Advisory Training For Accountants In Public Practice
The 4-Step repeatable advisory conversation process that turns ad-hoc advisory services and unpredictable revenue into regular business improvement advisory solutions that deliver recurring revenue
The Advisory Demand Paradox
70% of Accounting firms who responded to the June 2020 CommBank Accounting Market Pulse report said they expected business advisory services to experience increasing demand ahead of business recovery & insolvency.
Yet, many accounting firms aren’t experiencing real revenue growth from advisory services. Ad-Hoc advisory services are an unpredictable revenue stream that relies on client request and also lacks a repeatable advisory process.
While accounting firms may expect increasing demand from business clients, the truth is, clients don’t know you have solutions that will help them improve their business outcomes.
It’s the responsibility of Accountants to invite and effectively communicate the benefits of regular advisory solutions so clients readily access higher value from accounting services beyond their compliance needs.
The Small Business Project Advisor Programs equip you with the knowledge and repeatable advisory conversation process to turn ad-hoc advisory services into a predictable and recurring advisory revenue stream for your accounting firm.
Meet Your Clients Where They Are
Your clients don’t need to understand accounting, they want to understand their business. Effective ongoing business advisory services are in demand when presented meaningfully to clients.
Accountants can take advantage of efficiencies with technology to streamline compliance services and increase capacity for effective advisory work.
Leverage your time and knowledge to deliver high value relevant ongoing advisory services that improve business outcomes. This is what clients want, but don’t know how to ask for.
It’s up to you to invite them and guide them through an advisory process that shows them how your accounting services help them improve their business (and achieve their lifestyle goals as a result). It all starts with knowing how to start advisory conversations with clients and having an ‘advisory first approach’.
Accountants and accounting teams learn the 4-Step Advisory Conversation Process to quickly close the gap between ‘doing’ ad-hoc advisory to ‘deliver’ effective ongoing advisory solutions focused on improving business outcomes.
Watch The FREE CPD Advisor Masterclass
The Advisor Training Programs
Build value alongside compliance with the skills for in-demand ongoing business advisory solutions.
Four principles guide the Advisor Training for Accountants within The Small Business Project.
Each principle is required to ensure Accountants fully transition into high value advisory services and go beyond just having advisory knowledge.
As you complete the Advisor Training you apply the 4-Step Advisor Process with practical application working directly with your clients.
Learn essential skills you don’t use with compliance to gain an advisor mindset an confidently introduce and engage clients with advisory.
Weekly Coaching and individual support with an assigned Implementation Partner to assist you with securing your first two advisory clients*
The Advisor Framework
Ongoing business advisory is simplified with the step-by-step framework of Advisor Processes.
Embed new skills as you work progressively with clients through accountability milestones.
The Business Metamorphosis® Advisor Training
A 12-week paced online program for Accountants and accounting teams to gain an advisor mindset, receive weekly coaching, learn the 4-Step Advisory Conversation Process, complete the guided implementation program and see results with clients immediately.
Leading Edge Business
On completion of the Business Metamorphosis® Advisor Program develop advanced advisory skills for high value strategic ongoing advisory services for clients.
Ready, Set, Coach
For accounting firms who want growth through a predictable business model and integration of forward-thinking leadership with business development.