40 Key Strategies Across 4 Categories
Build a profit machine that runs without you. More money, fewer hours, zero burnout.
How It Works
From diagnosis to roadmap in three focused stages. Each builds on the last.
FIND THE GAPS
Answer 40 strategy questions across Fix, Minimize, Scale and Lead. Get scored and see exactly where your firm stands against industry benchmarks.
DEFINE YOUR FUTURE
Define your financial goals. See the gap between where you are now and where you want to be. Apply PTI coaching averages or set your own.
YOUR ACTION PLAN
Receive a personalised action plan with specific recommendations for each strategy. Built on Rob Nixon's 31 years of methodology.
The Four Pillars
Every accounting firm has the same four leverage points. Score each one and build your plan.
Fix the foundation. Stop the leaks before you build.
Minimize time waste. Get efficient before you try to grow.
Proactively grow your firm. Scale revenue, clients, and team.
Lead your firm. Build culture, structure and rhythm.
Pricing
Everything you need to diagnose, plan, and transform your firm.
One time payment.