Who We Serve

We work with progressive growth-oriented accounting firms of all sizes, from sole practitioners through to large multi-partner firms.

Multi-disciplinary firms, in particular, benefit from our Clientshare™ approach of helping firms educate and influence their existing clients to take up additional services.

Having said that, firms who don’t consider themselves as being multi-disciplinary but who know they have many clients who would benefit from tax planning and future-focused management accounting services such as cashflow budgeting, succession planning, management reporting and KPI monitoring, are also well suited to our training programs designed to help firms increase Clientshare™.

We do not work with ‘tax shop’ accounting practices who are focused on providing low value, high volume compliance services to a large number of clients. The business model we help firms implement is one that prefers to have fewer clients of higher value and stronger relationships, rather than a high volume of lower value, less meaningful client relationships.