How to profit from business advisory and management reporting

If you want more high value clients buying high value business advisory services from you, then this could be the most important training you will attend this year.

Use Coupon Code BAMR30PC2020 when you sign up to get 30% off

This is what you are getting

Over 12 hours of video training and resources covering:

How to spot the opportunity to help your clients
How to package your advisory and management reporting services
How to communicate the value of advisory so clients want to buy your service
How to sell advisory work without uncomfortable sales techniques
How to value price advisory service so it becomes one of your most profitable services
How to deliver advisory work to your clients through simple frameworks
How to win new clients who want an accounting professional who can help them grow their business profitably
Advanced tips to help you master business advisory

Your resources and workbooks

In addition to over 12 hours of video training, your resources and workbooks include:

Understanding the Numbers – A case study to help you interpret the numbers in a set of financial statements and spot potential problems in a business. This will give you the confidence to better diagnose what is happening in a business with a better understanding of numbers, trends and ratios.
The 5 Margin Killers – A workbook to help you spot opportunities to help and diagnose causes when a business has declining margins.
A Trello board set up with a powerful set of packages so you can give your clients a choice of different service offerings.
A range of professionally designed brochures (including a comprehensive 27-page version) that will help you communicate the value, price and sell your advisory and management reporting services. You’ll have the ability to edit them as you wish, but we’ve done the work of designing it, and we’ve even found a print service for you!
The Profit Diagnostic Review agenda – A proven process for adding value to clients and inspiring them to take the next step, i.e. to purchase your advisory services.
The 9 Drivers of Profit – How to understand the underlying business model behind every business; when you understand this model, you will feel more confident giving advice to help your clients increase their profits.
From Vision to Plan – A framework for helping a client build their business strategy and achieve their vision and goals.
The Profitable Growth Formula – 101 ideas to help any business grow and increase their profitability. This resource, and the accompanying training, will give you idea after idea to help a client become more financially successful.
A 21-page eBook written for you – together with the rights to add your name as the author – which you can use to position you as the expert in helping businesses grow profitably, and use to win new clients.
How to sell advisory services, and get qualified appointments from business owners who want to meet you.
The referral voucher system to help you get a steady stream of new leads from your referral sources
The opportunity to access powerful Profit Diagnostic software to help you sell and deliver advisory services (you get a 4-month licence to use this software as part of your training. At the end of the training you can continue to use the software for less than $200 per annum)
Book: How to build a better business and make more money

This is what it will do for you…

This training will give you everything you need to launch a profitable business advisory and management reporting service. Not just how to deliver advisory work, but how to package, promote, price and sell your service.

In the pricing part we show you how to set the price. Sneak Peek: You should be thinking at least $300 per month (although we’ll also show you how to create a starter option for clients with a smaller budget)…

… that’s $3,600 in typical annual recurring fees for each client that wants you to help them improve the profitability and cash in their business.

Your investment in the training is just a few small monthly payments. You will see the detail to the right.

The training is delivered to you over 6 months.

If you want the detail of what you will learn…

Here are just some of the things you will learn during your training:

