Step-by-Step Monthly Advisory Training & Certification
Being an accountant or bookkeeper may sound nerdy and boring but when we do our jobs properly we get to be superheros because our clients get to pay their mortgage this month, put food on the table, take a vacation and provide for their families’ future.RHONDALYNN KOROLAK
SHIFT™ is unlike any business improvement training or advisory ser-vices course that you have ever attended - it's 100% hands-on and you will leave each session with at least 3 proven strategies you can imple-ment within 24 hours.
We will reveal a simple. step-by-step system and mentor you so that you can master the skill sets required to successfully transition into advisory services today.
We will show you tested and proven ways to gain leverage and influ-ence with your clients, help them to fix and grow their businesses, build a consistent stream of revenue from advisory, and get hands-on support from leading experts!
Based on the SHIFT™ model for creating a successful advisory practice, our team of experts have designed this training course for you - it's a monthly, online program with a clear roadmap, step-by-step instructions you can easily follow, accountability to keep you on track towards your goals, opportunities to connect with leaders in your industry, participant case studies, and hands-on learning experiences so that you can take the insights and apply them immediately to your clients and your practice
Whether you have an established bookkeeping or accounting practice or you're just getting started, this monthly mastermind training will help you identify the right strategies and skill sets that you need to successfully tran-sition into advisory services this year.
Rhondalynn's life changed forever after the loss of her mother due to a senseless tragedy. She decided that despite her formal training and a promising career as a lawyer and chartered accountant, she wanted to do something more. So despite the fact she had already invested 10 years of her adult life in university and articling, she did the unthinkable. She left her high paid job as Commercial Manager for one of the largest corporations in the country, she discovered a passion for writing, speaking and sharing her knowledge with business owners, accountants and bookkeepers.
Rhondalynn has distilled the secrets to business success - that she learned from her life experience and working in GM level roles with Price Waterhouse Coopers, Max Factor, Village Cinemas, and Coles Group Ltd. - and produced a simple step-by-step process that you can apply to your practice to boost your sales, bottom line, and cash flow by expanding into advisory services.
Rhondalynn can help you put strategies in place to grow your practice and ensure that your clients would never think of going elsewhere. She is the leading expert on cash flow and advisory services for bookkeepers and accountants.
Rhondalynn is the best-selling author of On The Shoulders of Giants, Financial Foreplay, and Sales Seduction. She has appeared on CNN, Bnet/CBS, Channel 7, Channel 9, Skynews, Kochie's Business Builders and 3AW, and she writes for Yahoo, Intuit, MYOB, Accountex, Insightful Accountant, Accounting Daily, Public Accountant, AccountingWEB, Dynamic Business, Business Spectator and Australian Retailer.
With solutions such as QuickBooks Online, clients can now import transactions at the touch of a button. It’s hard to deny the impact of technology or the imminent changes to your role as a bookkeeper or accountant. It’s happening now – technology is digitizing and simplifying compliance based tasks – and you must find new ways to add value to your clients.
The beginning of a process change starts with an investment in you, an investment in learning. Finding a good training program/framework and a support network, are key to ensuring you succeed. Like all things we learn, the initial steps in a new direction can be an unfamiliar and uncomfortable space. With SHIFT™ and businest®, you will have a simple to follow training system and built-in community support to catapult your ability to implement strategies and measure success today. I have worked with Rhondalynn to educate bookkeeping firms, accountants and small businesses owners about business acceleration, growth, technology, and cash flow. Her knowledge, hands-on experience and ability to communicate and inspire you to move forward quickly into advisory is what makes this program unique and valuable. If a move to advisory is on your radar, I recommend you become a member!
Training Program Manager, Intuit QuickBooks
We will reveal a simple, step-by-step system that you can use to identify and implement the best (proven and tested) strategies and adopt the 25+ key skills that you must possess in order to successfully make the shift to advisory.
If you are serious about growing revenue from advisory services this year, then it makes good sense to find out exactly what you need to do to make the shift today. Unfortunately, the skills, focus, and mindset required to excel in the fields of audit, tax, and compliance are vastly different from those required to excel in the disciplines of strategy, coaching, and advisory services.
The core distinction lies in the difference between whether you are seen to be an expert, or to have expertise and insight.
Yours client will always pay more money for expertise and insight because their perceived value to the business is much higher.
As an accountant or bookkeeper, you are a deep subject matter expert in all things financial. However, most of what you each day is focused on the numbers that describe the past and present of the business. Audits, financial statements, tax returns, and key performance indicators (KPIs) all help answer the basic question of WHAT has transpired in the business to date.
However, these compliance tasks are highly price-sensitive, the scope of work is limited, and it is almost impossible to leverage them to create influence with your client.
According to a recent study by Scottish Pacific published in The Financial Review, when asked to identify their most trusted business adviser, 40 per cent of small business owners said they didn't have one, 26 per cent nominated a business colleague or trading partner, 10 per cent said a friend and only 9 per cent nominated their accountant.
The SHIFT™ model is a training methodology which outlines a five step strategy that you can use to make the SHIFT™ to advisory services, quickly and easily. More importantly, it also highlights and explains the skills, focus and mindset (25+ in total) that will be required for you to excel in the realms of WHY and HOW.
