About Client Max
Smart marketing, made simple - for accountants.
Client Max is the complete marketing system built for busy accountancy firms that want to grow - without wasting time, money or energy on guesswork.
We work with ambitious accountants who are great at what they do, but don't want to spend their days figuring out marketing. If you're tired of stop-start efforts, DIY overwhelm, or agencies that don't get your world - we built this for you.
Built on Three Core Pillars
Marketing Automation Software
Complete system with email marketing, lead capture, client onboarding, and performance tracking.
Ready-to-Use Templates & Tools
Professional marketing materials, email templates, social media content, and downloadable resources.
Expert Coaching & Support
Personal mentoring from growth experts, training sessions, and ongoing support to accelerate your results.
Everything you need to generate consistent leads, automate marketing processes, and grow your accounting practice without becoming a full-time marketer.
Meet The Creators - And Your Coaches!
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
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.
Why Accountants Trust Client Max?
Built For Accountants (By An Accountant!)
Client Max was created by someone who’s built and scaled a real accountancy practice - so we understand what it actually takes.
Access Expert Marketing Support
You’ll be guided by a team that understands both the marketing world and the realities of running a busy practice.
Proven to Deliver Real Results
This isn’t about likes, clicks, or guesswork. It’s about consistent enquiries, better clients, and reliable growth.
Keeps Working - Even When You’re Not
Client Max is built to run behind the scenes, so your growth doesn’t stop when you’re busy.
Trusted by Accountants Across the UK
Firms are already using Client Max to bring in new clients - without the stress, the overwhelm, or the trial and error.
Client Max Limited - Registered Address - Lower Ground Floor, 122 Bath Road, Cheltenham, Gloucestershire, United Kingdom, GL53 7JX