Lead With Advice
Transform Your Accounting Practice
Lead with Advice™ is the proven framework for accountants who want to build deeper client relationships, grow recurring revenue, and stand out in a changing profession.
The Problem We Solve
The old rules of accountancy are fading. Compliance is becoming commoditised. Clients expect more insight, more guidance, and more partnership.
Without change, firms risk becoming interchangeable – competing only on price.
Lead with Advice™ helps you:
- Move beyond transactions to meaningful conversations
- Package and price advice in a way clients value
- Build a practice that grows with – and because of – your clients
How We Do It
We follow the Lead With Advice Framework which contains:
Three Milestones. Nine Strategies. One Clear Path to Growth.
Learn more about our framework. Click on the button below.
About the Lead With Advice Book
This is not just another accounting book. Lead with Advice is a call to action for accountants ready to move beyond compliance and lead their clients into a better future.
Inside you’ll discover:
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The mindset shifts that turn compliance into opportunity
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Practical tools and templates for delivering high-value advice
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Stories from firms who’ve transformed their client relationships
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The complete 3×3 Growth Framework to follow in your own practice
Perfect for:
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Partners who want to grow their firm’s revenue and relevance
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Managers ready to step into strategic client conversations
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Sole practitioners looking to future-proof their business