Helping Accountants And Accounting Teams Integrate Ongoing Advisory Solutions Alongside Compliance
Revolutionising How Accountants Support Business Success With The Business Metamorphosis® Advisor Method
CAUGHT IN THE ENDLESS VORTEX OF COMPLIANCE?
-
Trying to grow your business revenue by adding more (low value) compliance clients
-
You’re under constant pressure against deadlines and lodgements
-
Spending more of your budget on high priced marketing to only attract more (low value) compliance clients
-
You want to charge more but don’t know how to justify it
-
Giving valuable advice for free OR not giving it at all because you don't know how to ask clients to pay for it
-
You or your accounting team are so busy meeting compliance deadlines and time billing you can't see how you could justify carving out time for advisory and see results that make it worth it
Doing things the way they've always been done is weighing down your accounting business and it's a high-risk proposition
-
Compliance is necessary, but more compliance work won't equate to a thriving accounting business with happy high-value clients who appreciate your contribution to their success in business. So it won't matter how many compliance clients you have...
-
Clients seek sound advice but they're looking to other professions and business 'coaches' for answers to their problems (and paying well for their services)
-
There's a widening skills gap that tertiary institutions aren't bridging and new graduates along with experienced accountants simply don't have the soft skills development needed to shift confidently into advisory work and consistently deliver results
-
The typical Accountant personality profile needs a combination of quality information and time to make decisions. Being slow to take action with building capability for ongoing business advisory is working against you and holding back your success. It's called Titanic Syndrome.
-
The latest advisory software may make capturing data easier but it doesn't make up for the skills gap
Accountants already offer advisory services,
so why doesn't it make an ounce of difference to your business?
...Because ad-hoc advisory is delivered just like a compliance service.
It's all the same to your clients.
FREE ADVISOR MASTERCLASS for Accountants in public practice
How To Build A Successful Business Advisory Firm From Compliance
Imagine ...
-
Knowing how to tailor your services around client needs so you're not stuck in the compliance vortex with every client
-
Having a predictable monthly revenue that isn't dependent on time billing and more compliance work
-
Easily qualifying existing and new clients as a good fit for ongoing business advisory immediately increasing client value in your accounting business
-
Knowing the difference you make each day is the ripple effect that changes lives; your life, your family, your team, your client's life, the lives of their employees, their families, the community, the economy...
-
Waking up feeling connected to your WHY...
Introducing
Advisor Intensives for Public Practice Accountants
Finally, see results with ongoing business advisory with the proven Business Metamorphosis® Advisor Method.
PHASE 1 ~LIMITED PLACES~
BUSINESS METAMORPHOSIS® ADVISOR INTENSIVE
The Business Metamorphosis® Advisor Method for successful ongoing Business Advisory
- MINDSET: Level up your mindset to set the foundation for successful business advisory conversations with ideal clients and be recognised as a true Advisor
- THE ADVISOR FRAMEWORK: removes the guesswork with a defined structure to confidently conduct a professional business advisory process and set accountability milestones with clients
- IMPLEMENTATION: Your full suite of implementation tools and personalised development sessions to fast track your success (includes your workbook, scripts, advisory planning resources and 60-day acceleration plan)
- CAPABILITY: Develop your professional skills for advisory in the way you've never had the opportunity to do with compliance and permanently close the skills gap.
PHASE 2
LEADING EDGE BUSINESS™ ADVANCED ADVISOR INTENSIVE
Advanced Advisory Framework for structuring in-depth client Advisory Strategies
Powerful Delivery Framework for ongoing Business Advisory
- Develop your Advisory blueprint for success
- Have a systemised Success Strategy for clients engaged with ongoing Advisory services
- Achieve future-focused results within a powerful structured framework
- Use the proven 5-step PLAN, PROTECT, POSITION, PROGRESS and POWER framework to adapt your client's business goals within an advisory relationship
- Hone your Advisor skills, share your knowledge with your team
PHASE 3
READY, SET, COACH™
Advanced Professional Coaching and Development Program to elevate your Firm's Advisory Expertise
- Personalised 4-6 month coaching program for Leaders in Accounting Firms
- Transition your Accounting Firm into Advisory by developing your team capability and increase their enthusiasm for their work
- A transformational professional coaching and development program designed specifically for high performance with advisory for Accountants and Accounting Firms
AN ESSENTIAL GUIDE
10 Reasons to Start Delivering Business Advisory Services the Right Way
INSIDE THE SMALL BUSINESS PROJECT
Gain the skills with techniques to transform your client relationships from compliance into business advisory with a client-centric method.
The structured advisory framework positions you as a true Advisor for your clients and collaborate on their advisory action plan.
Create a thriving accounting business with ongoing business advisory and give yourself more time to do the work you love.
Build value and trust into your client relationships and start receiving more high-value referrals through your ideal clients.
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 are waiting for. Your value as a true Advisor is life-changing.
The Business Metamorphosis® Advisor Method is yours today
Take the first step towards being ready to meet client demand for advisory services and discover the right way to engage clients with successful ongoing Advisory in my book Accounting Revolution.
Grow your business without relying on more compliance work.
I give you the complete Advisor strategy and framework to implement into your business immediately.
I’m so confident you’ll gain valuable information about how to deliver advisory the right way, develop stronger relationships with your clients and have a thriving business as a result!
If you don’t find solid actionable insights within 30 days just email us at hello@lyndasteffens.com.au and I will refund your purchase price.
"How to change from a functional service, to be valued as 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.
- Megan
I AIM TO BE BRAVE IN ALL THAT I DO - GROWTH INVOLVES RISK. I DON'T LET THE FEAR OF FAILURE STAND IN MY WAY
The Butterfly Effect is a quantum physics term I have adopted for the work I do. Using this simple but powerful concept along with the specialist tools I have developed and keep in my toolbox, I help you create a Business Metamorphosis.
With the aim in mind of future proofing accounting practices I have developed a system to not just keep your accounting practice current now, but to ensure the relevance of your practice far into the future.
The world of accounting is changing so quickly that by standing still or staying the same, you are essentially moving backwards.
