Outcomes

Within 12 months :
  • Every client will be mapped in Xplan
  • Every client file will be ‘audit ready’
  • Customised procedures will be available online
  • Your practice will be more pro-active rather than re-active
  • Outsourcing gives you back time to devote to clients
  • Your staff will understand their role within the team
SUMMARY

The net result leads to an ‘uplift’ in profitability due to

  • An improved overall client profitability profile
  • More time to focus on acquiring ‘Ideal’ clients
  • Moving your practice to a business
  • Unlock the mysteries of Xplan
  • Provide your practice with business procedures
  • Grow your business valuation