● LIVE SESSION: WED 18 Nov · 8:00 AM AEST
LIVE WORKSHOP FOR ACCOUNTANTS, BOOKKEEPERS,
CFOS AND BUSINESS ADVISORS
— THE TURNKEY FIRM™
How to scale a $1M+ firm with 50% profit that runs without you and sells on EBITDA
A live session for accounting and bookkeeping firm owners who want to grow but are always buried in client work.
Using your numbers, we’ll calculate your client value gap, increase your revenue, raise fees and free up 1–2 days a week from your current workflow before adding AI.
No generic growth talk. No AI hype. Just your numbers broken down.
DATE
WED 18 Nov
TIME
8:00 AM AEST
WHERE
Live on Zoom
● LIMITED LIVE SEATS - CAPPED AT 25 ($100 per seat)
Save your seat
Enter your details and we'll send the Zoom link and reminders straight to you.
Fully refundable if it isn't worth it, no questions asked. Your details stay with us.
LIVE WORKSHOP FOR ACCOUNTANTS, BOOKKEEPERS, CFOS AND BUSINESS ADVISORS
— THE SMARTSCALE SYSTEM™
How to scale a $1M+ firm with 50% profit that runs without you and sells on EBITDA
A live session for accounting and bookkeeping firm owners ready to stop under-charging, systemise their firm and maximise their profit. Live in the session, we'll calculate your client-value gap to show you how to get 1–2 days back a week before you add AI, and what it looks like after you do. No hype. No generic growth talk. Just the numbers, explained.
DATE
Thu 12 Nov
TIME
8:00 AM AEST
WHERE
Live on Zoom
● LIMITED LIVE SEATS - CAPPED AT 25 ($100 per seat)
Save your seat
Enter your details and we'll send the Zoom link and reminders straight to you.
Fully refundable if it isn't worth it, no questions asked. Your details stay with us.
Trusted by 650+ firms across Australia
Real results from real firms
650+
Business clients globally
90 min
Diagnostic to roadmap, live
$95M+
Revenue generated for clients
WHY THIS SESSION EXISTS
Most firms don't have a growth problem.
They have an owner bottleneck problem.
They have a pricing problem, a workflow problem, and a client-mix problem, all disguised as "we need more clients." Demand for advisory work keeps climbing, because it works, and clients can feel that it works.
But too many firms are still pricing like it's 2015, and nobody's shown them the gap between what they charge and what they should, held back by one question: what are my clients actually worth?
If you suspect you're under-charging your best clients, you already have the reason. This session shows you the number.
What holds most firms back
They know something's off with their pricing and client mix, but without a benchmark, "off" never turns into a number worth acting on.
Why the gap persists
Generic growth advice tells you to "charge more" without ever showing you what your specific clients should actually be worth.
What firms who fix it do instead
Run the audit, see the real number, and restructure pricing and delivery around the clients actually worth keeping.
INSIDE THE SESSION
The session run-down
90 minutes, live on Zoom with Simon. Here's exactly how it runs.
8:00 AM
Doors open. Where you're really at
What's actually happening in your firm's pricing, in plain language, and why right now is the window to fix it.
PART 01
The Turnkey Model
We start with your org chart, the 3-5s model: $1.5M revenue, 50% profit, five or fewer core team members, and the freedom to scale well beyond $3M. This isn't a ceiling, plenty of firms we work with do $3M-$10M and still haven't hit that margin, with the owner still wearing every hat. That's not a size problem, it's a structure problem, and fixing it is usually what moves a firm from selling at 1x fees to 4x EBITDA on exit.
PART 02
The Client Value Gap: live
Live, we calculate your average value per client group against our benchmark. If you're already above it, we'll walk through the 80/20 method instead, identifying your top 20% of clients to 5x their value, and automating the bottom 20% to save you time.
PART 03
The High-Value Client Method
How to attract better clients without chasing them, using the Niche/Offer/Message framework, and how to choose between pull marketing (search-based, higher volume, mixed quality) and push marketing (targeted, lower volume, high quality) depending on what actually fits your firm.
PART 04
The AI Workflow & Time Audit
Where your time is actually going, and what to fix first, offer unbundling so your best clients get the service they're paying for, workflow automation to cut wasted steps, systemising advisory so it doesn't depend on you, and hiring the right talent instead of the wrong one.
LIVE Q&A
Ask Simon anything
Stay to the end and put your questions to him directly, there's no replay, so this is the room where it happens.
Hosted by an ex-firm owner who transitioned from advisor to CEO of the firm
YOUR HOST
Simon Lu
Growth Strategist, Trusted Clients
Built a firm that ran without him, and sold it at a premium. That's the Turnkey Model. We build it for accounting and bookkeeping firm owners who are done being the bottleneck and ready to build something worth owning.
IS THIS YOU?
Who this session is for
This is for you if
Your firm does $250K+ in annual revenue, including $3M-$10M firms that haven't hit 50% margin yet
You're a generalist compliance firm ready to become a trusted advisor in one niche
You want fewer clients at higher fees, not more clients at the same margin
You're the reason nothing moves without your sign-off, and you're done being stuck in delivery
You want a defensible position as PE consolidates the industry, not exposure to it
You're willing to look honestly at your own client mix and pricing
This is not for you if
Your firm is pre-revenue or under $250K
You're comfortable chasing clients across too many niches
You're looking for a passive session with no participation
You're not willing to work with your own numbers live
REAL RESULTS, REAL FIRMS
Trusted by 650+ accounting and bookkeeping firms
★★★★★
"I could not work out why my business was not profitable. Within one session, I had so much clarity. I realised I was building efficiency with the wrong clients. 4 high profile consultations and 2 clients signed up after my 5th week."
Peter Mikhail · PM Prime Accounting
★★★★★
"Thanks to Simon for your help so far, I have completely changed my mindset on how easy it is to conduct business. Signed 9 new clients in 2 months I would never have thought of."
Jacob Salvatori · Sydney, NSW
★★★★★
"Simon was able to carefully listen and quickly identify the weaknesses in my business, with solutions almost instantly. Clear, concise & honest, this allowed me to take on fewer clients while increasing their value."
Toby Stocks · TNH Bookkeeping Specialist
BEFORE YOU ASK
Questions people ask
Why do I pay for the workshop?
It's a flat fee to hold your seat, fully refundable if the session isn't worth it, no questions asked. We keep it priced so the room is made up of people who'll actually show up and do the exercise live.
What is on offer after?
Nothing during the session itself. This is a 90-minute live session that walks you through the diagnostic and shows you your own numbers. At the end, if you want to go further, I'll open the door for a one time Growth Roadmap, a separate, personalised offer.
Will there be a replay?
No. This is a live, participatory session, the value is in calculating your own numbers live, not in watching it back.
Will I get personal time?
You will get Live Q&A personal time to help you figure out the exact next 3 fixes to grow your firm.
Your Accounting Knowledge Got You Here.
Now Free Yourself Into A Turnkey Model.
Live on Zoom · WED 18 Nov · 8:00 AM AEST · Seats are limited
● LIMITED LIVE SEATS - CAPPED AT 50 ($100 per seat)
Save your seat
Enter your details and we'll send the Zoom link and reminders straight to you.
Fully refundable if it isn't worth it, no questions asked. Your details stay with us.
Trusted Clients has worked with 650+ business owners across Australia to install the Turnkey Model, the operational
system that turns owner-dependent firms into practices that run, grow, and scale without you.
This session is general education only. Individual outcomes vary and depend on your circumstances, effort and
application.
© 2026 Trusted Clients. All rights reserved.