Background
Bennett Verby is a well-established accountancy firm providing expert financial services to businesses and individuals. As the firm continued to grow, Bernard Verby, its owner, sought external coaching and consulting to support ongoing initiatives, enhance efficiency, and ensure the business was well-positioned for long-term success. To achieve these objectives, Bernard engaged Lee Dinsdale for strategic coaching and advisory support.
Challenges & Objectives
While Bennett Verby was already a highly regarded firm, Bernard recognized opportunities to strengthen key areas and enhance future growth:
- Operational streamlining – Supporting existing initiatives to improve workflow management, staff utilization, and client processes.
- Strategic planning – Enhancing the structured roadmap to achieve long-term revenue and profit goals.
- Growth & succession planning – Exploring opportunities for acquisitions, strategic expansion, and future business transitions.
- Team development & leadership structure – Strengthening staff engagement, leadership responsibilities, and long-term sustainability.
- Technology & efficiency – Enhancing the use of financial technology and data-driven decision-making to drive business performance.
- Client service excellence – Further refining client engagement strategies to maintain and enhance service quality.
Bernard set ambitious targets for business growth, aiming to build on the firm’s strong foundation while ensuring a sustainable, high-performing future.
Approach & Solutions
Lee Dinsdale worked closely with Bernard and his leadership team to support and refine key strategies:
- Optimising client services & workflows: Strengthened client management processes, enhanced workflow tracking, and refined service delivery approaches.
- Strategic Growth & Financial Planning: Provided insights to expand revenue streams, optimize financial controls, and enhance credit management processes.
- Leadership & Team Development: Supported management in driving staff engagement, refining training programs, and aligning leadership succession planning with business goals.
- Exit & Acquisition Strategy: Assisted in structuring discussions around business growth strategies, including acquisition opportunities and long-term sustainability.
- Technology & Risk Management: Advised on optimizing financial software usage, improving compliance processes, and streamlining reporting mechanisms.
- Marketing & Business Development: Provided strategic input on client retention strategies, branding, and refining internal referral systems for sustainable growth.
Results & Impact
Through Lee’s coaching and consulting, Bennett Verby has reinforced its strong foundation and positioned itself for continued success:
- Enhanced client service & efficiency – Strengthened onboarding processes, workflow systems, and internal reporting procedures.
- Sustainable growth – Clear strategic plans in place to support revenue and profitability targets.
- Empowered leadership & team development – Enhanced staff engagement, utilization, and leadership succession planning.
- Streamlined technology & risk management – Improved internal systems, compliance procedures, and decision-making frameworks.
- Well-defined exit & acquisition strategies – A structured approach to supporting business expansion and future transitions.
- Marketing & client retention – Enhanced branding, referral processes, and client communication strategies.
Testimonial
“I began working with Lee Dinsdale to explore opportunities for enhancing our strategy, refining operations, and preparing for future growth. Lee’s coaching provided valuable insight and focus, helping us implement key improvements to ensure long-term success.
Lee supported us in optimizing client services, strengthening our leadership structure, and enhancing strategic planning. His guidance in identifying growth opportunities, refining marketing strategies, and improving team engagement has further strengthened our position as a leading accountancy firm.
What stands out about Lee is his ability to break down complex challenges into actionable steps. He listens carefully, understands both business and personal goals, and provides tailored solutions that truly make a difference. I highly recommend Lee to any business owner looking to enhance their strategy, operations, and long-term success.”
— Bernard Verby, Owner, Bennett Verby
