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THE TRUSTED CLIENTS STORY
Built by a firm owner.
For firm owners.
Founded by someone who built an accounting firm that ran without them and sold it at a premium. That's the Turnkey Model.
We build it for accounting firm owners who are done being the bottleneck and ready to build something worth owning.
We're
TrustedClients
TrustedClients is your dedicated growth partner, strategy, marketing, sales, systems, and people.
Working inside your accounting firm until it runs and scales without you. We don't hand you a plan. We install the engine
Our Vision
To help accounting firm owners build turnkey companies that deliver complete freedom, the ability to choose how, when, and if they work
Our Mission
We install the operational system that turns owner-dependent firm into practice that run, grow, and scale without you.
Our Goal
Partner with 1,000 accounting firm owners to install the Turnkey Model™ - $1.5M revenue, 50% profit, a 5 person team and the freedom to scale beyond $3M.
THE TRUSTED CLIENTS STORY
Built by a firm owner.
For firm owners.
Founded by someone who built an accounting firm that ran without them and sold it at a premium. That's the Turnkey Model.
We build it for accounting firm owners who are done being the bottleneck and ready to build something worth owning.
We're
TrustedClients
Our Vision
To help accounting firm owners build turnkey companies that deliver complete freedom, the ability to choose how, when, and if they work
Our Mission
We install the operational system that turns owner-dependent firm into practice that run, grow, and scale without you.
Our Goal
Partner with 1,000 accounting firm owners to install the Turnkey Model™ - $1.5M revenue, 50% profit, a 5 person team and the freedom to scale beyond $3M.
Our Team
Simon Lu
Growth Strategist
Nathan Boucher
Senior Client Growth Partner
Sam Sorras
Client Growth Partner
Fiona Feng
Project Manager
Sam Shaper
Paid Ads Strategist
Ron Ancheta
Campaign Manager
Cid Tano
Tech Automation Specialist
Rahib Maruf
Copywriter
Andy Lin
Sell by chat Specialist
Regie Bahan
Appointment Setter
Dane Mendoza
Appointment Setter
Prince Salinas
Appointment Setter
The TrustedClients Story
Revenue level specific, constraint focused… Implementation over information!
The TrustedClients Group was founded in 2019 by Simon Lu after successfully building and exiting a holistic financial planning and accounting business.
We kept seeing the same pattern. Firm owners hitting a ceiling not because they lacked skill or ambition, but because they had no system. They'd tried marketing agencies that ran campaigns but couldn't convert them into revenue. They'd hired coaches who gave direction but left them to implement alone.
Neither built them a firm that actually ran.
TrustedClients was built to be the third option. Not campaigns. Not coaching. The complete growth infrastructure, installed inside your firm, built around your stage, and run until it works without you.
The TrustedClients Story
Revenue level specific, constraint focused… Implementation over information!
The TrustedClients Group was founded in 2019 by Simon Lu after successfully building and exiting a holistic financial planning and accounting business.
On that journey, Simon found a common issue. Service pros often hit a "success plateau." They seek advice from coaches, marketers, or colleagues. But, conflicting advice overwhelms them. They also struggle to implement good strategies.
TrustedClients was created to solve this. We go beyond traditional coaching or marketing. We partner with businesses to optimise lead generation and delivery systems.
We don't just give advice. We implement, deliver, and guide. We help business owners grow profitably and sustainably, without chaos or burnout.
At TrustedClients, our principles underpin our culture
and the way we do things.
Our principles shape our work with clients like you.
They reflect our values in all we do, say, and prioritise.
Client obsession
Results-oriented
Excruciatingly high standards
Think and act like an owner
Team self-fulfilment is a priority
Relationship driven with client
Humble students ourself
Patiently aggressive
Simplicity
Transparency (speaking with Truth)
At TrustedClients, our principles underpin our culture and the way we do things.
Our principles shape our work with clients like you.
They reflect our values in all we do, say, and prioritise.
Client obsession
Results-oriented
Excruciatingly high standards
Think and act like an owner
Team self-fulfilment is a priority
Relationship driven with client
Humble students ourself
Patiently aggressive
Simplicity
Transparency (speaking with Truth)
THE TRUSTEDCLIENTS DIFFERENCE
5 Clients Share Their TrustedClients Experiences
We've pioneered a whole new standard of building and scale business with our experts in marketing, sales and delivery, so you can entrust the job to the people who can do it best.
You can
count on us
Let's discuss a growth partnership team to support your business. It will help you grow today, tomorrow, and in the future.
Level 35 One International Towers,
100 Barangaroo Avenue, Sydney
NSW 2000 Australia
CONNECT WITH US
©2026 Trusted Clients
You can
count on us
Let's discuss a growth partnership team to support your business. It will help you grow today, tomorrow, and in the future.
Level 35 One International Towers,
100 Barangaroo Avenue, Sydney
NSW 2000 Australia
©2026 Trusted Clients