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

Who is this for:

After working with 450 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 businsess 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 $1m 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 sign up 1-3 advisory 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.




  Inclusions

12 Modules of E-learning portal

Downloadable tools, template and calculator 


Access to member only private community 


Access to member only strategy webinar 


Weekly Group Momentum Calls


Dedicated client success manager


Dedicated marketing/sales coach 


Weekly Live Q&A Calls by Simon


Weekly Accountability Call 


Weekly Implementation Call 


Advisory strategy coaching 


Advisory delivery support 


1:1 game plan with Simon   


Marketing project management 


Recruit, train and place appointment setter (P/T)


Build your online presence 


Fill your prospect daily


Set your appointment weekly


Targeting/prequalify your niche


Track and follow up your leads 


Manage your messaging Inbox 


Manage your email campaign 


Manage your social media


Manage your webinar campaign 


Manage your online content 


All in one private slack channel


Access 1:1 Mentoring from Simon 


Emergency calls with Simon 


Private Slack Channel


Multi membership coaching


Staff training and hiring support 



Time investment: 
Return on investment:

12 Modules of E-learning portal

Downloadable tools, template and calculator 
Access to member only private community 
Access to member only strategy webinar 
Weekly Group Momentum Calls
Dedicated client success manager
Dedicated marketing/sales coach 
Weekly Live Q&A Calls by Simon
Weekly Accountability Call 
Weekly Implementation Call 
Advisory strategy coaching 
Advisory delivery support 
1:1 game plan with Simon   
Marketing project management 
Recruit, train and place appointment setter (P/T)
Build your online presence 
Fill your prospect daily
Set your appointment weekly
Targeting/prequalify your niche
Track and follow up your leads 
Manage your messaging Inbox 
Manage your email campaign 
Manage your social media
Manage your webinar campaign 
Manage your online content 
All in one private slack channel
Access 1:1 Mentoring from Simon 
Emergency calls with Simon 
Private Slack Channel
Multi membership coaching
Staff training and hiring support 

Time investment: 
Return on investment:


The Community 

Do It

Yourself

 ✔




.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.


6-8 hr/week
One

advisory

client


The Circle

Done With

You

 ✔












✔ 

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.


 4 -6 hr/week
One monthly advisory

client


The Circle Plus

Done For You + 1:1 Support


























.

.

.

.

.

 
 2- 4 hr/week
Two monthly advisory

client 


The Mentoring

1:1 Mentoring + Corporate Coaching































2- 4 hr/week
Time back + staff growth and retention 


From $200 AUD

+GST /W 

From $2,500 AUD

+GST /M 

From $3,500 AUD

+GST /M 

From $5,500 AUD

+GST /M 

Disclaimer: 
This rate subject to change, once confirmed it will be grandfathered for life and not be subject to future price increases.

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 other 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.

What type of support do we provide?

We have a vertical team, from strategists to client success teams, project manager, technology automation specialist, and trained appointment setters to generate appointments and grow your business.

What software do we use?

We don’t own any software but have a panel of over 20 tested and proven software options. We implement the best fit for your business culture and usage.

Do you have any guarantees?

Yes, but not for DIY clients. We guarantee results if we believe you have the right skills for our partnership.


The Community 
Do It Yourself

4 -6 hr/week
One monthly advisory client 
12 Modules of E-learning portalDownloadable tools, template and calculator Access to member only private community

From $200 AUD

+GST /W


The Circle
Done With You

4 -6 hr/weekOne monthly advisory client 
+ Access to member only strategy webinar + Weekly Group Momentum Calls+ Dedicated client success manager+ Dedicated marketing/sales coach + Weekly Live Q&A Calls by Simon+ Weekly Accountability Call + Weekly Implementation Call + Advisory strategy coaching + Advisory delivery support + 1:1 game plan with Simon   

From $2,500 AUD

+GST /M 


The Circle Plus

Done For You + 1:1 Support

2- 4 hr/weekTwo monthly advisory client 
+ Marketing project management + Recruit, train and place appointment setter (P/T)+ Build your online presence + Fill your prospect daily+ Set your appointment weekly+ Targeting/prequalify your niche+ Track and follow up your leads + Manage your messaging Inbox + Manage your email campaign + Manage your social media+ Manage your webinar campaign + Manage your online content + All in one private slack channel+ Access 1:1 Mentoring from Simon + Emergency calls with Simon + Private Slack Channel

From $3,500 AUD

+GST /M 


The Mentoring

1:1 Mentoring + Corporate Coaching

2- 4 hr/weekTime back + staff growth and retention
+ Multi membership coaching+ Staff training and hiring support 

From $5,500 AUD

+GST /M 

Disclaimer: 
This rate subject to change, once confirmed it will be grandfathered for life and not be subject to future price increases.

©2024 Trustedclients.com.au