Live training for accountancy firms and business owners, built on the Performance on Purpose method. Short teaching, long working sessions — everything gets applied to your own clients and your own business in the room.
Four two-day courses that train the client-facing craft, in a deliberate pathway. Take them in order — everything downstream assumes the coaching foundations are in place.
01Accountants and advisers who want clients to actually act on their advice.
Taught live by Andy. The book behind it: Coaching Skills for Accountants.
02Firms that want a real advisory service on top of the compliance work.
Taught live by Andy. The book behind it: Advisory Skills for Accountants.
03Practitioners coaching clients on their personal money behaviour.
Taught live by Andy. The book behind it: Buzz Money Coach Training.
04Practitioners delivering lifetime cashflow plans to clients.
Taught live by Andy. The book behind it: Buzz Financial Planner Training.
The full method behind the course — every session maps to a chapter, so you can go deeper afterwards.
Filled in by you during the course. It's the deliverable, not a souvenir.
Printed, blank on purpose — working documents you'll use live in front of your own clients.
Two priorities, dates, and the first review booked before you leave the room.
The mechanism explained in about twenty minutes — with real numbers, not theory.
Forty-plus minutes applying it to your own clients, your own team, your own figures.
What the room found, what got uncomfortable, and what that tells you.
Every session ends with an asset that didn't exist that morning. They add up to the plan.
One workshop per book in the Performance on Purpose collection — the person, the leader, the business. Delivered in-house for a leadership team or as an open cohort.

Owner-managers and founders, typically with two to fifty staff.
Taught live by Andy. The book behind it: You 2.0.

Owners who lead a team and were never taught the job.
Taught live by Andy. The book behind it: Leadership 2.0.

Owners who want the business to run — and grow — without them in every decision.
Taught live by Andy. The book behind it: Business 2.0.
Book a free, no-obligation 30-minute call. We'll find the biggest opportunity in your business — then you decide if you want a hand fixing it. No pitch, no fluff.
Prefer email? andy@andyjackson.com