Now is the Best Time to Add Business Advisory Services to Your Practice.

Here’s How CPA Business Coach Helps Our Clients Add $50,000-$100,000 Per Partner to Your Bottomline.

Profit Vortex
Increase Revenues and Profits

Our 10-week course is based on our proprietary Profit Vortex® system for coaching business owners to dramatically increase their revenues and profits.

CPA Business Coach Business Advisory Services Training Program

Our ten-module training program provides CPAs with the tools they need to offer business advisory services. Business advisory services help you help your clients grow their businesses. When your client’s business is growing, so is yours. 

Week One

Fixed and Variable Costs

Week Two

Lead Generation

Week Three

Conversion to a Consultation

Week Four

Closing the Sale

Week Five

Frequency of Sale and Average $ Sale

Week Six


Week Seven

People Management

Week Eight

Systems and Process Improvement

Week Nine

How to “Coach” Clients and Prospects to Upgrade Your Advisory Services

Week Ten

Introduction to “Coaching Your Clients to Success”

The Profit Vortex at Work

Here’s an example of how focusing your clients on improving the key variables in The Profit Vortex can dramatically improve their results.

Real Benefits

Potential Impact

Here’s an example of the impact adding business advisory services can have on YOUR business.

Three Ways Forward

There are three ways to take the CPA Business Coach Business Advisory Services Training Program.

  1. One-on-One Live Training
  2. Live Group Training
  3. DIY – Learn at your own pace video course