Both WHY and HOW require a future-based, big-picture focus as well as a broad, inter-disciplinary approach. While all three dimensions require deep subject matter expertise, only the trusted advisor possesses the key set of skills, focus, and mindset that leverages specialised knowledge in a way that is impactful and influential.
Build deeper, more meaningful relationships
Be the #1 person your client turns to
MOVE your client to take action that produces impact and value
In order to create influence, you must move into the domains of WHY and HOW — these hold the key to helping your clients move forward.
And that is why advisory services are so desirable – not only are they lucrative for you, they are the only thing that your client sees value in.
Based on the simple, easy to implement process we call SHIFT™, we will show you what you need to do to gain control over how much you generate each month from advisory. We will show you how to turn your practice into a thriving, fulfilling, cash flow positive, advisory practice.
We will share with you a step-by-step process that you can use to create a roadmap (plan), implement the best (proven and tested) strategies and adopt the 25+ key skills that you must possess in order to successfully make the shift to advisory services.
Not only will we explain what works and what doesn’t, we will help you apply everything to your practice, your clients, and your unique positioning.
Once you see and understand how to position, price, sell and deliver advisory services that give you both leverage and influence with your clients, it will be easier for you to make better decisions and step up as a leader. We have designed this simple step-by-step process for one simple reason—to make it easier for you to shift into advisory today and grow profitably.
And when you build a fulfilling, challenging, thriving, and future-proof practice, it's good for you, your family and all the clients, suppliers and employees who depend on your business.
SHIFT™ is a welcome (and exciting) addition to the changing landscape of the Accounting and Bookkeeping industries. As I travel around the hottest topic I hear by far is advisory. It's not just a buzz word, but a step change in skill set and capability. The problem for most isn’t a lack of desire or technical skills, it comes down to building confidence and learning the new soft skills that are required to make the shift. Many business owners struggle with the concept that they are “bad with numbers”, so throwing more numbers or financial reports at them isn’t necessarily going to change their behaviours and set them on the path for success.
The SHIFT™ training makes it easier for accountants and bookkeepers to identify the specific strategies and skills that they must master to succeed in advisory. Importantly it starts them confidently on the journey to transition into being a trusted advisor.
MYOB’s Connected Practice strategy has a core vision of the growth of advisory, and we are heavily invested in seeing our partners be successful in it. MYOB is excited to see the SHIFT™ take a leading position in market by supporting the education and development of the Accounting and Bookkeeping communities.
Head of Partnerships, MYOB
Discover the best and quickest way to identify, position, sell and deliver insights that are meaningful and valued by your client across all aspects of their business (not just the financial stuff).
How you will produce consistent cash flow from advisory services is more important than worrying about keeping up with the latest trends in branding, marketing, apps, outsourcing, pricing and chasing new customers. You will put a plan in place to get your practice producing an optimal (and manageable) amount of advisory services - once you are crystal clear about the value and impact that you can provide, you will be in a better position to invest wisely in efforts to boost sales.
Here's the thing, the thinking and strategies that got you to here won't get you to where you want to be. You need to implement tested, and proven strategies that are already working for accountants and bookkeepers that have successfully transitioned into advisory services.
Any amateur can make the shift to advisory seem complex but it takes a pro to harness 25+ years of financial expertise and business acumen and boil it down to a simple, step-by step system that is easy for you to understand and follow.
A big facet of your continued success is community and accountability – it's vital to connect with practitioners who have the same mindset as you and who are committed to continuous growth and improvement.
MAKE MORE MONEY HELPING YOUR CLIENTS SUCCEED
Advisory services made easy!
One of the biggest gaps in an accountant’s education is the ability to communicate and translate numbers and their meaning to their business clients.
This is a key area of development both now and in the future for bookkeepers and accountants. SHIFT™ will enable you to become a true “Trusted Advisor”.
If you’re sitting there reading this thinking, “I really need help”, then look no further. This advisory training program has done all of the hard work for you, creating an easy to follow program that will enable and develop your soft skills, and allow you to step up into the trusted advisor role… the role that you were always meant to have with your clients.
2017 Accounting Thought Leader of the Year and Head of
Accounting and Global Partnerships Practice Ignition
Our entire industry is preoccupied with technology, disruption and apps. Most have completely forgotten the human element
It has always been about people helping people.
SHIFT™ was designed and developed to help you master the soft skills you need to learn in order to connect and communicate with your clients, get leverage and influence them to take action that boosts their results across all aspects of their business.
Apps and software don't fix problems... WE DO.
Here's the thing.... both accounting and bookkeeping have not traditionally been regarded as sexy or highly desirable careers, In the past, people may have even given you a bit of hard time about the fact your job sounded a bit nerdy, mundane or even boring.
But the truth is... when we do our jobs properly, we actually get to be superheros because our small business clients get to pay their mortgage this month, put food on the table, take a vacation and provide for their families' future.
And that is exactly why we created this training program -- to give you the confidence and resilience to step up into this new advisory role, where you have the capacity to transform the lives of your clients, by showing them how to build better businesses, which in turn will also strengthen the entire small business community and the global economy.
