Welcome to another episode of Accountants' Success Secrets, hosted by Philippa Haynes of Insight 101 and Mark Lee from Bookmark Lee. In today's episode, we are delving deep into the world of successful accounting practices with Gareth Burton, the founder of Progress Accountants and Assure UK.

Gareth shares invaluable insights on client attraction, the importance of understanding the client journey, and the significance of responsive communication in sales. He emphasizes continuous business planning and the deliberate steps taken to foster team empowerment and decision-making within his firms.

Join us as Gareth discusses the strategic decisions behind moving to a single-level office for better communication, the implementation of Microsoft Copilot for enhanced email efficiency, and the vital role of quarterly meetings in process improvement. Discover how Burton's pivot to a more sustainable business model and targeted marketing towards ideal clients has shaped the success of his accounting practices.

Stay tuned as we explore the transformational strategies and practical wisdom that drive Gareth Burton's success, offering actionable takeaways for accountants striving to elevate their own practices. Don't forget to subscribe, review, and share your feedback with us!

This episode is proudly sponsored by Pinnacle Global Group, your trusted outsourcing partner for quality assurance and operational scaling. Let's dive in!

📌 You can find Gareth on LinkedIn or reach out for their business plan template. For branding and marketing support, connect with Philippa Haynes at Insight 101. And for those seeking invaluable support tailored for sole practitioners, check out Mark Lee at Bookmark Lee.

The Accountants' Success Secrets is sponsored by Pinnacle Global Group, a trusted outsourcing partner with over 100 clients in the UK and Ireland.

To find out more please visit: www.pinnacleoss.co.uk a part of www.pinnacleglobalgroup.com