We share your mission to deliver a higher level of value to your clients. 

Your clients are experiencing high velocity change impacting every part of their business. As an accounting professional, these same high velocity changes are impacting you, your firm and your profession. This is the new normal for all of us. 

Technology is driving massive efficiency gains and reducing or eliminating the manual,  process-based tasks your firm does currently. These efficiency gains and reduction of expensive manual activities will continue through 2020.

Technological innovation may bring new competitors to compliance service delivery that you have never considered before. 

Talent will be more difficult to find as younger workers seek different work practices and environments to what has been traditionally offered in accounting firms. 

Your customers now consider compliance work as a commoditised necessity and seek value adding services from other sources, including your competitors.  

You do not want to be ‘pigeonholed’ as a compliance only firm. 

Business Advisory Opportunity

You can no longer greet the future without re-assessing your firm’s strategy to take advantage of the opportunities coming for the accounting profession.

Here is just a small sample of the firms already delivering real business success for their clients through our Business Advisory Program.

Adding value to your accounting clients
Real business outcomes for your clients
Delivering value to account firms.

The Australian Financial Review covered our methodology and Business Advisory Program for accounting firms.

Business aAdvisory report about Advisory Success in AFR

This is not sales training or soft skills training. It is not a software app. This is not a training program. It is not a motivational buzz. 

The Business Advisory Program delivers real results for your firm through delivering real value for your clients.

What You Should Do

Working with us you will change how your accounting firm gains new clients, attracts talent and grows high margin revenue by delivering measurable value to your clients. You will achieve all of this without asking your accounting professionals to become something they are not. 

Where do you start?  You can try to do this yourself and take your focus away from your business. 

You can contact us for a meaningful and open discussion about the vision you have for your accounting firm. We will share everything about our Business Advisory Program and the results it has delivered for other accounting firms and their clients. 

We can jointly determine if we are a good fit to work together. 

What We Do

How we engage with you…

The first thing that we do is ensure that you and the key people in your firm understand our approach and how our Program delivers the results you need.

  1. We will share everything about our Business Advisory Program with you. We want to make sure that we jointly make an informed decision to start working together.
  2. We review your existing strategic roadmap for business advisory. If you don’t already have a strategic roadmap, we will work with you to create one using our strategic planning model and templates.
  3. Each person will have the opportunity to use our Business Advisory Role Indicator tool. This tool has been designed to help us tailor the Program for different people’s work and communication preferences.
  4. We will commence a pilot Business Advisory Program with between four and eight of your selected accounting professionals.
  5. Our clients begin generating advisory revenue during and soon after the Program. Once we have completed the pilot Program, we design and plan a more extensive roll-out in your firm.

Who We Are

We are experienced business advisors. We have competed for and won projects and business advisory assignments over the past twenty years – we know what works. We have built what works into our proprietary Business Advisory Program and methodology.

  • We speak in plain and easy to understand language.
  • We work alongside you and your accountants.
  • We will not subject you or your people to generic “soft skills” or sales training nor will we suggest you send irrelevant client needs analysis forms or suggest you send huge lists of meaningless questions to your clients.
  • We do in our business what we show your business advisers to do.
  • For us, it’s personal. When you engage with us we behave like our livelihood depends on your firm’s business advisory success.

Having extensive international experience, and a demonstrated track record in winning and delivering professional services advisory work, our two founders have walked the talk.  

Brian Clark

Brian has over 25 years working in business transformation and change.   Brian specialises in helping clients develop and execute their transformation and change strategies incorporating sales performance, learning, performance and collaboration systems. Brian speaks, writes and consults internationally in these areas.   Brian has worked with a diverse range of organisations in professional services. 

View Brian Clark’s profile on LinkedIn

Sam McNeill

Sam was the Australian CEO of the major international consulting firm PA Consulting Group and prior to that the Sydney Head of Cambridge Technology Partners.  Sam has personally sold and led the delivery of business advisory assignments worth over $32M in value. Sam has been at the “pointy end” of winning business advisory assignments and delivering client value through these assignments.

View Sam McNeill’s profile on LinkedIn

Ali Zeller – Marketing and Events

Ali is an experienced marketing professional with significant experience in planning and organising events.  Ali takes the lead in ensuring that that our know-how and expertise remains visible to accounting firms.

Harold Peacock – Adviser

Harold is our adviser in accounting systems and work practices.  Harold ensures the fit between what we do and typical accounting workflows and IT systems. 

Lisa Walker – Accounts

Lisa manages our accounts and ensures that our suppliers are paid promptly and accurately. Lisa looks after our clients and suppliers with respect, courtesy and appreciation.