HOW WE DO IT
Everything you need to become a 21st Century Advisor
The knowledge, systems, coaching, and resources needed to transform your business.
To compete in the 21st Century, you not only need the knowledge to transform your business, you also need the coaching, systems, and expertise necessary to deliver high value services to your best clients. We help you with this transformation by providing you with four levels of service, each designed to deliver the knowledge and tools you need to progressively change how you do business.
Tier 1 - Entry Level
- “Core Services”Proactive Planning
- Learn how to introduce “forward-looking”, proactive services to clients with access to a Virtual Family Office to add expertise to your firm. Enables even the smallest accounting business to compete and win.
- Business Advisory Foundations “Painting by Numbers”
- Take the “DIY” approach to transforming your business by leveraging online training that teaches you how to
“Look Business Smart” in front of your most successful business owner clients.
- “Painting by Numbers” + Tailored Coaching + Systems
- Pair tailored coaching with turnkey systems and resources designed to help you deliver higher value services to business owner clients while generating greater revenue for your firm.
- CPA Business Transformation Tailored Coaching + Solutions
- Bring to bear the experience and knowledge of a complete team of experts to help you redesign your own accounting business and lead your CPA Firm through a complete “transformation”.