PracticeGuru Learnings · Course
Building a Profitable CA Practice
Busy all year and still not sure the firm is making money? Learn to read your own numbers, see which services and clients pay, and plan the year with simple sheets.
New courseFirst lesson freeCertificate
- 13 short lessons12 to 15 minutes each
- About 3.1 hours of readingat your own pace
- Bonus filesProfit worksheets, a yearly plan and a dashboard (Word)
- Who it is forfor firm owners and partners
What you need before you start
Who it is for: Owners of CA, CS, CMA and tax consultancy practices.
Device: A laptop
- Free optionExcel or Google SheetsFor the money sheets in the kit.Google Sheets · Microsoft Excel
- You may already have itYour fee and cost figuresLast year's billing and expenses help a lot.
What you will do
Each lesson ends with a "Do this today" box. By the last lesson you have a profit-by-service sheet, a client profit view, a yearly revenue plan and a one-page dashboard.
- Free Is your firm really making money?Busy is not profitable: the four numbers and a 10-minute check. · 12 min
- 01 Your firm's numbers in plain wordsTurn last year's books into a one-page firm profit statement. · 15 min 🔒 Paid
- 02 What one hour of your office costsCapacity, billable hours and the cost of an hour by level. · 15 min 🔒 Paid
- 03 Profit by serviceFind out which services make money with a simple sheet. · 15 min 🔒 Paid
- 04 Profit by clientThe client profitability sheet and the hidden costs of a client. · 15 min 🔒 Paid
- 05 The 80/20 of your clientsRank clients by fee and by profit, and spot the risks. · 12 min 🔒 Paid
- 06 Recurring income and retainersMove from one-time jobs to steady monthly income. · 15 min 🔒 Paid
- 07 Pricing at firm level, within the rulesAn internal price policy: packages, firm floors and one review date. · 15 min 🔒 Paid
- 08 A yearly revenue plan and a monthly reviewPlan the year by service and month; review it in 30 minutes. · 15 min 🔒 Paid
- 09 Cost control without cutting cornersRent, people, software and the subscription audit. · 15 min 🔒 Paid
- 10 Cash flow, collections and partner drawingsCash in the bank is not profit: plan the firm's cash. · 15 min 🔒 Paid
- 11 When to hire, say no, or invest in toolsThree money decisions with simple tests. · 15 min 🔒 Paid
- 12 Your one-page dashboardTen numbers on one page, every month, and a 30-day plan. · 12 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Everything is taught with simple spreadsheets, as internal management numbers (not accounts or tax advice), and within the ICAI Code of Ethics.