Free Resources


We have the formulae for winning in business and in life – and it starts with finding out how FIT your business and your life actually are.

Take our quick online Fitness Assessments and receive an instant Fitness Rating out of 100!

Take our FREE Business Fitness Assessment and receive an instant rating!
Our FREE Life Fitness Assessment and rating is coming soon!


We have been fielding numerous queries from accountants about ways to grow or expand into the advisory space – to be in a position to deliver more than just compliance solutions to clients.  In response to these concerns we are publishing a series of articles on practical and easy ways to implement strategies to do just this.

To ensure you don’t miss out on the series, subscribe here now.

Growing your Advisory Business – Part 1

Growing your Advisory Business – Part 2

Growing your Advisory Business – Part 3

Growing your Advisory Business – Part 4


Action Sheet

Does your action sheet resemble a shopping list?  Do you have a “To-Do” list that just keeps getting longer?  Use this Action Sheet to start getting stuff done and become more productive.

Average Hourly Rate Calculator

Do you know your average hourly rate per client?  Use this calculator to perform ‘what if’ calculations and see the impact of introducing new advisory services to your business.

Break-Even Analysis Worksheet

Do you know what price to charge for your products or services?  Do you discount?  Do you know what your break-even point is?  Use this tool to determine the level of sales required to cover your costs, repay debt and generate the profit you desire.

Culture Skills Matrix

How does your team stack up?  Use this tool to assess each team member based on their ability to do the job and how well they fit your culture.

Product Customer Matrix

Are you looking to make more sales?  Not sure how to make more profit?  Use this simple, but effective tool to compare the ease and cost of generating new sales.

The 4 D’s

How effectively do you use your time?  Stop majoring in the minors and start being more effective by using The 4 D’s.  Use this simple tool to help you achieve the highest return on investment for your time.

8 Steps to Making the Big Decisions in Business and Life

Do you have a big decision to make in your business or in your life?  Use this interactive resource to help you decide whether opportunities are right for you.

10 Relationship Building Ideas

Do you have a relationship building strategy?  Strong relationships are the cornerstone of every growing and successful business.  Start building stronger relationships with these 10 Relationship Building Ideas.

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