Fix Your Firm

Evaluation Process

Understand your firm so you can create one you love!

I have a cool new service offering!

It’s called Fix Your Firm.

You complete a comprehensive form, and you can then pick how you want the results delivered.

Within minutes you will receive your evaluation results, so you have a consolidated report of where you are at with your business - the wins, the woes and all the details!

$250*

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You can have me complete a Fix Your Biz Guidebook with actionable suggestions to build a firm you love.

$750* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook.

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You can have me send you the Fix Your Biz Guidebook along with a video of actionables and discussions about your business.

$1,000* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook.

So what makes this form so darn comprehensive?

Why should I get in on this program?

  • You can’t embrace what is working and fix what is not, if you don’t know or haven’t documented what the wins & woes are.

  • If you have partners and/or stakeholders who should be involved in the process, you receive links to send them their versions of the evaluation form.

  • There are 9 sections - each with comprehensive, thought provoking evaluation questions to help you analyse the wins, woes and workings of your accounting/bookkeeping business.

  1. Big 3-5 wins and woes

  2. Team and stakeholders

  3. Workspace

4. Service mix and revenue

5. Business and career goals

6. Technology

7. Security

8. 5-Star Client and niche

9. Marketing, sales and onboarding

 

This is a low-effort, low-cost entry to Fix Your Firm.

This evaluation is the “thinky-stuff”, the first step you need to take.

For $250* within minutes you will receive your evaluation results, so you have a consolidated report of where you are at with your business - the wins, the woes and all the details!

The next steps will require the hard work. But the action plan will be laid out.

I will let you know where I can help with implementation, where perfect fit communities would come into play and what you can do from within your business.

Results and actionables

Completing this form, and ordering the Guidebook & video will set you on the path to:

  • Defining a business you will love

  • Doing work you love

  • Increased efficiency

  • Increased profits

  • Honing a business that attracts and retains great clients

  • Honing a business that attracts and retains great team members

  • Creating a business with value

And if you are even the slightest considering selling or scaling to sell, this is your launching point to understand what you need to shore up to sell.

What are your options?

You can simply have your answers emailed to you so you have a consolidated report of where you are at with your business - the wins, the woes and all the details!

$250* - you will pay as you begin the form.

You can have me complete a Fix Your Biz Guidebook with actionable suggestions to build a firm you love.

$750* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook.

And you can have me send you the Fix Your Biz Guidebook along with a video of actionables and discussions about your business.

$1,000* - additional to the form - you complete the form first and then you will be given a payment link to request the Guidebook.

Of course we can work togther to Fix Your Biz too. We can take all the actionables and I can help you implement them!

I am also going to direct you to others to help you Fix Your Biz - communities and app partners that will work with you every step of the way!

 

*All prices are in USD, and if you are Canadian they are inclusive of GST/HST.