Client systems your accounting firm is missing.

Most practices lose enquiries, chase documents manually and rely on someone remembering. I build the systems that fix that — for accountants, advisers and expert-led firms.

WHAT I BUILD

Systems that make expertise scalable.

01

Enquiry & Follow-Up System

Stop enquiries getting lost before someone follows up.

Capture every enquiry from web, phone and email into one visible pipeline. See who's waiting, who owns the next step, and what's slipped.

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02

Review & Reputation System

Turn happy clients into visible trust.

A simple process that asks happy clients for reviews at the right moment — and gives unhappy ones a private way to flag concerns first.

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03

Authority Content System

Make your expertise obvious before prospects call.

Bring your key pages, Google presence and proof of expertise into alignment — so prospects find substance, not thin or dated content.

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FIXED-SCOPE WORK

Not ready for a system? Start here.

04

AI Workflow Sprint

Find the workflows worth fixing before you automate.

Identify where time is being lost in onboarding, document chasing and repeated admin. Get a practical automation roadmap — not open-ended consulting.

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05

Expert Knowledge Sprint

Get valuable partner knowledge out of people's heads.

Capture important know-how from partners and senior staff, then turn it into usable SOPs, guides and explainers your team can actually use.

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FOUNDER

About

I moved to Melbourne after 18 years in financial markets, 12 of them running a subscription research firm in London. Clients included tier 1 banks such as Goldman Sachs, JP Morgan, HSBC and Merrill Lynch. Subscriptions ran to high five figures a year. The skills were writing, programming and data analysis.

Marketing is the same skill set pointed at a different audience.

In Australia I built a new career in writing and marketing. Clients have included Stratton Finance, Bunnings, DuluxGroup and a number of accounting and advisory firms. M Bounds Co is the distilled version: practical automation, documentation and client infrastructure for accountants and advisers. No open-ended consulting. Just systems that work. Melbourne-based. Australia-wide.

Have a project in mind?

Let's talk.