How to Make Partner in a Accountancy Firm
To make partner in an Accountancy firm can be a challenging business. You know that in your busy seasons your workload will be sky-high and you know you are often going to be short of resource to delegate too. On top of the long working hours you know you are going to need to come out of your partners’ shadow and win your own clients. Our Progress To Partner Academy with 14 self-study courses, plus over 150 videos, guides and live masterclasses can support you all the way to build your “partner-ready” skills and get you noticed for Partner Track
On this page you can:
- Help to make the right decision for you personally, know your options
- Go through our decision matrix
- Take our partnership readiness assessment to see how ready you are to make partner
- Create personal and business plans
- Unlimited access to email courses at just the right moment (accountancy firm partner advice,)
Later on in this page, you can find out more about the support we can give your career in law, accountancy, consultancy or professional services in general with on-demand courses, live virtual workshops, help with your business case and things like presentation coaching.
Partner – BLM LLP
“Thank you very much indeed for your significant help and support – as a result of your guidance, I felt incredibly confident in submitting my business plan and then giving my presentation and interview. In the days after the presentation and interview, I had some very positive feedback from the partners who interviewed me, saying that my performance was “outstanding” and that my presentation was “very slick and professional” – I doubt it would have been without your advice and guidance. I gained so much confidence from working with you, and I am extremely grateful.”
Is Partnership For You?
Progressing your career in professional services is hard. You need to be good at your day job, hit your billable targets and then learn to manage others. Then if that wasn’t enough, if you are going to make partner you need to create a business within a business. That means making the time for business development and gathering together a team of people that you trust. This change doesn’t happen overnight. It’s about those moments. The moments when you need to conquer your fears, challenge the imposter syndrome, take a step forward and not fall back into old habits. We can help you with those moments.
Building your skills and reputation can take a lifetime, but taking responsibility for your own career can start as soon as you like. Are you committed to becoming a partner? Is there anything stopping you?
Will you manage the workload and still have time for family and friends?
Have you considered your career routes and paths?
Develop the Skills You Need to become a Partner in a Big 4 Firm
with Progress to Partner Academy
Unlock 14 self-study courses, plus over 150 videos, plans, guidebooks and live masterclasses waiting for you!
We have a fantastic content library plus 14 Courses that will help you progress no matter where you are in your career
Inside Progress to Partner Academy, with a Premium membership, you’ll unlock 12-months access to:
- 14 Courses (downloadable workbooks with videos & exercises) all aimed specifically at people like you – our members are accountants, consultants, auditors and lawyers.
Work through the courses slowly at your own pace (you’ve got 12 months access!) and build the skills and put the habits into place that will get you noticed by your firm.
Courses include:
⭐️ How to make time for business development
⭐️ How to create your cast-iron business case for partner
⭐️ How to excel as a line manager
⭐️ How to delegate like a pro
⭐️ How to become known as the “Go-to Expert” (building your client portfolio)
- Free 20 minute call with an executive coach to help you get the most out of your membership
- A content library in 12 sections – covering areas including Mindset, Delegation, Referral Networks, Business Development, Business Case and Partner Admissions.
- Over 150 Checklists, Workshop Recordings, Quick Win tips, Templates and Guides are waiting for you in our library pages.
- Game Plan pages to navigate the content according to your needs
PLUS!
- Weekly email tips to keep you on track & help you get the most out of your membership
- Access to a private members-only Facebook Group
- Free attendance at our live Workshops AND access to listen again to the recordings in your own time
- Discounted rates for 1:1 coaching with one of our executive coaches.
Click here to unlock 12-months access to Progress to Partner Academy for just £290 and start working to build your partner-ready skills.
Work on your Partner Mindset
The mindset to transition from employee to business owner
Direction
Do you know what really makes you tick and what you stand for?
Career Plan
Do you have a career plan guiding you to do the right things at the right time?
Support Team
Do you have the right support team in place to help you go all the way?
Delegation Courses
Do you have the right people to delegate to so you can free yourself up to focus on partner type duties?
Go-to Expert Courses
Are you widely known and seen as an expert in what you do?
Referral Network Courses
Build referral networks to supply you with enough of the right type of work
Business Development Habit Courses
Do you routinely do a bit of business development each day?
Personal Case Courses
Do you match up against the criteria required for partners in your firm?
Member of the Club Courses
Do your partners trust you to deliver and have you as your business partner?
Business Case Courses
Are you implementing a robust business plan to help you grow the profits of your firm?
Partner Admission Process Courses
Have you prepared for each element of the process? Can you succinctly pitch your business case?
Partnership Readiness Assessment
There’s so much to think about and work on when you’re ambitious to make partner. To make sure you are working on the right things, we’ve developed a fantastic online assessment to profile exactly where you should be prioritising your efforts to progress your career to partner.
The Assessment is based on our experiences of helping hundreds of accountants, lawyers and consultants go all the way to Partner. It takes around 10-15 minutes to complete so set aside some time before you get started!
Why Choose Us as Your Career Partner?
Grab our videos and courses at the right moment
Becoming a partner is a mighty undertaking, don’t try to do it all at once. Tackle problems in your role as they come up, with our help. Timely advice, broken into management chunks and selectable by topic.
Use our game plans
Know you want to get somewhere, but are overwhelmed with where to start and what to do? We’ve done that thinking with our game plans. Use our game plans to find out how to develop your skills or move your career forward.