This Is Where Two Roads Diverge and You Need To Take Action ... Quit Dreaming About Having A Successful Advisory Practice and Learn HOW to ACHIEVE IT!
I have been a business coach for 13 years and for the last 8 years have solely focused on accounting firms in Australia and New Zealand. The shift from ‘compliance only’ to ‘advisory services with compliance’ is absolutely necessary, yet not an easy one to make.
The problem isn’t lack of desire or technical skills… it comes down to belief that they will need more than compliance AND the confidence, mindset and soft skills required to excel at advisory. Simply put, the skills that got them to where they are now will never get them to where they want to be.
The SHIFT™ training can make it easier to identify and master the skills they NEED to succeed.
MD Teach It Forward
Discover the best way to identify, position, sell & deliver insights that are meaningful & of value to your client.
Devise a plan to get your practice producing an optimal (& manageable) amount of advisory services.
Learn tested and proven strategies that are already working for accountants and bookkeepers just like you.
Learn from experts who have successfully transitioned & have the desire & capacity to educate, entertain & inspire you.
Need to troubleshoot? Instatly identify the right strategies, steps & drivers so you can SHIFT™ today with ease.
We will break down successful strategies so that they are easier for you to understand and implement.
The SHIFT™ Advisory Training Program carries our money-back guarantee. If you are unhappy with the training that you receive in the first 30 days, you may request a full refund for the first 30 days - just let us know via email before the end of the month.
We are unable to offer a refund if you have taken up the discount (paid for 12 months upfront, in advance) or if you have already consumed multiple months worth of training modules.
You can make the decision to add advisory to what you already do for your clients at any time. The advantage of adding advisory now in the early stages of your practice is that you will have a lot of time to spend with your existing clients, getting to know them, what is important to them and the problems that worry them and keep them awake at night. From there, you will be in a great position to help them grow profitably and add real value to the whole business. And once you have done that, it will be easy to get testimonials and referrals - you will find that your practice and confidence both skyrocket from there.
The regulations around financial planning or advice related to financial products/services do not apply to advisory services. Exemptions are provided for most activities relating to setting up, operating, administering and selling a business, including advice on how to manage business risks. No additional formal qualifications are required for you to begin offering either business coaching/consulting or advisory services. However, the skills required to excel in advisory services are soft skills, not technical/financial ones -- you will be learning how to command leverage and influence with your clients. In most instances, you will find that you are able to record the time you have spent watching training and completing homework as part of your requirements needed to earn CPD/CPE with your professional accounting or bookkeeping body. The skills that you will be learning are directly related to your ability to provide advice and earn income from that advice. We also offer badges and certificates along the way to recognize your achievements and progress.
The risk of litigation for compliance work vs. advisory services is different. With compliance, clients usually approach you and you are in control of, and responsible for, getting the job done correctly and on time. In many ways, advisory is already a natural part of or extension of what you do (or could be doing) with your clients to help them succeed. With advisory, your role is to deliver insights so that you client can ask better questions, make better decisions and step up as a leader. Ideally, you will collaborate with them and influence/empower them to make decisions and take action. It is not your role to "do the work". The onus is clearly on your client to make decisions and take action. Therefore, you cannot guarantee that any action taken by them will have a positive impact. It is impossible to predict the future or anticipate all factors that will impact on results. It is however prudent to inform your insurer that you will be providing advisory services and/or that your income has materially increased as a result of adding this additional revenue stream.
Please allow two hours each month to attend and prepare for the webinars and videos. You will also want to set aside another two or three hours for reading the workbook and completing follow up homework, exercises or quizzes. You are also welcome to participate in the private Facebook group each day if you have questions, want feedback, or required accountability/support.
SHIFT™ is a month to month membership program. You are free to cancel at any time. A discount is offered for a paid upfront version of the training and the minimum term for that plan is twelve months. The move to advisory services is one of continuous improvement. Your level of mastery and the amount you are able to charge will be in direct proportion to your willingness to learn, the amount of time you spend practicing your new skills, and the level of investment that you place in yourself. You cannot reasonably expect to build a successful, thriving practice if you study for only six or seven months and then quit because you think that you already know it all. In order to earn the right to have your clients invest in you for coaching and advice, you must first be willing to invest in yourself.
Advisory services are a natural part (and extension of) what you already do to ensure that the information that goes into the cloud accounting package of your client is complete, accurate, and useful. You already have a deep understanding of how your client operates, and in many cases, HOW they could do that more productively, effectively, and successfully. Advisory is merely the final component that allows you to monetize all of that knowledge by providing holistic advice and insights that influence your client to take action to grow the business profitably.
Yes, it's a private group for members only. When you become a member, we will invite you via your email address. Please let us know if you are using a personal email address for Facebook. You can always send us a message via the public Facebook group for businest®.
In many ways, accountability is the key ingredient. It's one thing to attend a training event, get really excited about what you have learned, and have a million plans to incorporate that learning into your workplace and life. It's quite another to actually implement what you have learned. SHIFT™ advisory training has been deliberately