Daniel K.

oCCUPATION

CEO of Accounting Firm

Coaching for

Undertaking tasks & organization

LOCATION

Jersey

Time Frame

2 Years

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WHAT WAS HIS GOAL

By the end of this year to  purchase a stone house in France.

Make a move to live in France by Creating Time  to develop his business, put processes in place for someone to work in  business and he works on the business as a owner, not operator.

Signing up new accountancy customers every month.

Reach as much new property management clients

Delegate jobs to employees.

Results

Working with Dan for those 2 years resulted to his year, he has started measuring more his numbers and has had his best year so far, collected more cash this year in the first 7 months than he did in the entire 2023.

Incredible statistics where the gap for this financially growth is 5 months.

I assisted him in confidently increasing his prices, structuring his team for optimal performance, and organizing his value chains through streamlined standard operating procedures. Additionally, I guided him in effectively requesting payments owed from his clients.

Why he chose coaching & Feedback

Initially for a third  party to hold me accountable to undertake tasks that I had committed to help with bit of direction, someone to bounce stuff of,  feeling the plan I have, have a firmer plan if it is achievable, some body  who is there that I can speak with, I don’t have to deal with day to  day. 

- He wants accountability, someone to speak to. 

- Apathetic towards his accounting business

- Wants to create a better quality of life.

Feedback:

Gave  me the kick up the bum to invoice for work and have the price conversation,  when I would have normally have not charged due to my fear

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How can I start?

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