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Our strategy

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Our three-year strategic plan sets out a bold vision of success for our clients, our people and the firm.

The accountancy, tax and business landscape is rapidly changing, fuelled by advances in technology and changing working practices. This presents us with some exciting opportunities.

We are ambitious to create a positive legacy for our clients, our people and our communities. Let’s take a closer look at our three strategic priorities…

1. Make a positive impact

Objective: Implement proactive measures to better understand and adapt to clients’ needs and expectations.

How will we do this:

Structured client feedback programmes
Client service charters & independent client service reviews
Improving our client onboarding systems and processes
Investing in systems such as our client portal
Design and implement a data improvement strategy
Provide more valuable insights and services

Objective: Focus on the most important ESG matters identified by our stakeholders and be a force for good

Certifying as a B Corp in 2025
Reaching carbon net zero by 2035
Cutting our office waste & better managing our energy use
Raising awareness of inclusivity and understanding our demographics
Building our social mobility and corporate responsibility activities

2. Develop high performing teams

Objective: Foster a culture of high-performing teams, focused on productivity and characterised by accountability, collaboration, clarity of role and reward

How will we do this?

Increasing our support and investment into everyone’s career conversations and development plans
Creating new learning programmes focused on developing new and existing client relationships
Linking firm, department and individual goals to reward
Identifying and nurturing future leaders through succession planning

3. Deliver operating excellence

Objective: Improve firmwide net profit by 10% and firmwide net recovery by 5% by 2027, after adjusting for inflation

How will we do this?

Proactive measures and focused service delivery efficiencies
Optimising delivery of compliance services and repeatable work
Consistent targets on fees, recovery and lock-up
New learning focused on operational effectiveness, including commercial pricing & client communication

The accountancy, tax and business landscape is rapidly changing, fuelled by advances in technology and changing working practices. This presents us with some exciting opportunities.