Business Advisory for Accounting & Financial Planning Firms

Profitable today. Ready for future success?

Many firms are doing well. But strong profits alone no longer guarantee relevance, a smooth leadership handover, or real value down the track. Worthmore helps you build the culture, structure and leadership depth to grow on your own terms.

Start a conversation See how we work

Building change-ready firms that grow, attract leaders, and stand out in their market.

The Challenge

The ground has shifted. Being successful no longer settles the pressures firms are facing.

Across the profession, owners and boards are facing the same set of pressures. The firms that come out ahead will be the ones that act now, plan for their future state, and action it, while they still have room to move.

pressures shaping the next few years

window to act while it is still open

Partner dependency

Growth held back when leadership and client relationships sit with just a few people.

Leaders not yet ready

Emerging leaders who are hesitant, or not yet equipped, to step into ownership.

Capacity ceiling

Strong client demand, but limited capacity to evolve what you offer and how you deliver it.

Hard to step away

A firm that feels successful, yet becomes harder to step back from as it grows.

Rising expectations

Changing client and staff expectations around how you engage, communicate and deliver.

The rise of AI

The fast rise of AI, and the pressure to respond while there is still time to get ahead of it.

Our Approach

Change the culture, and you change the landscape.

The firms that grow, attract future leaders and stay appealing for succession are the ones with a culture ready for change. In those firms, strategy turns into action, leadership is shared, and the business can take on growth without breaking what already works.

Culture is what really drives a professional firm. When it is open to change, the rest follows. Strategy turns into action, leadership is shared rather than carried by a few, and the firm can grow without losing what made it good in the first place.

Worthmore works alongside principals and boards to build that foundation. It is an ongoing, structured relationship that steadily sets your firm up for lasting growth and more options in the future. There is no off-the-shelf package here. The work is shaped around your firm and how it needs to evolve.

The result is a firm ready to take off into a new phase, with a stronger culture and a clear place of its own in the market.

Where the work leads upward

Focus

Year 1

Structure

Ongoing

Momentum

Compounding

"When we free ourselves from the constraints of ordinary goals, we find ourselves roaring off the face of the earth."

The Framework

Focus. Structure. Accountability. Support.

A practical way of working that turns your vision into clear, accountable progress you can see, session after session.

Focus

We start with the end in mind. Your vision shapes your goals, decisions and priorities, so your energy goes where it counts.

Structure

We build a practical framework around your goals, breaking them into achievable steps with clear ownership and visible progress.

Accountability

Regular check-ins and a simple traffic-light system keep actions on track. Progress is visible; blockers are resolved quickly.

Support

You're not alone between sessions. We're available for ad hoc calls and conversations as challenges arise, so momentum is never lost.

Together these build a firm that moves with purpose, and moves together.

Why AI Matters Now

AI is raising the stakes on change.

AI is changing how firms work with clients, deliver their services and run day to day. Firms that are ready for it will pull ahead. Firms that are not will feel the gap widen.

Firms that have already built the culture, systems and leadership depth to handle change are the ones best placed to make the most of what AI offers. Without that foundation, AI becomes just one more pressure with no clear way to respond.

Worthmore helps you get ready first, so that when you bring AI into the firm, you do it from a position of strength rather than catch-up.

Where readiness pays off

Client engagement — work that is faster, more personal and more responsive.

Service delivery — room to grow what you offer, not just how much you do.

Operational efficiency — less time on routine tasks, freeing your people for higher-value work.

The 12-Month Program

Structure, support and accountability across a full year.

A personalised advisory & coaching engagement designed for owners ready to grow, with the rhythm to make it happen.

Once, at kick-off

Vision, Values & Goals Workshop

A half-day facilitated session to clarify your long-term vision, define the values that shape your culture, and set 12-month goals aligned to where you want to take the business.

4 × per year

Quarterly Reflect, Review & Reset

Step back from the day-to-day. Review progress against goals, celebrate wins, identify what's not working, and reset priorities for the next quarter.

7 × per year

Monthly Coaching & Accountability

One-on-one sessions to keep up momentum. We track actions, clear roadblocks, sharpen focus and keep you moving toward your goals.

Built around your business, not a template.

Whether you are in the early years of building a firm or a seasoned operator sharpening your focus, the program is shaped around your goals, your firm and where you want to take it.

Explore the program

Who We Work With

Firms ready to work on the business, not just in it.

Accounting & financial planning firms looking to grow on their own terms.

Firms planning for succession or transition who want the foundations in place early.

Businesses building next-generation leadership and shared ownership.

Principals ready to work on the firm, not just carry it day to day.

Boards seeking an independent voice to think beyond the next compliance cycle.

Independence matters

An experienced, independent advisor who has owned and run an integrated accounting and financial services firm. That background creates a trusted space where leaders can tackle questions of people, ownership and governance early, before they become problems.

Partnering with a network of specialist advisors, so the right expertise is on hand when your firm needs it.

Succession & transition Next-gen leadership Governance Advisory board Growth strategy

Barry McGee

FCA · GAICD

Why Worthmore

Real experience, not theory.

Barry McGee FCA GAICD brings hands-on experience owning and running an integrated accounting and financial services firm, combined with deep expertise in business strategy, leadership and change.

He works closely with owners and boards, asking more than he tells, so that the people in the firm take real ownership of the outcomes along the way.

"This is not an off-the-shelf solution. It is a personal engagement, built into how your firm keeps evolving."

Ready for tomorrow? Let's start the conversation.

A first conversation is simply about understanding how ready your firm is for its next phase, and whether the foundations are in place to support it.

Start a conversation Call 0411 207 713

Start a Conversation

Let's talk about your firm's next phase.

Reach out directly, or send a short note and Barry will be in touch personally.

Email
barrym@worthmore.com.au Phone
0411 207 713 Web
worthmore.com.au

Post
PO Box 131, Coogee NSW 2034