How are successful accountancy firms winning clients, working more efficiently and scaling without losing control?
Growing an accountancy practice takes more than winning new clients. As your firm grows, so do the demands on your time, team and systems.
Join experienced accountancy professionals for a practical, honest discussion about what it takes to build, grow and scale a modern practice — including the strategies that work, the challenges firms face and the lessons learned along the way.
What we'll explore
Winning Clients & Growing Your Practice
Building your first 10, 50 and 100 clients
Marketing, referrals and partnerships that drive growth
The benefits of finding the right niche
Building for Sustainable Growth
The essentials for starting a practice today
Getting technology, pricing, processes and onboarding right
Knowing when to automate, recruit or rethink your processes
Scaling Without the Growing Pains
Improving efficiency and reducing admin
Creating workflows that keep work moving
Maintaining a great client experience as you grow
Making sure your systems can keep up with your ambitions
Meet the panel
Host: Tushir Patel
Co-founder, Capium
Shane Lukas
Managing Director, AVN – The Accountant’s Network
Alan Wood
Director, Woods2
Tracey Aldous FMAAT
Director, TAG Accountancy Services
With experience across practice growth and business strategy, our panel will share real experiences, practical insights and lessons learned from building successful accountancy firms.
What you'll take away
Whether you're starting a practice, building your client base or scaling an established firm, you'll leave with practical ideas to help you:
Win and retain the right clients
Improve efficiency and reduce admin
Build stronger processes and workflows
Make smarter technology and recruitment decisions
Scale sustainably without losing control
Ready to grow your practice differently?
Join us for practical strategies, real experiences and ideas you can put into action.
Real experiences. Practical strategies. Ideas you can put into action.