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FOR ACCOUNTING FIRM OWNERS
Your compliance
firm has a ceiling.
Here's how to
build past it.
We partner with accounting firm owners to design high-value advisory offers, attract dream clients, and build to $1.5M at 50% profit, without adding headcount or staying stuck in delivery.
And build a firm worth selling on your terms, when you're ready.
FOR ACCOUNTING FIRM OWNERS
Your compliance
firm has a ceiling.
Here's how to
build past it.
We partner with accounting firm owners to design high-value advisory offers, attract dream clients, and build to $1.5M at 50% profit, without adding headcount or staying stuck in delivery.
And build a firm worth selling on your terms, when you're ready.
Private equity has acquired 200+ Australian accounting firms in the last 3 years.
Compliance margins are compressing from above and below.
The firms that win are those that move to advisory now and build an asset, not just a job.
600+
Firms worked with globally
9 months
To $1.1M run rate
28 advisory clients, 70% profit
$1.5M
Target: lean 5-person team,
50% profit
3-5x
EBITDA multiple for advisory vs. compliance revenue
WHO IS THIS FOR
Built for accounting firm owners at $1M-$3M revenue
Whether you're ready to transition to advisory or need to first clean up your compliance base and build capacity, we work with where you are.
The destination is the same: a firm that runs without you in every file, generates strong EBITDA, and is worth something when you're ready to exit.
For Accountants, Bookkeepers, CFOs, Financial & Business Advisors
Attract Dream Clients
You know you're undercharging for the value you deliver. Your ideal clients don't see you as a strategic partner yet they see you as their accountant.
We design your advisory offer, build your authority in a specific niche, and install a marketing system that generates qualified prospects weekly without cold outreach.
Sell More Advisory
You're having advisory conversations but not converting them consistently. Clients are still anchored to compliance fees and you haven't cracked the pitch.
We build your sales framework, productise your offer with clear pricing, and guide you to close your first three advisory clients proof of concept before you scale.
Gain More Time
You are the bottleneck. Every client relationship runs through you. You can't step back because the systems and team structure don't support it yet.
We install the delivery model, org chart, and KPIs so your team runs client work and you move from working in the business to owning an asset.
THE SHIFT
What you're moving away from and what you're building toward
OLD WAYS
Generalist compliance firm
Chasing clients across too many niches
More hours, more staff, shrinking margins
Founder stuck in delivery indefinitely
Vulnerable to PE consolidation
Low EBITDA multiple at exit or no exit at all
Burnt out with no clear path forward
NEW WAYS
Trusted advisor in one niche
Clients come to you no cold outreach
Fewer clients, higher fees, 50%+ margins
Founder operating on the business
Defensible position as PE reshapes the market
Strong EBITDA exit on your terms at a premium
A business you're proud to own or proud to sell
HOW IT WORKS
Three phases.
Attract → Convert → Scale.
Phase 1 — Attract
We design your advisory offer around your expertise and price it to your niche so you stop competing on compliance fees and start attracting clients who value strategic thinking.
We build your online presence to establish authority, then install your marketing system to fill your pipeline daily and generate booked appointments every week.
Phase 2 — Convert
We build your sales framework a high-converting pitch that positions advisory value above compliance price. Your digital assets become a referral and warm-up engine.
We guide you through closing your first three advisory clients and establishing proof of concept before scaling further.
Phase 3 — Scale
We install your onboarding process and monthly advisory journey to maximise fees and retention. We optimise your delivery system with the right people, responsibilities, and KPIs.
Finally, we redesign your org chart for $1.5M per team set so growth doesn't require proportional headcount, and your EBITDA improves as you scale.
What to expect
Our Promise
thin 30-60 days: your advisory offer is designed and you can start generating leads.
Within 90 days: your marketing, sales, and advisory system is live and engaging prospects.
Year one: a $150K-$200K run rate increase in advisory fees on top of existing compliance revenue.
Average results across our client base. Half perform above this, half below.
Your Requirement
2-4 focused hours per week. The system eliminates guesswork 450+ iterations built in but you need to show up and do the work.
The mindset shift matters more than the hours. Moving from doing more to doing less, but better. Quality over volume.
Clarity on your niche and commitment to building an Advisory Ecosystem for dream clients. That part we can't install for you.
What your firm is worth and how to increase it
PE buyers and strategic acquirers are active in the Australian and US market right now.
Here's what they're paying for and what depresses a multiple.
Metric: 0.8-1.2x
Label: Fee book - compliance-only sale
Metric: 4-6x
Label: Advisory-led firm, AU market
Metric: 6-8x
Label: Turnkey advisory, founder independent, AU market
Metric: 8-12x
Label: Premium advisory, US market
Metric
0.8-1.2x
4-6x
6-8x
8-12x
Label
Fee book - compliance-only sale
Advisory-led firm, AU market
Turnkey advisory, founder-independent, AU market
Premium advisory, US market
What drives your multiple up
Recurring advisory fees.
Low founder dependence.
Documented systems and processes.
Niche market positioning.
Team that runs delivery.
Clean EBITDA with minimal add-backs.
What depresses your multiple
Revenue tied to your relationships.
Compliance-only work.
No documented processes.
High staff churn.
Founder in every client file.
Inconsistent margins year to year.
What we build toward
Everything in the TrustedClients system
offer design, marketing, sales, delivery, org structure is built to move you from the left column to the right.
Whether you exit in 2 years or 10,
you build the asset either way.
Every decision we make
is optimised for exit value
not just revenue.
Most firm owners think about growth in terms of fees.
Acquirers think in EBITDA multiples.
The gap between those two lenses is where most owners leave money on the table
when it comes time to sell or get stuck when they want to exit but the firm can't run without them.
WHY IT WORKS
Proven in the market
In 2014, it took us 3.5 years to reach $1M with 100+ clients at 25% profit using the old compliance model.
In 2021, using this system, we hit $1.1M run rate in 9 months with 28 advisory clients at 70% profit 4 days a week.
We didn't just consult our way to a framework. We built and ran the business first, then codified what worked.
Built for right now
PE consolidation is accelerating. Compliance margins are compressing. AI is automating the low-value work faster than most owners expect.
Firms that transition to advisory in the next 12–24 months will own the positioning in their niche. Firms that wait will find it occupied or find themselves on a PE acquisition list at a 1.5× multiple.
This is the window. We help you move through it fast and come out the other side with an asset worth owning.
You're not just
growing a practice.
You're building an asset.
The firms who move now will own the advisory space in their niche and exit on their terms.
The ones who wait will be competing for what's left, or selling cheap to someone who moved faster.
Level 35 One International Towers,
100 Barangaroo Avenue, Sydney
NSW 2000 Australia
CONNECT WITH US
©2025 Trusted Clients
You're not just
growing a practice.
You're building an asset.
The firms who move now will own the advisory space in their niche and exit on their terms. The ones who wait will be competing for what's left, or selling cheap to someone who moved faster.
Level 35 One International Towers,
100 Barangaroo Avenue, Sydney
NSW 2000 Australia
©2026 Trusted Clients