How do we do this? Change the conversations accountants have with clients.

Not only will we show you how to change the conversations, we’ll give you the structure, tools and support to make sure you implement it successfully. One of the most challenging aspects for accountants to consistently delivery advisory services is a lack of structure. Accountants simply don’t operate that way, we need structure. We say ‘we’ because we’re accountants too and this program has been developed focusing and what works for accountants not what accountants should be doing, something other programs fail to address.

This program is the starting point for you to do more of the work you love to do, offer services that are highly valued by your clients and choose those clients you want to work with. As an accountant you have the ability to change peoples lives we’re not using our skill, knowledge and expertise in a way that allows us to do that.

PHASE 1.

BUSINESS METAMORPHOSIS
Business Growth Made Easy

Evolving your current business model from that of standard accounting practice to a powerful high-level accounting and business advisory service requires a change in client conversations, a reliance on different methodologies and an all-encompassing program to guide you through the transformation process. The Business Metamorphosis phase provides you with the necessary framework to grow your business from simply being functional to one that is vital via a new way of client interaction. Get ready to be hands on and interactive to hone your business mindset, building on your current skills and expanding your mental capacity, simply and easily. As an accountant you have the skill set needed to change people’s lives by having a direct impact on how they run their own businesses. Our reliance on being solution focused has stunted our ability to deliver powerful advisory services in a systematically and engaging way. By shifting your mindset away from ‘my value lies in the answers and solutions I provide’ we’ll show you how using coaching methodologies with your clients will have them knocking down your door for more advisory solutions. What greater thing than to help your clients navigate through the challenges they may face in their own businesses and you setting them on the right course for their success. The workshop covers the 3 stages of the Business Metamorphosis program, the 4 key concepts of the Business Metamorphosis model and walks you through every step in the powerful process.

PHASE 2.

LEADING EDGE BUSINESS
The 5P's for higher performing business

After attending the Business Metamorphosis phase which provides you with the steps involved to systematically engage your clients with your advisory services, you are now ready to learn how to deliver your knowledge and accounting services to your clients in a structured way, speaking their language.

Leading Edge Business is a multi-tiered, structured system that starts with a solid and stable foundation and walks you through delivering your accounting services using the unique 5P’s methodology.

Laying the groundwork using the first P in the 5P’s system is key to your framework standing strong as you implement each consecutive step in the process, growing your business by helping your clients with theirs.

A uniquely designed, tried and tested system, the 5P’s provides a strong and supportive framework that supports you to engage with your clients in a way that is highly valued by them.

With each tier you take your mindset, your relationships with your clients and therefore your practice to another level.

Immersing yourself in this program will change the way you see your accounting practice and will open your mind to what is actually possible.

Leading Edge Business will keep you steady, supported and focused while you learn how to deliver your knowledge and services in a new and exciting way.

1. Deliver high level business advice to clients differently, give them what they WANT and value.

2. Transform the delivery of your products & services using the unique 5P’s combined with coaching methodology.

3. A structured program developed by you for your business and for your services, revolutionising the way you interact with your clients.

This phase covers the 5P’s for High Performing Business, interactively walking you through how it fits with your advisory service offering and how to use the powerful process with clients.

The 5P's Model

PHASE 3.

READY SET COACH PROGRAM
Tailored in-house coaching with you and your team

Duration: 4 – 6 months Cost: $2997 per month

Successfully bridging the gap from functional to vital requires more than just training in skills or new content. If the environment in which you and your people work are not transformed, you will default to old ways of operating. Clear next steps are provided for you to continue on your new journey. The Ready Set Coach Program is an integral part of the program and is required for accreditation and membership of The Small Business Project. Support you, your team and your business by putting new practice change skills into action. What are the objectives of the Ready Set Coach Program? Tailored implementation to address your practice’s highest-priority concerns.

Objectives typically include:

• Development of your strategic foundation
• Increase team engagement
• Identify and implement infrastructure change to support a new business model
• Review and revise workflows and protocols
• Implementation of new advisory services and skill sets
• Support change management

The program also includes practical tools and resources such as example job descriptions for new positions, standing order protocols, and suggested data tracking fields.