The Step-By-Step Process On How We Get Clients



By now, you have seen the client testimonials, such as Danetha Doe who transformed her business from 0-65k/mo, or Danny and Meaghan Howes who added $100k in annual revenue in just under 4 weeks.

But how did they do it?

This is a question I have received on a daily basis and I am thrilled to share with you, for the first time, the step by step process on how my clients generate predictable new client meetings and close them into high value, high fee engagements.

This is a MUST WATCH video for any accountant looking to grow their firm.

What we discussed: The anatomy of an income statement starts with sales, the importance of selecting a niche, the 5 methods of lead generation that the Next Level Firms clients are using to see results, and how to define the value you are giving to a prospective client.


Towards the end of my webinar, I opened up an opportunity for individuals to speak with myself or a member from my team to see if our Next Level Firms Program would be the right fit for you.

Here’s what you need to know:

The Program

Next Level Firms is a rigorous 12-week program for people looking to “Start & Grow A Hyper Profitable Accounting & Tax Practice” even if you don’t have a license, degree, or certification.

Members Of Next Level Firms Receive

World class accounting and sales training program materials that they keep for life with dozens of hours of recorded materials, worksheets, for step by step implementation. It also includes:

•1 year access to the private Facebook group

•1 year group coaching Q&A calls held via private webinar

•Physical welcome package sent via mail

•Invitation to a 3 day live event in Miami, FL with 15-20 other members of Next Level firms. The event is free to attend.

Program Materials

The most up-to-date and cutting edge accounting, marketing and sales tactics in the entire industry. Each week, you are given videos, worksheets and direct action steps to complete for the training. Modules include training on picking a niche, how to run consultations with potential clients, how to generate leads, basics of accounting & tax, and much, much more.

Private Facebook Group

Every day of the week, members of the group post updates on client wins, pricing questions, program questions and general support and motivation. Members have access to the program for the 12 weeks of the program.

Live Events

Every member of Next Level Firms is invited to a live event in Miami, FL. There are no additional cost for the conference other than hotel (subsidized) and airfare. We cover food costs and 3 days of training.

1-on-1 Coaching

As needed, members of Next Level Firms have access to Andrew or one of the expert coaches on a 1-on-1 basis mostly over the phone and occasionally in person.

Group Coaching

Twice a week members have access to 2 hour group Q&A calls to assist in implementing the program. These calls take place via webinar.

If you are interested in learning more about the next level firms program, book a meeting to speak to myself or someone from my team for free, you can do so right here.

The program materials are available online via mobile and desktop with videos, worksheets, PDF’s and action steps for each of the 12-weeks. There is also access to a private mastermind/community of like-minded people pursuing the same goals and doing this all over the world which gives you the ability to team up with each other as accountability partners to help you get the results you desire.

Right now registrations are still open but we are selling out fast and this opportunity will not last for long. Click the button below right now to book your free 45-minute strategy session to see if this program is right for you and your firm. Do it now before you miss the opportunity and it’s taken offline for good!

Sign Up For A Free 45 Minute Strategy Session:

Sign Up Here!