We don't want to grow a compliance firm — we want to be business advisors, working with the right clients for the right fees. So the Profit Improvement Coach Certification looked perfect for us.
Before attending, we were struggling to define our advisory service, we feared we didn't know enough to deliver it, and we weren't sure if our client base was suitable. We were hoping for clarity on how to productise and promote our offer.
What changed was profound. I now realise I don't need to have all the answers — the client can come to the conclusions when coached. I have better ideas on how to structure our offer and I'm more confident in talking to clients.
The workshop gave us practical advice and tools to help formulate our offering, and there was huge value from working with other accountants in the room.
It was absolutely worth the investment. If any accountant is unsure, I'd say: just do it! The course has removed many barriers and mindset blocks for me and given me some practical ideas to implement now.