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Entrepreneursclub.ca
  • Accountant Home
  • Trellis Advisory Platform
  • Book a meeting
  • framework
  • Value Builder
  • About
  • Contact
FOR OWNERS AND PARTNERS OF ACCOUNTING PRACTICES

Build recurring advisory revenue from the client relationshi

Build the practice you want.

Help your clients build the businesses they want.


Turn your financial understanding and trusted client relationships into a defined, recurring advisory service, with support from Entrepreneurs Club and the Trellis advisory platform.

Book a Conversation About Your Firm

20 minutes. One conversation.

No demo script. No pitch deck.


Your Clients. Your Advisory Practice. Our Support. 

THE PRACTICE YOU WANT

What would more predictable revenue make possible for your business?

What would more predictable revenue make possible for your business?

What would more predictable revenue make possible for your business?

More time for thoughtful client conversations. More room to plan. A practice that supports the life you want.

Your goals should shape how your firm grows.

What would more predictable revenue make possible for your business?

What would more predictable revenue make possible for your business?

A defined advisory service creates an opportunity for recurring fees while helping selected clients work toward their goals. An agreed scope and meeting rhythm help you plan the work and set clear expectations.

Build from the relationships and financial understanding your firm already holds.

YOUR CLIENT OPPORTUNITY

Two colleagues discussing a chart at a desk.

Your next opportunity may already be a client.

Some clients already ask you why cash is tight, whether to expand or how to make their business less dependent on them.


A recurring advisory engagement gives those conversations a defined place: connecting the numbers, the owner’s goals and the next steps.


Start with clients who have a meaningful goal, want regular support and are willing to act.

COMPLIANCE → ADVISORY → COACHING

From your client’s numbers to the next step.

01 / COMPLIANCE

01 / COMPLIANCE

01 / COMPLIANCE

What happened?


Establish the financial picture through bookkeeping, reporting, financial statements and tax returns.

02 / ADVISORY

01 / COMPLIANCE

01 / COMPLIANCE

What does it mean?


Interpret performance, explore options and help the owner understand opportunities and risks.

03 / COACHING

01 / COMPLIANCE

03 / COACHING

What should we do next?


Choose priorities, agree on actions and responsibilities, and review progress.

Your client’s sales are growing. Why is cash still tight?

AN ILLUSTRATIVE EXAMPLE


You identify overdue receivables together. The owner assigns responsibility for follow-up and agrees on a reporting date. At the next monthly meeting, you review the outcome and choose the next step.


  • What will change? 
  •  Who is responsible?
  • When will it happen?
  • How will we review progress?

SUPPORTED BY TRELLIS

Your plan. Put into practice.

Start with what your client wants the business to make possible. Their goals give the financial decisions a purpose.


Trellis connects annual planning, quarterly priorities and monthly financial reviews with agreed actions. Each meeting builds on the last.


Explore the Trellis Advisory Platform

ANNUALLY

Set the direction.


Connect the owner’s goals with business priorities and a way to measure progress.

QUARTERLY

Choose the focus.


Connect the owner’s goals with business priorities and a way to measure progress.

MONTHLY

Keep moving.


Review the numbers, agreed actions and what happens next.

The Accounting Firm of Your Future

A short introduction to the opportunity, process and delivery choices. No email required.


Download the booklet

YOUR PRACTICE. YOUR CHOICE.

Advisory that fits your capacity.

YOUR FIRM LEADS

Your firm delivers, with our support.


Someone within your firm leads the coaching relationship with selected clients, using Trellis and supported by Entrepreneurs Club.


Either approach can be ongoing. Choose the one that fits your goals, team and capacity.

WE DELIVER ALONGSIDE YOU

Entrepreneurs Club delivers, in collaboration with you.


Entrepreneurs Club provides business coaching for selected clients while you remain their accounting advisor. Together, we agree on the scope and responsibilities.


Either approach can be ongoing. Choose the one that fits your goals, team and capacity.

You do not have to build it all yourself.

Entrepreneurs Club supports setup, training, coaching development and implementation. Trellis provides the platform and methodology. Support reflects the approach and scope agreed with your firm.


20 minutes. One conversation. No demo script. No pitch deck.

Book a Conversation About Your Firm

Start from where your firm is today.

What would you like your practice to look like three years from now?


Introducing advisory? Begin with a defined service and selected clients. Agree on preparation, meeting time and follow-up.

Already providing advisory? Identify where clearer priorities, agreed actions and regular reviews could strengthen delivery.

A CONVERSATION ABOUT YOUR PRACTICE

What could advisory look like in your firm?

20 minutes. One conversation.


No demo script. No pitch deck.

Tell Rodney about your practice and your clients, and he’ll show you what an advisory service on Trellis could look like.

Book a Conversation About Your Firm

Entrepreneurs Club

Rodney Hough

Business Growth Coach & Transition Advisor

Trellis-certified facilitator

Orangeville, Ontario


Rodney.Hough@EClub.ca


(519) 940-1460


Prepare Early. Build Value. Create Freedom.

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