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The Million Dollar Practice Community™
Grow $1M in fees by working with less than 50 clients, maintaining a 65%+ profit margin with advisory ecosystem without trading time for money and buried with endless compliance
The Million Dollar Practice Community™
Grow $1M in fees by working with less than 50 clients, maintaining a 65%+ profit margin with advisory ecosystem without trading time for money and buried with endless compliance
OLD WAYS
Be "Just an Accountant
Looking For & Chasing Clients
Working with tons of niches
More Hours With More Clients
Low Margin Compliance Work
Typical Demanding Clients
Big List of Low Margin Services
More Staff Eating Away Profits
Burnt Out / Stressed Out
NEW WAYS
Be an Advisor / CFO
Attracting Clients / Clients Come to You
Be an Expert in one niche
Less Hours & Fewer Clients
High-Profit Offers & High-Margins
Happy Clients
High-Margin / Profit Offers
Less Staff & More Revenue + Cash
Love Your business + Have More Time
OLD WAYS
Be "Just an Accountant
Looking For & Chasing Clients
Working with tons of niches
More Hours With More Clients
Low Margin Compliance Work
Typical Demanding Clients
Big List of Low Margin Services
More Staff Eating Away Profits
Burnt Out / Stressed Out
NEW WAYS
Be an Advisor / CFO
Attracting Clients / Clients Come to You
Be an Expert in one niche
Less Hours & Fewer Clients
High-Profit Offers & High-Margins
Happy Clients
High-Margin / Profit Offers
Less Staff & More Revenue + Cash
Love Your business + Have More Time
Who is this for:
After working with 500 firms, we have evolved as your growth partner who has capability to design and implement.
We focus on the big picture, and we are all about detailed implementation.
For Accountants, Bookkeepers, CFOs, Financial advisors & Consultants.
Attract Dream Clients
You are an ambitious owner with the capacity to grow addtional 150K+ in the next 12 months.
We develop value propositions and marketing channel strategies tailored to your brand.
Our DONE FOR YOU services crafted to optimize your marketing and accelerate growth include: lead generation, social media management, content creation, email, and webinar marketing, along with website implementation and CRM setup.
Sell More Advisory
You're looking to productise your services or transition into a trusted advisor position, explore our product ecosystem:
Business Advisory: Combine our framework with your skills to enhance business revenue, cash flow, and profits, while simplifying financial management.
Wealth Advisory: Use our proven. DONE FOR YOU product and reports for effective wealth building, tax optimization, and structuring
Gain More Time
You are a driven owner ready to transition from work in the business to work on the business.
You're ready for a Owner Transition Model™ to shift from building the machine to advice on the machine.
Leveraging our unbundling Offers Strategy™ to bring additional 100K+ fees without any marketing.
Not suited for those not prepared for a real business owner transformation.
Who is this for
After working with 500 firms, we have evolved as your growth partner who has capability to design and implement.
We focus on the big picture, and we are all about detailed implementation.
For Accountants, Bookkeepers, CFOs, Financial advisors & Consultants.
Attract Dream Clients
You are an ambitious owner with the capacity to grow addtional 150K+ in the next 12 months.
We develop value propositions and marketing channel strategies tailored to your brand.
Our DONE FOR YOU services crafted to optimize your marketing and accelerate growth include: lead generation, social media management, content creation, email, and webinar marketing, along with website implementation and CRM setup.
Sell More Advisory
You're looking to productise your services or transition into a trusted advisor position, explore our product ecosystem:
Business Advisory: Combine our framework with your skills to enhance business revenue, cash flow, and profits, while simplifying financial management.
Wealth Advisory: Use our proven. DONE FOR YOU product and reports for effective wealth building, tax optimization, and structuring
Gain More Time
You are a driven owner ready to transition from work in the business to work on the business.
You're ready for a Owner Transition Model™ to shift from building the machine to advice on the machine.
Leveraging our unbundling Offers Strategy™ to bring additional 100K+ fees without any marketing.
Not suited for those not prepared for a real business owner transformation.
Why It Works?
In 2014, it took us 3.5 years to achieve $1M in fees for our tax and advisory practice with over 100 clients at a 25% profit using a low-profitable service model.
In 2021, it took us 9 months to achieve a run rate of $1.1M with 28 advisory clients at a 70% profit by working 4 days a week with this new model.
ATTRACT
First, we build your advisory offer to match your skill sets so you can productise your service with through our and pricing to your niche.
Then, we will build your online presence to gain instant authority so you are seen as trusted advisor.
Finally, we build your marketing system to fill prospect daily and generate appointments weekly through our content and chat strategy
CONVERT
First, we customise your sales script with a simple framework to instantly increase pitch value.
Then, we will develop your online asset acting as referrals to warm up your prospects so that they are ready to buy.
Finally, we guide you through presenting your offer to achieve the first three sales.
SCALE
First, we integrate our proven new client onboarding process and ongoing monthly advisory journey to maximise your fees and client experience.
