ADVISORY SERVICES
The Playbook Pricing
PACKAGES:
Monthly Investment (*)
Annual Investment
No. of PATH Company Accounts
Certification of Advisory Services
- PATH Advisory Basic Certification
- PATH Basic & Advance Certification
Pricing of Services (Example & Templates)
- Pricing Models for Client Accounting Services
- Pricing Models for Advisory Services
- Pricing Model for Tax Services
Advisory Docs and Resources (Example & Templates)
- Implementation Timeline
- New Client Questionnaire
- Questionnaire for QuickBooks Set-up
- Checklist & Scorecard of QB Data File Analysis
- Discovery Questions around Advisory Services
- Short and Long Term Goals Worksheet
- KPI/metrics Worksheet
- Follow-up Plan Guidelines
- Sample of Industry Chart of Accounts (Limit to 3)
- Sample of Additional Chart of Accounts
- End of Year Checklist
- Retention Guide
- Sample of Professional Financial Reports
- Sample of Business Insight Reports
- Personal Budget Worksheet
- Net Worth Statement Worksheet
Sales & Marketing Resources (Templates)
- Marketing Collateral Guidelines & Samples
- Case Study Guidelines & Samples
- Brand Guide Guidelines & Samples
- Sample of Website Layout
- Social Media Guide & Calendar
- Additional Collateral as requested
Resource & Training PATH the Product
- Platform Support
- Understanding the Roadblocks of Business
- Guide to avoid Roadblocks
- Video of how to set-up a goal. (Milestones)
- Video of how to navigate the Bridge, share KPIs
- Video on custom dashboard (Bookmarks)
- Video of tasks with due dates (To-Do list)
- Video on custom calculations (Data Mash)
- Video of how to explain the Business Insight Report
- Video of money in and out (Impact Center)
- Video of how to compare to Industry Averages
- Video on What If Scenarios (Business Snapshot)
Resource Materials for Succession Planning
- How to select the right Business Banker
- How to select the right Financial Planner
- How to select the right Trust Attorney
Bonus Materials
- Monthly Feature Calls
- PATH Peer Community Group
- Mastermind Advisory Community Group
- Mastermind Live Monthly with the CEO of PATH
- Deeper Dive Firm Mentoring Program
- Lead Generation Referrals (Certification Required)
ADVISORY
$199/mo.
$1,999/yr
(3)
1 incl. +$99 per additional
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SUCCESSION
$259/mo.
$2,589/yr
(3)
1 incl. +$99 per additional
1 incl. +$149 per additional
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$999
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14 Day Money Back Guarantee
If the playbook does not meet your expectations within the first 14 days of the purchase date and delivery, you can get your money back. You must ensure that any and all downloaded resources are destroyed before receiving your refund. Failure to do so will result in filing a dispute with your credit card.