CA/RA Firm Launch Programme
"From Technical Expert to Successful Practice Owner"
6 sessions × 2.5 hours each
(15 hours total)
1-on-1 Intensive
or
Mastermind Groups
(max 8 participants)
Monthly sessions over 6 months
OR
Intensive 2-week intervals
Chartered Accountants
&
Registered Auditors
starting their own practices
"From Employee to Entrepreneur Mindset"
Personal readiness scorecard • Practice vision and mission statements • Market positioning framework • 12-month development timeline
"Navigating the Professional Landscape"
Registration checklist with timelines • Legal structure recommendations • Compliance calendar • Risk management framework • Client engagement letter templates
"Designing Your Revenue Engine"
Service menu with pricing framework • Client persona profiles • Business model canvas • Process flowcharts • Client acquisition strategy
"Building Your Practice Infrastructure"
Technology roadmap and budget • Financial management system setup • KPI dashboard template • Cash flow projection models
"Growing Your Client Base Strategically"
Marketing plan and budget • Sales process documentation • Client onboarding checklist • Referral programme framework
"Building for Long-term Success"
3-year growth strategy • Staffing plan and job descriptions • Operations manual framework • Succession planning roadmap
Practice registration and quality assurance systems
Defined service offerings and pricing strategies
Cash flow projections and KPI tracking
Systematic approach to building client base
Efficient processes and systems
Scalable operations and succession planning
per person (6-8 participants)