Profit Optimser Audit
The Value Optimiser Audit is a strategic deep-dive assessment designed specifically for accounting firms that are looking to drive enterprise value, boost profitability, streamline efficiency, and take their accounting business to the next level.
What is the Profit Optimser Audit?
Through a thorough examination of your financial performance, operational metrics, and client portfolio, the Value Optimiser Audit identifies key areas where value and profits can be maximised and operational waste can be eliminated.
Our expert analysts work to uncover hidden profit opportunities, transforming the way you view your firm’s financial health and potential.
- Owners of Irish and UK Accounting Firms who are committed to growing their firm's profitability.
- Firms with a minimum turnover of €400,000 or £350,000 seeking to unlock additional value and become more efficient.
- Practice owners who feel there is untapped potential in their current client base, team, or operational approach.
- Firms interested in evolving from simply surviving to thriving, ready to make meaningful changes that lead to sustainable profit growth.
Why should you get a Value Optimiser Audit
- 1: Clarity
Gain a clear understanding of the current profitability of your clients, engagements, and team members. - 2. Efficiency
Identify inefficiencies and areas where operations can be streamlined. - 3. Growth Roadmap
Receive a detailed action plan with steps mapped out over 3-month, 6-month, 9- month, and yearly intervals, designed to gradually drive your firm towards maximum profitability. - 4. Expert Insight
Benefit from professional recommendations that help transform challenges into opportunities. - 5. Position for the Future
Prepare your firm to scale and succeed by laying the foundations for operational excellence and optimal profitability.
This webinar is about sharing that insight with you.
The Value Optimiser Audit is a multi-stage process:
You will be provided with a simple, guided template to collect key financial information. This includes:
Turnover Data: Total turnover, broken down by client looking at recurring vs. non-recurring revenue.
Financial Statements: Profit and Loss statements for the last 3 years.
Client Listings: A breakdown of clients, including entity type revenue contribution and service type.
Staff Details: Team member roles, salaries, and related costs.
Profit Metrics: Profit or loss per engagement, per team and per team member.
Operational Data: Basic information on client retention rates and staff recovery rates (where available).
Qualitative Insights: Information on your biggest challenges and business goals to provide context for the data.
Once your data is collected, we schedule a scoping call to clarify any questions, dive deeper into the specifics of your firm, and outline our approach to analysis.
Our analysts will break down and visualise your financial and operational data. We evaluate key metrics like Gross Profit%, Net Profit%, EBITDA, recovery rates, and profitability per client and team member.
You will receive a customised report detailing your firm’s profitability drivers, barriers, and opportunities.
The report will include specific recommendations for immediate improvements (3 months) through to longer-term strategies (up to 3 years).
We will present the findings via a 1-1 meeting, answering questions and collaboratively agreeing on an action plan to kickstart your firm’s journey towards increased profitability.
This webinar is about sharing that insight with you.
Benefts of Value Optimiser Audit
- Actionable Insights:
Know exactly where your profits are coming from and where they are being drained. - Strategic Roadmap:
Receive a clear, phased action plan to improve profitability over the next 12-24 months. - Enhanced Client Relationships:
Identify opportunities to restructure client engagements for higher profitability while still delivering exceptional value. - Scalability:
Prepare your firm to scale with a more profitable, sustainable business model. - Opportunity to Join the ProfitPro Mastermind:
Firms that complete the Profit Optimiser Audit will be given the opportunity to join the ProfitPro Mastermind, where you will receive the ongoing accountability and support needed to implement your action plan and transform your business.
Your success is our commitment.
We are confident that the Value Optimiser Audit will deliver actionable recommendations that will boost your profitability. In fact, we guarantee it. If we do not make recommendations that will give you a return on investment of at least 3 times the cost of your Value Optimiser Audit, we will give you your money back.
Meet ProfitPro Founder
Des O'Neill - Founder, ProfitPro
Des O’Neill is the founder of ProfitPro and the OmniPro Group and a trusted advisor to hundreds of accounting and advisory firms. With decades of experience and a laser-focus on practical AI integration, Des brings clarity, simplicity, and results to a space often full of hype.
- Build accounting businesses that serve their lives, not the other way around
- Deliver transformative results for clients through advanced advisory and leadership
- Earn the reputation, fees, and freedom that come from confidently charging what they’re worth
Join him live on 20th of October and learn how to make AI & Automations work for you and not against you.
What People Are Saying About the Masterclass
“Within weeks of applying Des’s price strategies, we saw a noticeable increase in revenue without losing any good clients. Game-changer!”
– Alex, Multi-Partner Firm Owner
“I used to dread fee discussions. Now, I confidently charge what we deserve, and our clients respect us all the more for it.”
– Mary, Sole Practitioner