Why choosing clients is the most expensive decision in your firm
Most accounting firms don’t lack leads, they lack visibility. Busy feels like growth, but without clear data on which enquiries are profitable, firms end up making critical decisions based on guesswork.
This session introduces the PROFIT Filter™, a practical method modern firms use to decide who to accept, who to reject, and why. You’ll explore how better data at the point of enquiry reveals hidden patterns in pricing, client fit, and marketing performance, and how the best firms use this insight to grow calmly, confidently, and profitably without adding more work.
How to niche: Sell more by selling to less
Many bookkeepers believe niching will limit their opportunities, yet the opposite is often true. This session explores how selling to a more specific audience can strengthen your practice, improve pricing, simplify operations, and attract better-fit clients. Drawing on real-world experience of building a specialist practice, you’ll learn the different ways to niche, why focus creates pricing power, and how clarity in who you serve leads to sustainable growth and stronger client relationships.
Top tips for creating a culture of innovation
Original ideas in a world of AI will help firms stand out from the crowd. Creating a culture of innovation doesn’t require radical change—it starts with small, practical steps. This session shares top tips and real-world examples from leaders of some of the UK’s most innovative firms. Learn how to empower teams, embed continuous improvement, and celebrate incremental wins without causing change fatigue. Walk away with actionable strategies to make innovation part of everyday work and drive sustainable growth.
This is a must-attend session for anyone who wants to help their team unlock their talent.