top of page
Consulting 2026 2.png

Consulting

Developing the tools and guidance the firm can act on directly

We develop practical tools and guidance the firm can apply directly, drawing on direct experience of how professional services firms develop client relationships, compete for the right work and build a more consistent approach across the firm.

 

The work is always specific to the firm. It is shaped around what the evidence shows, what makes the firm different, what it is trying to achieve, and where it can make the most progress.

What's involved

In practice, the consulting work has taken different forms. Some engagements have focused on creating the practical guidance, tools and resources that help more people across the firm lead client conversations more consistently. Others have built proposal guidance that improves how the firm competes for and wins the right work, or reviewed how the firm prices its services and what patterns in work won and lost reveal about where it stands.

What you leave with

You leave with guidance and tools you can apply directly, shaped around what the evidence showed and what you are trying to achieve. The work is designed to be useful immediately and to give you a foundation to continue building on.

How it connects

The consulting work can stand alone as a focused engagement, or form part of the path from the Value Creation Review into the Client Value Programme. In either case, it stays close to your objectives, whether it leads into further work or stands alone as a completed engagement.

We work with a small number of firms at a time so that the work stays close to your objectives and produces the outcomes you are aiming for.

 

Register your interest to start a conversation about your priorities and whether there is a good fit.

Alexandra Verezemskaya, Head of Member Support, PKF Global

"We were looking to update our audit proposal guidance and templates in response to changing client expectations and a more competitive market. The challenge was making sure the guidance worked in practice for a global network, including situations involving multiple firms.

 

Jonathan brought a practical perspective informed by direct experience of competing for and winning business. He worked closely with our team and drew on feedback coming through from member firms, rather than applying a one-size-fits-all approach. The outcome was a practical framework and supporting guidance that our firms can actually use."

bottom of page