How to Start Offering Advisory Services in Your Accounting Firm Cohort
What You Gain:
Guided Learning: Participate in three one-hour Zoom sessions led by Luke Templin on creating an advisory offering in your accounting firm. This is based on his knowledge of creating three advisory service offerings for CPA firms and one for his firm.
Group Accountability: We will end each session with each person sharing one action item they plan to execute before the next session. We will start the next session with a progress update by each member. This is intended to hold members accountable to maximize the value received in the cohort.
Access to FinDaily.io and Assessment Course: Receive a 3-month free subscription to FinDaily.io (valued at $105) and an assessment course (valued at $150) to learn how to get paid for proposals.
Money-Back Guarantee: We are so confident in the value of our cohort that we offer a full money-back guarantee. If you feel you haven't gained valuable insights or skills, we'll refund your investment, no questions asked.
Affordable Investment for Immense Value: The investment will be $950. Luke charges a minimum of $1,500 monthly for advisory services in his firm, so the ROI will surpass 100% if you execute what you learn.
Your Path to Start Offering Advisory in Your Accounting Firm:
Session 1: Learn how to find clients and sell to them. The session covers and includes the following:
- Why do advisory
- What is advisory
- How to find advisory clients
- How to sell advisory clients
- One-page opportunity spotter example for team and referral sources
- Intake form questions template
- Pre-call email template
- Discovery call agenda
- Financial model example
- Assessment proposal templates
Session 2: Learn pricing strategy for advisory clients. The session covers and includes the following:
- Why avoid billing by the hour
- How to create a minimum price
- How to develop advisory packages
- How to calculate the value
- Advisory engagement letter example
- Overhead calculation template
- Minimum pricing calculation templates
- Bookkeeping budget calculation template
- Sample tiers and proposal template
- Value calculation template
Session 3: Learn how to start offering advisory services, including an overview of the technology Luke uses. The session covers and includes the following:
- How to provide fractional controllership
- How to start offering advisory
- Overview of my client-facing tech stack and how I use the tools
- How to start forecasting
- Template used by my team for month-end process
- Template for simple advisory agenda
- Power of One calculator
- Example reports
- Discounts for some of the client-facing tools
Tentative Schedule for Next Cohort:
- Session 1 - 01/07/2025 at 2 PM CST
- Session 2 - 01/14/2025 at 2 PM CST
- Session 3 - 01/21/2025 at 2 PM CST