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Accounting Advisor Toolkit for Accountants

Do you want to expand beyond compliance work into advisory work?

Do you want to learn how to help clients with cash flow issues?

Do you want to help clients measure their financial results more effectively?

Do you want to see what’s possible when it comes to developing an industry or service niche?

If you answered yes to any of the questions above, then you’re in the perfect place to learn about our Accounting Advisor Toolkit. It’s for accountants and tax professionals in small practices who want to learn how to offer advisory service to small business clients.

The Accounting Advisor Toolkit consists of five advisory courses:

  • Advisor Accelerated + CPBC Exam – You are the numbers experts. Small business owners need your help so they can make better decisions. Go beyond compliance work and help small business owners analyze their revenue, profits, cash flow, and pricing so that they can make better business decisions. Become a Certified Business Profit Consultant by taking this course and passing an exam.
  • Financial Dashboard Metrics, KPIs, and Business Intelligence – Want a new advisory revenue steam? Learn the top key performance indicators (KPIs) your clients need to know and the best KPI dashboard software apps as well as how to package this new advisory service to your clients. Includes marketing handouts.
  • Industry Specialists Series: Advisory Deep Dive – Clients want you to know their business and their industry in a deeper fashion. Learn how six accounting business owners selected and mastered their industry niches, customized their services, found clients, tackled issues, and much more.
  • Advanced Advisory: Marketing Metrics as a New Service – Few accountants know the world of marketing metrics, and yet these metrics can drive growth for your clients. With your numbers savvy, you’ll easily learn this new skill and become a true business advisor to your clients.
  • Advisory Service Specialties – What does it take to move into specialized advisory work?  This series will provide an overview of seven areas that are hot right now in the profession.  Each one is a potential new revenue stream, and there really are “riches in niches” as the saying goes.

You’ll have unlimited access to all of the materials in the Accounting Advisor Toolkit through December 31, 2021, and a chance at year-end to renew at a reduced rate.

It can be truly exciting to see you working with your clients, shoulder to shoulder, helping them improve their business performance, and not simply recording transactions for them. This program provides you with the ability develop a new service line as well as the motivation to rejuvenate, re-energize, and refresh your business as well as yourself.

We’ve had thousands of CPAs, accountants, and bookkeepers benefit from the program.