Commercial growth support for accountants.
Help the right business owners understand what your practice can do for them. I work with accountancy firm owners and partners on positioning, relevant conversations and a more deliberate route to new business.
Define the clients and relationships you want to develop
Growth begins with a choice about the work the practice wants to win. That may mean a clearer sector focus, stronger relationships with owner-managed businesses or helping existing clients understand other services the firm offers.
I help translate those priorities into a target customer profile and a proposition. We consider the practice’s capacity, the fit of the work and the conversations needed to establish relevance before deciding which channels to use.
Make your expertise easier to understand
Business owners need a clear explanation of the support available and when it could be useful. I can help connect your website content, partner profile and outreach messages around that explanation.
The practice provides the professional expertise. We use its own experience, services and approved examples to develop useful content. I do not replace that expertise with generic financial advice or assume that every practice wants the same clients.
Build a relevant LinkedIn conversation
Targeting matters before a message is written. We look at the types of business owner, founder and introducer who fit the firm’s priorities, then develop messages that sound like the partner behind them.
A reply should lead to a considered next step. It may be a useful resource, an introduction, a further question or a meeting. Content, outreach and follow-up should help the relationship develop rather than repeat the same pitch.
Connect referrals and pipeline follow-up
Referrals remain valuable. A clearer description of the ideal client helps introducers recognise an opportunity, while an agreed follow-up process helps the practice work the introduction.
Gain Momentum can support the organisation of contacts, campaigns and opportunities. We agree the workflow and responsibilities, then review suitable conversations, meetings and opportunities alongside activity. The dashboard image shown here is my own workspace, not a client’s financial or practice data.
See the approach in context
Explore the Gain Momentum dashboard and outreach workflow to see the working system behind the commercial approach. This is a platform demonstration, rather than an accountancy client results claim.
Explore the relevant work →
Support matched to the work
You can work directly with me on commercial direction, planning and business development. Where Momentum delivers sales and marketing work, or Gain Momentum supports the workflow, those roles are explained in the scope. We agree who does what before work begins.
Based in Wrexham, I work with businesses nationwide. Remote collaboration and any on-site involvement are agreed around the business and the engagement.
Your questions answered
Can you help us target a particular type of business?
Yes. We can build the targeting and messaging around the clients, services and commercial priorities agreed with the practice. The fit and available audience need to be assessed first.
Is this the same as buying a list of accounting leads?
No. The work centres on positioning, relevant relationships, conversations and follow-up. It does not promise a purchased list or a fixed number of new clients.
Start with your commercial priorities.
Tell me what the business does, the work you want to win and what is getting in the way. I’ll review your enquiry and we can establish whether a conversation would be useful. If there is a fit, we agree the scope, responsibilities and fees before starting.
Discuss your priorities →