Practice Growth Metrics and Building Your Pipeline

This is THE most road-tested set of strategies for accountants who want to turn new business opportunities into new fees, drawing from over three decades of successful implementation in the accounting profession and in my own career.

Practice Growth Metrics and Building Your Pipeline is broken down into a series of topics:

Part 1 - Practice Growth Metrics 

You will analyse the data you need to set your firm's Practice Growth Metrics and make that commitment to growing your firm.

Part 2 - Creating a Proactive Referral System 

You will learn how to create a proactive referral system by working with and encouraging existing clients to create opportunities.

Part 3 - Building Your Pipeline 

You will learn how to apply the A.C.C.O.U.N.T.S.™ process in helping you measure the ideal target client for your firm.

What's Included? 

A Professionals Workbook

This course is presented in a Professionals Workbook format so you can work through the series of practical steps to kickstart your accounting firm's growth.

A Step by Step Guide

Take step by step action to grow your accounting firm and to win new business.

Practice Growth Metrics and Building Your Pipeline is part of a three-part series of The Clients Masterplan.

Other issues in this series are:

Marketing and the Practice Growth Outline

Converting Leads into Clients 

Meet Martin Bissett

Founder of Addviser+

Martin Bissett is the founder of the Upward Spiral Partnership, the international consulting firm that specialises in enabling the accounting profession to win higher-end clients, create leaders from their ranks and save lives.

His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients.

At the same time, he also alerts the accounting profession to the profound difficulties that can arise in the lives of their clients when they choose not to educate their clients about the impact that their advisory expertise can have.

The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own. 

In the first 5 years of USP, Martin has: 

  • Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK. 
  • Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies.  
  • Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row. 
  • Been highlighted as ‘one to watch’ in AccountingToday’s Top 100 Most Influential countdown for 2 years running. 
  • Spoken on 4 continents. 
  • Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model. 
  • Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One. 
  • Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia. 
  • Sits on a parliamentary steering committee tasked with bringing advisory services to the fore in the accounting profession.

The outcome of Martin’s work is profitable new business for the practices he is engaged by, alongside the fine-tuning of teams of partners and emerging leaders who can develop new business by increasing their commercial awareness for themselves, without significant ongoing third party assistance. 

Previously, Martin served 10 years as a director (appointed at age 26) on the board of a marketing consultancy firm serving the accounting profession. There, he held the responsibility for the growth of the client base including six of the U.K.’s top 30 accountancy firms. 

He now coaches, mentors, speaks, trains and consults with accounting firms worldwide.

In total, he has worked with over 1800 firms of accountants and found it unnecessary to keep track of his contributions to the new business growth of those firms once it surpassed £500m collectively. 

What's Included?

Kickstart your firm's growth

  • 1

    Practice Growth Metrics and Building Your Pipeline

    • Introduction to Practice Growth Metrics and Building Your Pipeline

    • Practice Growth Metrics

    • Creating a Proactive Referral System

    • Building Your Pipeline

Kickstart Your Firm's Growth

An introduction to practice growth metrics and building your pipeline