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.
Start with the work you need to apply. Every route finishes with something written, owned and ready to use.
You 2.0 · Leadership 2.0 · Business 2.0
See the owner workshops →Accountants & advisersCoaching · Advisory · Money coaching · Lifetime planning
See the practitioner pathway →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.
Join the next cohort or train my team →
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.
Join the next cohort or train my team →
03Practitioners coaching clients on their personal money behaviour.
Taught live by Andy. The book behind it: Buzz Money Coach Training.
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04Practitioners delivering lifetime cashflow plans to clients.
Taught live by Andy. The book behind it: Buzz Financial Planner Training.
Join the next cohort or train my team →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.
Join the next cohort or train my team →
Owners who lead a team and were never taught the job.
Taught live by Andy. The book behind it: Leadership 2.0.
Join the next cohort or train my team →
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.
Join the next cohort or train my team →Choose the course and whether you want to join an open cohort or train your own team. I’ll reply personally with the right next step, likely dates and what it costs.
Joining yourself? I’ll let you know the next suitable open cohort.
Training a team? Tell me roughly how many people and I’ll scope the in-house version.
Not sure? Choose “Help me decide” and I’ll point you to the best fit.
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
