Community and Support for Accounting Firm Owners:
How to Increase Your Predictable Advisory Revenue and Reduce Your Hours
Get Predictably Paid What You’re Worth, Every Month
Offer is not available
Mark Stovel, CPA
Would you like to pay yourself what you’re worth?
I would like to show you one of the best ways to grow the advisory revenue in you firm.
This will be the trajectory adjustment for you firm. Once you’ve implement these systems, your days of overwhelm, stress and working IN in your firm will be gone.
Here are a few takeaways you’ll get when you join the Advisory Code:
The best way to create a scalable advisory service
How your compliance based firm can (and should) transition to a high-value advisor with your clients
Why a cash flow projection is not the ideal long term advisory offer and what to offer instead
How to define the ideal niche for your firm and so lead generation is easy and predictable
How to anchor your pricing and how that anchor changes based on the type of service your offer
A sales script so you don't have to feel salesy or slimy when charging what you're worth
How to create a advisory offer based on 4 steps that you will walk your prospect through, so you won't leave any profit on the table
A dead simple lead generation funnel so you spend time talking to qualified prospect instead of accepting low margin compliance work
How to organize your work so you can delegate and keep track of deadlines instead of hours worked
Simple automations and systems that you can install in your firm to remove 90% of your administration
Why smart, talented firm owners stay stuck at the same income level for years
A Community for Firm Owners Who Want Better Clients, More Control and More Profit.
Included in the Advisory Code:
Weekly Work ON Your Firm Clinics
Get direct support to fix your pricing tiers or automations and save yourself DAYS of work and effort. Every week.
One on One Roadmap Sessions
Get a Free session with Mark to map out how the Advisory Code can best be leveraged.
20+ Hours of Video Content
Get access to all the step by step support to create the ideal advisory offer, build a lead generation funnel, design a org chart for growth, and all the templates you’ll need in between.
Step by Step Guides to a build an automated Advisory Marketing Funnel
Stop waiting on referrals and saying Yes to every prospect. Selling advisory services requires way more leads than you need. Get the right advisory message and automations.
Work Along Side Other Motivated Firm Owners
There is power in numbers and working with other Firm Owners who want to do things differently.
Cancel anytime.
Offer is not available
Speaking of staying stuck, here’s why the advisory code exists:
I know first hand what it is like to start a firm from scratch and all the bumps and missteps that come with the territory.
A few trajectory changes in the early days would have led to faster and sustainable growth in the mid and long term.
I’ve created this code, a playbook, to help firm owners isolate and make those adjustments to accelerate the visions for this firm, life and family.
A Community for Firm Owners Who Want Better Clients, More Control and More Profit.
Included in the Advisory Code:
Weekly Work ON Your Firm Clinics
Get direct support to fix your pricing tiers or automations and save yourself DAYS of work and effort. Every week.
One on One Roadmap Sessions
Get a Free session with Mark to map out how the Advisory Code can best be leveraged.
20+ Hours of Video Content
Get access to all the step by step support to create the ideal advisory offer, build a lead generation funnel, design a org chart for growth, and all the templates you’ll need in between.
Step by Step Guides to a build an automated Advisory Marketing Funnel
Stop waiting on referrals and saying Yes to every prospect. Selling advisory services requires way more leads than you need. Get the right advisory message and automations.
Other Firm Owners Who Want to Build
There is power in numbers and working with other motivated Firm owners.
Here’s a Bit More About Me
My name is Mark Stovel.
I am the CEO of a coaching and consulting company called Firm Nexus.
I’ve been a CPA for 12 years, a Controller, a Fractional CFO and a CPA firm owner.
Now, with my team, we help Accounting and Bookkeeping firm owners create and execute on advisory offers.
We’re here to maximize the ‘Return on Effort’.
We use proven frameworks to help you make more money by increasing the value (not volume) of what you offer to clients.
When Your Return On Effort is dialed in, here’s what happens:
You earn more money (or at least the same), but for less time each month than the month before.
Your systems and automation make the work predictable and so you can decide who you say 'yes' to.
The delegation that you've dreamed of is realized. You're no longer managing by instruction but expectation.
QUICK CAVEAT
This Is Not For Firm Owners Who…
Want to simply add advisory clients as fast as possible.
Are looking for a done for you service. Results depend on you doing the work.
See your tax practice as their main offering and want just a few bookkeeping clients.
Are not willing to do something different and get out of their comfort zone.
This is Exactly What You Get
Adding predicable and profitable advisory revenue requires three main systems.
Your offer first needs to be designed properly. Then communicated in the right way. Lastly, if you don’t execute it effectively you’ll just switch what you’re busy with.
None of These Can be Overlooked…
Adding advisory services to your firm takes time. Luckily, I’ve compiled my 11 years experience into the Advisory Code that will remove the guesswork from your process.
My goal is simple: I want you working less, working smarter and making more money.
I believe that if you are armed with the contents of the Advisory Code, you will be able to cut the amount of time & effort required to grow your firm significantly…
…without spinning your wheels and losing out on $10,000s in profits.