Client Max - Complete Marketing System for Accountants

Stop Guessing. Start Growing.

Client Max is the complete marketing system for accountants who want more clients - quickly, easily, and reliably.

Want to grow your accountancy firm in 2025?

Then stop throwing money at marketing that doesn't work - and start using a proven system that actually delivers results.

Our proven framework has helped over 500 accountancy firms transform their marketing from guesswork into a predictable client acquisition system.

Business growth visualization showing upward trends

Imagine if you had...

  • A consistent flow of new clients every month — without chasing
  • Freedom from relying on word-of-mouth and random referrals
  • Automated marketing running behind the scenes while you focused on client work
  • Complete control of your growth — without expensive agencies or DIY overwhelm
  • All the tools, templates, automations and expert advice in one place
  • A system that actually got done (instead of sitting in your inbox gathering dust)

Introducing: CLIENT MAX

Marketing automation dashboard showing email campaigns and analytics

The simple marketing system built for accountants - by people who've actually been there.

Client Max combines powerful software, smart automation, AI tools, and expert coaching — all tailored specifically for accountancy firms that want to grow.

You'll get everything you need to consistently attract, convert, and retain great clients — without spending all day on marketing.

Designed For Time-Poor Accountants Who Are…

Tired of trying to figure out marketing alone

Fed up with spending time and money on things that don't deliver

Too busy with client work to think about marketing consistently

Stuck in a cycle of stop-start, last-minute, or non-existent marketing

Ready to grow — but don't have time to become a full-time marketer

How Client Max Works

Everything in Client Max is built around three simple pillars - so you know exactly what you're getting, and how it helps your firm grow.

All-in-One Marketing Software

All-in-One Marketing Software

Email automation, landing pages, review collection, call bookings, social media scheduling and more - all in one dashboard.

Ready-Made Templates & Funnels

Ready-Made Templates & Funnels

Lead magnets, sales pages, emails, follow-ups - just personalise and launch. No blank pages, no overwhelm.

Expert Coaching & Support

Expert Coaching & Support

You'll be guided by two people who've lived both sides of the accountant-marketing equation - and built systems that work.

Meet Your Coaches

Stephen Edwards

Stephen Edwards

Accountant & Growth Mentor

Stephen is the founder of Gro, a Profit First accountancy firm he successfully scaled before stepping back from day-to-day operations. He knows firsthand what it takes to grow an accountancy practice — and how to do it without burning out.


Stephen brings practical, real-world insight to help you attract more clients, create systems that work, and build a business that doesn't rely solely on you.

Lucinda Dawes

Lucinda Dawes

Marketing Strategist & AI Pro

With over 15 years' experience and a background in psychology, Lucinda brings a science-backed, results-focused approach to helping accountants grow — without wasting time or money.


She's written copy that's generated hundreds of thousands in sales, spoken on stages across the UK, and been twice nominated for Young Entrepreneur of the Year. Lucinda's helped six- and seven-figure businesses scale through smarter marketing — and now brings that expertise to Client Max.

This Is For You If...

You know you need to do more marketing — but don't know where to start

You want more clients but don't want to become a full-time marketer

You've tried outsourcing and didn't get the results you hoped for

You're busy, ambitious, and ready to systemise your growth

You want something built for accountants, not generic advice

What You'll Achieve:

More leads, consistently

Higher quality clients who value what you do

More time back to focus on what matters

Confidence in your marketing

Clarity on your next steps

Systems that scale with you

Try Client Max - Free for 7 Days

Want to see how Client Max actually works? Start your 7-day trial and get full access to the entire system:

Launch your first campaign

Explore the templates

Join a live session

See how Client Max can help you grow

You'll get a genuine feel for how it works - and whether it's right for you.

You'll need a card to start, but you won't be charged if you cancel within the 7 days.

Start My Free Trial

Client Max Limited - Registered Address - Lower Ground Floor, 122 Bath Road, Cheltenham, Gloucestershire, United Kingdom, GL53 7JX