The "Retain & Thrive" Formula For Accountants...

Showing You How To Add A Minimum 100 New Clients A Year To Your Business Through Referrals


STOP: If you are an accountant that is very happy with the number of clients you have, the amount of money you make, the level of communication and care you provide to your clients and you are not looking to grow any more. Then THIS IS NOT FOR YOU!


Is your accounting practice mainly based on being reactive, on delivering task deadlines and focusing on due dates? If so then you are missing out on new business and leaving hundreds of thousands of dollars sitting on the table.

As an accountant getting referrals should be easy.

Not just a few here or there, but 5+ a week. 30+ A Month!

Most accountants have this referral strategy called 'hope and luck'

They don't understand what makes your clients want to refer to you or how to build a referral system into the business.

That is where we come in.... Over the past 6 years we have perfected a system that will help you turn your current clients into walking billboards and allow you to fill your pipeline with warm, qualified prospects from outside referral sources every day.

The majority of your clients have very little clue what it is you do for them and that same majority also don't really care. They do care that you save them money, that you are there to help them when they need help and that you keep them informed on what is going on.

BUT MOST IMPORTANTLY YOUR CLIENTS CARE ABOUT HOW YOU MAKE THEM FEEL!

As accountants we are not very good at:

  • Creating personal engagement with their clients.
  • Educating their clients on what they are doing and why it matters.
  • Understanding how to add value to their clients on mass, saving time, effort and resources.
  • Building relationships where all of their clients want to become walking billboards and raving fans for them.
  • Generating a stream of referrals from their clients or outside referral sources on a consistent basis.
  • Creating mass exposure for their business, so that you have a full pipeline of warm, qualified prospects.
  • Communicating in a manner with the clients that has them excited and grateful for hearing from you.

The bottom line... EVERY client that has never referred you business, is in DANGER of leaving you, when a better option comes along!

I will show you why you MUST change your mindset, culture and systems to become a person that your clients rant and rave about and can't stop talking about how amazing you are to everyone they know.

The Retain & Thrive Promise: We will add 100 new clients to the business or each partner that participates over the next 12 months while showing your current staff how to implement and systemise the formula. Or we will refund your investment and continue to work with you for free until we do.

I'm Ready To Thrive & Grow My Business
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The Retain & Thrive Formula Unfolded...

There are 9 key projects that we focus on and build together to ensure that you have raving fans, committed clients and a pipeline full of referrals and qualified leads. Over the next 12 months we are going to add a minimum 100 new clients to your bottom line without needing an extra staff member to implement or action the formula. Yes we will show you how to use the team you already have.

The Retain & Thrive Promise: We will add 100 new clients to the business or each partner that participates over the next 12 months while showing your current staff how to implement and systemise the formula. Or we will refund your investment and continue to work with you for free until we do.

Grow your business through client referrals. No need to ask them, with this simple process and set up they will organically fill your pipeline for you. It is genius!

Client referrals are great, but lets spread the net wider and build some referral partners who will add the cherry on top and ensure that you have a consistent flow of new prospects to sell to.

Leverage through Partnerships and your current Networks. There are more opportunities sitting on the table then what you could actually believe. The best part is having a system to take them and ensure your pipeline is FULL of warm prospects.

Implement client engagement and client experience plans. This is the #1 way to ensure you always keep your clients committed to you. It is also a great way to get more work and sell other services to them.

Master the traffic light system and never lose another client again by not knowing that they are unhappy with your service or communication. This matrix is masterful at taking the experience with your business to a whole new level.

Develop your client experience journey and understand exactly when touch points should be made and how they should be made, this journey ensures your client referrals go through the roof as you focus on your clients and not deadlines.

Implement brain chemical communication into your emails, reminders, invoices, messages, meetings. It is about making them 'FEEL'.

Become the 'HUB' for your clients and offer more value than ever before without having to lift a finger or do more work. This little magic trick will have your clients never wanting to leave you.

Build your current clients into a tribe that become your raving fans and walking billboards. It is easy to make them feel special and we have numerous ways for them to bring new business to your doorstep.


We Want You To Build The Retain & Thrive System With Us As Quickly As Possible... We Will Hold Your Hand and Make Sure You Take Action and Implement Every Step Of The Way!

We will work with you on the key 9 accelerators that will be the cornerstone of the 'Retain and Thrive' system. You will also have at your finger tips...

  • Monthly implementation sessions.
  • Support as you need it.
  • A variety of training's, scripts, templates for you to use that save you time, effort and money in getting more referrals with ease.
  • Execution Guides to follow or hand off to team members to use.

This program is designed to RAPIDLY TRANSFORM your business and get you to IMPLEMENT the ''Retain and Thrive" system as soon as you possibly can, with all the support we can give you along the way. After all, nobody needs more INFORMATION. You need more IMPLEMENTATION!


You can add 100 new clients to your business in the next 12 months by simply following our formula and systemising your business to retain and thrive.

 So how did we come up with that number? Well we did some simple maths!

  • Over 12 months we need 100 more clients.
  • Therefore we need 8.5 new clients a month

If you got 100 clients in the next 12 month through referrals alone (no ad spend at all), without having to add an extra team member to run the system, what is that worth to your business?

That is it, 8.5 new clients a month for the next 12 months. No spending money on traditional marketing, going to networking events or having to sponsor those golf days (unless you want to because it is fun to do).

That is what we are going to do together by turning your current clients and outside referral sources into walking billboards and raving fans who pass you referrals daily.


What Others Are Saying About Our Systems

The Retain & Thrive Promise: We will add 100 new clients to the business or each partner that participates over the next 12 months while showing your current staff how to implement and systemise the formula. Or we will refund your investment and continue to work with you for free until we do.