Become familiar with advisory services and learn how to communicate your value to your clients.

• Understanding your value to your clients
• Learn how to market and price your services
• Setting up Clients QuickBooks File Correctly
• Modify and Changing Chart of Accounts
• Quality Review of Client Accounting File

  Deliverables:

  ☑  Marketing Collateral Examples & Templates

  ☑  Brand Guide Examples & Templates

  ☑  Case Study Examples & Templates

  ☑  Sample Pricing Model Template

  ☑  New Client & QuickBooks Set-up Questionnaire

  ☑  Checklist and Scorecard of QuickBooks Data File Analysis

How to have meaningful conversation around business success.

• Common roadblocks that will prevent you from communicating effectively
• Learn how to navigate those roadblocks.
• The important questions to ask in setting the GPS system

  Deliverables:

  ☑  Template of discovery questions to

       understand your client's journey

  ☑  Communication roadblock cheat sheet

  ☑  Guide to avoiding roadblocks

Determine their wants, needs, and desires for their business and legacy.

• Client Goals (Short and Long Term)
• Objectives you need to meet goals
• Determine which metrics are needed to track goals

  Deliverables:

  ☑  Template of short and long term goals

  ☑  Scorecard template of metrics that will be set

  ☑  Industry Chart of Accounts Sample

  ☑  KPI examples

  ☑  Follow Up Plan Guide

*Note: Follow-up plan should be based upon package of service

The journey to business success starts here.

• Set up the KPIs in Data Mash
  
• Share the KPI to the Timeline on the Bridge
• Add the Goal in the Milestones
• Create a To-Do and assign the task
• Develop a collaboration and follow-up plan

  Deliverables:

  ☑  Instructional videos of each step

  ☑  Additional Chart of Accounts Samples

The introduction of business insight with PATH with your client.

• Discuss goals in Milestones
• Review KPI's on Bookmarks
• Discussion of the Timeline and To-Do's
• Explain the collaboration and follow-up plan

  Deliverables:

  ☑  Instructional videos of each step

  ☑  End of Year Checklist

  ☑  Retention Guide

Separate yourself from competitors and become a 5-star firm.

• Prepare Financial Reports and Business Insight Report
• Discussion of Impact Center of monies in and out
• Discussion of current standing in industry ratios
• Present Financial Reports, Business Insight in Bookmarks
• Review Company Valuation with Business Snapshot

  Deliverables:

  ☑  Instructional videos of each step

  ☑  Sample of Financial Reports

  ☑ Template of Business Insight Report

Give back to yourself, family, and community. Time to celebrate success.

• Prepare and Present clients with Personal Budget
• Prepare and Present clients with Net Worth Statement
• Discussion of Succession Planning and Legacy
• Introduction of Business Counsel, Financial Planners and Trust Attorney
• Present a collaboration and follow-up plan with client.

  Deliverables:

  ☑  Template of Personal Budget

  ☑  Template of Net Worth Statement

  ☑  Pricing model for Tax Services

  ☑  Resources of selecting Succession Advisors

  ☑  Resources of Personal Succession Software
       Solutions