WHO WE COACH / PROFESSIONAL SERVICES
Professional Services
Accountancy practices, surveyors, consultancies, brokers — firms selling expertise by the hour and leaking it by the week.
THE PROBLEMS WE SEE WEEKLY
- Write-offs and under-recovery treated as weather rather than decisions
- Partners who bill brilliantly and manage reluctantly
- Fee pressure met with discounts instead of repackaging
- Succession nobody has said out loud
THE NUMBERS WE WATCH
Recovery & write-offsFees per fee-earnerLock-up (WIP + debtors)Partner scorecardsProfessional firms respond to the same disciplines as any other business, once someone insists the disciplines apply to partners too. Claire Boden — ICAEW-chartered, ex-FD — leads this work with a recovery-rate lens: what did you sell the hour for, and what did you collect?
The Fellside approach: fixed-fee packaging where the market allows it, a written scope for everything, delegation down to the cheapest safe pair of hands, and a partner scorecard that counts more than billings. For founder-led consultancies, we build the second tier that makes the firm sellable.
Typical clients: 3–25 fee-earners, £300k–£5m fees. Several are accountants who came to Understand Your Numbers to check Claire’s working — and stayed.
YOUR COACH
Claire Boden
“If the owner can’t say their gross margin to one decimal place, nothing else we do will stick.”
Chartered accountant and former finance director of a three-site retail group. Builds the numbers into every Fellside programme — margin first, vanity metrics never.
ICAEW Chartered Accountant (ACA) · ICF Professional Certified Coach (PCC)
Full profile
THE FIRST STEP
Walk the first mile with us. Free.
A 90-minute Survey Session at Blossom Street or on video: your numbers on the table, an honest read of the terrain, and a first route card to keep — whether or not we ever meet again.
NO OBLIGATION · NO FOLLOW-UP PESTERING · EST. 2012