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The AI-System

32 Lessons/Guides Advanced

     This course, if applied, can help you turn your next prospective client into a significantly better quality client, a client who enjoys working with you and appreciates everything you do, resulting in you having a stress free time running your practice and in return your client gets better results – it’s a win, win system and works with by applying some very simple (not always easy) technique.  It works, I use it, and it is one of the significant keys to building a very successful accounting practice.

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Course Structure

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Your Profits Start Here 7 Lessons/Guides

It Starts Right Here

This is step 1 of a very simple 6 step process to helping you turn your really good prospective clients into amazing clients who love what you do and are more than happy to pay you many times more than what other accountants would only dare to charge. This whole topic shows you how...

Setting Expectations

The first few sentences of your initial conversation are critical - no, let me take that one step further - VITAL, otherwise it's game over!

Become a Detective

Two ears one mouth! That's what someone once told me, meaning listen twice as much as you talk...become a detective.

Let’s Get Digging

Once you start asking the right questions, you can listen and ask further questions. Eventually, you will get to the real reason and when you do, the next bit should be easy.

Time to Swipe

If you have crappy clients, I'm afraid it's your fault, you invited them in!

You don't have to take on everyone; pick and choose based on what they just told you and use this method to help you decide.

Time For Action

We don't send quotes, we send Action Plans! Let me explain why...

BONUS!

What if your ideal prospective client really can't afford your services?  Here is a really intelligent idea for you to copy and use yourself.

AI Members Only

Setting the Scene 4 Lessons/Guides

Introduction

Welcome to Accounting Intelligence! This is an introductory video to explain what you can expect from our work together.

Work Book

Here we give you a downloadable version of your workbook.

999 Email Help

When you really need some help, this is how you can get it!

Your Outcome

My goal is to help you:

  • run a more profitable, more fun practice,
  • where you choose the hours you want to work,
  • you avoid all that deadline nonsense and stress that goes with it
  • and here in this entire course I show you exactly how I achieve this in my practice,
  • how I convert new clients from annual fees to willingly paying in advance £200 to £2,000 per month...

I wish I had this when I started out, someone showing me exactly what steps to take from the ground up to build an exciting profitable and easy to run practice....

AI Members Only

Positioning, Perception Pricing 5 Lessons/Guides

Perception And Your Brand

Here I'm going to start this topic explaining and discussing how clients see you, how they view you and your business.  I also talk about how you can become an Authoritative Celebrity in your market place and what I see is your brand.

Rules 1 to 5

This doesn't just apply to you and me, every business owner should have rules.  For me, it controls the environment I want to work in, but more importantly, it stops the overwhelm and stress and builds my positioning.

Rules 6 to 10

These are my rules and I guarantee whenever I break one of these rules, I suffer.  They took time to compile but they are an extremely important part of our business operation.  You can literally copy everything in this entire course including these rules and implement them immediately.

Busy and Overwhelmed?

The way you operate your business, the rules you implement to help you go a long way to preventing overwhelm and helps you control your time.  A proper structure prevents you from being "busy"

Here Is The Real Business You Are In

My goal is to help you build a more profitable easier to run accounting practice. In this course, I give you access to my systems, the secrets behind my business, the tech' we use and more importantly how I adopt premier positioning and generate profits far in excess of many sole practitioners, all so you can save literal years of time and do better than I ever have.

AI Members Only

Time To Focus On YOU 6 Lessons/Guides

More Than Just Task Management

This gets into the relationship between the tasks you do and tasks your client does. Bookkeeping and Accounting is a very simple 5 step process and you don't have to do it all yourself

How Is Your Self Belief?

I'm going to talk about your thinking, your energy levels and your emotions and challenge you on what you really believe about yourself; your abilities and your worth. 

Don’t Ever Send A Quote

The language we use is really important, so let me explain what the word "quote" means and why you shouldn't send quotes.

The Strangest Secret

We are all a work-in-progress, and I was introduced to a recording that has been the backbone of my thinking for a very long time

Your Favourite Numbers

What numbers help you think better and believe in yourself? In this lesson, I'll share what those numbers are and, more importantly, how hearing about those numbers was a defining moment in helping me transform my business.

No Debtors, No WIP

Many people told me I would never be able to get my clients to pay in advance and I must keep a timesheet.

They were all wrong, I get paid in advance, I don't keep timesheets and if you want to know how...

AI Members Only

The RAPID Profit System 6 Lessons/Guides

Goals and Dreams

This is not just for you and your business, you can take this lesson and use it to help your clients grow their business.

Meet Alex and Chris

I'm going to introduce you to two very important people. You need to know who they are because I will refer to them as we go through this whole course...

£1,000 Fee or £10,000 Fee? I’ll Show You How…

Let's talk about fees and dig into adding £100,000 to your sales.  £100,000 is just a number I'm using to help you see how you can charge more.  You might think clients complain about fees, but really they don't...

Sales, Profits, Time

You want sales to increase regularly, you also want to see profits increase, but when it comes to your time input, there is a limit and it's not just the number of hours in a day.

Let’s Talk About The ‘M’ Word

This is a big topic which you might embrace, or it might make you feel a bit uncomfortable. Either way, you've gotta get good at this.  I split it into 2 parts. Part 1 is here...

The ‘M’ Word – Part 2

I split this into 2 parts because of technology, (I'll explain...) but actually, it gave me a chance to go deeper into the subject matter and give you much more than I had intended.

AI Members Only

The Tech - Bonus Material 4 Lessons/Guides

Let’s Talk Tech

Technology and the internet are here to stay, and I doubt you are running your practice without using tech systems of some kind.  I'll show you how I build out my systems and how I made the tech work really well for me.

Tech Continued…

Here I continue with sharing how I use technology and show you how I use this to save huge amounts of time. This also leads to the topic of helping you position yourself, a subject we cover in more depth.

A Tour Of What I Use

I decided to add this as a bonus video piece of content - recorded separately and I just wanted to share some of the tools I use every day to give you an insight.

My Tech List

Here is a list of the tech I use, I get no commission from any of these suppliers and you may have alos your own choice, all that matters is these are tools to make your life easier.

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