 1

    Practice Growth Metrics and Building Your Pipeline

    • Introduction to Practice Growth Metrics and Building Your Pipeline

    • Practice Growth Metrics

    • Creating a Proactive Referral System

    • Building Your Pipeline

Kickstart Your Firm's Growth

An introduction to practice growth metrics and building your pipeline

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