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The Consulting CPA
Welcome
Orientation
Downloads
Q&A and Coaching Call Archive
Foundations
Transactional vs Consultative
Rear View Mirror vs The Front Windshield
The CPA Advantage
Strategic Consulting
Getting started with your existing clients
Module 1 Assignment
Module 1 Mastery
The Strategic Assessment
The Gateway-Due Diligence & Strategic Assessments
The Process
Organizing the Process Using The Strategic Roadmap
Financial Analysis
Operations Review
Values Audit
Leadership Team Assessment
Brand Critique
Delivery
Pitching Strategic Assessments to Prospects
Module 2 Assignment
Module 2 Mastery
Goals Based Strategic Planning and Execution
Overview and Fit
Start with Values
Set Vision
Why Matters Most
Mission and the Vision Session Meeting
Housekeeping
3 Year Objectives
Strategy
Goals
Execution Rhythm and The Agenda 52 System
The One Page Plan
Module 3 Assignment
Module 3 Mastery
Issues Based Strategic Planning and Execution
Overview and Fit
Identifying Issues
Tackling Issues
Transitioning from Issues-Based to Goals-Based
Module 4 Assignment
Module 4 Mastery
Quarterly Coaching and Advisory Services
Overview and Fit
Step Up Engagements and Evaluating the Leader
The Process
Tips for Success
Module 5 Assignment
Module 5 Mastery
Pricing Strategic Consulting Services
Overview
Value Pricing
Formula Pricing
Menu Pricing
Practical Pricing
Proposing
Pricing Exercise
FPA's
ASR's
Renewals
Module 6 Assignment
Module 6 Mastery
Business Development - Getting New Clients
Existing Tax and Accounting Clients
Networking
Niche Positioning (not niche building)
Backfill with Content
Referrals
Module 7 Assignment
Module 7 Mastery
Workflows and Tools
Home Office and Mobile Setup
Macbook vs iPad
iPad Use Cases
iPhone Use Cases
My Notebook
Office Setup
Filemaker
The List
The Graveyard
Next Steps
Scaling and Pruning
Build Your Repertoire
Practice What You Preach
Engage a Community
Rear View Mirror vs The Front Windshield
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