The Underwhelmed Accountant

Helps accounting firm owners free up half of their week whilst significantly increasing profitability within 12 months.

OLD WAYS

  • Take on Any Client

  • Focus Solely on Compliance

  • Reactive Client Support

  • Manual Workflows

  • Disorganized App Usage

  • Ad-Hoc Communication

  • Micromanagement

  • Static Organisational Structure

  • Individual Client Focus

  • Inconsistent Performance

NEW WAYS

  • Strategic Client Upgrade/Downgrade

  • Value-Driven Service Offerings

  • Redesign Support System for Efficiency

  • Optimised and Automated Workflows

  • Streamlined App Stack and Tools

  • Structured Communication Cadence

  • Owner Transition Model

  • Dynamic Organisational Charts

  • Team Empowerment

  • KPI-Driven Staff Support

Who is this for?

This program is designed for accounting firms seeking to elevate their profitability by implementing proven strategies that align with modern business practices. It is ideal for firms ready to embrace change, optimise operations, and focus on delivering exceptional value to their clients.

Clarity. Efficiency. Profit.

Finding Efficiencies

Unique programs tailored to your needs!

GROUP

PROGRAM

$800 Per Month

  • 1x Monthly group coaching session

  • 1x month 1:1 coaching session

  • 24 hrs email support

LITE

PROGRAM

$2,000 Per Month

  • Fortnightly Growth Meeting

  • 24 hrs email support

  • Provision of templates

COMPREHENSIVE

PROGRAM

$2,500 Per Month

  • Weekly Growth Meeting

  • 24 hrs email support

  • Expert XPM training

  • Provision of templates

Want More?

Here are more service add-ons you can check

Job Description (JD) & position task lists | $500 per employee

Job Description & position task lists:

Thriving Advisor provides JD templates and updates for the practice.


Thriving Advisor would interview the team members and detail what they do in their daily duties and update the task lists.

Half yearly staff reviews | $400 per employee

Half yearly staff reviews.
Thriving Advisor would conduct half yearly reviews for team members.

Business Plan workshop (6hrs) | $1500

Business Plan workshop (6hrs)

Start with the end in mind! Your business deserves a clear path to success. A business plan isn’t just paperwork it’s your strategic roadmap. It keeps you focused on what matters most, aligns your team, and gives you measurable milestones to track progress.

When you plan with purpose, you turn vision into action and goals into results.

Behaviour profile workshop (3hrs) | $700

Behaviour profile workshop (3hrs)

In a team, behaviour profiling improves communication; enhances team dynamic; and boosts leadership effectiveness. The main benefits would be higher productivity; improved employee engagement; reduced conflict; improved customer engagement; and to make better strategic decision.

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