Services

Our core services for accountancy firms.

Two core engagements — Business Development Support and Fractional BD Leadership — backed by three supporting services that strengthen specific parts of your commercial operation.

01 — Business Development Support

Practical, hands-on support to help your firm grow — without the awkwardness of traditional "sales training".

We work with partners, managers, and teams to build confidence, improve conversations, and create a healthier, more predictable pipeline.

Discuss BD support →

How we help

  • BD coachingFor partners and managers, building confidence in commercial conversations.
  • Pipeline and opportunity developmentHealthier pipelines, with the right opportunities at the right stage.
  • Proposal and pitch supportSharper messaging and stronger positioning where it counts.
  • Pricing and value communicationArticulate value clearly and price with confidence.
  • Relationship-building strategiesPractical ways to deepen the relationships you already have.
  • Client experience improvementsThe small shifts that turn good clients into loyal advocates.

Outcomes

  • A stronger, more consistent pipeline.
  • Better client conversations.
  • Higher win rates.
  • Improved margins.
  • A team that understands how to grow the firm.

How we help

  • Leading BD initiatives and campaignsOwning the strategy and execution, not just the slides.
  • Setting commercial priorities and targetsClear focus, agreed across the partner group.
  • Coaching partners and managersBuilding the people who will keep the engine running after we leave.
  • Improving client experience and retentionSo the foundation under your growth keeps getting stronger.
  • Supporting pricing, proposals, and key pursuitsHands-on involvement in the deals that matter most.
  • Creating accountability and momentumThe rhythm and reviews that make commercial progress visible.

Outcomes

  • Consistent progress.
  • Clear commercial focus.
  • Better decision-making.
  • A BD engine that keeps running.
02 — Fractional BD Leadership

Senior-level commercial leadership — without the full-time hire.

We step in as your BD lead, driving growth initiatives, coaching your team, and ensuring commercial priorities stay on track.

Perfect for firms that want to grow but don't have the internal capacity, capability, or clarity to drive BD consistently.

Discuss fractional BD →
Supporting services

Targeted support where it matters most.

Three focused services we deliver alongside — or independently of — our two core engagements.

Client experience & retention

Strengthen relationships, improve communication, and create a client journey that drives loyalty and referrals.

Pricing & value communication

Help your team price confidently and communicate value without discomfort.

Pipeline & proposal support

Improve pipeline quality and increase your win rate with clearer messaging and stronger positioning.

Our approach

How an engagement actually unfolds.

Each engagement is shaped to your firm — but the underlying rhythm is consistent. Listening first. Clarity that holds up. Capability that lasts.

Listen and understand

Conversations with partners, managers, and (where helpful) clients. An honest read of where the firm actually stands.

Sharpen the focus

Clarity on positioning, target clients, pricing, and commercial priorities — agreed by the people who will execute it.

Build the capability

Coaching, frameworks, and the rituals that make growth feel doable inside busy client-service teams.

Run with you

We sit alongside your team while the rhythm bedds in — real conversations, real reviews, quick course corrections.

Embed and hand over

The work belongs to your firm. We're easy to remove when the rhythm is running without us.

Stay close

Most firms keep us on a light advisory retainer afterwards — useful for tricky pursuits, partner reviews, and quiet counsel.

Not sure which fits? That's the conversation.

A 30-minute call is the easiest place to start. We'll listen, ask the questions that matter, and tell you straight whether we think we're the right partner.

Start a conversation →