Damion wasn’t looking for a programme called Improving the Numbers. He was looking for direction, a way to build an advisory-focused practice from day one.
The benefits he discovered:
Win better clients with confidence
Deliver impactful advisory every time
Drive real results for businesses
Grow your advisory services with ease
This is a summary of his story...

Damion had already sensed the ground shifting beneath the accounting profession: automation, changing client expectations, and the steady decline of pure compliance work. The future was going to look different. What he wanted, long before we had the language for it, was a way to build a practice that centred on relationships, clarity, and real business improvement.
What he found was the seed of an idea that would reshape his entire business journey
Early discussions with Damion weren’t about tools, they were about the changing face of accounting.
Damion had been exploring franchises in search of support, and noticed that our thinking was different. Rather than focusing on the mechanics of bookkeeping, accounts and tax, we were speaking about:
the shift towards advisory
the need for stronger client relationships
the opportunity to create real change for small business owners.
This future-focused perspective stood out. It aligned perfectly with Damion's instinct that compliance alone was no longer enough.
One of the earliest catalysts for Damion's growth came from a simple idea: running seminars.
Damion originally expressed a desire to host sessions that would help prospective clients understand business improvement. Those seminars became the training ground that shaped his entire advisory skillset.
Standing in front of a room to teach business concepts, not just finance, forced Damion to deeply understand them. It became the fastest route to mastery, like a mini MBA.
It also became the backbone of his lead generation.
Damion says 'What people may not realise is just how demanding it is for a sole practitioner to succeed with advisory alone.'
Every single seminar takes 20-30 hours of preparation, researching topics, refining material, and ensuring the content was both accurate and engaging.
Without a framework like Improving the Numbers, building this from scratch is not just hard; it’s unsustainable. Having a fully formed foundation meant Damion could focus on delivery, not reinventing the wheel every month.
Damion is honest about what truly grew the business: picking up the phone. But, the seminars gave him something distinctive and valuable to offer in those conversations.
Instead of saying:
“Can I talk to you about changing accountants?”
He was able to say:
“I’m running a session on how to improve business performance, would you like to come along?”
This simple shift created:
differentiation
credibility
an invitation rather than a request
In networking settings, too, the seminars quickly became his hook. He always had a free offer; the next seminar and one day he looked around the room and realised: a third of the people were now his clients.
Over time, the seminars have evolved into interactive workshops, blending content with collaborative problem-solving. This format deepened engagement and allowed business owners to learn from one another. The results were consistently strong: scores above eight out of ten, month after month.
Even years later, Damion is still using the core Improving the Numbers material with clients, and still trains team members using the workshop format.
The most telling part?
He's still running them.
Another shift that made a powerful difference was the introduction of meeting software designed specifically to guide advisory conversations. Instead of juggling notes, slides, calculators, and agendas, Damion was able to run sessions using a structured, visual interface that kept both him and the client focused on the right questions at the right time.
This ensured consistency across every meeting and removed the mental load of trying to remember every framework or concept in the moment.
The software became a “scaffold” for great conversations, making delivery smoother, more professional, and far easier for him to maintain.
Damion's story is ultimately about what happens when an accountant fully embraces a new way of working; one grounded in meaningful conversations, practical tools, and a proven structure for business improvement.
Improving the Numbers delivered:
a confident advisory skillset
a reliable method for attracting the right clients
stronger relationships and better outcomes
a scalable way to train others
a practice built on impact, not just compliance
Damion's story shows that when the content is powerful and the commitment is strong, advisory becomes not only possible but transformative for both the accountant and their clients.
Discover how Improving the Numbers can elevate your practice and help you win clients who truly value your insight.