IRIS Practice Advisory

In-House Practice Workshop

One day in-house workshop where our practice advisors will help you understand where you are now, where you want your firm to go and the options to help you get there.  

Learn how to become a fully digital firm

The accounting landscape is changing fast, technology is driving automation of compliance which in turn is driving down cost. New entrants are developing strategies around cost leadership or a uniquely differentiated offering targeted to meet the shifting expectations of clients. All this and we have not even mentioned MTD! Firms have two options, bury their head in the sand or develop a strategy to meet the changing environment head on.

Our in-house workshop discovery session will help you understand where you are now, where you want your firm to go and the options to help you get there. We will share first-hand experience of what a digital, future-proof firm looks like and start to discuss the elements of successful digital firm from vision and mission, values to tech, people, customer experience, defining your point of difference and how to market this and grow both your revenue and profitability. Being at your practice we will tailor to your specific situation and focus on your salient points.

A dedicated workshop at your practice for you and your staff. Key benefit of this approach is individual focus can be used to address the specific challenges you are facing in your own firm.  In this workshop our advisors will cover the ten elements needed for a successful digital practice:

  • Firm Strategy  
  • Technology
  • Services  
  • Process Review and Design  
  • Pricing  
  • Customer Experience  
  • Marketing your firm  
  • Business Development  
  • People and Workplace Culture 
  • Data Strategy 
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