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Accountancy playbook - Win more ideal clients
ACCOUNTANCY PLAYBOOK

WIN MORE IDEAL CLIENTS

Empower your team with a repeatable process that brings in ideal clients, more referrals, and fewer time-wasters. Attract the right clients, win them faster, and build a practice you love — without relying on you to handle every lead. 

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Why get this playbook?

What's inside the playbook

  • What happens when it's done badly
  • Top mistakes this process needs to avoid
  • How to create a great process and the key steps to include
  • Ways to tailor the process to your practice and add the 'Wow' factor
  • How to streamline the process using technology
  • The impact of having a great process
  • Step-by-step detailed process checklists you can use as a starting point

“Wow! It's really good. I can't believe you're giving this away for free. You've even included the detailed step-by-step templates!”

Jessica Pillow
Jessica Pillow
Owner of Pillow May Accountants

“Wow, that's amazing — I absolutely love it! You've provided a literally step-by-step guide... There are a few things I'll change to make it fit to our core values... but I guess thats the point!” 

Stephen Paul
Stephen Paul
Owner of Valued Accountants

“Amazing! This is packed with really useful tips and the template process is so much better than what most accountants have in their businesses.” 

Graeme Tennick
Graeme Tennick
Owner of Tennick Accountants

“It's so comprehensive! It's important to get this process right, so having the steps set out like this is great. I'd definitely recommend it to others.” 

Paul Miller
Paul Miller
Owner of Cornish Accounting

“This is going to save us hours and hours! It's very detailed, provides a great starting point, and I love that we can tailor it to our practice” 

Lee Rogers
Lee Rogers
Lead Accountant, Progress Accountants