Project95

Learn. Improve. Grow.

Introducing Clarity Street's Project95 Service: Enhancing Efficiency and Growth for Public Practice Firms. Unlock your potential with Project95, providing coaching services for your administrative team.

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Crafted by Practice Managers for Practice Managers, Project95 is inspired by the frontlines to provide you with the real-world insights and experiences that usually take years to develop.

Why This Is Important

Are you currently managing or supporting operations in a public practice accounting firm? Are you finding it challenging to meet the evolving needs of your role while effectively guiding the firm's direction? If so, you're not alone. Many professionals in the industry are grappling with the complexities of balancing day-to-day operations with strategic growth initiatives.

For Firm Owners

Project95 empowers your admin teams, leading to enhanced operational efficiency and team autonomy. It nurtures future leaders, reducing the need for constant supervision whilst lowering the bottom line. Overall, Project95 will foster a more cohesive and productive firm environment.

For Practice Managers & Admin

Project95 offers vital mentorship and professional development, helping you grow your leadership skills. It builds confidence and authority within their roles. Ultimately, it provides a support network that enhances their effectiveness in driving firm success.

The Metrics We Track

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Staff Performance

Monitoring average hourly rates provides a clear view of staff efficiency and profitability. By evaluating billed hours against revenue, you can optimise resource allocation, adjust pricing strategies, and make informed decisions on staff compensation and training.
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Budget vs Revenue

Budget versus revenue compares your monthly revenue targets with the actual amount billed. This metric helps you gauge performance, celebrate successes, and identify areas for improvement. By aligning targets with actuals, you can better manage financial goals and optimise overall firm performance.
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Debtor/WIP Balances

Reviewing unbilled Work in Progress (WIP) and Debtor Days keeps your cash flow in check by ensuring timely invoicing and payments. Regularly monitoring WIP reduces overdue balances, while keeping an eye on Debtor Days enhances financial stability through efficient billing and prompt payments. 
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Lodgement Figures

Tracking your lodgement figures reveals the number of tax returns filed each month, helping you manage capacity and avoid last-minute rushes. By understanding these figures, you can plan better, ensure smooth workflows, and deliver timely client service throughout the year.
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Job Management

We track overdue jobs to keep them below 10% by monitoring due dates and addressing delays promptly.
Setting clear turnaround times and embedding start/due dates highlights areas needing attention - improving workflows, profitability and client delight.
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Project95 got its name because, too often, perfection get in the way of success. It's about aiming for 95% across all important metrics and taking action now. Our service is spearheaded by former practice managers who intimately comprehend the nuances of your role and the industry's demands.

What To Expect With Project95

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Streamlined Operations

Bid farewell to inefficiencies and bottlenecks. Our service offers practical strategies to streamline workflows and elevate productivity firm-wide.
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Strategic Insights

Attain a deeper comprehension of your firm's performance and critical metrics. Our suite of analytical tools and reporting mechanisms furnishes valuable insights to steer strategic decision-making.
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Resource Optimisation

Maximise the utilisation of your firm's resources, spanning from personnel to technology. We'll collaborate with you to pinpoint areas for enhancement and deploy bespoke solutions to amplify efficiency.
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Supporting Business Growth

Whether it's through refining internal workflows or enhancing client management systems, our service supports the operational backbone of your firm's growth journey.
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How We Drive Results:

Accountability Meetings

Stay on track with regular monthly check-ins to review progress, identify challenges, and adapt strategies for optimal performance.

KPI Tracking

Submit your critical data for analysis and tracking to ensure informed decision-making, allowing us to tailor solutions to your firm's specific needs.

Exclusive Resources

Gain access to a wealth of tools, templates, and best practices available only to Project95 members, empowering you with the latest industry insights and strategies.

Community Collaboration

Connect with peers and industry experts to share insights, strategies, and support, fostering a collaborative environment conducive to growth and innovation.
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Project95 - What's Included

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Monthly Coaching Meeting: Dedicated meetings for your practice admin and operational teams to review progress and set goals. Regular sessions provide personalised guidance and support for continuous improvement. 

Peer Accountability: Opportunities for practice admins and operational teams to engage in accountability meetings and share best practices. 

Metric Tracking: Ongoing monitoring and analysis of key performance metrics to drive operational excellence. 

Exclusive Resources: Gain access to exclusive Project95 resources through Clarity Campus, our education and learning platform. 
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from $550+GST 

(billed monthly, minimum term applies)

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