Accountants have one thing that is consistently overlooked. Trust. Your clients trust what you do—trust you with their most sensitive info—their financials.
Let’s face it. Your clients don’t know what you do; they simply trust that you do. Trust is a very powerful logical and emotional thing. Logically, they view themselves as an authority on numbers. It’s a job they don’t want, nor do they understand.
Most clients—especially business owner clients—don’t have that many people in their lives they can trust. That’s even more so when it comes to sensitive areas like their finances. They cannot turn to their employees. They cannot burden their spouse. It’s not a dinner party conversation.
Most business owners are afraid, lonely and overwhelmed. Being a business owner is an emotional rollercoaster. On top of that, they don’t understand their own numbers.
But you do. You understand their numbers. You have the qualifications. And your clients trust you. And yet, most accountants are not capitalizing on this trust. Most are not giving their clients what they really want.
What’s that? Trust. To tell them what to do. To have a growing and more profitable business. Period. Business owners want to feel—and be—successful.
As an accountant, you are in the best possible position to offer an “outsourced CFO service.” You already understand financials. You have their trust. The missing piece is telling them what they need to do to grow their businesses.
This can be learned. In fact, in our masterclass, we’ll show you step-by-step. In our “How to Grow Your Practice Through Advisory Services” webinar, accounting professional thought leaders Adam Lean and Jeff Prager will show you the way.
You will learn:
- Why now is the right time to pitch your clients a business advisory service
- How much you should be charging for a business advisory service
- How to approach your clients about this service (and get them to buy)
- How to provide a business advisory service in the most efficient way possible
- How to know you’re providing a business advisory service that gets real results for your clients
So, the bigger question is does this make sense for you?
To learn more about this webinar, CLICK HERE.
To register, CLICK HERE.
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