One-to-one consultancy for accounting practice owners

This isn't a course, a community, or a group coaching programme. It's one-to-one consultancy with someone who still runs a practice every day.

My experience, your firm, your numbers, your decisions.

What this looks like in practice...

A full pipeline of the right clients at the right fees

Pricing that reflects your value, not your competitors'

A team that delivers without you being in every job

Systems that scale without you being the bottleneck

Confidence to exit bad clients and say no to wrong work

Scope creep eliminated and boundaries in place

Real clarity over what the practice actually makes

A niche that sets you apart from every generalist

Two packages

‍Monthly
‍

One 90-minute session per month. Includes sessions only, no support between calls.

Good for firm owners who want a focused monthly check-in and are comfortable working independently between sessions.

‍Fortnightly
‍

Two 90-minute sessions per month, plus WhatsApp and email access between calls for quick questions, sales process reviews, hiring assistance, and pricing decisions.

Good for firm owners who want regular accountability and the ability to run things past me as they come up.

Both packages start with a six-month commitment, then roll monthly with one month's notice.

Who this is for

Qualified accountants and bookkeepers with real experience who own or are founding their own practice. Whether you're just starting out, running an established firm, or leading a larger practice, the consultancy adapts to where you are.

I work with firm owners across the globe including the UK, US, Canada, Australia, New Zealand, and the Middle East.

Who this isn't for

Anyone looking for a cheap course or templates.

Anyone who wants me to do the work rather than mentor them through it.

Anyone unwilling to change their client base or pricing.

Anyone expecting guarantees or overnight results.

FAQs

What's the difference between the two packages?

Monthly gives you one focused session. Fortnightly gives you twice the sessions plus access to me between calls. Most clients choose fortnightly.

Can I upgrade later?

Yes. You can move from monthly to fortnightly at any point.

How many clients do you take on?

Ten at a time. When it's full, the doors close and a waitlist opens.

Is this a course?

No. There's no curriculum, no modules, no pre-recorded content. Every session is live, one-to-one, and built around your firm.

How do I pay?

Monthly billing by Adfin, Stripe or GoCardless.

Do I need to be in the UK?

No. Sessions are via Google Meet. I work with firm owners across the UK, US, Canada, Australia, New Zealand, and the Middle East.

What happens on the discovery call?

A quick conversation about your practice and what you're looking to achieve. If I think I can help, I'll explain how it works. If I don't think it's the right fit, I'll tell you.

What if I want to cancel?

After the initial six months, it rolls monthly with one month's notice. No tie-ins, no exit fees. I keep clients by doing a good job, not by locking them in.

"I had a team of two and was turning over £180k but taking home less than when I worked alone. James helped me rebuild my service packages and exit five unprofitable clients. Profit doubled within twelve months without adding a single new client."

Daniel Ross
Process

Getting started is simple

Getting started is straightforward. We listen first, establish if we're a good fit, then build a solution that fits your practice.

Book a call with James

A quick conversation about your practice, where you're stuck, and what you want to build.

If we think we can work well together

We agree on monthly or fortnightly meets, depending on where you are and how much support you need.

The consultancy begins

Your first session is booked and we start working on your practice immediately.