What exactly is business advisory?
Why business advisory is such a big opportunity NOW
How to use the 5 margin killers to spot opportunities
How to interpret the numbers in financial statements
Essential ratio analysis… the 11 you really need to understand
Why positive trends in a business can be misleading… and lead to failure
Why return on investment is a better ratio than net profit margin
How to break down the numbers in a client’s accounting data to monitor critical growth trends
How to use trends and ratios to spot when your client is heading for disaster
Why bundling is your first step to value pricing and building a menu of advisory services…
… and why unbundling takes your revenue to a much higher level
The 7-step framework for building advisory packages that sell
Why without customer segmentation clients won’t buy your advisory services
The free software tool for helping you build your advisory offering
Help clients better – and make more money – by understanding the customer journey
The 3 steps of the value conversation
How to package up business advisory services so you capture the maximum willingness to pay
6 powerful techniques for communicating the value of advisory services… so they willingly agree to pay you more money
The ultimate system for demonstrating the value of what you do
How to successfully sell expensive advisory services with the top down approach – and without having to do any selling!
The questions you need to ask to understand what the client wants, needs and values
The Profit Diagnostic Review agenda… how you inspire the client to want to work with you
The 9 Drivers of Profit… and how to use them to show the client how to grow their business
How to value price business advisory services… and why fixed pricing is a terrible way to price
The biggest myth about pricing which is causing you to get low prices
The #1 mistake accountants make with their pricing
The concept of Optimal Pricing… and how it helps you get the maximum price
Why charging a higher price is actually fairer on the client
When to break the “Magic of Three” rule
The concept of Relative Pricing and how to price your packages for maximum profit
The 5-step package-building framework
How to use the up-sell to enhance the client’s experience
A tried, tested and proven system for getting the client to pay you the highest amount they are willing and able to pay… never again will you pitch too cheap
How to deliver advisory services
The 5 stages of building a strategic plan for your clients… a plan for achieving their goals
101 ways to increase your clients’ profits using the Profitable Growth Formula
How to save a business on the brink of failure
How to win new clients for advisory work
The simple referral system that will get you leads and meetings
How to use your new expertise to build a highly-qualified list of potential clients
How to use your advisory solution to build an appointment generating system for winning new clients
The most critical measures of profitability in a small business
How to have a meaningful conversation about the numbers in under 10 minutes – a conversation you must have with every client
The quick analysis technique your team can use

There is absolutely no risk because you are protected by our BIG PROMISE…

… you are guaranteed to love the training.

In other words, when you register, if it doesn’t deliver what you are hoping for, at any time in the first 30 days you can cancel the remaining payments. Not only that…

Any time in the first 30 days email us and we’ll return the money you have paid in full. No questions asked.

And you’ll get to keep all the knowledge you learn in part 1… so it’s better than risk free.

About your trainers

The training will be delivered by Mark Wickersham FCA – public speaker and author of the #1 best-selling book “Effective Pricing for Accountants”

As part of the training you will get access to some bonus sessions delivered by carefully chosen experts in teaching accounting professionals to deliver business advisory services.

These additional trainers include:

Kathy Gregory who has 25 years of experience in business development and strategy, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.
Mike Milan is one of the highest rated instructors in the US on the topic of financial management for small business owners. He has built or helped build multiple companies from the ground up by transforming ideas into multi-million dollar enterprises.

What other people say about our training…

Note: What follows come from an earlier version of this training… the training is now even more comprehensive with twice as much content and brand new resources and workbooks.

“Providing clients with business advisory services is key if we want to be a firm of the future. “Building a Business Advisory Service” provides the software and training needed to price and deliver this very valuable client service. In a series of four 90-minute training webinars, Mark Wickersham and Kathy Gregory work together to provide the complete package of tools and techniques so that you can start delivering this client service immediately.

I found Mark’s training on how to create valuable client packages very clear and practical. Mark also provides a powerful colour brochure that helps me hit the ground running with this new client service! Kathy clearly walks you through the software and how it can be effective for each step of the advisory process. Kathy also provides a number of other tools that will help me market this service.

I feel that I am better equipped and prepared to offer this important service to my existing and future clients. It is well worth the time and investment! I highly recommend it!”

David Pankiewich
Chartered Professional Accountant, Canada
July 2019

“The online course “Building a Business Advisory Service” is well worth the course fee. The four sessions are packed with useful and relevant content. Mark, (as he always does) provided us with ready- made materials to modify for our own use. No floundering around trying to come up with your own resources! I would recommend this course for anyone looking at building an advisory service.”

Debra King, CPA, CMA
February 2019

“I have been serving as a fractional CFO for the past 3 years providing business advice and accounting and strategic financial leadership to mid-sized firms. This training program provides a great framework for marketing and selling Business Advisory services. Many valuable tools that I will adapt and use in my practice. I enjoyed learning about LivePlan and feel it provides great value for advisors and clients, in particular those that use QBO. I completed Mark's Price Consulting training last year and believe together these will help me promote and grow my consulting business.”

