Scaling Efficiently
Build a Practice That Runs Without You
Discover how to break free from the bottleneck mindset with our Session 1 Workbook — the first step toward a future-proofed, profitable, low-dependence accounting practice.
Complete with exercises normally reserved for our paid coaching clients.
About the Webinar Series
This workbook is the official companion to Session 1 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 1 Focus:
• Develop a scalable mindset
• Create a compelling, future-ready vision
• Assess and improve your team structure and alignment
Each session builds progressively, and this first one lays the foundation.
What's Inside the Workbook
• Reflection prompts to challenge old thinking
• Structured exercises to uncover current bottlenecks
• Tools to define a compelling business and lifestyle vision
• A practical service revenue planner to rethink your business model
• Activities for aligning your team structure with your growth strategy
Bonus: Includes exercises Shane uses in his paid coaching programs, made available here for free.
Who This Workbook Is For
Firm Owners Feeling Trapped
Accounting firm owners who feel like their business can’t grow without their constant involvement and personal attention.
Overwhelmed Practitioners
Owners who are overwhelmed, constantly firefighting, or stuck in the weeds of daily operations rather than leading their practice.
Forward-Thinking Accountants
Those thinking about future-proofing against industry shifts like AI, automation, and advisory service expectations.
Outcomes & Benefits
Break Free From the Bottleneck Mindset
Start thinking like a true business owner instead of the primary service provider in your firm.
Create a Powerful Vision
Visualize and articulate a powerful 3-year vision for both your firm and personal life.
Rethink Your Service Model
Map out services and client types to move towards higher-fee, lower-volume work.
Build the Right Team Structure
Evaluate team structure and values alignment to scale with the right people in the right roles.
Create Immediate Momentum
Identify quick wins and first steps toward reducing reliance on yourself and scaling your practice.
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 Free Session 1 Workbook
Start building a practice that works without you. Get immediate access to the same tools Shane uses with his private coaching clients.
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Presented in partnership with ACCA.