You can introduce 4Sight to your client and we can take the lead from there. If it is appropriate, we would pay a referral fee to you.
You can contract with us directly. We would operate as a strategic partner of your firm. We would invoice you. You would mark-up (or pass through) our cost and bill the client.
TOP LINE
Helping a business drive more revenue, keeps them healthy. A healthy business stays around.
Most CPAs are missing a key ingredient to their services.
Happy Client - Happy Life.
I heard this when I first started working with accountants, they seemed very content staying in their lane. Once they did cross over and help their clients solve sme Top Line problems - they never looked back.
"I am not trained to help market and
grow other businesses."
I get it.
BUT, if you had a step-by-step plan. With Videos, examples and tools to do the heavy lifting. You can absolutely do it. You might choose to have the client go through the content on their own. And then set regular review meetings. Where you guide then.
On top of that, I am going to show you just how to do it. I'll create the messaging that shows the clients how incredibly valuable this plan is. I've always said that if you have an accountant advisor who was able to pick up the knowledge and execution to also advise on business growth, it wouldn't be 1+1=2. NOPE. It'd be 1+1=3
There is a factor that you can't put a value on it.For the first time in your clien't life, they will have continuity. Instantly you'll know the tax implications of what you are doing on the front end of the business.
Your clients trust you. You are already helping them save money. You are helping them stay compliant with state & federal codes.
You are positioned perfectly to advise them on the growth side of the business.
Want to help your clients' businesses stay healthy and generate more profit?
We partner with CPAs in a couple of ways:
Right now you're thinking, "when will we have time to work on something else?"
That's where we come in. You won't have to lift a finger. We'll take the lead on the business growth.
we'll do an assessment on their business
we'll work with the business to create a plan based on the assessment
we'll have regular meetings for coaching and accountability.
we'll ensure they are moving in the right direction
SIGHT
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BRADK@4SIGHTCOACH.COM