Then, we help you to optimise your service delivery system, ensuring operational efficiency by assigning the right people and move them into KPIs.
Finally, We review and redesign your organisation chart with people and key responsibilities to ensure scalability for $1.5M per set of team.
Why It Works?
In 2014, it took us 3.5 years to achieve $1M in fees for our tax and advisory practice with over 100 clients at a 25% profit using a low-profitable service model.
In 2021, it took us 9 months to achieve a run rate of $1.1M with 28 advisory clients at a 70% profit by working 4 days a week with this new model.
ATTRACT
First, we build your advisory offer to match your skill sets so you can productise your service with through our and pricing to your niche.
Then, we will build your online presence to gain instant authority so you are seen as trusted advisor.
Finally, we build your marketing system to fill prospect daily and generate appointments weekly through our content and chat strategy
CONVERT
First, we customise your sales script with a simple framework to instantly increase pitch value.
Then, we will develop your online asset acting as referrals to warm up your prospects so that they are ready to buy.
Finally, we guide you through presenting your offer to achieve the first three sales.
SCALE
First, we integrate our proven new client onboarding process and ongoing monthly advisory journey to maximise your fees and client experience.
Then, we help you to optimise your service delivery system, ensuring operational efficiency by assigning the right people and move them into KPIs.
Finally, We review and redesign your organisation chart with people and key responsibilities to ensure scalability for $1.5M per set of team.
Our Promise
If all goes well, you follow the system and put in the work, the journey will look like below:
Within 30 to 60 Days: You will have your offer designed and can expect to generate leads.
Within 90 Days: You can expect to have your marketing, sales and advisory system set up that engages leads and clients.
1st year: You can expect to generate a $150K to $200K run rate in advisory and compliance fees.
The above represents average results, it would mean that half of the people are performing better than this, while the other half are performing below this benchmark.
Your Requirement
The process is simple but not necessarily easy. It requires you to shift your mindset from doing more to doing less, taking 2-4 hours per week.
However, it will require a lot less work compared to doing it on your own.
The system is set up in a way that eliminates guesswork because we have gone through all the trial and error over 450 times.
However, you do need to put in quality (not more) work as you build up your advisory Ecosystem for your dream 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,
00 Barangaroo Avenue, Sydney
NSW 2000 Australia
CONNECT WITH US
©2025 Trusted Clients
Our Promise
If all goes well, you follow the system and put in the work, the journey will look like below:
Within 30 to 60 Days: You will have your offer designed and can expect to generate leads.
Within 90 Days: You can expect to have your marketing, sales and advisory system set up that engages leads and clients.
1st year: You can expect to generate a $150K to $200K run rate in advisory and compliance fees.
The above represents average results, it would mean that half of the people are performing better than this, while the other half are performing below this benchmark.
Your Requirement
The process is simple but not necessarily easy. It requires you to shift your mindset from doing more to doing less, taking 2-4 hours per week.
However, it will require a lot less work compared to doing it on your own.
The system is set up in a way that eliminates guesswork because we have gone through all the trial and error over 450 times.
However, you do need to put in quality (not more) work as you build up your advisory Ecosystem for your dream clients.
FAQ
What type of clients do we attract?
We attract business clients with a minimum revenue of $500K+ who want to grow their revenue, profit, and cash flow, reduce costs, and gain financial efficiency.
What type of advisory service do we recommend?
We recommend advisory services based on your unique skills. Some advisors specialise in profit optimisation, others in financial function outsourcing, and some in tax advisory. Our services are fully customised to you and your business’s capabilities.
How do we design marketing strategies for clients?
We use a niche, offer, and message method to identify your ideal clients who match your services. This gives you a complete marketing blueprint, showing who you attract, what you do for them, and how to communicate to get them to come to you instead of you chasing them.
What type of marketing approach do we use?
We use both push and pull marketing. Pull marketing, like Google and YouTube, brings volume but less quality. Push marketing, like email and LinkedIn, targeting specific clients, provides less volume but higher quality.
What type of marketing platform do we use?
We are not biased toward any marketing platform. We focus on where your ideal clients are. For example, we use Instagram for hospitality clients as they are foodies, we use LinkedIn for professional services and high profile decision makers and email for others who are not on social media often etc.
What strategy do we use to transition owners from working in to working on the business?
We use a “fix, design, and optimise” framework. We solve top time consuming constraints within the first 90 days to gain immediate time and save costs. We then design your organisational structures, workflow systems, software, and clear responsibilities, moving them into KPIs. You can expect to transition from burnout to freedom in 12 months with our weekly optimisation and accountability.
How are we different from marketing agencies?
Marketing agencies know how to get leads but may not understand accounting, finance and advisory products, so you might not get the right clients. We focus on profitable growth, not just lead generation.
How are we different from a coaching program?
Coaching programs provide frameworks and accountability but do not offer “DONE FOR YOU” marketing. We do both.
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,
00 Barangaroo Avenue, Sydney
NSW 2000 Australia
CONNECT WITH US
©2025 Trusted Clients