Provide financial coaching to your tax and accounting clients by delivering a proven coaching system that includes teaching them the guidelines and best practices for a healthy financial future.
Whether you’re looking to help someone get out of debt, increase their income or net worth, set aside money for retirement or any of the thousands of different outcomes a client can get from undergoing financial coaching with you, you’ll have a chance to provide your clients with fundamental value that extends past a typical accounting engagement.
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.
Your clients may have tried reaching their financial goals for years, but they just couldn’t make it happen. Giving them a goal and a vision for what could happen if they engage you for financial coaching is the first thing you need to communicate.
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.
As a financial coach, you have to want to help individuals and business owners attack the psychological barriers keeping them from achieving their financial goals. We provide the entire framework for helping your clients rewire their brain to tackle financial problems more effectively.
Here is a brief look into a financial coaching program:
Name
Type
Description
Financial Intelligence
6-Week Financial Coaching Program
The Entrepreneurial Guide to Gaining Complete & Total Financial Control
The First Step to
Financial Success
Module 1
Program Overview, Training Agenda & Expectations
Module 2
Why Gain Control Over Your Finances?
Module 3
Goal Setting (Doing The Math)
Module 4
Understanding Your Own Mindset Traps
Module 5
Action Items and Week 1 Wrap Up
Personal Financial
Awareness
Module 1
Fundamentals Of Accounting & How They Relates To Your Finances
Module 2
Building Your Personal Net Worth Statement
Module 3
Building Your Personal Income Statement
Module 4
Building Your Personal Budget
Module 5
Action Items and Week 2 Wrap Up
Building Financial
Awareness
Module 1
Your Business Financial Statements
Module 2
Building Your Business Balance Sheet
Module 3
Building Your Business Income Statement
Module 4
Building Your Business Budget
Module 5
Action Items and Week 3 Wrap Up
Technology for
Your Finances
Module 1
Fundamentals of Managing Your Finances
Module 2
Using Technology to Track Finances
Module 3
QuickBooks Setup & Implementation
Module 4
Advanced QuickBooks Training
Module 5
Action Items and Week 4 Wrap Up
Understanding Your Own Key
Performance Indicators
Module 1
What is a KPI?
Module 2
Setting Your Own KPIs
Module 3
Reviewing Your KPIs
Module 4
Determining the Root Problems
Module 5
Action Items and Week 5 Wrap Up
Financial Intelligence Wrap Up & Ongoing Financial Maintenance
Module 1
Revised Goal Setting
Module 2
Building Your Monthly and Yearly Projections
Module 3
Structuring Your Finances To Excel
Module 4
Working With an Accountant and Next Steps
Module 5
Action Items and Week 6 Wrap Up
Learn from tax and accounting firm owners who have made the transition from accountant to financial coach.
Please fill out the form below.
Fill out the form below, and we’ll be in touch.
Please fill out the form below.
Please fill out the form below.
Please fill out the form below.
Please fill out the form below.