How can I sort out my people? 

 Because you can’t do True Advisory® unless they are committed and competent…  

They are the direct cause of success and failure and the most difficult to manage. So, many accountants allow them to choose working hours, which jobs to tackle and whether to confront clients over compliance issues. 

Hoping for a happy and productive ship, this instead, results in low productivity and profits, and client backlogs causing the owner to burn personal midnight oil. 

The solution is ‘Performance Management’, a self-driving system that involves and commits everyone in the Practice to happily do what the business needs.  

Starting at the top, with the team, establish: 

  • A company business plan 

  • Job goals that support the plan  

  • Career choices and the support needed  

  • Personal KPI reporting  

  • Business and professional training plans 

  • Personal development around: Knowledge, Aptitude, Skills, Attitude, Behaviour (KASAB)

  • A mutual appraisal process 

  • Progression through the organisation  

Based on original research that proves the links between people management and high financial performance this is also the basis of the national Investors in People Standard. Both of which I was instrumental in creating.

Next step: to discuss how that could work for you, please call me

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