Elevate Your Accounting Firm with Advisory Services
If you’re an accounting firm ready to step beyond traditional compliance and number-crunching, I can help you deliver true value to your clients by integrating advisory services into your offerings.
From strategic business planning to leadership development and people & culture initiatives, I’ll work alongside your team to confidently transition them into the role of trusted advisor—where they can offer meaningful insights that transform your clients’ businesses.
What You’ll Gain:
Advisory services that add more value to your clients beyond compliance
Confidence in delivering strategic business insights, not just financial reports
A clear strategy for growing your firm’s service offerings
A team that feels empowered and prepared to deliver ongoing client coaching and accountability
The 90-Day Programme
Our journey together starts with a 90-day programme designed to activate your firm’s advisory division and build confidence in delivering these crucial services. This isn’t just a theoretical approach; it’s a fully Done-With-You package that covers every aspect of building and delivering advisory services that work for your firm and your clients. Here’s how we’ll do it:
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We’ll start by building out advisory packages that align with your firm’s strengths and client needs. These aren’t cookie-cutter solutions—they’re bespoke offerings that will set your firm apart.
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I’ll guide your team in how to present these packages to your clients, showing them the massive value they’ll receive. It’s about positioning your firm as a long-term partner in their success, not just a service provider.
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To build confidence, I’ll lead some of these early advisory conversations with your clients, with your team by my side. This real-time experience will empower your team to take the reins with confidence moving forward.
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You’ll have exclusive access to advisory services in your geographic area, and all client interactions will be fully branded under your firm. There’s no mention of SME Collective—we’re here to strengthen your brand, not ours. There will be no solicitation of your clients; my goal is for your firm to shine, and for your clients to receive the best advisory services through you.
No Guarantees, But Big Potential
The only thing stopping me from guaranteeing that you’ll have at least 5 advisory clients onboard within 90 days is your firm’s capacity and commitment. I’ll need access to your team and their full engagement in this process. While I can help with overcoming some of the capacity challenges, this step is ultimately up to you, your directors, and accounting partners. Without the commitment, it won’t work. But with it, the sky’s the limit.
Why work with me?
As a Chartered Accountant myself, I’ve got a deep appreciation for the challenges your firm faces and an even deeper respect for the impact you can have on your clients when you step into the advisory space. But I also have high expectations for those who commit to offering advisory services.
Some accountants say they offer advisory but have no clear structure, process, or capacity to actually deliver it. If that’s the case, it’s better to be upfront with clients rather than trying to offer something without the right foundation. But when you’re ready to commit, I’ll help you build the systems and capacity to offer advisory services that are truly life-changing for your clients.
Ready to Transform Your Firm?
If you’re serious about unlocking the potential of your firm and stepping up as a trusted advisor for your clients, let’s talk. This is your opportunity to not only elevate your services but also create a deeper, more meaningful impact for your clients. Reach out today, and let’s get started on this transformative journey.
Leadership Coaching for Senior Management Teams & Executives
For businesses and organisations looking to elevate their leadership capabilities and empower their senior management teams and executives, I offer a comprehensive Leadership Coaching Programme designed to build strong, confident leaders who can inspire, guide, and drive their teams toward success. Leadership is not just about managing—it’s about setting a vision, motivating people, and creating a thriving culture that benefits both your firm and your clients.
What You’ll Gain:
Advisory services that add more value to your clients beyond compliance
Confidence in delivering strategic business insights, not just financial reports
A clear strategy for growing your firm’s service offerings
A team that feels empowered and prepared to deliver ongoing client coaching and accountability
Why Leadership Coaching is Crucial.
Leadership impacts every facet of your firm—from client relationships to team dynamics and overall business performance. By investing in your senior management’s leadership development, you’re investing in the long-term success of your firm. Strong leadership sets the tone for a high-performance culture, improves client satisfaction, and drives overall business growth.
As someone with both accounting expertise and extensive leadership coaching experience, I understand the unique challenges that senior executives in accounting firms face. My goal is to help your team overcome these challenges with confidence, providing them with the tools and strategies they need to lead effectively in today’s competitive landscape.
Ready to Elevate Your Leadership Team?
If you’re ready to equip your senior management and executives with the leadership skills they need to inspire their teams, strengthen client relationships, and drive your firm’s success, let’s chat. This is your opportunity to develop a leadership team that will take your firm to new heights. Reach out today to discuss how we can tailor this programme to fit your firm’s specific needs and goals.