The My Firm.My Future 2019 report published by CPA Australia highlighted important trends impacting the future of the Accounting Industry. Technological advancement has made compliance work more efficient and automation of lower-level tasks is providing opportunities for Accountants to broaden their skill set.
An opportunity too great for Accountants to ignore lies in the rapid change in client needs driving a shift to more focus on value from structured business advisory services. Yet the transition from compliance services to successfully leveraging value from advisory services is one of the biggest challenges faced by Accountants.
Offering advisory services that clients want requires more than just the latest advisory software. Yes, having the ability to interpret the numbers is important but the technology is just a delivery method.
The key to your success with business advisory services is in the conversations you have with your clients to discover what they want and giving them a structured plan for how they can achieve their goals.
ARE YOU FUTURE READY?
DO YOU WANT MORE BUSINESS
Modern clients are demanding more to help them succeed sooner.
They want time freedom and lifestyle, and they want their business working for them, not the other way around.
You want the same from your business, don't you?
Entrepreneurial business owners want strategic plans for success and they are willing to pay for strategic partnerships focused on achieving their goals.
You're tired of fee resistance
You want to grow your business with clients who value what you do
You want your team to feel enthusiastic and engaged in their work
You want to finally see business advisory services generating consistent, reliable and profitable revenue for your business
You can't afford to sit back and wait.
Small Business needs future-focused Accountants like yourself.
NOW is the time to position yourself to meet new and existing clients where they are.
Gain the skills you need to shift your client conversations into advisory, the right way,
INSIDE THE SMALL BUSINESS PROJECT
Gain the skills with techniques to transform your client relationships into business advisory services by focusing on what your clients want.
Have a structured framework that enables you to partner with your clients on achieving their goals and succeeding in their business.
Create a profitable business model that isn’t reliant on chargeable hours and gives you more time to do the work you love.
Build value and trust into your client relationships with a collaborative client-centric approach.
Be instrumental in helping your clients take control of their business and achieve their goals in business and in life.
Stand out and be the proactive Accountant your clients want to work with and will readily refer to their friends in business.
AN ESSENTIAL GUIDE
10 Reasons to Start Delivering Business Advisory Services the Right Way
Tired of talking price?
There is a better way!
DO YOU WANT TO BE KNOWN FOR MORE THAN JUST COMPLIANCE?
Advanced skills Workshops for engaging clients in valued Advisory services
Transform your business into a vital service for your clients and generate consistent revenue from advisory services
PHASE 1 ~LIMITED~ Enrolment opening again soon!
BUSINESS METAMORPHOSIS® WORKSHOP
Transform into a valued advisory services Accounting Firm
- Gain the skills and knowledge to facilitate powerful conversations with your clients about their business NOW and their FUTURE goals
- Let the Expert Technician mindset go and confidently step into the Advisor approach
- Be equipped with proven techniques and a repeatable 3-step process to confidently guide you with your clients into valued advisory services
- Includes workbook, scripts, resources and tools you can implement immediately
LEADING EDGE BUSINESS™ WORKSHOP
Delivery Framework for ongoing client Advisory Services
- Have a systemised Success Strategy for clients engaged with recurring Advisory services
- Achieve future-focused results within a structured framework
- Use my proven 5-step PLAN, PROTECT, POSITION, PROGRESS and POWER process to adapt your client's business goals within an advisory relationship
- Learn the skills you didn't get with your qualification
READY, SET, COACH™
Advanced Coaching Program to elevate your Firm's Advisory Expertise
- Advanced 4-6 month coaching program for Leaders in Accounting Firms
- Transition your Practice into Advisory by developing your team's capability and increase their enthusiasm for their work
- A transformational coaching program created specifically for Accountants and Accounting Practices
Don't get left behind!
Take the first step towards being ready to meet the increasing demand for advisory services and discover the right way to engage clients with Advisory in my book Accounting Revolution.
I give you the strategies and the framework that I used to successfully engage my clients with ongoing Advisory inside Accounting Revolution. You’ll get my consistently proven system to support you with every step you take towards engaging your clients in ongoing advisory services they'll willingly pay for.
The exciting part is my strategies can be implemented into your business immediately!
Start talking value with your clients using my powerful strategies inside Accounting Revolution - I’ll also send you the ebook as a bonus!
