Skip to content
Building a Profitable CA PracticePracticeGuru Learnings

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.

  • 13 short lessons
  • about 3.1 hours in all
  • Profit worksheets, a yearly plan and a dashboard (Word)
  • for firm owners and partners

7-day money-back guarantee: 100% refund if you ask within 7 days of paying.

Read first lesson free Buy · Rs. 999 + GST

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.

  1. Free Is your firm really making money?Busy is not profitable: the four numbers and a 10-minute check. · 12 min
  2. 01 Your firm's numbers in plain wordsTurn last year's books into a one-page firm profit statement. · 15 min 🔒 Paid
  3. 02 What one hour of your office costsCapacity, billable hours and the cost of an hour by level. · 15 min 🔒 Paid
  4. 03 Profit by serviceFind out which services make money with a simple sheet. · 15 min 🔒 Paid
  5. 04 Profit by clientThe client profitability sheet and the hidden costs of a client. · 15 min 🔒 Paid
  6. 05 The 80/20 of your clientsRank clients by fee and by profit, and spot the risks. · 12 min 🔒 Paid
  7. 06 Recurring income and retainersMove from one-time jobs to steady monthly income. · 15 min 🔒 Paid
  8. 07 Pricing at firm level, within the rulesAn internal price policy: packages, firm floors and one review date. · 15 min 🔒 Paid
  9. 08 A yearly revenue plan and a monthly reviewPlan the year by service and month; review it in 30 minutes. · 15 min 🔒 Paid
  10. 09 Cost control without cutting cornersRent, people, software and the subscription audit. · 15 min 🔒 Paid
  11. 10 Cash flow, collections and partner drawingsCash in the bank is not profit: plan the firm's cash. · 15 min 🔒 Paid
  12. 11 When to hire, say no, or invest in toolsThree money decisions with simple tests. · 15 min 🔒 Paid
  13. 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.