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With Client Max - The Simple Marketing System Built for Accountants.
You Didn’t Become an Accountant to Worry About Marketing
You’re great at what you do. But when it comes to finding new clients, it often feels like guesswork - stop-start efforts, last-minute campaigns, or relying on referrals that may or may not come through.
If you’re spending time and money on marketing that doesn’t deliver, or putting it off altogether because it’s just too hard to keep up… you’re in the right place.
Grow Your Accountancy Firm Without the Guesswork
Marketing doesn’t need to be complicated or time-consuming. We’ve worked out what actually works for accountants - then built it into a streamlined, ready-to-use system.
Client Max is quick to set up, simple to use, and designed to generate consistent, high-quality client enquiries - without trial and error, and without taking over your week.
Introducing...
The Simple Marketing System Built for Accountants
Client Max combines powerful software, ready-made templates, smart automation, and expert coaching - all tailored for growing accountancy firms.
You get everything you need to attract, convert, and retain the right clients - without spending hours figuring it out.
Created by accountant Stephen Edwards and marketing strategist Lucinda Dawes, Client Max brings together real-world experience from both sides. It combines the tools, templates, and strategies that actually work - in one simple system, built for accountants.