Monthly Mentoring Programme

Giving small firms the knowledge, tools and resources to achieve your goals


Do you want to shortcut the time it takes to achieve your goals?

When I first bought into my firm, back in 2008, I had all of the big dreams and ambitions that I’m sure you do right now. I wanted to build the shiny onboarding process that WOW’d new clients. I wanted to be able to win clients on social media and not just rely on referrals. I wanted to be able to successfully sell high-value advisory services to clients.

I just didn’t know how…
In the years that I studied accounting, and then worked at PwC, I’d learnt how to become a great accountant, but things like systems, marketing, sales, pricing - it was like trying to learn a foreign language whilst holding down a full-time job and spending time with my family.

It felt impossible.

And so I set out to shortcut my learnings by working with coaches and mentors. What this meant was that instead of spending the next 1, 3 or even 5 years trying to figure out how to do what I wanted to, I could get the knowledge, tools and resources I needed to do it in a fraction of the time.

And it’s because of the value of this that I set up my own monthly mentoring programme. To provide other small firm owners with everything they need to achieve their goals.

What is it?

The monthly mentoring programme is your go-to hub for all of the knowledge, tools and resources you need to achieve what you want to achieve. We meet up online once a month for 90 minutes where we’ll do a deep dive training on a particular topic. Previous sessions have included “how to price and deliver advisory services?” and “how to generate clients using online marketing”. I only ever share what I’ve personally used in my own firm. And each session comes complete with resources and tools to help you implement what you’ve learnt.

Who is it for?

This programme is for small firm owners (and larger ones if you’re interested in the content) that want to shortcut the time it takes to acquire the knowledge to do these things successfully. It’s for people that are ambitious and understand the benefits of working with a mentor to acquire knowledge.

Who is it not for?

There is no criteria for joining (but if you have recently started out please make sure that you can afford it and don’t put yourself under any financial strain). If you are more of a talker than a doer, and implementation isn’t your strong point, then this might not be for you. This is strictly knowledge sharing. If you’re looking for more accountability and 1:1 support, then my mastermind programme might be what you’re looking for.

"Very valuable. So many great tips. Remember, Reza is in the trenches, running an amazing practice.. so everything he teaches is stuff that WORKS in the real world."

Mark Wickersham
Value Pricing Academy

Benefits of joining

Here are some of the big benefits of joining. With membership you'll also get access to my online library of training videos (normally priced at £75 per month)

Spend 90 minutes every month with me and learn how to transform the profits of your accounting firm

Join a group of dozens of other like-minded accountants and bookkeepers on the same journey

Receive supporting resources, systems and training videos helping you implement what you learn

I will answer your questions every month, either during our online session or via the private Facebook group

Here’s an example of the sessions we’ve covered previously

How to attract and retain the best talent in your accounting firm

How to run a discovery call and initial sales meeting

How to deliver 5-star service and wow clients

Marketing - what works and what doesn’t work for accountants

Here are some of the resources I’ve given away previously

All of these have been created, tested, and used successfully in my own firm, often getting amazing results. They will enable you to take the knowledge that I share and instantly implement and action it so that you too can get results.


Including the onboarding form that I use to WOW new clients


Including my virtual finance director brochure that allow you to communicate the value of your services

Proposal template

The exact proposal I used to win a piece of advisory work worth £128,997


A proven system for measuring team performance and getting the best out of your people

Don’t just take my word for it, here is what current members are saying…

Want to join? 

If you’d like to join the mentoring programme and be part of the community, your investment in the programme will be £195 (+ VAT) / $265 per month. There is absolutely no tie-in or contract so if you are not getting value you can cancel at any time.


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