Paul Johnson
The Business Trek
February 2019

“I would highly recommend the 4-part business advisory programme with Mark Wickersham and Kathy Gregory. Very powerful. LivePlan software backed by Mark’s Value Pricing strategy makes it so much easier for an accountant to identify and communicate key drivers to their clients’ businesses and help the clients plan and execute a strategy to improve net profit and bank balances.”

Leo Wagner
Wagner Associates
February 2019

“I have just completed the 4-part session on pricing advisory services using LivePlan. It was very timely as I am about to implement LivePlan and I felt that Mark Wickersham and Kathy Gregory did a fantastic job putting together a system to follow to implement LivePlan to offer Advisory services. Kathy did a great job explaining step by step how to offer these services and this was complimented by Mark explaining the best way to price this service – now I am good to go on starting this service. I highly recommend both Mark Wickersham and Kathy Gregory to help you start your advisory services.”

Stanley Dean
Stanley D Dean, CPA, USA
1 August 2018

“Mark's training is always confidence building and inspiring at the same time. Having completed the Business Advisory with LivePlan training, I understand better how to market the services I provide and show potential clients the value of those services. His teaming up with Kathy and LivePlan was pure genius. Kathy has shown in a fantastic amount of detail how LivePlan can be the platform for my Business Advisory services. I'm excited to get started!”

Ellen Allen
My Team Accounting, USA
2 August 2018

“We’ve carried out low level and ad hoc advisory for a while, but the course has really given us a ‘system’ that we can build on and helped us form our 3 ‘packages’ to really standardise and price how we ‘do’ advisory. As a result, within a week of finishing the course we have just signed a mid-tier advisory client for around £8500 for the 12 month – certainly worth more than the money we paid for the training :- )”

Dan Heelan
Heelan Associates
19 August 2018

A quick reminder of what you will get

The comments above are from a much earlier training, delivered in 4 parts. This training goes deeper still and consists of 8 essential parts:

How to spot the opportunity to help your clients
How to package your advisory and management reporting services
How to communicate the value of advisory so clients want to buy your service
How to sell advisory work without uncomfortable sales techniques
How to value price advisory service so it becomes one of your most profitable services
How to deliver advisory work to your clients through simple frameworks
How to win new clients who want an accounting professional who can help them grow their business profitably
Advanced tips to help you master business advisory

There is over 12 hours of training. You will also get access to the following resources and workbooks to help you implement everything FAST:

Understanding the Numbers – A case study to help you interpret the numbers in a set of financial statements and spot potential problems in a business. This will give you the confidence to better diagnose what is happening in a business with a better understanding of numbers, trends and ratios.
The 5 Margin Killers – A workbook to help you spot opportunities to help and diagnose causes when a business has declining margins.
A Trello board set up with a powerful set of packages so you can give your clients a choice of different service offerings.
A range of professionally designed brochures (including a comprehensive 27-page version) that will help you communicate the value, price and sell your advisory and management reporting services. You’ll have the ability to edit them as you wish, but we’ve done the work of designing it, and we’ve even found a print service for you!
The Profit Diagnostic Review agenda – A proven process for adding value to clients and inspiring them to take the next step, i.e. to purchase your advisory services.
The 9 Drivers of Profit – How to understand the underlying business model behind every business; when you understand this model, you will feel more confident giving advice to help your clients increase their profits.
From Vision to Plan – A framework for helping a client build their business strategy and achieve their vision and goals.
The Profitable Growth Formula – 101 ideas to help any business grow and increase their profitability. This resource, and the accompanying training, will give you idea after idea to help a client become more financially successful.
A 21-page eBook written for you – together with the rights to add your name as the author – which you can use to position you as the expert in helping businesses grow profitably, and use to win new clients.
How to sell advisory services, and get qualified appointments from business owners who want to meet you.
The referral voucher system to help you get a steady stream of new leads from your referral sources
The opportunity to access powerful Profit Diagnostic software to help you sell and deliver advisory services (you get a 4-month licence to use this software as part of your training. At the end of the training you can continue to use the software for less than $200 per annum)
Book: How to build a better business and make more money

I look forward to seeing you on the training

Mark Wickersham FCA