Benefits to Your Clients

Your clients need you, even more than you may realize. Many business owners are experts at what they do – whether it’s auto body repair, retail sales, or manufacturing widgets. But life as a business owner can be lonely – figuring things out on their own, through the school of hard knocks. Most do not have a CFO; they rely on you. And studies show that for most small business owners, their accountant is their most trusted advisor. They come to you hoping for answers and guidance. The Complete Advisory Solution equips you to take that relationship to a new level, greatly benefiting your clients. The Complete Advisory Solution provides modules you’ll use to facilitate topic-specific meetings on the areas of interest to each client, including:

  • Profit Improvement 
  • Top Line Growth 
  • Key Performance 
  • Risk Management 
  • Team Engagement 
  • Innovation 
  • Culture and Brand 
  • Wealth from Business 
  • Personal Goals 
  • Strategic Planning 
  • Annual Strategic Review
  • Strategic Planning for New Businesses
  • Annual Wealth Tracker
  • Entrepreneurial Wealth Tracker
  • Personal Wealth Tracker

Your clients will feel confident in their own direction thanks to the roadmap that you provide them. Their businesses will be healthier, and you’ll have a growing stable of highly satisfied clients who look to you as their most trusted business advisor.

To find out how to get a license or get more information and see the Complete Advisory Solution in action, please call (317) 550-5311. Email: