Course curriculum

    1. What Advisory Is (and Why It Matters Now)

    2. The 6FB Advisory Framework: The 5 Steps (and What You’ll Deliver at Each One)

    3. The 6FB Advisory Framework (Summary)

    4. The 6FB Advisory Workbook

    5. Track your starting point

    1. Step 1: Reconcile & Review (Part 1) — Bank Proof, Key Journals, Tax Provision & Fixed Assets

    2. Step 1: Reconcile & Review (Part 2) — Stock, Debtors/Creditors & Control Accounts

    3. Reconcile & Review Resource Pack, Spreadsheet, Schedules and Checklists

    1. Step 2: Insights & Reporting — How to Find 3–5 Talking Points From the P&L (and Turn Them Into a Client Check-In)

    2. Insights & Reporting Resource Pack, Dashboard, Meeting Prep, Email and Checklists

    1. Step 3: Forward Planning — Cash Flow, Savings Pots, and Helping Clients Feel Certain About the Future

    2. Forward Planning Resource Pack, Snapshot, Savings Plan and Deadlines

    1. Step 4: Strategic Quarterly Conversations (Part 1) - Sales, Pricing, Expense Audit, Payment Strategy

    2. Step 4: Strategic Quarterly Conversations (Part 2) - VAT, Business Structure, ROI, Insurance Review

    3. Strategic Conversations Resource Pack, Agenda, Email, Preparation pack, Question Bank, ROI calculator

    1. Step 5: The Annual Strategy Meeting (Budget, KPIs, Exit + The Perfect P&L)

    2. Accountability & Transformation Resource Pack,

    3. Advisory Framework (Steps 1-5) Client Meeting Tracker

About this course

  • 31 lessons
  • 6.5 hours of video content