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
✘ 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.
Gain More Time
You are a driven owner ready for smart growth and increased fees and time with fewer clients.
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 addtional 100K+ fees without any marketing.
Not suited for those not prepared for a real businsess owner transformation.
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
Attract More 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.
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 service with high value 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 high value 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.
If all goes well, you follow the system and put in the work, the journey will look like below:
Within 30 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.
Inclusions
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:
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
The Community
Do It Yourself
The Circle
Done With You
The Circle Plus
Done For You + 1:1 Support
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2- 4 hr/week
Two monthly advisory client
The Mentoring
1:1 Mentoring + Corporate Coaching
From $400 AUD
+GST /M
From $2,000 AUD
+GST /M
From $3,000 AUD
+GST /M
From $5,000 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.
From $400 AUD
+GST /M
The Community
Do It Yourself
4 -6 hr/week
One monthly advisory client
12 Modules of E-learning portal
Downloadable tools, template and calculator
Access to member only private community
From $2,000 AUD
+GST /M
The Circle
Done With You
4 -6 hr/week
One monthly advisory client
+ 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
From $3,000 AUD
+GST /M
The Circle Plus
Done For You + 1:1 Support
2- 4 hr/week
Two monthly advisory client
+ 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
From $5,000 AUD
+GST /M
The Mentoring
1:1 Mentoring + Corporate Coaching
2- 4 hr/week
Time back + staff growth and retention
+ Multi membership coaching
+ Staff training and hiring support
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