registration page

Financial measurements essentials course

About the financial measurements essentials course

Investment: $495/Person

Outcome: Offer semi-monthly or monthly financial meetings to your existing clients at an average rate of about $500/month.

Date: December 13 (11:00-5:00 Eastern)

  • Meet & Greet at 10:00 AM
  • Instruction from 11:00 - 5:00 PM
  • Q&A with class instructor 5:00

Syllabus and Agenda

Instructor: Fred Parrish

Most business owners are not financial managers and they need your expertise to help them make better decisions. During this Power Day you will gain an understanding of the skills and tools you need to provide your clients with “operational intelligence” rather than just the usual monthly financial reports they neither open nor understand. You will learn a simple process for adding significant value to their decision-making while generating an average of about $500 per month per client for your efforts. And...this course will equip you to prepare for each client meeting with less than 30 minutes of prep work!


Did you know...

Intuit and Woodard are offering this course for free with a scholarship to ProAdvisors with 3 or more clients? Learn more here and use code "INTUIT100PD" in the form on this page.