Practice Transformation Program
The Practice Transformation Program for accounting firm owners and their teams. Each belt has a short video for every module, the exercises to do alongside it, and the book chapter to download.
4 modules · 7 lessons · 20 workbooks
Course Outline
Start here: welcome to the program
Welcome: how the program works
Session 1 · Vision, Leadership & Readiness (Belts 1–3)
Belt 1: The Burning Platform
- Introduction and downloads
- Module 1: The work does itselfWorkbook
- Module 2: The challengers and the AI-native firmsWorkbook
- Module 3: The client, and why the four compoundWorkbook
- Module 4: The seen and the unseenWorkbook
- Module 5: Bolt-on or rebuildWorkbook
- Homework: Exercises 1.4 and 1.6Workbook
- Bonus material
Belt 2: People and Leadership
- Introduction and downloads
- Module 1: Who leads itWorkbook
- Module 2: The people problemWorkbook
- Module 3: Lead by doingWorkbook
- Module 4: The fearWorkbook
- Module 5: The quiet blocker, and the rules that free peopleWorkbook
- Module 6: Making it stickWorkbook
- Homework: Exercises 2.6, 2.10 and 2.12Workbook
- Bonus material
Belt 3: AI Fluency & Technology Ecosystem
- Introduction and downloads
- Module 1: How AI actually worksWorkbook
- Module 2: CRIT, the prompt patternWorkbook
- Module 3: ReviewWorkbook
- Module 4: The maturity modelWorkbook
- Module 5: What you're actually paying forWorkbook
- Module 6: AI in the gaps, and the open questionWorkbook
- Homework: Exercises 3.4 and 3.7Workbook
- Bonus material