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EDUCATION & TRAINING

GoProposal is more than just a piece of software, it's the education and training that surrounds it, designed to move the needle on your accounting business.

Video Training

Watch these valuable videos from the front line of what works in some of the most successful firms

Stop Training Your Clients To Be Bad Clients 8:31

Bad clients don’t start out bad, we train them to be bad by giving them so much for free, we train them not to value our services.

What does it mean when a client just won’t get back to you?
5:08

What happens is that you produce a proposal, the client seemed really eager, but then… nothing. This is what you should do.

“What Discount Can We Have?” The Best Response And The Reason Why 4:10

Discounting your services causes so many problems between you and your client. So this is how you handle that awkward question forevermore.

Version One is Better Than Version None 3:23

if you want to really move your business forward, you’ve got to start at version ONE, because version ONE is better than version NONE.

Value v The Perception of Value 7:40

There is a big difference between the VALUE you provide and the PERCEPTION OF THE VALUE. One is easy and one is tough.

When Clients Say “It’s Too Expensive” & What They Really Mean 10:38

This is the story of how I first became involved with My Accountancy Place and why GoProposal needed to be born.

Person First. Client Second. 6:20

This is one the core values we have at MAP. which helps us to serve our clients to a much higher level and it’s contributed towards growing our monthly recurring revenue by 50%.

See You Tomorrow 1:49

This is the video which My Accountancy Place send out to new prospects ahead of their proposal meeting, showing them where to come and what to expect.

Welcome to MAP 0:50

This is the video which clients get redirected to, once they’ve signed the proposal for My Accountancy Place. It sits above a data capture form on their website.

The Ladder Of Responsibility 14:30

We developed the LADDER OF RESPONSIBILITY for our accountancy firm, so when we have a challenge, we’re able to look to see where we’re responsible for that challenge occurring in the first place.

Team Training – Why GoProposal IS So Important
13:19

A big challenge accounting teams face and getting their clients to do the right things at the right time and to value what you do. This all starts with GoProposal.

Webinars

These are longer videos with more substantial training for you and your team, taken from our Academy.

More Money, Less Work
01:26:16

Listen to Chris, Alison and Matthew talk about issues facing accountants and the solutions which can lead you to making your accounting firm work for you (instead of working for your firm).

Be Compliant with Every Client
0:58:13

Learn how to protect your team and sell your services with confidence.

UNTAPPED: The Breakthrough Session
1:40:43

Do you fear that charging more money from existing clients will me them hate you, or even make them leave?
Join James and his panel of experts to learn why you shouldn’t focus on signing new clients, but focus on charging your worth with existing ones. grab a pen and paper, as you’ll learn actionable steps to build momentum and push your business up to the next level.

How to Attract, Hire & Induct a High Performing Team
1:06:50

It’s become a candidates market in nearly every industry, and accounting is no exception. Join Heather & Simon to learn how to up your recruitment game. Make your firm the most attractive on the market, become inundated with job applications from the best candidates, and provide a world class induction process that WOWs them from day one.

The Bulletproof Renewal Meeting Agenda
0:25:51

Watch, learn and use this invaluable blueprint with your existing clients to comfortably increase fees. This will give you everything you need to have those renewal meetings and for you start charging what you’re really worth.

Provide Watertight Advice to Your Clients
1:32:39

Learn how and when to utilise all the protections you have in place within OverSuite® from our compliance experts. By the end of this session, you’ll understand how to protect the advice you give with a watertight audit trail, and have confidence to construct your own service schedules for specific advice you give.

Unlock the Potential from Your Client Conversations
1:34:12

It’s time to look beyond the numbers and start having real conversations with your clients. This insightful discussion with our expert panel will show you how to get your team excited about speaking with clients and maximise sales opportunities. Take notes as they share the one thing you need to do with existing clients before looking for new ones.

Expect More,
Achieve More, Have More
01:27:41

Are you guilty of making the #1 mistake accountants make when setting targets fo their team?
Find out in this session, plus 3 questions you MUST take action on to get your team laser-focussed, and the one question you should ask your team EVERY DAY.

Safeguard Your Firm
& Minimise Risk
1:24:07

Get to grips with the importance of risk management for you and your team. Karen and Danielle sit down to discuss why an Engagement Letter alone is not enough, and talk you through the additional processes and systems you want to get in place.

Become a Life Centered Accountant
1:11:29

How do you get your best and post profitable clients enrolled into a life long service plan?
Learn from the best in the industry in this invaluable webinar. You’ll understand the three types of client and their needs, plus the one thing EVERY client wants (and it’s not advisory). Take notes as we show you how to get your team passionate as you about client relationships.

Building a Profitable Firm on 15 Hours a Week
01:36:15

Learn from Reza Hooda and how he systemised pricing so that his team could manage it, giving him more freedom. He shares his journey in growing his firm from £125k turnover to £900k (with 7 people) along with his 4 pillar framework for you to build a more profitable, successful and impactful accounting practice.

Make Payroll a Profit Center
(Rather Than a Pain!)
1:34:40

Payroll is a source of pain for many firms and challenges in a post-Covid climate only made things worse. Learn how MAP solved this problem, and how you can use the steps we took to ensure your accounting business remains profitable.

Repricing Masterclass – Feel the Fear & Reprice Anyway
1:45:09

Discover to go back to all of your existing clients and reprice them. This tackles mindset, reveals the strategy & gives you a very interesting perspective on it.

1-3-12 RULE – A Different Way of Doing Fee Reviews

1:07:10

Discover this unique method for recalibrating fees and scope on a regular basis, without having any awkward conversations.

The GLOSS Method™ – Unlocking the Full Value of Your Clients

54:55

The GLOSS Method™ is enabling accountancy firms around the world to deliver maximum value to their clients, with a logical methodology their entire team can use.

How And When Should My Accountancy Firm Offshore?

1:15:45

In this webinar we take a deep dive into how MAP. have built a successful, scalable accountancy business by Offshoring certain services. With founder of MAP and GoProposal, Paul Barnes and offshoring expert, Nikolai Naylor.

Reports

Download these insightful reports and share them with your team

How Accounting Businesses Get Off the Hamster Wheel

5 steps to being more VALUED, getting PAID more, and taking control of your accountancy business.

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The GLOSS Method

How to solve bigger problems for your clients and unlock their full value, by James Ashford

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The 1-3-12 Rule

How to guarantee you’re never doing more for your client than you’re getting paid for, by James Ashford

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