Advanced Training for Accounting Professionals
This explores the secrets to building a successful business advisory practice. In this session, we will discuss everything from winning clients to building a successful business model.
We will demonstrate a step-by-step process on how to build the advisory side of the practice, how to win and run client discovery meetings, how to build confidence and how to make the first sale. Then, we will explore by using practical tools what to do during a monthly client meeting, and how to structure them so that they are fun, enjoyable, effective yet still highly profitable. We will have a look at sample charge rates for clients and how to set up a recurring revenue client.
Learning Objectives: At the end of this session you will walk away with
Exit & Succession planning is a great way to build a new income stream for your practice and is one of the fastest growing business advisory niches. We will demonstrate a “step by step” process on how you can create an exit and succession plan for your clients. We will discuss the great opportunity for Accountants and bookkeepers to sell advisory work and how this fits within the comfort zone of most accountants and bookkeepers. We show you how you can work with your client to discuss the important question of when and how they intend to exit or sell their business. The session covers how to create a plan that includes
The session also discusses the need for all accountants and bookkeeping firms to have an exit & succession plan for their own business.
At the end of this session you will walk away with