IS TRUSTED ADVISOR RIGHT FOR YOU?
WHAT IS TRUSTED ADVISOR?
An exclusive hand-picked community of accounting professionals who are using the Trusted Advisor System™ to help them build highly profitable businesses using a consultative approach first… We help you deliver to your clients what they “want” and they will let you provide what they “need”.
What are the Key Benefits?
- Easily attract higher quality clients who are searching for quality professionals to provide premium level business services
- Learn the skills needed to be the Trusted Advisor for all of your clients
- Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)!
- Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only).
- Learn to switch from bean counter to Proactive Advisorto the business.
- Become a trusted friend and Trusted Advisor to your new and existing clients even if they do not know already!
- Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process
What’s included in the Trusted Advisor Program?
Do You Qualify?
You do if you have…
- A basic understanding of the Trusted Advisor System…
- An established bookkeeping, accounting or financial consulting practice (with an existing client base).
- A willingness to roll up your sleeves, take action and apply our Trusted Advisor System to YOUR business
- A passion for providing high quality services that support your clients’ financial health
- A burning desire to take your practice to the next level of success by becoming your clients’ Trusted Advisor for long-term business profitability and success