You will learn how to understand your key numbers, track performance properly, and use your data to make better decisions that improve your practice.
How to identify the key numbers that actually matter in your practice
A simple way to track performance consistently
How to use your numbers to make better business decisions
How to spot issues early and take action
How to build more confidence in your financial understanding
Not only will you get the lessons, you'll also get...
A downloadable Excel sheet to help you track your practice and team progress on hitting your KPIs
A form to help you implement changes to your practice without causing chaos and frustration
Two forms to help you track and reduce the mistakes your team make.
Introduction
Why Numbers are Important and How to Understand Them
KPIs - Your Purpose Number
KPIs – Team Happiness
KPIs - Customer Happiness
KPIs - Team Costs To Fees
“You may think you ought to know this stuff as an Accountant, but Simon's entertaining presentations are full of tips you forgot you knew or never thought about before.”
Sylvia Bourhill
“It was a course jam packed with highly useful information, good humour and fun.”
Kristy Glenister
“Whatever stage your practice is at, you'll come away with something that will give you a return on the time you invested.”
Andrew Price
“This was much more relevant than I thought it was going to be for me as a sole-trader. Well organised, good fun and a lot learnt in the process - thank you!”
Lorraine Marshall
