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Business Advisory made simple

Workshop Outline

  • What is business advisory.
  • The 7 Step business advisory process.
  • Marketing and selling the service to clients.
  • Information gathering.
  • Profit improver database.
  • Business benchmarks database
  • Wealth creator database
  • Selecting strategies.
  • Business advisory reports and presentation.
  • Client discussion and implementation.
  • TaxFitness software demo and tour.
  • Preparing business advisory reports using the TaxFitness software.
  • 7 business advisory sins.
  • Keeping everything legal.
  • Fees and charging clients.
  • Case studies and group exercises.