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How to help clients grow profits and reduce day-to-day pressure

without 'winging it' or changing who you are

especially if past attempts at “advisory” went nowhere.

!!Accountants have better conversations with clients that lead to higher paid client work within as little as 2 weeks!!

Serve clients better without becoming a “salesy advisor”

A practical, numbers-led webinar for accountants who care deeply about clients, but feel stuck between giving too much away for free and not feeling confident enough to offer “advisory”.
Use your number skills: ​​​​​​​to spot signals that clients need profit-improvement help even if they're not admitting it to themselves.
Open up richer conversations: ask gentle but powerful questions instead of jumping in with free answers.
Turn chats into paid support: structure follow-up sessions that clients value and happily pay for.
Help clients work less & live more: support them to build businesses that serve their lives – not the other way around. 
As a result: As a happy consequence of serving your clients more deeply, you'll earn more and gain the freedom to work less (if that’s what you want).
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What accountants say about this training...

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★★★★★

I might not have attended because of time restrictions.

I have a huge work-load and no time to think.

But actually, what I found was that this course has given me some 'head space' and I feel more energised.

I am a person who is easily distracted. Shane presents in such a way that I felt engaged the whole time.
Inga van den Broek
Stephen Mayled & Associates Limited

★★★★★

"Thanks to the training I received from Shane Lukas, I’ve began to change my approach with clients. Previously, I found myself instinctively giving immediate answers and solutions, which often left me feeling taken for granted and undervalued. After learning specific approaches from Shane, I now focus asking specific questions rather than rushing in with advice. This shift has led to much richer conversations, with clients opening up about deeper issues. I’m now able to offer specific dedicated sessions and services, helping clients in a more meaningful way and seeing tangible value in the work I do.”
Jacob Jakobovits FMAAT
Kyver & Dale Accountants and Business Consultants

★★★★★

I was giving away coaching to clients for free so I wanted to learn how I could convert the service into a fee earner.

I might not have attended because, as an accountant, we are not 'seen' as coaches by clients.

But actually, what I found was clients could/would value from our expertise and when provided correctly it would help many clients as well as earn more fees for my practice.
Neel Shah FCA
Ashford & Partners Accountants
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What you’ll discover in 90 minutes

This isn’t about turning you into a guru. It’s about using the skills and numbers you already have in a more structured, client-centred way – so you feel confident guiding clients, not just reporting their results.
Why “advisory” doesn’t work for most accountants. Everyone keeps saying “move into advisory”, but only a minority find that natural. You’ll see a quieter, client-care alternative that fits how you already like to work.
How your skills with numbers extend far beyond compliance. You’re already a numbers expert. You’ll learn how to use reports, trends and simple KPIs to start meaningful, human conversations – not just file accounts and tax returns.
Why size doesn’t matter. Whether clients are small, large or somewhere in between, you’ll see how to help any of them improve profit and reduce stress – without sacrificing your precious time.

Three secrets to delivering outstanding, paid-for profit-improvement value. A simple structure that turns “quick questions” into focused sessions clients value and happily pay for.

Increase monthly recurring revenue the right way. One-off advisory work can’t give clients the consistency they really need. When they commit to monthly profit-improvement sessions, they feel continuously guided and you gain predictable recurring income.

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Too busy for 90 minutes?

I know that you're busy. I get that and respect it.

If I felt this could wait for a better time, I'd postpone it. But there isn't a better time. I promise it will be worth your busy time.

There will always be deadlines, client demands and a full diary. That doesn’t change.

The question is whether you keep handling those pressures in the same way… or invest 90 minutes in learning a calmer, more structured way to work with clients.

In this session you’re not stepping away from client work – you’re stepping back for your clients, so you can be in a stronger position to serve them better, reduce firefighting and turn rushed free chats into planned, meaningful support.

One focused 90-minute block now can change how you show up in dozens of client conversations over the months ahead.

Why this matters now

Compliance work is being squeezed by AI and price pressure, while your best clients are quietly struggling with long hours and rising stress.

The firms that deepen relationships now – by becoming a trusted guide, not just a technician – will be the ones clients rely on most in the years ahead.

Invest 90 minutes once, and you’ll think differently about every client meeting you have afterwards.

  • Client-care first
  • Numbers-led, not fluffy
  • Gentle but powerful
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Is this you?​​​​​​​ 

This webinar is designed for accountants who already care deeply about their clients and want a calmer, more structured way to make a difference.
You hate being seen as a cost and want to be valued as a partner in your clients’ success.
You can see clients are overworked and stressed, but don’t feel you have a clear way to intervene.
You’re tired of giving away growth conversations for free in informal chats and emails.
You’re curious about profit-improvement work but worry you don’t have all the answers or 'advisory' experience.
If that sounds like you, you’ll leave this session knowing that you can deliver sessions that clients will value, you'll enjoy delivering and you'll be truly valued, respected and appreciated by your clients.

What this webinar is not 

It’s not another hypey “7-figure advisory” pitch.

It’s not about becoming a charismatic strategic business advisor.

It's not going to tell you that you need fancy software to make the difference. You don't.

It’s not theory you’ll never use.

It’s a practical session showing you how to use the numbers and relationships you already have in a more structured way, so conversations feel natural, repeatable and valued.

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Meet your presenter - Shane Lukas

Shane is Managing Director of AVN – The Accountants’ Network
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  • best selling author to accountants
  • keynote and trainer for multiple accounting governing bodies
  • and creator of the Profit Improvement Accountant Certification.

For more than 27 years he’s worked alongside accountants who care deeply about their clients but feel stuck as “just the accountant” – giving away growth conversations for free or avoiding them altogether.

Shane’s approach is quiet, practical and rooted in the numbers.

Shane blends accountants’ natural superpowers – numbers, thoughtful probing and systematic thinking – into a comfortable yet impactful and structured way of supporting clients.

He shows accountants how to use gentle but powerful questions and simple frameworks to help clients work less, earn more and feel calmer about the future – while rebuilding their own confidence, satisfaction and fees as a natural result.

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What you'll leave with

  • Simple conversation structures you can use in your very next client meeting.

  • Questions that help clients open up about what’s really going on behind the numbers.

  • Clear next steps to turn existing relationships into deeper, more rewarding work for both of you.
​​​​​​​Better conversations → better client experience → better life for them – and as a result, stronger fees and loyalty for you.
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