For Owners and Partners of Accounting Practices
Build recurring advisory revenue WITH your clients
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.
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?
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.
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
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
Establish the financial picture through bookkeeping, reporting, financial statements and tax returns.
02 / Advisory
Interpret performance, explore options and help the owner understand opportunities and risks.
03 / Coaching
Discuss priorities, agree on actions and responsibilities, and review progress.
An Illustrative Example
Your client's sales are growing. Why is cash still tight?
Trellis structures the follow-up so nothing falls through the cracks. Each advisory meeting ends with agreed actions and clear ownership.
- 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 PlatformAnnually
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 bookletYour Practice, Your Choice
Advisory that fits your capacity.
Your Firm Leads
Your firm delivers, with our support. Sponsor your firm's main file 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 coaching for selected clients while you remain their accounting advisor. Together we agree on the scope and responsibilities. Either approach can be ongoing.
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.
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.