Five ways I help accounting and advisory firms run better.

How it works

When a job wraps up, your team drops the client into an automation. They receive a short feedback request by email and SMS — and SMS is where the conversion happens.

Clients who leave positive feedback are invited to share it publicly on Google or Facebook.

Clients who flag concerns are directed to share that feedback privately with the firm first — giving you a genuine chance to make it right before it becomes public. This isn't review gating. Nobody is blocked from leaving an honest review. But most people who feel heard don't need to.

What it does for your firm

• Builds your Google review count — one of the strongest local ranking factors in search
• AI handles review responses and follow-ups automatically
• A review widget displays your best feedback directly on your website, turning social proof into conversions where it counts most

The problem

Most accounting and advisory firm websites undersell the expertise behind them. Entire fields get reduced to a bullet point on a services page — "Tax planning." "Business advisory." "SMSF." — rich in meaning to the partner, thin on substance to everyone else.

Clients don't search for "tax planning." They search for the specific problem keeping them up at night — something that sits three levels deep inside your expertise. The firm with a clear, useful answer to that question wins the call.

What "structured visibility" means

Instead of a flat list of services, I build a content structure that progressively reveals the depth of your expertise:

• Top-level pages that explain each area of the firm's work in plain language
• Detailed pages underneath that speak to specific problems, situations and questions
• Downloadable resources that give prospects a reason to get in touch
• Printed collateral for meetings, events and referral partners
• Automated email and SMS campaigns tailored to how accounting and advisory firms actually work

Why it matters now

People don't want to read waffle — but they'll read anything that speaks directly to their problem. Brevity isn't the winning strategy. Substance is.

And it's not just people looking anymore. AI tools and agents are already recommending firms based on the content they can find. If yours says almost nothing, you won't be in the conversation.

What you walk away with

A written report you own and can act on, with me or without me:

• A current-state map of how work flows through your firm
• A friction inventory showing where hours are being lost each week
• A ranked list of opportunities, sequenced by impact and effort
• Indicative costs for each fix, so you can budget and prioritise

How it works

A short intake form. One kickoff call. Two focused interviews with the people who do the work. Two weeks later, the report and a delivery walkthrough.

What I look at

• Enquiry handling
• Onboarding
• Document chasing
• Client communication
• Internal handoffs
• Recurring admin
• Content and review cycles

The problem

In most small-to-mid accounting and advisory firms, the principal is the answer to every question. How do we handle this type of client? What's the process for that? Where's the template?

When the knowledge lives in one person's head, everything bottlenecks through them. Delegating is painful. Onboarding takes months. Hiring feels impossible because nobody can explain what the role actually involves. And if a key person leaves, the knowledge walks out with them.

What you walk away with

A set of documents you own and can act on immediately:

• 3–5 Runbooks — step-by-step procedures for your highest-pain processes, written clearly enough to hand to someone new
• Role Briefs — a one-pager per role covering what it does, what competencies are needed, what tools are involved, and what the runbooks will train them on
• A ready-to-post Job Ad — written from the role brief, tailored to Seek, Indeed or LinkedIn, covering the firm, the role, the requirements and the pitch to candidates
• An Outsource Spec — a plug-and-play brief for engaging a freelancer, offshore firm or agency, covering scope, qualifications, quality standards and communication expectations, with the runbooks as the handover document

Why this works as a bundle

The runbooks define how the work gets done. The role briefs define who should do it. The job ad and outsource spec help you find that person. It's the full chain from "knowledge stuck in the principal's head" to "someone new is doing it to our standard."

How it works

A short intake form. One kickoff call. Focused interviews with the people who hold the knowledge. I do the writing. You get documents you can use the day they land.