A leading provider of advisory development resources to UK accountancy firms

Big ideas at reasonable cost

Want to make the switch from pure compliance to advisory led compliance services? We can help...

We have supplied our practice development tools and services to almost 400 firms across the UK.

UK practitioners - particularly in the past two years - have faced unrelenting pressure to keep their clients on track despite COVID disruption and managing their own practices in challenging circumstances.

But we cannot stand still. There is always someone willing and able to overtake our service levels. Regardless of external factors we need to keep broadening our vision and appealing to business owners that are appreciative of, and willing to pay for, good advice.

On this site, you will find a range of resources that will enable you to maintain a shift from pure compliance to a mix of compliance and advisory services.

Produced by accountants

Bob Edwards, our founder director, has a wealth of experience building and managing a number of practices. He is a Certified practitioner and specialises in using tax and innovative digital services as a means to promote your practice.

Landmark has been created to corral this expertise and experience and make it available to practices in an accessible and affordable format.

Landmark is now a thriving community of professionals and support staff who between them create, enhance and maintain Landmark's various development services.

Bob is available to discuss your practice development needs at any time. Call his mobile now: 07879 896073 or email bob@landmarkpd.co.uk (Allow 24 hours for a reply to email or voice messages)

 

Practice Road Map 10 minute Forecasting Tool
How will your practice profitability be affected in the next year?

Use our forecasting tool below to see how recent challenges will affect your practice profitability in the coming year. Complete the Data Input boxes to view impacts. Please note that any data you enter will not be stored, saved or otherwise used by LandmarkPD.

Re-enter numbers to What-If your calculations.

PRACTICE ROAD MAP FORECASTING TOOL

Enter your details in the Input your data section. All fields required. The form will automatically recalculate if you change any of the number so feel free to “what-if” your data entered to see how this affects the bottom-line numbers. Please note, the field titled “Projected % increase in footfall” refers to the number of times you feel you could promote new services (cross-sell) to clients rather than increasing your prices to increase fees. Of all the data that affects net income, changes in this area will have the greatest impact.

Practice Road Map Calculator

Input your data

Enter round number
Enter round number
Enter round number
Enter round number
%
Enter percentage changes as round numbers eg. 5 or -5
Enter round number
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Enter percentage changes as round numbers eg. 5 or -5
£
Enter round number
%
Enter percentage changes as round numbers eg. 5 or -5
£
Enter round number
%
Enter percentage changes as round numbers eg. 5 or -5

Number of clients

Projected average fees per client

Annual Projection

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Current Position

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**What we mean by "footfall"

If you presently prepare accounts once a year, and that's all you undertake for a client, and then cross-sell quarterly accounts and a review, instead of one fee-paying visit a year you now have five service provisions (Four quarterly reviews plus annual accounts and tax returns). This means your client's footfall has increased by up to 500%. The figure you should enter in our calculator is the average, practice-wide  increase you think you could achieve in the coming year. This footfall adjustment can have a dramatic effect on profits.

Like to save a copy of your calculations?

  1. Press keystrokes Ctrl P (Control plus P)
  2. Change printer/destination to “Save as PDF”
  3. Click on Save and select destination folder.

Read on to see how our Landmark services could help you increase your practice profits in the coming months

Standing still is not an option. Practice development - increasing cross-sales and new client appointments - is rather like walking up a down escalator; if you stand still, you go backwards.

FEE BUILDER is a fully documented and supported program that works if you engage in the processes, follow each project to-do list. There is no need to reinvent this particular wheel, we have done it for you.

Please take a look, low-cost monthly subscription, no advance notice to cancel is required.

A subscription to Spotlight will provide you with 16 fact sheets that you can use to update clients and prospects on current, relevant tax and business development issues. New titles will be added each year and existing titles updated for year end tax changes.

We have also created a booklet that includes these 16 fact-sheets as chapters. An ideal give-a-way to promote your practice to new prospects and clients.

We provide two draft blog articles per week, on a subscription basis, that can be adapted to post relevant and topical copy to your website.

Bob Edwards also provides one-off copy-writing projects for professional firms.

If you need original and bespoke copy for your practice take a look...