Add strategic advisory services to your accounting or bookkeeping firm

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Discover how you can easily implement our programs to add strategic advisory services to your firm, build a re-occurring revenue stream, and bring more value add to your clients!

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LET US BE YOUR PARTNER IN THE NEW ERA OF ADVISORY!

  • corporatelogo
    • Creates engaging e-learning programs to advance business knowledge.
    • Supports implementation for success.
    E-learning
    License
    Monthly
    license fee
  • custom-advice-to-small-business
    • Offers access to e-learning programs and custom advice to your small business and entrepreneurial clients.
    • Uses the tools to advance internal team in advisory.
    E-learning sub-license
    & custom advice
    Monthly advisory
    revenue
  • business-owners-skills
    • Learn skills that help them be better business owners.
    • Turn to you for advice specific to their business.
    • See you as a well rounded advisor of the new era!

INTRODUCING OUR PREMIER E-LEARNING PROGRAM – CORE MASTERY “CORE 24”

core-mastery-core-24-badge-tm

What is “Core 24?”

5 KEY LEARNING AREAS

1. Smart Planning

  • Business planning, cash flow, & budgeting
  • Entity choice & management
  • Real estate in business
  • Technology & automation
  • Planning for business transition, exit, or sale
  • Tax strategies & planning

2. Financial Intelligence

  • How to read financial statements
  • Key Performance Indicators (“KPIs”)
  • Income management
  • Expense management
  • Business banking & funding

3. Team & Benefits

  • How business owners should pay themselves & take advantage of benefits
  • Employees vs. independent contractors
  • All about employees - basics on hiring, retaining, terminating & payroll/benefits
  • Social security & retirement
  • Investments & insurance

4. Business Development

  • Sales 101
  • Marketing 101
  • Branding
  • Customer experience

5. Soft Skills

  • Leadership
  • Communication
  • Time management & delegation
  • Working on your business - the entrepreneurial mindset

What makes Core Mastery unique from other e-learning?

  • created-by-professionals

    Created by
    professionals

    The Mastery Network team is comprised of professionals with over 100 years of added experience in professional advisory services.
  • any-learning-style

    Caters to every
    learning style in a fun way

    Whether your client learns best by reading, listening, visualizing, or doing, this program has elements of each. Best part? Lessons are presented in engaging ways to make learning FUN!
  • elearning-toolkit

    Toolkit
    section

    Toolkit section with actionable steps and downloadable resources such as checklists, cheat sheets, templates, and suggested reading and videos in every core.
  • strategic-advisory

    Strategic
    advisory

    Built for you to use with your clients as a strategic advisory tool! Refer your clients to this program to review common questions, provide custom advice, and refer to your trusted network of advisors when needed!

WHAT OUR FOUNDING
PARTNERS ARE SAYING...

These are programs that any business owner will greatly benefit from.  The Mastery Network shares knowledge on how the business cycle works and how to drive it to desired goals. As a trusted advisor, I want to help my clients have the very best business that they can.
Melissa Clary, CPA
Key2 Accounting
Fort Collins, CO
My wife and I appreciate the potential that The Mastery Network concept is tapping into.  We have an entrepreneurial-minded son who would highly benefit from learning the necessary building blocks to create a successful business venture.  We know that The Mastery Network will provide exactly what he needs to begin his business career.  The Mastery Network is and will continue to be a sound investment in education.
Michael Katz, Esq.
Corporon & Katz Law
Greenwood Village, CO
Core Mastery will revolutionize the way small business owners gain the knowledge needed to create a successful small business.  If the small business owner has the initiative to do the work throughout Core Mastery, they will be prepared to deal with issues that arise for their business.  I can envision them being less stressed since they will have knowledge and assistance immediately available to them. I’ve read many business books, and none of them explain the information like Core Mastery.
Doug Manning, Founding Partner & Entrepreneur
Denver, CO

Ready to add advisory services to your firm?

Contact us for a free demo and consultation today
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