+44 (0)1234 48 0123 ashley@excedia.co.uk

CLUB RESOURCES


Tools, process maps, scrips, plans and much, much more to help you grow your accountancy firm profitably. Club members get free access to all the resources while they are a member of the club. Resources on this page can be bought by non-club members.

Sales and marketing tools

Cost: FREE (in return for your email address)

The SERVICE Framework


Use this framework to systematically increase referrals to your practice. Often for little or no cost.

Included with this resource are:

  • Full instructions on how to implement the framework for your practice
  • Tips and techniques from other practices who have used the SERVICE framework to grow the referrals in their practice

Cost: FREE (in return for your email address)

Tactical marketing plan


Use this tool to identify exactly how many leads you need each month and what you will do each month to generate those leads. Clients who have used this tool often credit it as being instrumental in double or tripling the number of high quality leads they achieve each month.

Included with this resource are:

  • Full instructions on how to use the tactical marketing plan in your practice
  • Tips and techniques from other practices who have used the tactical marketing plan to grow their firm

Cost: FREE (in return for your email address)

The PROFIT equation


A calculator to focus on all the little things you could do in your sales and marketing funnel in order to increase your overall profitability.

Included with this resource are:

  • Full instructions on how to use the calculator

Cost: FREE (in return for your email address)

The Excedia 5-Level Relationship Model


Use this model to identify what you need to do with key relationships in order for the relationship to bear fruit

Included with this resource are:

  • Full instructions on how to use the model to deepen relationships with business contacts
  • Tips and techniques from other practices who have used the model to strengthen relationships with clients and introducers

Cost: FREE (in return for your email address)

Sales and marketing funnel calculator


Use this simple calculator identify exactly how many leads you need each month in order to hit your growth targets, and where you will get them from.

Included with this resource are:

  • Full instructions on how to use the calculator
  • Tips and techniques from other practices who have used the SERVICE framework to grow the referrals in their practice

Cost: FREE (in return for your email address)

Client Matrix Tool


Use this simple tool to help you analyse your client portfolio and identify next steps in order to improve the size or value of your client portfolio.

Included with this resource are:

  • Full instructions on how to use the tool

Plug and play advisory tools and client meeting scripts to use with clients

Cost: £199 + VAT

Client meeting scripts


Use these ready made scripts to help you and your staff, consistently follow best practice and achieve your objectives with your client meetings. All the scripts come with instructions and tips/techniques to use them in your practice.

Included with this resource are scripts for the following:

  • Profit improvement session plan
  • Cash flow improvement session plan
  • First new business meeting with a prospect plan
  • Quarterly review meeting with a client plan
  • Script to upsell advisory services

Cost: £499 + VAT

Business models for use in advisory meetings with clients


Use these business models with clients to analyse their business, as well as identify plans and strategies to achieve their business goals. All models come with full instructions on how to use, completed examples and suggested scripts to use with clients.

Models and tools included:

  • Growing pains: How business needs and problems change as the business grows
  • SWOT: A template to capture key elements of a business in order to improve it
  • STEEPLED: A model to ensure you consider all factors and market forces influencing a business going forward
  • STAGe model: A way of helping clients identify, in an easy and visual way, on one page, their business strategy going forward.
  • PAGe model: A simple way to capture all the projects a business is running, and ensure they are aligned with the business goals and strategy
  • Price change economics: A model to calculate the improvements a price change will generate in your client’s business
  • One page strategy worksheet: A one page business plan template
  • Stakeholder influence map: A simple way of identifying who needs to be onboard and supportive of any change happening in a business
  • Red/Black/Blue model: A simple model to check to see whether your client (or you) is spending enough time on the right things in their business
  • Staff matrix: A template to help improve the performance of employees
  • Forcefield analysis: A model to help ensure changes in a business take place by considering the forces for and against the change.
  • Fishbone analysis: A useful model for analysing the underlying elements of an issues

Cost: £999 + VAT

Client training sessions


Use these client training sessions, as used by Cornish Accounting, to run client seminars and training sessions. All training sessions come with full trainers’ notes, slides and handouts.

Training sessions included:

  • Xero training, basic and advanced
  • Making Tax Digital seminar for clients

Attracting, developing and retaining your staff

Cost: £999 + VAT

People Tool Kit


Use this People Tool Kit to structure your practice as well as recruit and retain the right people in your practice. Included within the Tool Kit are clear and complete instructions for how to implement the People Tool Kit in your firm.

Included in the Tool Kit are:

  • Full set of role descriptions for a typical advisory-led or cloud based practice. These role descriptions are easily altered to fit your firm’s requirements and suggest key KPIs for each role.
  • Interview plans for each role description in the tool kit with advice on how to run an effective interview and job recruitment process. These interview plans will help you avoid being sued for discrimination as well as help you ask the right question to see whether the candidate is a good fit for the role and your firm
  • A basic competency framework for small accountancy practices which details HOW staff need to be and behave at each level of the firm.
  • Self assessment documents for staff to identify where they have gaps in their knowledge and how well they are performing in role.
  • A feedback form for staff to request feedback on their performance.
  • A performance and development plan template for staff and managers to use in performance reviews and appraisals
  • New employee onboarding tools such as suggested induction plan

Cost: £499 + VAT

Xero training manual for staff


Use Cornish Accounting’s (Xero partner of the year 2015) Xero training manual for your staff

Included with this resource are:

  • Full instructions on how to use the Xero training manual in your practice with your staff

Operational resources

Cost: £499 + VAT

Electronic Workbook for Year End Accounts Production


Use Cornish Accounting’s Electronic Workbook for Year End Accounts. Use of this Electronic Workbook halved the time for Cornish Accounting to prepare Year End Accounts.

Included with this resource are:

  • Full instructions on how to use and implement the Electronic Workbook for your practice
  • The Electronic Workbook for you to use in your practice

Cost: £499 + VAT

Kinder Pocock’s automated client on boarding process


Use this tool to automate your on boarding process for new clients and halve or more the time it takes to onboard clients. Use this process to:

  • Increase your client conversion rate
  • Increase your referrals from new clients
  • Turn your new clients into raving fans
  • Upsell more services to your new clients within 6 months of them coming onboard as a new client

Included with this resource are:

  • Full instructions on how to automate your client on boarding process in the same way that Kinder Pocock has done
  • Suggested technology to automate your on boarding process