Performance Playbook
Inside this playbook are the 3 core steps we used to build a $7M firm that now runs without us — written for firm owners, by firm owners.
"Inside this playbook are the 3 steps I took to build a $7 million firm that now runs without me."
Answers to the questions every firm owner is asking.
- How to stop trading your time to keep growing your firm
- How to stop wearing every hat and step out of the work you don't enjoy
- How to find and keep the right people in the right seats
- Whether to stay the same, scale up, or sell your firm
- Which KPIs actually matter across revenue, profit, productivity, sales and client satisfaction
Is your firm growing the way it should be? Is it working for you — or the other way around? Do you know how you're performing across revenue, profitability, productivity, sales and client satisfaction?
Over 80% of accounting firms worldwide have no documented growth plan and don't track the basic KPIs needed to grow. It's astounding — and it's why so many firm owners feel busy but stuck.
This playbook documents the simple growth plan we've refined over 50+ years of building our own accounting firms. If you want to grow, this is where to start.
WizeMentoring
A blueprint for building a business that runs without you, refined over 30+ years inside our own accounting and bookkeeping firms.
Ed Chan
At its peak, Chan & Naylor was a national financial services organisation with 10 offices across Australia and 6,000+ clients.
Jamie Johns
Sky Accountants is recognised as one of the top 57 accounting firms worldwide in "The World's Most Inspiring Accountants" by Steve Pipe.
Your journey to freedom starts here.
Grab this free playbook and take the next step towards a firm that runs without you.
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