Ongoing Support Packages

Stay accountable.Stay consistent.Keep advisory momentum strong.

Advisory confidence isn’t built in a day. It’s built in rhythm. 
Our Ongoing Support Packages keep your firm focused, aligned and progressing long after training ends.

Part of Step 3

Roll Out, extending through Step 5 – Lead on the Client Roadmap. 

The Real Reason Firms

Lose Advisory Momentum

Most firms don’t fall behind in advisory because of ability –
they fall behind because of distraction. 

As soon as training ends, real life rushes back in: 

  • Client deadlines pile up 
  • Team bandwidth gets tight 
  • Partners shift focus 
  • Priorities compete for attention 
  • Leadership changes create uncertainty

And suddenly, the advisory plan you were excited about becomes the advisory plan you’ll “get back to later.” 

Advisory Training for Accountants

Here’s the truth: 

Without structured accountability, advisory momentum slows, then stops. 

If that sounds familiar, you’re not alone.
This is where most firms lose traction… and it’s exactly why Ongoing Support exists. 

Why This Problem Gets Worse Without Support

Most firms experience the same cycle: 

Advisory champions get busy → progress stalls 

Team loses confidence → quality drops 

Internal alignment breaks → conversations vary 

Opportunities are missed → advisory becomes reactive 

Leadership tries to reboot → but everyone is drained 

And slowly, advisory becomes: 

A Project

A “someday”

A task squeezed between deadlines

Something your firm talks about more than delivers

Without ongoing reinforcement, even the best advisory plan loses traction. 

The Solution: A Support System That Keeps Advisory Alive

Ongoing Support bridges the gap between training and true implementation. 

It gives your firm: 

“We’re your accountability partner in progress, helping you keep momentum between projects, programs and client rollouts.” 

This is how advisory becomes habit, not a once-off initiative. 

How Ongoing Support Works

Support is delivered virtually. Flexible. Practical. Tailored. 

Every package includes: 

  • Structured accountability sessions 
  • Regular progress check-ins 
  • Support with real client scenarios 
  • Rollout guidance 
  • Leadership alignment checkpoints 
  • Clarity on next steps every month 

And because your needs evolve, you can adjust your support level every 3 months – dial it up or down as your advisory capacity grows. 

Choose Your Support Level

Each option will include: 

Monthly accountability 

Tactical advice 

Progress reviews 

Next-step planning 

Implementation reinforcement 

Is Ongoing Support Right for You?

Ongoing Support is ideal for firms that:

 

  • Have completed Business Metamorphosis® or Advisory Accelerator 
  • Are rolling advisory out across the team 
  • Want to maintain consistency and confidence 
  • Need structure and accountability 
  • Want advisory to be cultural, not conditional 

“Most firms benefit from continuous support especially during rollout, marketing implementation and leadership handover phases.” 

Profile photo of Lynda Steffens from The Business Collab Spotlight

What You’ll Gain

Every package gives your firm: 

A consistent rhythm to maintain advisory progress 

Practical accountability to keep your team focused 

Support to troubleshoot real client conversations 

A clearer path to sustainable advisory growth 

Motivation, reinforcement and continued momentum 

This is how advisory becomes habit – not hope. 

GET STARTED

ONGOING SUPPORT PACKAGES

ADVISORY SUPPORT: STANDARD

AU $595/mth incl GST

Monthly 45-minute advisory session

Minimum commitment: 3 months (then reviewed)

Best for:

  • Firms in steady momentum, or during Business Metamorphosis training where basic accountability is still useful

ADVISORY SUPPORT: PRO

AU $1295/mth incl GST

Fortnightly 45-minute advisory sessions

Minimum commitment: 3 months (then reviewed)

Best for:

  • Firms with shorter implementation timeframes, complex challenges, or those needing a kickstart between key projects

Next Steps

If you’re ready to keep your advisory momentum strong, we’re ready to support you. 

Continue Your Journey

Back to: Client Roadmap

Next: Roll Out to Existing Clients with Business Metamorphosis® Advisor Method