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Advanced Training to Add High Ticket Consulting To Your CPA or Advisory Practice
Your Foundation for Growth and Stress Free Abundance
Welcome & How to Navigate This Course (2:57)
Your Growth Opportunity (7:25)
Overall architecture that provides certainty of results (9:15)
The Impact on Your Practice (9:04)
5 Steps to Building Trust (20:56)
Developing Your Value Proposition (16:59)
How to satisfy your clients with higher priced services and have them beg for more! (15:41)
How to Engage Your Clients Using The Power of the Financial Statement Story (23:48)
Attracting the Right Clients with Magnetic Messaging (17:00)
Meeting Mr. Malaprop (8:05)
The Core Consulting System
Overview of the Business Health Test Consulting System (44:59)
Overview of the 10 Easy Steps to Conduct the BHT
Steps 1 to 3 |The introduction phase (4:39)
Step 4 | Profile the 5 Chapter performance (4:41)
Step 5 | The revenue stress test (7:44)
Step 6 | Managing the Income Statement (6:40)
Step 7 | Balance sheet rigor with specific emphasis on working capital (5:52)
Steps 8 and 9 | Cash is King and Return on Capital Employed (7:04)
Step 10 | Predicting the future (21:12)
Business Health Test Walkthrough abridged (5:44)
Using the BHT examples
Using the BHT with existing clients (102:47)
Preparing Your Business Health Test
What you need to get your BHT up and running (4:26)
Creating the data loading template in the BHT software (1:39)
Launching Your BHT machine
• Income statement data entry (8:04)
• Balance sheet data entry (8:44)
• Preparing for the BHT presentation (23:59)
Using the Client Value Consulting Report Generator (34:09)
Scaling Delivery and Virtual Consulting Mechanisms to create Freedom and Flexibility
Teach online with
• Balance sheet data entry
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