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An award-winning, structured, and proven process to find and engage your ideal clients


To differentiate us from other accounting firms and to ensure that all leads and prospects of the firm are treated in a consistent manner, that we manage our pipeline effectively, don’t waste unnecessary time and only take on new clients that meet our client selection criteria.


All leads, and prospects (from wherever they arise - phone/drop-in/event) are to be funneled through a very simple five-step process:- arrange the initial call, hold a discovery call, analyze the client, send out findings, and hold a meeting for your selected prospects.

This guide comes complete with the detailed 5 Step process, scripts, emails, agendas, supplementary questions and an example brochure.

It's worked and continues to work for hundreds of accounting firms.

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