Stage 1: 24-month Strategic Plan
We follow a “Strategy First” process to ensure that all tactical interventions are in line with the growth strategy. In this Strategic Plan we will address all of the key milestones required to achieve your goals whether they be looking for exit, better work/life balance or aggressive growth, coupled with a plan to at minimum double your EBITDA (if not much more).

Stage 2: Strategy of Preeminence
We are firm believers in Jay Abraham’s Strategy of Preeminence, which in short means serving your clients (and prospects) with the highest levels of Leadership, not just service. It’s a framework for overdelivering on value without necessarily increasing the cost base. Done right it delivers higher revenue, greater retention, referrals and creates raving fans. And makes your work more fulfilling and impactful.

Stage 3: Revenue Multiplication System
Revenue Multiplication is your biggest point of leverage. By doing this upfront, we are able to solve multiple downstream problems:

• Being stuck between being overworked yet unable to afford to hire
• New client growth breaking your capacity constraints
• Decreasing profitability with scale

Our historical results are to at minimum 2X revenue once this strategy is fully implemented, but to at minimum 3X EBITDA as this revenue is either all margin or much higher margin than typical accounting services. And no, this does not rely on you selling more of your personal time as a Fractional CFO!

Doing this upfront is extremely powerful:

• You now have the financial capacity to invest in growth both upfront and on an ongoing basis
• You can now afford to hire, whether in country or off-shore, without going backwards
• You can now focus on attracting right fit clients rather than just any clients
  

This strategy involves a combination of introducing additional in-house revenue streams (see below) as well as robust value-adding referral partner relationships that are fully systematised into your business to ensure they drive continual value and profitability growth (not just an ad hoc thing).

And further, we roll up our sleeves and actually build out the systems required to execute this on an ongoing basis, covering all marketing and technology aspects of so doing in a done for you capacity and then helping you to implement this into your marketing, sales, client delivery & financial tracking processes.

Stage 4: Scalable Offer Landscape
Many consultants out there are espousing the merits of providing higher value advisory or fractional CFO services. Whilst these can indeed increase your effective hourly rate, they usually result in you being even more chained to working inside your business rather than on it. There’s a reason why so many accounting firms talk about this kind of advisory work, yet 95% of what they do is compliance-driven. We work with you to break through this seemingly unsolvable trap with our proprietary Scalable Offer Landscape process that enables you to scalably sell additional in-house services to your clients. Whether this is higher ticket, lower ticket or a combination will depend on your strategic positioning, right fit client definition, growth goals and firm capability & capacity.

Stage 5: Scalable Offer Launch
We don’t just tell you what to do, or how to craft a compelling premium offer (and deliver it), we roll up our sleeves and actually launch it for you to your existing client base and past prospects. We do all the marketing and tech work for this, so all you have to do is have upsell/enrolment conversations with clients.

Note: You can time this outside the initial 90-day period if needed to manage workload.