Description

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 live weekly 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.

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The Pathfinder program is a BUILT WITH YOU advisory services program for accountants and bookkeepers.  If you have ever thought:

1. I don’t know where to start building a program, pricing it and adding it to my business.
2. I don’t feel confident when doing financial analysis and need to understand it better.
3. I need a process for working with my clients on a scalable and repeatable basis.
4. 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:

1. Train: provide you with financial training using the 8 steps of The Clear Path To Cash.
2. Build: help you build your offer, develop pricing for your packages, and organize the tools / resources you will need.
3. Sell: we build your ideal client persona, create a marketing message that gets your client’s curiosity piqued, and teach you a simple sales pitch that WOW’s prospects.
4. Execute: we develop your onboarding process, train your client how to think like you, and learn to communicate with them in a way that drives them to action.
5. Grow: we help you create champions with a 10x ROI formula, then show you how to add value to “once-a-year” clients, and build a client migration strategy to increase your average client value.

This program includes:

• The Clear Path To Cash Video Course
• Live Weekly Group Coaching on each step
• A 1:1 private workday with Cash Flow Mike to make sure you are ready
• Full digital bundle of worksheets, spreadsheets, and supplemental reference material

CLICK BELOW FOR THE FULL COURSE OUTLINE

Pathfinder Program Outline