I’m so confident you’ll gain valuable information about how to do advisory the right way, develop stronger relationships with your clients and have a better business as a result!
If you don’t find solid actionable insights within 30 days just email us at [email protected] and I will refund your purchase price.
Only $49.90 + bonus ebook!
GST inclusive + Free Shipping within Australia
"I know you’re a great Accountant and you want to do a better job for your clients with advisory services they’ll value.
I can help you transform your business from talking price to talking value by delivering advisory the right way."
"Change from being a functional service, to a vital resource"
Lynda Steffens - Accountant Coach, Founder of The Small Business Project and Author of Accounting Revolution
As a sole trader I found myself so swamped with client work and managing my professional team that there were just not enough hours in the day to get my new business off the ground. I also had so many ideas that I wanted to implement but just didn't have the time or energy to get them off the ground properly. It was really important to me that we do things right so we didn't end up with chaos. I had worked with Lynda before and knew that I could rely on her to do a very thorough job and just get things done!!
Lynda Steffens sorted out & trained my admin team, organised and managed the development of my website and many other things along the way. I now use Lynda Steffens on hand service so they are there when I need them. I find being able to phone or email Lynda when I have a new idea or problem helps me make sense of things and then instinctively I know which direction I need to take. My clients & team are much better off thanks to Lynda Steffens, I highly recommend them to any business owner.
- May McGarva
Meeting Lynda Steffens was one of those amazing life changing moments for me! As an accountant, I know that we are very special, and that we tend to think and act quite differently from other professions. It was pure gold to find someone who specialises in just accounting firms, and who had successfully owned and managed accounting firms herself.
After a full day strategy workshop with just Lynda and myself, we then did a full day workshop with the whole team, it was of immense value to myself, my staff and my business, right from the first day. My staff completely engaged in the whole process as they connected with Lynda right from the beginning, and because Lynda's specialised knowledge of accounting and our industry immediately gave her great credibility in their eyes.
Both myself and my staff loved our workshop day with Lynda so much that we made the commitment to continue with regular monthly accountability meetings, and had another workshop day in June, to set our goals and visions for 2019 as a team.
Lynda has changed my life in so many ways, from the more obvious ways of better business processes and operations, and in profiling and understanding myself and the personalities of my staff, to the less obvious ways which include the stress that has been taken from my life, I am enjoying going to work each day again, and enjoying the new, energised and connected team that we now are.
Lynda has also been a tower of strength to myself, in those moments when I have made changes which had created pure chaos in our workplace, Lynda is always their supporting me and giving me the confidence that I need to keep moving forward. We have had many laughs together as we travel through the wild journey of getting accountants to change!
Lynda empowers myself and my team on an ongoing basis. She is completely with us the whole way guiding us as we make changes that have made all our lives so much better.
Thank you, Lynda for changing my life for the better!
- Jeannie Anderson
Our small admin team was relatively new to the business, and we weren't quite sure who should do what and when. Lynda from Lynda Steffens worked with us to map out all of our tasks. She found out what our skills were, and what duties we were best suited to, and what areas we might struggle in. We also identified areas that we needed training in and put a plan in place to make that happen.
Lynda also helped us understand what drives the business, and what times of the year things would get very busy. I found I felt so much more in control and comfortable with my work, I now know what's important to the business and how all my jobs fit into that joint purpose. Lynda Steffens also recommended and installed a cloud based "To Do List" for us to use. I find it so motivating and love seeing the jobs disappear once they are complete. Thanks Lynda Steffens.
WOULD YOU LIKE TO:
WHAT WE DO
Powerful Coaching with a holistic approach for developing both professionally and personally
– mindset, skills, knowledge
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The thought of moving forward and embracing change is very often much scarier than actually doing it, especially when you have a step by step process to guide you through.
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It’s ok not to know. In fact it’s more than ok, it’s actually more admirable to admit you don’t know the answer right away if you don’t, to find out that answer and to follow up with that person when you do know the answer.
Not knowing everything makes you human and we all know accountants are human too.
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Unless you're still doing manual ledgers, you've heard that business advisory is the future for the Accounting industry. Technology makes processes more efficient so capacity is available to expand business advisory services. It's an obvious solution for Accountants who want to differentiate themselves as more than compliance experts. What most Accountants underestimate is how essential […]
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