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.
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Inclusions
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12 Modules of E-learning portal
Downloadable tools, template and calculator
Access to member only private community
Access to member only strategy webinar
Weekly Momentum Calls
1:1 Accountability Call
Dedicated client success manager
Dedicated marketing/sales coach
Build your online presence
Advisory strategy coaching
Advisory delivery support
Content DONE FOR YOU
Website design and implementation
Marketing project management
Recruit, train and place appointment setter (P/T)
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
Private support access
Dedicated CMO in charge
Build your marketing Eco system
Full Tech and Automation Integration
Marketing CRM management
Paid Ads
Google SEO/PPC/Local Map
Corporate team 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
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The Circle
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2- 4 hr/week
Two
monthly
advisory
client
The Fractional CMO
Your Marketing
Team
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Time back + Branding, marketing machine, team
growth
FREE
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
6-8 hr/week One advisory client
FREE
The Circle
Done With You
4 -6 hr/week One monthly advisory client
From $2,500 AUD
+GST /M
The Circle Plus
Done For You + 1:1 Support
2- 4 hr/week Two monthly advisory client
From $3,500 AUD
+GST /M
The Fractional CMO
Your Marketing Team
Time back + Branding, marketing machine, team growth
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
©2024 Trustedclients.com.au