There are five levels of accountancy firms. Most accountants are aware of the first three levels, but not a lot of them have been told about the highest two levels that you can actually take your accountancy firm to.

What I want to do, is talk you through each of the five levels, explain what the characteristics are of each of them, how you transition from one to the next and what the ultimate two levels of an accountancy firm are.

Now I’ve been working with leading accountancy firms around the world for quite some time now, helping them to systemize and automate their business and so I’ve got to see lots of different accountants, got to really understand them from the inside out and understand what the challenges are, where they think they are, and actually showing them where they can get to and where they really need to get to, moving forward.

James Ashford

James Ashford

James is the Founder of GoProposal, Director of MAP., Keynote Speaker & Bestselling Author of "Selling to Serve". He helps accountants and bookkeepers around the world to price more profitably, sell more confidently and to give significantly more value to their clients.