Are you exploring opportunities to improve support for the people in the businesses you advise? ChangeGPS Core Pro includes a range of productivity tools to expand your service offerings (and related revenue streams) as a trusted advisor
Incorporate the ChangeGPS toolkit to systemise your workflow and charge appropriately for all services rendered to your clients. We provide full pricing recommendations within GPS to ensure that you are financially benefiting from all the services you provide.
Use the links below to go directly to the Core Pro Resources and Apps available.
Define your business client's goals and objectives:
The better you know your clients, the better you can develop a trusted relationship. Use the following templates as guidelines and discussion points with your business clients:
- "Your Business Game Plan" to help your clients clarify their objectives and priorities
- Business Needs Checklist to help your client define and clarify their current status
- Strategic Planning Agenda and One Page Strategic Plan excel for a strategy session/planning day - this prompts questions about your client's purpose/culture/goals etc.
Help you client to set annual & quarterly strategies and targets for you to review.
Rinse & repeat each quarter.
Schedule quarterly and annual review meetings:
Formalise your the Annual or Quarterly Review meetings with the agenda templates in the Actions App.
Identify potential with a Service Plan:
Record and formalise the service plan data associated with each of your clients to quickly identify additional opportunities and get a snapshot view of your service delivery efforts.
New feature: utilise Service Plan to segment and triage your clients in to performing, non-performing and break even
"Potential" is the associated reporting and analysis tool to identify opportunities and service areas to grow your business. Use this report to segment your clients and initiate a targeted marketing campaign using the Core Pro marketing resources.
Estate Planning & Asset Protection:
Each business client will also need to consider their business as well as personal estate plan and asset protection strategies. As accountants we need to focus on Preservation of Assets to protect all that our clients have worked for.
- Use the "Financial Safety Checklist" to show all the tasks needed to tidy up their financial life. Discuss urgent priorities and schedule outcomes in order of priority.
- Use "One Page Freedom Plan" to define their current personal financial situation and set goals/strategy or action and review
- Freedom Gap Report
- Rinse and repeat using Estate Planning recommendations (10 steps outlined in EP1 System Estate Planning guide) found in Resources > Deliver > Asset Protection & Estate Planning including:
- Succession Planning
- Wills & EPOA for Business Owners
- The Protector System
- Estate Planning & Asset Protection letter of advice
Additional advisory service delivery resources available:
- Business Continuity Plan
- Business Rebound System
- Cashflow Advisory & Pricing System
- Business Plan Template
- Annual Performance Review
- Profit Improvement Plan
- Business Valuation Report
- Tax Planning System - consider the benefits of using the ChangeGPS TaxPlan App
- Structure Advice Report Builder & Workbook
- Blueprint for Structure Diagrams
- CGT Reports
Marketing your advisory services
Review our comprehensive 12 month marketing plan and utilise any templates and VPP (Value Plan Price) client emails available as part of your marketing toolkit.
Need help to implement these tools and systems?
Submit a support request from within the platform or book in a personalised check-in session with your Member Success Manager today!
Interested in reviewing Core Pro?
If you are not currently a Core Pro member, book a consultation and let us show you how these tools will benefit your practice. Learn more...