Free guide for UK accountancy practice owners
How do you win a client whoalready has an accountant?
Discover the 10-step approach to finding the businesses your practice wants, starting conversations and following up without relying on referrals alone.
Send me the free guideFree PDF · 24 pages · No call needed to get the guide
llumor.
THE
SWITCHING
WINDOW.
A 10-step guide to finding and winning the right accountancy clients.
Choose who you want to work with.
Learn how to start the conversation.
From an accountancy practice we work with
“They are responsive, dynamic and quick to adapt when our needs change.”
Kathryn Webb FCCA
Managing Director
Torbay Accounting & Consultancy
A note from James Brookes, Llumor
You know the clients you want.
Do they know you exist?
Dear Practice Owner,
Think about the clients you would happily take on again. They value your advice. They suit your team. Their fees make the work worthwhile.
Now think about how you won them. Was it a process you could repeat, or an introduction you were lucky to receive?
Referrals can bring excellent work. But they give you less control over who arrives next, or when.
And a business that already has an accountant may have little reason to visit your website today.
That does not mean you have to wait for it to find you.
The idea behind The Switching Window
Become a useful contact before you ask to become their accountant.
Choose businesses you can help. Give them a relevant reason to talk. Keep in touch when the timing is wrong. Then, if their needs change, you have a conversation to build on.
The guide shows you how to put those steps together through email, LinkedIn and phone calls.
Choose the right businesses
Get clear on who you serve best, what they need and which prospects to leave out.
Give them a reason to reply
Make the first message about their situation. Offer a useful first step before asking for a large commitment.
Have a plan for “not yet”
Build a follow-up routine, keep track of replies and act when someone wants to talk.
James Brookes
Managing Director, Llumor Systems
Read it first. Decide what to use in your practice.
Inside your free 24-page guide
Five mistakes to avoid.
Five steps to build your approach.
See where new business can get stuck, then work through a practical way to find and follow up with the clients you want.
Part one · Find the gaps
01 / Letting every enquiry choose you
Why being clear about the work you want matters before you spend more on marketing.
02 / Sending interest to the wrong page
What your page needs to explain so visitors can take the next step.
03 / Sounding like every other practice
How a clearer audience makes your message more relevant.
04 / Letting conversations go cold
Where a lack of follow-up can leave good opportunities unfinished.
05 / Asking for too much, too soon
How to offer a useful first step before asking someone to commit.
Part two · Put the pieces together
06 / Define the client you want
Choose the sector, business size and needs your practice can serve well.
07 / Build a focused prospect list
Find relevant businesses and leave out the ones that do not fit.
08 / Write messages worth answering
Keep your approach clear, useful and centred on the reader.
09 / Connect your follow-up
Use email, LinkedIn and phone calls as parts of one plan.
10 / Track interest and take action
Keep sight of replies and conversations so the next step is clear.
Also inside: a 90-day plan to help you put the steps into practice.
Send me the free guideBuilt for practice owners
For firms ready to choose
their next stage of growth.
This guide is for owners and partners of established UK accountancy practices who want a clearer way to win suitable new business.
- You want more clients who fit your services and fees.
- You value referrals, but want another way to start conversations.
- You have room to serve new clients, or a plan to create it.
- You can set aside time to put the ideas into practice.
Why is Llumor giving this away?
We help businesses find and win customers. This guide lets you understand the approach and use the ideas yourself.
Some practice owners will want help putting it into action. If that is you, we can discuss our paid services. You do not need to book a call or buy anything to get the guide.
Before you download
What happens when I click the button?
You will reach a short form asking for your name and email address. Submit it to receive the guide by email. You will also see an optional invitation to apply for a Marketing Power Hour.
Do I need to book the Power Hour?
No. The guide is free to read and use on its own. The Power Hour is a separate, optional next step for practice owners who want to discuss their plans.
Does the approach need paid adverts?
The guide focuses on reaching businesses directly through email, LinkedIn and phone calls. Paid advertising is not required to use those steps. Your time, contact data and any tools you choose may still have a cost.
Can our own team use it?
Yes. The guide explains the steps and includes a 90-day plan. You will need someone to choose prospects, manage contact and follow up consistently.
Will it guarantee a set number of clients?
No. Results depend on your market, offer, effort and sales process. The guide gives you an approach to put into practice and improve, rather than a promise of a fixed result.
Your next step is a useful one
Start with the guide.
Build your next client conversation.
Get all 10 steps, the mistakes to avoid and a 90-day plan in one free PDF.
Send me the free guide24 pages · Delivered by email · No call needed to get the guide
Already looking for help? Apply for the optional Marketing Power Hour