Done With You Advisory Services Program
Done With You Advisory Services Program – $5,000 for 90 days of helping an accounting professional build and execute an advisory services program with their clients. Includes 12 live group meetings, everything in the Clear Path To Cash Course, and an in-person work day. Upon completion, you earn the designation of Certified Pathfinder.
The Pathfinder program is a BUILT WITH YOU advisory services program for accountants and bookkeepers. If you have ever thought:
- I don’t know where to start building a program, pricing it and adding it to my business.
- I don’t feel confident when doing financial analysis and need to understand it better.
- I need a process for working with my clients on a scalable and repeatable basis.
- I feel like my clients won’t / don’t take action on my advice.
THIS PROGRAM IS FOR YOU!
Pathfinder is broken into 2 phases: Advisor Training and Client Execution
There are 5 Steps in the program designed to be completed in approximately 90 days. This includes executing with your first client.
The five steps are: