A fractional COO for accountancy firms
Andy Jackson takes the chief operating officer seat in your firm through Optivo: a weekly COO session, a monthly operating review and one live operating plan, for £4,000 plus VAT a month.
- Fee
- £4,000 + VAT a month
- Term
- Three months, then month to month
- Firms
- £250k to £3m+ in fees
A month with a fractional COO
The Monthly COO gives the firm an operations function without a hire. Andy Jackson takes the COO seat through Optivo, for a three-month minimum and then month to month.
Session days are agreed with each firm.
One operating plan for the whole firm
Every priority, action, owner, risk and date sits in one plan, so each person in the team knows what they own.
Each month the operating review goes through workflow, capacity, deadlines, client issues, projects and margins. It is written up and shared with the owner and the partners.
Optivo's client delivery hub →What the fractional COO covers
A weekly COO session
A working session on what is stuck, what needs deciding and what has to move this week, with the decisions taken there and then.
A monthly operating review
Workflow, capacity, deadlines, client issues, projects and margins reviewed each month, written up and shared with the owner and the partners.
A live operating plan
One plan for the firm with every priority, action, owner, risk and date in it, so each person in the team knows what they own.
Workflow and the team
How jobs move through the firm, how roles are set out, and where work stalls or gets done twice, changed one piece at a time.
The client journey
Taking on clients, keeping them informed, review meetings and delivery made the same for every client, whoever handles them.
Pricing and advisory
Packages, prices and advisory work turned into a way of running the firm, with support by email or message between sessions.
Which firms it suits
Founder-led accountancy firms, usually between £250,000 and £3 million in fees, reach a point where the owner is still in the middle of workflow, people and client problems, and growth has outrun the way the firm is organised.
For a firm that runs on Traction, the Integrator seat is the closer fit. For a gap with a deadline, an interim COO.
Questions about a fractional COO
What does a fractional COO cost?
The Monthly COO is £4,000 plus VAT a month, for a three-month minimum and then month to month, with no set-up fee.
Which firms is it for?
Founder-led accountancy firms, usually between £250,000 and £3 million in fees, where the owner is still too close to workflow, people and day-to-day decisions.
How is a fractional COO different from a consultant?
A consultant leaves recommendations. A fractional COO takes the decisions the owner hands over and sees them through, week after week, inside the firm.
Can the work include new software?
Yes. Where the firm needs a system built or joined up, Chivvy builds it, and the operating work and the build run from the same plan.
Who does the work?
Andy Jackson, in person, on every engagement.
What happens between sessions?
Support by email, voice note or message for the decisions and operational problems that come up during the week.
