Strategy Sessions for Accountants

A series of group online sessions for accountants to provide focus and improved decision making.

Would you like to...

  • Have more focus?
  • Have a plan for success?
  • Be more efficient?

By joining the program, you will:

  • Gain a clear direction
  • Learn ways to be more efficient
  • Get guidance on managing clients 
  • Benefit from learning from others’ experiences

How Our Strategy Sessions Help Accountants

"A confidence boost from talking through my issues"

"Great to feel held accountable"

"Working with Anna has been a game changer"

"After every conversation I genuinely feel I’ve advanced a notch"

"The free flow with our sessions"

Strategy session dates in 2024

Session 1

Join in your lunch break 12:30 – 1:15pm:

Tuesday 18th June

Tuesday 24th September

Tuesday 3rd December

Session 2

Join in your lunch break 12:30 – 1:15pm:

Tuesday 2nd July

Tuesday 8th October

Tuesday 17th December

Join our next cohort starting on the 18th June 2024 at 12:30pm


Discover Anna's three-step process



By joining the free initial Zoom call you’ll get clarity on where your practice or your job is now and where you want it to go.

The sessions are interactive; but you don’t have to share. You’ll come away with actions to take to improve your strategy.

Session 2 follows on from session 1.



The next online strategy workshop will give you clarity re where you are and the areas where you are struggling.  The cost will be £97 inclusive of VAT and will last 1.5 hours.



An opportunity to pull everything together by having a mentoring session with Anna.  You’ll be able to ask questions in a safe place but also be held accountable. The cost will be £497 inclusive of VAT and will last 2 hours.

You’ll need your last quarterly figures to work with – if you’re having problems downloading these then get in touch.

In this session we’ll be working on your figures and putting a strategy in place.  You’ll come away with your own Strategy report and specific actions.

What Our Clients Say

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Registered Office : 47 William Street, Walsall, WS42AX


Sign up to my strategy sessions for accountants!

Sign up for my strategy sessions below.
A few days before the event you will receive the Zoom link via email.