Accountants Coaching Toolkit

$479.00 one time, and
$95.00 / month for 12 months with 1 month Free

Comprehensive Toolkit

You’ll receive our Step-by-Step process and all the
Videos, Guides and Checklists that we have created to help you deliver a regular and highly valued coaching support service to your clients.
7 day money-back guarantee. No questions asked.
See detailed list of contents below.

12 months of Training and Support

which includes..
“How To” training videos delivered to you each month.
Group Training webinars each month
Unlimited Q&A access to us via email
Your first 30 days of support is FREE of charge

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Why SME owners need their accountant more than ever
Why accountants have avoided regular coaching conversations
Why Coaching is not about having all the answers for your clients
Preparing your firm to deliver coaching services
How to engage your team in the coaching process
Establishing a coaching framework
How does our process work
Full interview with Michael Carthy- Carthy Accountants
How to make coaching a simple repeatable process
How to change the conversation with your clients
How to get your team onboard
How to use targeted questions with clients

Guides and Checklists    

Our 8 step Coaching Roadmap
How to Segment your clients
Our 10 point client Best-Fit checklist
How to price your coaching services
How to establish a coaching framework in your firm
Client meeting template/agenda
How to deliver simple high value coaching conversation with clients
Methodology for coaching your clients
Step by step implementation guide
The 4 business foundations to get your clients focused on
40 targeted coaching questions to ask your clients, and how to ask them
How coaching your clients can help your succession plan

Our eBook- ”Breaking through the Barriers

Free Support– Free support for the first 30 days

Guarantee7 day money-back guarantee

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