✘ 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
✔ 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
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.
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
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.
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.
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.
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.
2- 4 hr/week
Time back + staff growth and retention
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.
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.
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.
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.
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.
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.
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.
Coaching programs provide frameworks and accountability but do not offer "DONE FOR YOU" marketing. We do both.
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.
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.
Yes, but not for DIY clients. We guarantee results if we believe you have the right skills for our partnership.
©2024 Trustedclients.com.au
©2024 Trustedclients.com.au