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Business strategy tools and models


Use these tools and models to help improve your firm and also to help improve your clients’ businesses.

Welcome to Accountants Millionaires’ Club: Membership Library  

Rhythm Meeting Agendas


The exact agendas for your firm to run Rhythm Meetings to keep everyone focused on the day-to-day AND growth tasks.

Guide to the Growing Pains model 


Use the growing pains model to help you and your clients identify what they need to do in their business to move to the next stage of growth.

Growing Pains Model Image


Download the Growing Pains Model Diagram to use in your discussions with clients or in presentations. If you are going to use the model in your presentations or discussions with clients please credit the model to © The Excedia Group Ltd

Growth Self Assessment Tool


Use this self assessment to identify the work you need to do to grow a one million pound practice with over 40% net profitability, while working fewer hours with less stress. This Growth Self Assessment Tool is included in the Accountants Millionaires’ Club book.

SWOT and STEEPLED Analysis


Use a SWOT analysis to help you identify your firm’s current situation and future drivers of change or growth. Use a STEEPLED analysis to help you identify the external factors which will drive change in your practice.

Guide to using the STAGe Model


Use the STAGe model to help your firm or your clients consider Strategy, Targets, Actions and how they will Grow their firm.

People, process and structure planning


Use this planning process to help your firm or a client consider the future of the business and how the business needs to define roles and adapt structures.

PAGe Model


Use the PAGe model to help you visually show the relevance and progress of all projects going on in a company at all times.

Price Change Economics


Use this calculator to identify the impact of putting up your fees on your firm’s net profitability. This calculator will also tell you how many clients you can afford to lose before you start losing profit.

Forcefield analysis


Use a Forcefield analysis to help you or a client identify how you may go about implementing a change in your business. It can help identify the elements that need to be managed differently, if the change is to be successful.

Fishbone analysis


Use a Fishbone analysis to help your firm or help a client to understand the important elements of a problem, and what they need to do in order to deal with the issues.

Wheel of life


Use the wheel of life to help you or a client identify where your life may be out of balance. Use it to prompt a conversation about how they can get their life more back in balance.

Guide to Stakeholder Mapping


Use stakeholder influence mapping to understand who you need to influence and how you will influence them to successfully implement a change in your practice or grow your practice.

Guide to using the Red/Black/Blue Model


Use the Red/Black/Blue model to help you (or a client) understand if they are spending the right amount of time doing the right things in order to achieve their personal and business goals and objectives.

Red/Black/Blue Model image


Download the Red/Black/Blue model image to use in your discussions with clients or in presentations. If you are going to use the model in your presentations or discussions with clients please credit the model to © The Excedia Group Ltd

Cash Flow Planning Session Script


Use this session plan to run a cash flow improvement session with clients.

Quarterly Meeting Session Script


Use this session plan to run a quarterly meeting session plan with clients.

Profit Improvement Session Script


Use this session plan to run a profit improvement session with clients.