
Accountancy Practice Owners
The 10 steps, with the numbers from a ten person practice.
Free, 24 pages, written for owners of UK accountancy practices.
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Source: Xero survey of 1,500 UK small businesses, reported by Accountancy Age, June 2019. Profession figures: ONS, UK Business Counts, March 2025.
“They are responsive, dynamic and quick to adapt when our needs change.”
We regularly hear from new clients that those first conversations set the right tone and made them feel confident choosing us.
Kathryn Webb FCCA
Managing Director
Torbay Accounting & Consultancy
10
qualified meetings every month
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Dear Practice Owner,
If you want a steady flow of new clients coming into your practice, without waiting for the phone to ring or hoping the next referral turns up, then this might be the most useful thing you read this month.
Here is why.
Right now, 27% of UK businesses want to leave their accountant.
Not one of them is going to tell you. They will not post about it. They will not ring round. Most will not even type “accountant near me” into Google. They will sit where they are, quietly unhappy, until somebody finally asks them the right question at the right moment.
That somebody is almost never the practice down the road. It is whoever has a system for finding them first.
And here is the part most practice owners get wrong.
Adverts on their own do not win you clients. Neither does a new website, a rebrand, or a fortnight of posting on LinkedIn. What wins clients is what happens after somebody notices you, and almost no accountancy practice in this country has built that part.
Because here is the brutal truth.
So you go back to referrals. You tell yourself the practice is ticking over. And you quietly accept a growth rate you would never let one of your own clients get away with.
But it does not have to run like that.
We have spent the last two years building and running the exact system that fixes this for accountancy practices. Then we wrote all ten steps down.
It is called The Switching Window. Twenty four pages, free, written for owners of UK practices and nobody else.
Inside you will find:
This is not theory and it is not borrowed from an American guru.
It is the system running behind Torbay Accounting and Consultancy right now. Kathryn Webb came to us tired of the referral rollercoaster. She now takes ten qualified meetings a month and has added £144,000 a year of new revenue.
One more thing, because it matters if you are regulated.
Before Llumor, I spent five years as Head of Business Compliance for a secure communications business whose client list ran to Formula 1, Amazon Web Services and the Ministry of Defence. I have sat on the buying side of the due diligence table. Before that, I spent years in the fitness sector, heading up marketing and sales for one of the UK’s biggest providers. Llumor is Cyber Essentials certified and we work with regulated businesses only. Your marketing does not become your compliance problem.
The system is free. Put your first name and email in below, press the button, and it lands in your inbox inside two minutes.
It took us two years and a great deal of money to work out. It will take you about twenty minutes to read.
Steal it.
James Brookes
Managing Director, Llumor Systems
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P.S. If you read one thing, read step two. It is the one that explains why your last marketing spend produced nothing, and it has almost nothing to do with the advert itself.
Behind the results · Torbay Accounting & Consultancy
A local outbound marketing system that identifies the businesses her practice wants to work with, reaches them through email and LinkedIn, and follows up to turn interest into qualified enquiries.
For Kathryn and Torbay Accounting & Consultancy, that means a steady flow of opportunities to speak with prospective clients, generated through a system we run for the practice.
We started with Kathryn’s ideal client profile: the types of businesses her practice is best placed to help. That gave the outreach a clear focus and shaped who we targeted, what we said, and why those businesses should care.
With that profile agreed, we identified relevant businesses in the local market and the people making decisions about their accountant. This became the audience for a focused outbound campaign.
We built and ran email marketing and LinkedIn outreach around that audience. The messaging gave prospective clients a reason to start a conversation about their business and what they needed from an accountant.
We followed up with prospects and worked through the responses to establish fit and interest. That is how the outreach became qualified leads for Kathryn to take forward.
The result comes from the whole system working together. A clear ideal client profile. A relevant local audience. Email and LinkedIn outreach. Consistent follow up. The free report walks you through the thinking behind it, so you can see how it could work in your practice.
Free 24-page report Straight to your inbox No sales call
Cyber Essentials certified
Choosing someone to run your marketing means trusting them to represent your practice. You should know who is behind the campaigns and how seriously they take their own security.
We work with regulated businesses. We understand that the people you bring into your business need to stand up to scrutiny, including the team helping you win your next client.
Our certification is part of that commitment. Alongside the targeting, email marketing and LinkedIn outreach, we take the responsibility of being your marketing partner seriously.
See the system before you decide who runs it. Get the free report and explore the approach behind Kathryn’s minimum of 10 qualified leads a month.
Free 24-page report Straight to your inbox No sales call
Before you download
Wondering whether this is worth your time? Here is what to expect from The Switching Window.
Referrals have already proved that people trust your practice. The question is whether you can count on enough of them arriving when you need them.
This report shows you how to build another source of opportunities alongside referrals, starting with the businesses you actually want to work with.
If you paid for clicks and got no enquiries, you’ll recognise the ten-person practice featured in step two.
The report examines what happened after people clicked, then connects the pieces: who you target, what you offer, where you send them and how you follow up. It gives you somewhere specific to look before spending again.
You start with a clear picture of your ideal client, then reach relevant decision makers through email and LinkedIn. The report explains how to start that conversation and stay in touch until the timing is right.
You don’t have to wait for someone to search for an accountant before they can get to know your practice.
The approach in the report centres on relevant messages, useful follow ups and a small first step that is easy to consider.
There’s a whole section on writing like a human, with examples of what to avoid. The aim is to give the right business owner a reason to reply and begin a conversation.
Yes. There’s a 90-day plan covering what to do first, from choosing your audience and building an initial list to launching outreach and tracking results.
It gives you a manageable starting point. You will need someone responsible for keeping it running when client work gets busy.
It’s free, and you don’t need to book a call to get it. You’ll receive the full 24-page report, including the ten steps and the 90-day implementation plan.
There’s an optional invitation at the end if you want help applying it to your practice. You can also take the plan and run with it yourself.
Get the ten steps to find the right businesses, start the conversation and follow up with a plan.
Send me the free report. I’m ready to build this.Free 24-page report Straight to your inbox No sales call