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Offering Financial Coaching to Tax and Accounting Clients

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. 

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.

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. 

Becoming a Financial Coach

Clients will usually work with you as their financial coach for one of three major reasons:

  • They can’t reach their goals on their own
  • They want to get to their goals faster 
  • They want to work with an expert who has a proven system

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.

Clients will usually work with you as their financial coach for one of three major reasons:

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.

Inside a 6-Week
Financial Coaching Program

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

Inside a 6-Week 
Financial Coaching Program

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Our Clients Say It Best

Learn from tax and accounting firm owners who have made the transition from accountant to financial coach.


Start Offering Financial Coaching as an Advisory Service Today.

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