Offering Financial Coaching to Tax and Accounting Clients

Transform Your Tax and Accounting Clients’ Financial Lives

A large number of people in the United States are broke, in debt or financially distressed. They likely have these problems not due to circumstance, but as a result of their own wrongdoing. As a financial coach, it’s your job to get your clients to feel a sense of power and control, and finally see their problems for how painful they are. 

While working together with your client, you will be able to help them for the first time in a long time (or maybe ever). You’ll also be able to help them see a path out of their financial troubles, with your tax and accounting firm’s financial coaching program as the vehicle of transformation. 

Not only do you need to provide a clear transformation, you also need to build an entire customer experience that starts with the initial strategy session, onboarding and first week program, all the way to a year-long engagement. If you are constantly thinking about how this process can be built first and later improved upon to optimize the achievement of your clients’ goals, then your financial coaching program will become successful. 

The majority of people’s financial struggles are behavioral and cannot be solved by simply crunching numbers, or looking at reports. It’s crucial that you are very clear and specific on what outcomes you can provide, before you create even one piece of content dedicated to your financial coaching services.