Accountants / Why choose Cashflow Manager Coaching?

Why choose Cashflow Manager Coaching?

The Cashflow Manager program is a multi-system platform comprised of the three elements of coaching, administration and sales. Its strength comes from the way the three strands integrate together to provide a complete end-to-end service offering. This holistic approach to systems development means that Strategic Partners are supported by established and comprehensive training, documentation and mentoring.

The core of the Cashflow Manager Coaching system is its three strands of coaching, sales and administration.

EQUIPPING YOU


Based on tested and proven business management methodologies.


Applied in a unique and integrated manner.


Senior director is trained to coach and mentor clients.


Face-to-face, one-on-one.


Knowledge passed from coach to client systematically.


Client has full ownership of developing the plan.


Training and support from the Cashflow Manager experienced key management and fully trained coaches.

SELLING FOR YOU


Systemised client referral process.


Harvests an average 5 quality referrals per coached client.


Using your client base, Cashflow Manager Coaching will profile all your clients.


Client prioritised according to their needs.


Clients diarised according to a contact schedule.


All sales, from first phone call, on-site presentation and signing into the program managed by Cashflow Manager Coaching.


No lost time for Directors or the firm.

UNDERPINNING YOU


A simple clerical system.


Eight clients per day, coached back-to-back, 5 days per week.


Increased yield and efficiency.


Client management system ensures momentum is maintained throughout.


Client progress tracked, resulting in high level satisfaction and referrals.


Clients document critical information outside of coaching and submit online.

Cashflow Manager Coaching support

Accounting firms can now build their own business coaching division with the assistance, support and systems of Cashflow Manager Coaching, who assist in the following:

  • All processes systemised, structured and documented within the Cashflow Manager Coaching manuals
  • Induction training of all staff in the methodology and benefits of the program
  • Train senior partner to become business coach
  • Set up administration system, including database management
  • Perform ongoing selling into practice database and outside referrals
  • Coach and mentor the accounting practices' performance and growth

Cashflow Manager Coaching collaboration

All businesses should be coached in some way. Larger companies receive this coaching through a Board, where management’s decisions are reviewed each month.

Smaller businesses and organisations also need this type of motivation and accountability to develop and maximise opportunities.

Cashflow Manager Coaching’s model is best suited to accounting clients who are:

  • Owner managed.
  • Turnover $50k to approximately $5m (more than just an employment opportunity through to a significant business).
  • Have 1 to 30 staff.
  • Are ready for change.
  • Recognise they need help.