The Underwhelmed Accountant
This offer aims to help accounting firm owners free up half of their week whilst significantly increasing profitability within 12 months.
The Underwhelmed Accountant
This offer aims to help accounting firm owners free up half of their week whilst significantly increasing profitability within 12 months.
This is accomplished through a strategic approach based on three core pillars.
Pillar 1
Upgrade
Model
Pillar 2
Systemise Compliance
Pillar 3
Improve
Performance
The Underwhelmed Accountant™
This offer aims to help accounting firm owners free up half of their week whilst significantly increasing profitability within 12 months.
This is accomplished through a strategic approach based on three core pillars.
Pillar 1
Upgrade
Model
Pillar 2
Systemise Compliance
Pillar 3
Improve
Performance
OLD WAYS
Take on Any Client
Focus Solely on Compliance
Reactive Client Support
Manual Workflows
Disorganized App Usage
Ad-Hoc Communication
Micromanagement
Static Organisational Structure
Individual Client Focus
Inconsistent Performance
NEW WAYS
Strategic Client Upgrade/Downgrade
Value-Driven Service Offerings
Redesign Support System for Efficiency
Optimised and Automated Workflows
Streamlined App Stack and Tools
Structured Communication Cadence
Owner Transition Model
Dynamic Organisational Charts
Team Empowerment
KPI-Driven Staff Support
For Accountants, Bookkeepers, and Financial Advisors.
Pillar 1
UPGRADE MODEL
Client: In the first 60 days, we'll increase your revenue by strategically upgrading and downgrading your clientele using our client assessment method.
Offer: Next, we optimise your service offerings to add more value and increase your fees.
Support: Finally, we'll redesign your support system to enhance the client experience and boost efficiency.
Pillar 2
SYSTEMISE COMPLIANCE
Workflows:
We optimise your workflow to ensure maximum efficiency and minimise risks, guaranteeing quality compliance.
Tools:
We'll then organise your app stack and tools to automate parts of your workflow.
Communication:
Finally, we build an internal and external communication cadence to save time and improve collaboration.
Pillar 3
IMPROVE PERFORMANCE
Owner Transition:
Our owner transition model frees up your time so you can focus on your team rather than individual clients.
Duty Allocation:
We then redesign your organisational charts and refine duty allocation to maximise profit.
Staff Support:
Lastly, we provide a robust support system with KPIs to empower your staff, ensuring consistent performance month-to-month.
©2025 Thriving Advisor