Thursday 31 March 2011

A Micro-Case Study - XYZ Accountants


Here's a mini-Case Study.


I mentioned the concept in conversation earlier in the week in Nottingham so I thought I should share it.


Scan:
Three firms of accountants had merged, but operated to their own agendas as businesses and individuals. Too many were merely “order takers” which ultimately led to poor client relationships.


Evaluate:
A business review showed little clarity of purpose or direction, and no unity of operating systems. Needed to change 1+1+1=3 into 1+1+1=5.


Recommendations:
Management and staff seminars created a shared sense of purpose and willingness to co-operate because they would all profit. New system set up by The Directors' Centre and key staff. Training was practical, comprehensive and positively received.


Results:
32% increase in services taken by clients transforming profitability. 10% annual growth exceeded.




RELEVANT LINKS

Directors' Centre Case Studies

5 comments:

StevieP said...

Yes - this makes more sense than the others but you don't explain the 'how' bit.

Stevie

Georgie said...

Thanks for posting this. I find these figures more realistic and believable than some that I have seen quoted elsewhere.

PaulS said...

Compact. General. Concise. Not unreasonable.

Alastair said...

A compelling little case study. As you say, "mini". But perfectly formed.

Carl said...

Can You Really Change a Partner? - bit.ly/jeMS2n via @cpa_trendlines step 6 accountability critically important