About You

You have a good solid accounting firm. You’re doing well. But you know you could be doing so much better. And you know there’s much more you could be doing for your clients, in terms of additional services. But there’s a hurdle you (or your team) can’t seem to get over. And that’s getting clients to take up (and pay for!) the additional services you’d love to provide to them.

Services you know would make a significant difference to their business, to their financial position, to their life.

Much of marketing is a mystery to you. Selling skills are something you know you should learn how to do better—and you know would make a massive difference to the growth and success of your firm—but selling hasn’t always sat well with you.

It makes you feel uncomfortable. It seems to make clients feel uncomfortable too.

And you know your team have a long way to go before they are good at selling additional services.

You and your team love it when clients say Yes to your suggestions and advice, and often that involves additional services. But you’d love to know how to turn getting a client to say Yes from a ‘sometimes thing’ into a predictable, understandable, replicatable process.

You know there’s a science, as well as an art, to it and you’re willing and ready to learn.

You know there is realistic potential to grow your average fee per client two, three even four-fold if you could set up a marketing system that educated your existing clients, and attracted new clients, who understand the need for them to work with your firm on future-focused, planning-related areas such as tax planning, cash flow planning, wealth planning and succession planning.

You can see that your clients who understand the importance and value of these planning-related services, move from you knowing they need these services, to them wanting these services.

And that’s a profound shift.

Your clients will then be pre-disposed to saying Yes to your suggestions to take up these additional services that will help them build a better future.

You’re looking forward to your firm’s selling process moving from uncomfortable ‘pitch’ or ‘sales presentation’ situations, to a natural flowing conversation with the client.

You and your team are disciplined and follow-through on projects and tasks. They are happy to be held accountable.

You know your firm has the raw talent, fundamental people skills and client focus to be shaped into a High Clientshare™ Firm. You love the idea of having a firm that focuses on high value client relationships, rather than a high volume of low value clients.

You’re willing to commit to an educational journey that will take transform your firm, your clients, and your revenue.

You’re ready to take action ...