Monthly Group Coaching Sessions:
2nd Tuesday of every month - 3:30-5:10pm

Monthly Individual Sessions:
30 minutes on 3rd and 4th Tuesday of every month - 12pm-1:30pm

The time for your accountancy business to change is now.

Your best clients need and expect business advisory help from their most trusted advisor.

Anyone who manages client relationships needs to develop a structured system for identifying the needs of their client and for helping them to fulfill those needs.

That does not mean you (personally as their Advisor) must solve every problem.

Sometimes -- helping the client to identify the problem is all that is required.

Sometimes it means undertaking a specific solution engagement yourself.

Sometimes it means collaborating with an outside expert.

In this program you will learn HOW

HOW to structure a business advisory services platform,

HOW to create discussions with clients to uncover areas needing attention, and

HOW to create a program for marketing business advisory services to clients.

You will discover that you already have many of the skills needed to become a business advisor.

You will also develop new skills and learn HOW to identify needs and work with outside experts. It WILL require you to make some changes, but you will leave this program with the confidence to become a more highly effective business advisor.

• Managing Partners who are interested in adding Business Advisory Services to their practice.
• Partners who are interested in providing such Business Advisory Services for their accounting business and/or who just want to “Look Business Smart” to their most successful business owner clients (become more comfortable and confident in providing such advice to their clients).

• Month One: The need to change your mindset - and change the client's perception of you. Stop acting like aclient servant-.
• Month Two: Create a client service framework- around proactivity. Establish how proactive do you want me to be- ? Learn to build advisory service around that structure.
• Month Three: Identify the differences between gold- / silver"/ bronze- advisory clients. Assess what you need to do when you reach the pivot point- -- where advisory service stops and solution implementation takes over.
• Month Four:  Learn how to recognize your best target clients, the plate-spinners- -- and how to implement the 3 ingredients of business success- into their business.
• Month Five: Learn the 6 Key Aspects of Business Advice- -- Part I
  • 2 types of Strategic Focus -- and separate-
  • Only 4 Ways to Grow a Business
  • The 7 Business Wastes
• Month Six: Learn the 6 Key Aspects of Business Advice- -- Part II
  • Resources to drive growth
  • What you can measure you can manage- -- focus on KPIs
  • Culture eats strategy for breakfast- -- What good leaders do
  • Key conclusions from the course