Find Clients for Your Bookkeeping & Accounting Firms
With Sophie Andrews - Finance Industry Innovator & Multi-Award Winning Entrepreneur & Mentor
Book in for one of my 2 or 3 hour sessions where I will give you all the secrets as to how I launched, built and then sold my successful and fast growth award-winning bookkeeping firm, as well as a wealth of practical tips which you can then take & implement into your own business.
Get your FREE checklists
100+ ways to add value to your clients & improve retention
Attention Bookkeepers and Accountants:
Do you want to save yourself hundreds of hours and thousands of dollars in time and money spent on learning the most effective ways to grow, and potentially sell, your business or client list?
In 2005 I found my first bookkeeping client. Over the next 15 years that first client was rapidly joined by hundreds of others as the business began experiencing growth of 100% year on year.
Are you tired of working tirelessly behind the scenes, crunching numbers and balancing accounts while watching others flourish in their businesses? Do you dream of taking your bookkeeping or accounting practice to new heights, but find yourself stuck in a cycle of mundane tasks?
I can teach you the secrets that I used to not only market and grow my business, but also to position it strategically for a highly profitable sale. I have walked in your shoes, battled with cashflow crises, struggled to find the right staff, spent nights overwhelmed by the workload, worried about where to find clients.
But - I also discovered how to differentiate from competitors, where to find the very best staff, how to position the business in the marketplace, what marketing techniques worked and which didn’t, and what TWO SINGLE TECHNIQUES ensured new client enquiries each and every month.
Join me in one of my workshops or training sessions where I share my proven strategies and insider knowledge, empowering you to expand your business, increase your revenue, and create a team that supports your vision.
And finally - unlock the value that you have built by learning how to position your business for a lucrative sale by identifying your unique selling points, optimizing your financials, and attracting potential buyers. Learn the art of negotiation, navigate due diligence, and secure a deal that surpasses your expectations.
I have been featured in the following media ..
Workshops For Bookkeepers & Accountants
-
Behind The Scenes - How to Launch, Grow & Sell
A complete behind the scenes, 1 on 1 look into an award winning bookkeeping firm – everything you ever wanted to know about how others start with one client working from home and grow, scale, market, resource, and finally sell, their firm.
Join this exclusive offering where I reveal ALL the secrets behind my journey of building and exiting a successful bookkeeping business, as well as answering any questions you may have.
Gain valuable insights into the proven marketing strategies that propelled the business to new heights, and learn how we implemented these game-changing tips to build a fast growth firm & find the ideal exit strategy.
In this transformative 2 hour session, I will share my knowledge and experience in everything from where to find the ideal staff, how to build your brand, where to find clients, how to position yourself against your competitors, what you should charge, the ideal templates every bookkeeper should use, right through to the art of effective marketing for bookkeepers and accountants and how to leverage it to attract your ideal clients, inspiring you to boost your brand visibility, and drive substantial growth.
-
Finding New Clients - Staff Business Development Training
This 3 hour workshop is for you if you are wanting to upskill either yourself, or one of your team, in finding new clients and opportunities for growth. AND you are looking for fast results and a session packed with tips, techniques and strategies.
Having won several awards over the years for networking, this workshop with myself is a goldmine of tips and advice.
Covering all the key aspects of both business development and easy to implement marketing strategies, in this 1 to 1 workshop we cover:-
The most effective strategies to build a consistent pipeline;
How to identify new income generating opportunities;
The tricks to capitalizing on emerging trends;
Tools to build and leverage partnerships;
The common challenges faced by firms wanting to grow;
The secrets of where and how to network, even if you are an introvert;
How to find the ideal social media blueprint; and
The top automation tools to help you simplify your marketing.
In today’s fiercely competitive marketplace, staying ahead of the curve is not just desirable - it’s essential.
-
12 Month Marketing Strategy & Plan
If you are wanting an easy to action 12 month marketing plan, then this is for you.
These limited 1 on 1 sessions offer an opportunity to receive personalised guidance and a tailored 12 month strategic marketing plan broken down into easy to implement monthly tasks.
We will sit down for an in-depth discovery session either face to face or via zoom, to unpack your goals and vision, ensuring that every element of your personalized marketing plan resonates.
This comprehensive plan covers every aspect of your business’s marketing needs over the next 12 months and will include month-by-month guidelines, ensuring that you know exactly what steps to take each month to effectively market your services and achieve sustainable growth.
Containing monthly tasks designed with simplicity in mind, embrace a streamlined approach allowing you or your team to execute efficiently and effortlessly.
Learn how to harness the power of marketing to captivate your target audience, create a comprehensive marketing plan and supercharge your sales.
MEET SOPHIE
Sophie Andrews is a multi-award winning Australian entrepreneur, mentor, author and speaker who has spent over three decades growing & exiting small businesses whilst also serving as a Director on the Board of the Australian Bookkeepers Association for five years.
Following a successful 15 year career in finance roles for renowned organisations such as Max Mara, in 2005 Sophie established successful bookkeeping & consulting agency The Accounts Studio.
Pioneering a new approach in the industry, the Studio experienced rapid growth after she became one of the first to embrace digital marketing and niching - specialising in working with creatives, as well as being an early adopter of the revolutionary cloud accounting software Xero.
Actively engaged in financial education, Sophie also taught finance and small business skills at a prestigious fashion school in Sydney & guest lectured at other institutions. Throughout the past decade, she has consistently provided valuable insights as a media commentator & speaker, offering her expertise on the intricacies of the small business landscape.
Driven by a passion to inspire and educate others, Sophie is now passing on her vast knowledge in building and selling a successful firm within the finance industry.
Since the sale of her bookkeeping firm in 2019, Sophie now focuses on consulting, as well as managing her two new ventures: The Meditation Hunter and Soul Alchemia.