An Evolution for Accounting Firms

Creating less reliance on leaders to deliver your firm's vision

As your firm grows, it's vital to continually monitor what is working well and not so well within the firm.

To continually grow your accounting practice, attention must be given to consider whether the right foundations are in place to evolve and grow your firm.

In this guide, Darren takes you through an 8-step process to evaluate your firm's current situation to lay the foundations and plan for your firm's evolution. The areas for review include:

  • Current Situation
  • Business Foundations
  • Target Market
  • Service Offering
  • The Team
  • Processes & Systems
  • Operations
  • Rewards and Outcomes


This process of review will involve you and your team working together to leverage the power of skills and knowledge within the firm to begin the evolution and growth for your practice.

The result of evolution is a firm which excels in delivering outcomes for its teams, its clients and ultimately for the firm's future growth and success.

Taken from Darren's 'So, you want to...' series of ebooks for owners of accounting firms who need a step by step guide to help solve a challenge in the firm. The guide contains all the documents you need to create and support each step and the follow-ups you may need to do.

Meet Darren Xerri

Regional Partner USP Australia

Darren Xerri

Darren is the USP Regional Partner in Australia. Since 1996, Darren has worked with accounting professionals to help them operate their firms more profitably and efficiently.

Darren brings a wealth of business acumen and practice management experience to firms he consults with. He enables partners to focus on evolving the firm, freeing up discretionary time so they can concentrate on strengthening client advisory relationships and work closely with their clients.

In equal measure, Darren guides firms to look after their people and focuses on Business Development including the implementation of best practice, quality assurance solutions in operations, human resources management, policies & procedures, systems, additional services offerings and due diligence.

Darren is the creator behind 'The 3x8 Principle for Evolving an Accounting Firm', a workshop to help owners build an accounting practice with less reliance for the day to day practice management on them.

In his series 'So You Want To', Darren continues to support proactive firms by giving them the tools and guidance of not only what they need to do but more importantly, how they need to implement it.

More recently, Darren is delivering online consulting to firm owners through his 'Accountants Connection Webinar Series', which benefits firms by helping them to understand how their products and services form the advisory solution which improves the lives of their clients.

With a trusted reputation within the accounting profession, Darren leads in practice management and business growth and is considered the 'go-to' person to link his clients to like-minded professionals in Australia.

What's Included?

  • 1

    So You Want to...Create a Workflow Process

    • So You Want to...Evolve Your Firm

Create the Process

Get the 8-step process and lay the foundations for your firm's evolution.

Buy now £9.99