Use of this tool with a client takes no more than 30 minutes, is highly visual and covers the ten key areas of interest for a client. The tool itself includes a User Guide to enable prompt understanding by your firm, so they can go straight to the delivery of short meetings with clients. For prospecting with potential clients, who you don’t have any sort of relationship with, the 10 Ways can be the perfect starting point and clearly displays your differentiation. In essence, the 10 Ways tool is a business development tool with no selling included! Of course, the 10 Ways can be used in a highly portable way, on a Windows tablet, using its touchscreen functionality and then emailing the client the outputs – impressive and easy to use!

The Complete Advisory Solution allows accountants to deliver Business Advisory Services, even if you have no experience. The system is designed for accountants who enjoy consulting but don’t enjoy hard selling. A license to the Complete Advisory Solution gives you every tool you need to provide services that open many new doors for your firm. The licensed system is designed for accountants with no prior training in Business Advisory Services. If you can do a tax return, you can do this, because our step-by-step materials guide you through the entire process. Uncover the hidden potential in your firm!

What many entrepreneurs share are strong instincts and enormous energy and enthusiasm. Passion is vital in business, so Richard Walters’ and Ed Souers’ book is designed to provide you with 97 ideas on a range of business and personal development concepts; some new and fresh and some re-affirming. They draw upon their experience as leading experts on strategic planning for owner managed businesses, inventor and designer of The Strategic Planning Toolkit and the Complete Advisory Solution. It’s a dip-in book specifically designed for passionate and busy entrepreneurs, so have fun and take from these 97 ideas, what you want, when you want.