Masterclass: The Initial Clarity Meeting

and Making a Sale


With over 40 years experience in accounting and business, learn from Steven Briginshaw and Aynsley Damery about how to clearly show value to your clients, price effectively and make a business advisory sale a 'no brainer' for your client.

After all, business advisory services are simply helping your clients understand their numbers and make better decisions.

This self paced, 9 module course, will give you (and your team) the knowledge and confidence to help more clients and get paid what you're truly worth (with 3x the recovery rates of compliance work) at the same time.

You need to follow each of the modules in turn but can complete them at your leisure.

At the end of the course, you'll be able to complete a quiz and become masterclass certified.

Example Curriculum

  Welcome to Masterclass: The initial clarity meeting and making a sale
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  Step 1 - Review your current key numbers - where you are now
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  Step 2 - Understand your plans for the future
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  Step 3 - Highlight the profit/cash improvement potential within the business
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  Step 4 - Create an action plan to help you get from where you are now to where you want to be
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  Step 5 - Would you like to work with us?
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  Steps 6 & 7 - What are your key take aways? & Anything you need help on?
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  Recurring meetings. Once a client is paying, how do we deliver a meeting?
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  Course Conclusion
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  Next Steps
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