Building a Memberised Firm (Jan 23)
Category: Practice Management | Duration: 1hr | Tag: VODUI2302 | Type: Video | Speaker: Des O'Neill | Date: 18/01/2023 14:00
Course Details
In 2023 membership models are everywhere. More importantly membership models work. Memberships work for the business owners and they work for the clients. The memberisation of accounting and bookkeeping services is not a new phenomenon but it is one that is gaining traction.
During this session Des O’Neill explores the following:
- Why accountants and bookkeepers should consider a membership model for their firm.
- How firm owners can structure their membership model and how to transition from their existing model of operation.
- The change in thinking and perception required to get a membership result.
- The common pitfalls and problems that firms face and how to overcome them?
- You will walk away with a plan of action for you and your firm and what you can do to start your membership journey now.
The following topics are covered during the session:
- Topic 1 – An Introduction to the Membership Economy
- Topic 2 – Creating Your Membership Offer
- Topic 3 – Attracting and Introducing New Clients to your Membership
- Topic 4 – Transitioning your Existing Clients to your New Model Topic 5 Overcoming the Challenges and the Common Pitfalls of Memberising your Firm
CPD Course Speaker
OmniPro
Des O'Neill
Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.
Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.
He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.