This Playbook is designed to help accounting professionals lay the groundwork for advisory services, whether you're established or just getting started.
Learn how to price, market, and sell advisory services to new and existing clientele. The playbook includes: turn-key resources, templates and information needed for advisory services.
PATH by Simplex Software
Track, collaborate, and communicate with clients on key business data. Set and monitor key goals and metrics which allows the company to be successful.
Deeper Added Services
Once success is met in a business, what is next? Learn how to offer higher-end business services to those successful business owners.
If you are not happy with what you learn, we will return your money.
30-day money back!
PROVEN SYSTEM
The Secret Sauce to Advisory Services
If you're ready to move your accounting firm to advisory services, we have created a turn key solution to streamline the process. No more asking yourself or peers; "What is advisory services and how do I offer them?" This playbook offers you all the tools that you need to transition into a high value service offering for your clients.
MODULES: 1 to 3
Building Blocks of Advisory Services
Learn how to price your advisory services and market the value of your expertise and time in the market place.
Preparing for Client Meeting around Advisory Services
Learn how to prepare for a key prospect/client meeting and have the necessary resources needed to offer a high-level of service. All meetings need a playbook in place to overcome any road blocks and accomplish the clients goals.
Asking the right questions leads to establishing goals and objectives, which will be the framework used to accomplish the PATH to success with your client.
You can now develop the skills needed to offer advisory services to your clients and have all the tools required to sustain and market your firm. Become an expert in advisory and in PATH Platform.
NOTE: * Complete Modules 1 - 5 to receive your basic certification.
VALUE ADD
Next Level of Advisory Strategy
Your clients work hard to create a rewarding lifestyle, but what is the next steps? This additional playbook is used to identify the next critical action plans for their family and creating a legacy they can be proud of.
MODULES: 6 and 7
Deeper
Dive
A process and plan for your clients with help you set yourself apart from other professionals and encourage high-value clients in choosing you.
The ultimate goal in life time and money. The upward and forward in creating a true successful legacy. Work-Life Balance has been achieved, now learn how to manage that for your clients for life.
Further your knowledge with our Advanced PATH Certification. These modules will add value to your services and allow you to help your clients through the entire life of the business.
NOTE: * Complete Modules 1 - 7 to receive your advanced certification.
