Business Services for Accountants

Transform your practice. Attract better clients. Boost profitability.

🎯 The Marketing Director Service

Attract the right clients—or acquire the right practices.

We help you to grow by:

• Setting up a contact database and CRM system

• Providing ready-made marketing messages and social media posts

• Rebuilding your website to position you as a business problem-solver

• Supporting you through the sales process to close ideal clients

Prefer to grow by acquisition?

We use a targeted, confidential approach to identify and engage practices that are a perfect fit — even those not actively for sale.

⚙️ The Operations Director Service

Unlock more revenue from your existing clients.

We help you to:

• Grade clients by importance and automate regular communications

• Ensure clients receive the service they signed up for

• Identify business issues and recommend solutions

• Launch a subtle referral program to attract like-minded clients

• Operate productively and profitably

📊 The Systems Director Service

Boost productivity and track performance with clarity.

We:

• Assess your current systems and manual processes

• Eliminate inefficiencies through integration

• Revolutionise client data management and sharing

• Improve team satisfaction

• Implement KPI dashboards to guide decision-making

👥 The People Director Service

Build a high performing, committed team.

Using our proprietary KASAB™ framework, we:

• Evaluate team productivity, competence, and commitment

• Align roles with business outcomes

• Design a performance management system from recruitment to exit

• Train your team to use it effectively

• Raise productivity and commitment

💰 The Finance Director Service

Maximise profit, ROI, and exit value.

We introduce:

• Budgeting, forecasting, and profit reviews

• Variable and fixed cost controls

• Value pricing to raise margins and enterprise value

• Client grading for cost effective support and upsells

• Practice value growth planning to sell your practice for top value when ready

🧩 How It All Comes Together

Once you’ve implemented these services in your own practice, you’ll be well equipped to offer them to your business clients — confidently and profitably.

💷 Pricing

£250/month (+VAT) per service

Includes:

• Training & coaching

• Technology licences

• Unlimited advice

Or bundle multiple services for discounted rates.

📞 Ready to Transform Your Practice?

Book a confidential consultation today to explore your options and get tailored advice.