Scaling Efficiently
Systemisation and Technology
Discover how to design smart systems and implement the right technology with our Session 3 Workbook — the next step toward creating a practice that truly runs itself.
Complete with practical exercises to help you map your ideal customer journey, eliminate tedious tasks, and leverage AI for maximum efficiency.
About the Webinar Series
This workbook is the official companion to Session 3 of our “Scaling Efficiently” webinar series led by Shane Lukas – award-winning author, business coach and ACCA-recognised expert in helping accountants create future-proofed, profitable practices.
Session 3 Focus:
• Design your perfect customer journey for consistent client experience
• Create systems that remove randomness and dependency on you
• Implement the right technology and AI to automate tedious tasks
Each session builds progressively toward creating a practice that truly runs without you.
What's Inside the Workbook
• Step-by-step guide to mapping your client journey from their perspective
• The “Toast Exercise” to reveal hidden assumptions in your processes
• Team exercises to identify and eliminate tedious tasks
• Technology ROI calculator to measure the impact of your tech investments
• Practical AI use cases you can implement immediately
Bonus: When you download this latest workbook, you’ll also receive access to all previous session workbooks in the series.
Who This Workbook Is For
Practice Owners Scaling Through Consistency
Accounting firm owners who want to scale without sacrificing quality by creating systems that deliver a consistent client experience with every team member.
Firms Ready to Scale Beyond Manual Processes
Practices looking to break through growth ceilings by replacing manual spreadsheets and repetitive tasks with streamlined systems that scale efficiently.
Accountants Scaling Through Innovation
Growth-focused owners who want to leverage AI and automation to scale their capacity for higher-value advisory work without adding more hours or staff.
Outcomes & Benefits
Create Consistent Client Experience
Map your ideal customer journey so every client interaction feels intentional, professional, and aligned with your brand promise.
Eliminate Random Processes
Replace “that’s how we’ve always done it” with clear, documented systems your team can follow without your constant input.
Leverage AI & Smart Tech
Identify and automate the tedious tasks eating up your team’s valuable time with practical AI applications and integrations.
Measure Real ROI on Technology
Calculate the true time and cost savings of your tech investments, and ensure your pricing model captures the value of your increased efficiency.
Free Up Strategic Capacity
Turn hours of manual work into minutes of automated processes, creating headroom for the advisory work clients truly value and will pay more for.
What Accounting Firm Owners Are Saying
Paul Carvell
SFB Group
“Paul’s story proves that with the right systems, support, and mindset, you can scale your business to new heights, trust your team, and enjoy the freedom you’ve always wanted, without being chained to the day-to-day operations.”
Results: Grew from £800,000 to £6,000,000 in revenue while working just a handful of hours per week.
Neel Shah
Ashford & Partners
“I was completely over-relied upon in my practice. I had 200 clients, a team of five, and was working 60+ hours a week, yet I was earning less than my own employees. It was exhausting and frustrating.”
Results: Went from 200 clients to 30 premium clients, 60+ hours to 16 hours per week, with 4x income increase.
Download Your Session 3 Workbook
Start creating a practice that runs itself with systems and smart technology. Get immediate access to the Session 3 workbook.
Bonus: You’ll also receive access to all previous session workbooks in the series.
Previous Session Resources
New to the series? When you download the current workbook, you’ll automatically receive access to previous sessions:
Session 1: Building a Scalable Mindset
- Break free from the bottleneck mindset
- Create a compelling 3-year vision
- Rethink your service model for higher fees with less work
Session 2: Team Empowerment & Delegation
- Get your team to take real ownership (so you don’t have to fix everything)
- Master delegation to free up your time
- Discover smart outsourcing strategies to scale efficiently
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Presented in partnership with ACCA.