Introducing...

90 Day Kickstart for Bookkeeping & Accounting Businesses

If you’re:

An Accountant, CA or CPA or Bookkeeper in your own firm

And:

You are starting out in your firm OR have a handful of clients and want MORE

And you want to:

-Have a system for acquiring the right clients that runs on automation all year round-

-Perfect your service packages that deliver your compliance AND your speciality services that attracts the right clients-

-Price For Profit so that you build a sustainable recurring revenue business-

-Have a beautiful sales process that demonstrates your value and expertise and has clients ready to sign up!-

Then read on…

The “ 90 Day Kickstart” [KS] Program was designed to give you as many “Competitive advantages” as possible. We will describe how [KS] works and some of the fulfilment components. But first, a few points to understand before we get there.

KS is a step by step process that is designed to help you learn and then implement our system into your business to produce specific results based around pricing, selling and marketing ultimately for you to increase your book of fees and client base. We provide you with coaching support around this.

KS is a community - it is designed for accountants and bookkeepers who are in either startup mode with no clients or if you are already in business and have a handful of clients wanting to increase your revenue and create a profitable book of business. .

KS is a commitment - Whilst so many of our members see substantial change within 90 days, we are looking for those who are in it for the long-term. As your business changes, the systems, strategies and methods we use to grow will change with it. No matter where you are, there is a level of higher achievement, income, efficiency and growth you can get to.

KS requires work - Many of our members are thrilled to hear us say that time is, from both parties, required. We offer you our full investment, and we expect the same in return. If you are interested or currently hunting for a quick-fix that requires only monetary investment but no mental or intellectual investment into fully UTILISING the depth and breadth of expertise we offer, this is not for you. Inside KS we give you the tools to succeed, with the goal of making you ( the business owner ) more valuable. This cannot be achieved without effort on your behalf.

KS is always evolving - As of now, we own 3 companies in coaching, marketing, media buying and real estate and the coaching company was scaled globally in 2020 to USA and we have managed over $2M in ad spend for this and over $1M in client ad spend and marketing agency services. We are constantly testing and iterating our strategies to bring the most up to date strategies to the bookkeeping and accounting profession on client acquisition and technology on efficiency and automation on fulfilment. And this has resulted in us developing our own bespoke lead generation & marketing CRM which is custom built for the accounting profession. All our discoveries and findings are delivered directly to our KS clients, putting our members on the forefront of marketing and growth strategy and innovation

Fulfilment & Delivery

Here’s what we cover inside CTB:

Building Your Bespoke Genius Packages together we will build out your signature packages that are built around your compliance offerings but are designed to showcase your speciality genius services. We help you identify what these are. But more importantly we show you how to POSITION them in the market so that you can Command The Price You Deserve For The Value You Deliver!

Pricing For Profit

Together we will take your packages and then craft specific pricing structures to reflect the level of service and value of your specific expertise to ensure your business is on track for maximum profit and return on investment.

We also will help you move from the hourly fee structure ( if that’s where you are ) and into package pricing AND assist you in transitioning existing clients to these packages.

Pricing isn’t just about setting the price, it's about the process of delivering the proposal and reflecting the value, the terms of the package and the guarantee you offer.

We will provide you with our templates, the tech we use and teach you how to be confident in what you prepare and present to your prospective clients. You will never have to worry about pricing again after you have this process in place.

On Demand Client Acquisition

Our bespoke Evolutionary Leads System™️ was built by us and specifically designed for the accounting and bookkeeping industry. This system will be set up specifically for your business with customisable templates and designs that you can change up to suit your style and presence in the market. The system comes with in-built automations that house our lead generation process and sales funnels including all of your appointment bookings, website ( if you want ), landing pages and funnels, social media, email & SMS marketing, sales pipeline, training & membership platforms including an appointment setting bot AND a CHAT GPT driven content portal to create ANY content you want for digital marketing purposes.

To fuel the system we step you through our unique lead generation and appointment setting attraction process, where we craft your unique offer & message to market, designed to attract and gain the attention of the right clients you want to work with.

We will launch you and get you live in the market and support you with our team of coaches AND even guarantee 1000 leads into your pipeline from the launch of your marketing campaign.

Sales Success

Selling is the key to success in ANY business, and with accounting and bookkeeping services it’s about developing trust, rapport and demonstrating your expertise from the moment your client engages. We will provide you with our proven sales methodology and process that takes a cold stranger to a warm valued person ready to sign up for your services.

We provide all the scripts and processes and help you design your scripts to suit your business and craft the journey so it’s trainable, repeatable and scalable.

We will teach you how to overcome ANY sales objections, when to say NO and walk away and when to say YES and close that business! You won’t be alone in this process, we hold your hand the entire way.

Here's How It's Delivered

Step By Step Training & Implementation - The Kickstart Program is a step by step process that takes you from where you are now and will instruct you exactly how to price, package, sell and generate leads with each module building on the next one. There is NO guessing. It’s about following the exact 90 day process

1:1 Coaching & Support - You will be assist by our team of coaches every step of the way with specific coaching and implementation sessions for you as you progress through the program.

Weekly Coaching Clinics - each week we have specific topic based clinics that are designed to help you as you progress through the program. We are here to help you get unstuck if you need but also cheer you on and celebrate your wins. Nothing is left to chance, everything is planned out for your progression.

Marketing Systems - You will have access to a bespoke CRM Marketing and Sales System designed for your business. This system contains all the automation for lead generation and lead nurture for your sales process. This system will be built for you and we will support you in all your marketing assets as you go to market. We provide a library of winning ad templates, email sequences ( cold and nurture) and social media template and content. Our Evolutionary Leads™ system ( with your included 3000 leads in your chosen niches/s in your selected geographic area, is a world class, cutting edge tool, that only a select few have in the profession. It’s about giving you the competitive edge and this platform is consistently evolving as the market evolves.

Personalised Support - ‘What if I get stuck?” Don’t worry. We’ve got you covered with with our personal members concierge and our dedicated business mindset coaches who are on demand to help you AND if you need to meet with us, then just ASK. We are here to hold your hand as you progress through this process!

We want to support you to make the BEST decision for your business, each and every day, so it supports you to deliver exactly what you want!

If this is YOU and you want to discuss YOUR plan , then let's talk so we can share more about what your journey will look like.

Our Guarantee

We guarantee that you will receive value and support every step of the way as you progress through your bespoke and individually tailored program with us, and that you will be able to navigate each step of your growth journey with confidence.

We also guarantee 1000 leads into your pipeline from the day we launch you to market! It’s a GREAT head start

And we also have a love it or leave it guarantee that in the first 14 days for any reason you decide you don’t want to continue, then we will refund you no questions asked or no hard feelings.

We want to support you to make the BEST decision for your business, each and every day, so it supports you to deliver exactly what you want!