Assess your Business Development Plans
Business development is a core part of becoming a partner. Having the skills you want to develop in your eye line will lead to many micro-decisions and progress.
Develop at your own pace
Whether you are still preparing, actively working towards partnership or are getting ready for the presentation, we offer a level of service.
Strengths and Weaknesses
Partnership requires a variety of personal and technical skills. Play to your strengths and cover your weaknesses, track progress with our assessments.
Coach Led Programs
Our team is vastly experienced and can often unlock progress to partner with a switch of mindset. The insights and aha moments are what we look for.
Entry Level Program
Preparing early for Partner is by far the easiest way to get there in the end. In small and subtle ways at first, your skills and reputation inside the business emerges. Give yourself time.
Premium Monthly
This is often for the sprint, cramming and final preparation. If you only need to work on a specific area for a short period then this is the level of membership that lets you do that.
Premium Annual
If you have decided on the path to partnership and are actively taking steps, this program gets you access to everything, and us. Work through the areas of your assessment with us to guide you.
Progress to Partner Pricing – What Will You Get?
Partner – BLM LLP
“Thank you very much indeed for your significant help and support – as a result of your guidance, I felt incredibly confident in submitting my business plan and then giving my presentation and interview. In the days after the presentation and interview, I had some very positive feedback from the partners who interviewed me, saying that my performance was “outstanding” and that my presentation was “very slick and professional” – I doubt it would have been without your advice and guidance. I gained so much confidence from working with you, and I am extremely grateful.”
Partner – BLM LLP
“Thank you very much indeed for your significant help and support – as a result of your guidance, I felt incredibly confident in submitting my business plan and then giving my presentation and interview. In the days after the presentation and interview, I had some very positive feedback from the partners who interviewed me, saying that my performance was “outstanding” and that my presentation was “very slick and professional” – I doubt it would have been without your advice and guidance. I gained so much confidence from working with you, and I am extremely grateful.”
How can we help you?
Please complete the form below to provide us with your information, and we will contact you as soon as possible to offer our assistance.
contact
Premium Membership Courses
When you are ready to move full steam ahead, join the premium program and get more in depth support with our detailed courses.
From Coffees to Instructions
Frequently Asked Questions – Joining our programs
Is there a minimum membership length?
If you join as a monthly premium member, you will pay monthly and can cancel your subscription at any time on the Progress to Partner Dashboard.
Annual subscribers have paid for 12 months. We will send a reminder email to you before your subscription expires and you will have the opportunity to choose not to renew for a further 12 months
Do you guarantee I will get a promotion if I join?
We can’t guarantee that! The Progress to Partner subscriber only site will give you the knowledge and skills you need to get noticed but you do need to put the work in to build your skills; reading our guides, watching our videos and working through the self-study courses. This isn’t a quick fix!
Make sure you also attend the Lunch & Learn Workshops (or watch the replays if you have Premium membership)
For even better results, don’t hesitate to schedule your private coaching sessions when needed. These have discounted rates for Premium members.
You will need to put the work in both in the membership site and then when you are at work to make sure you are doing all you can to get noticed as “partner-ready”.
I would like to sign up more than one person in my firm for membership – can you offer a discount?
Let us know if you would like to sign up more than 5 people in your firm and we will be able to offer you a discount.
Will I be able to ask questions if I get stuck?
Of course! You can ask questions in our private subscriber-only Facebook Group or ask questions during our live Lunch & Learn workshops. We’re ready to help!
I am already respected at my firm. Why would I need to join Progress to Partner
Even if you are already respected at your firm, it is still very easy to get stuck in your career and be relegated to “a safe-pair of hands”. If you think it’s your firm’s responsibility to develop you, then you’re wrong.
If you’re relying on your firm for your own development, you’re putting yourself at risk by giving the firm control of whether you progress or not.
I know many people who have progressed their career on their own, why do I need to join?
Are you 100% sure they didn’t receive external help? You may have seen people that you felt were not as technically strong as you progressing their career. This is because they learned what skills they needed to show and they have quite simply taken control of their own development and their own career progression.
Wouldn’t it be amazing to do it with the support of experts that have been training and supporting people you like you to progress in their careers for over 15 years?
Our Books
Heather Townsend
Heather Townsend is the leading global expert in what it takes to move from senior fee earner to partner – and when you get there, stay there. She regularly runs programmes to help fee earners take the step up to partner, and establish themselves as a new partner, for mid-tier law, accountancy and consultancy firms. It just so happens that she is rather good (and not really that modest either!) in helping individuals successfully market and sell themselves. Just the skills you need when you are aiming to grow your client portfolio AND make it to partner.
In fact, her clients have added over £1 million in fees to their client portfolio in the last year. Heather often works with private clients who want to drive their own career (regardless of the development options offered by their firm) via her Progress To Partner membership site. The membership site helps lawyers, accountants and consultants to:
She is the author of 6 books including ‘How to make partner and still have a life‘ (co-authored with Jo Larbie), ‘Poised for partnership‘, ‘The Financial Times guide to business networking‘ and ‘The Go-To Expert‘. Her books have sold over 20,000 copies globally and been translated into over 6 different languages and attracted over 200 five star reviews on Amazon.Her coaching style has been described as challenging, friendly but very supportive.
