Clients

clients

Our clients are generally 2-5 partner accounting practices with financial services businesses advising to over 3,000 clients, or stand-alone financial planning businesses who are in either three phases:

  • Start-Up: Looking at providing financial service solutions to their clients to add value or to grow the firm
  • Established: Already offer financial services to these clients but need additional growth strategies
  • Succession: Looking at selling or passing down the business and require complete succession strategy and planning

Our outcomes and results

Since working with our businesses our outcomes have been enormous:

  • Staff are more empowered giving greater intellectual creativity thus increasing revenue; they are given additional projects to implement providing greater productivity.
  • Clients understand ‘who you are’; clear marketing communications and additional services are offered increasing loyalty, referrals and revenue.
  • Financials have doubled in two years; sustainable growth of over 20% each year after that; service lines increased; and reporting is put in place where the business understands its direction and vision for year. As well business valuations are capitalised on in succession.
  • Operations are more efficient; workflow is streamlined; platforms are enhanced and profitable.
  • The business offers comprehensive financial services that go beyond investment advice and portfolio management.
  • The business offers comprehensive accounting and business services that go beyond tax advice and compliance.

We deliver results by:

  • Transformation of a business to a more sustainable model
  • Build a strategic framework and model that drives revenue
  • Increased revenue lines and growth to the accounting business
  • More robust distribution and business valuation
  • Business growth and sustainability
  • Succession success for partners and leaders take over business for next generation
  • Industry recognition and branding
  • Client retention due to product offering across all segments
  • Client understanding and enhancement leading to deeper relationships
  • Solid testimonials from clients to promote in your client market
  • Profitability via efficiencies on savings
  • Up-skilling and empowerment of staff leading to staff retention

Client Feedback

"Thank you 2integrity for your invaluable input, advice and encouragement as we developed and fully implemented our succession plan. It has and still is working powerfully in our business. We are extremely happy and relieved for all stakeholders - our clients, our staff and our family."

"In all of my 30 years of business education and training workshops I have attended, thank you 2integrity - I have learnt so much more about my business than with anyone else. Truly Amazing!!."