“My experience is that accountants struggle with implementation, so I designed a service that by mentoring and coaching you, will ensure you successfully develop your business advisory service.”
Mark Holton, Smithink Director
» Do you want accelerate growth?
» Do you have the right firm structure and infrastructure?
» Do you have a clearly defined advisory service offering and pricing model?
» Do you have a standardised client engagement model?
» Is the business too dependent on a few people?
» Do you have the capacity to introduce advisory services into your service mix?
» Do you need more strategic focus in your firm?
Contact us to organise your complimentary Business Advisory Readiness Assessment
Introducing BlueprintHQ, the program what revolutionises and systemises advisory firms. BlueprintHQ provides the program, the infrastructure, the systems and support to achieve sustainable and accelerated growth.
BlueprintHQ includes 5 steps:
1. Business Advisory Readiness Assessment
Accelerated Growth Assessment meeting for up to 1 hour
(complimentary & obligation free)
- Priorities clarification
- Accelerated growth readiness
- Accelerated Growth & Benchmarking Report
2. Investigate (1 Month)
Conduct a complete business audit to identify key issues, gaps, threats, opportunities & strategies.
Analysis includes benchmarking, systems & stakeholder alignment.
- Stakeholder issues / mindsets
- Current systems
- Operating systems
- Business systems
- Report outlining where you are, where you want to be & how to
3. Renovate (6-12 Months)
Put in place the foundations to support accelerated growth. This includes the right structure, infrastructure, systems, people & product.
Consists of six phases covering key areas such as:
- Strategic plans & action plans
- People (roles, gaps, accountability, training)
- Infrastructure (offer/product/software)
- Operating Systems
- Business Systems
- Client Engagement (model / program)
4. Accelerate (6-24 Months)
Leverage the structure, people & systems for annual growth of 20% +
- Blueprint (certification & training)
- Engagement efficiencies & effectiveness
o Client Meetings (demonstrations)
- Blueprint metrics focus
- Client workshop program
- Specialisation program
- Internal upselling & referral programs
5. Regenerate (6-12 Months)
A new culture will not permeate the business. Review the strategic vision & strategies for the business and implement ongoing growth programs. Potential focus on leveraging business model with acquisitions, succession planning & high performance acceleration initiatives.
** Steps three, four and five can be run conjointly