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Mentor Plus Blog

Alumni tell their story . . .

Posted By: Edi Osborne on 8/14/2009

Dear Alumni,

You have a story. A story about your journey from delivering traditional accounting to non-traditional advisory services. Everyone's story is unique and yet shares common ground with every other practitioner who is expanding their skill set to deliver higher value services to their clients.

For some it is a story is about a journey to gain confidence. For others it's a story about the positive, quantifiable, impact they have had on their client's businesses. What ever your story is, we would love to hear it!

Your story will help other practitioners who are still struggling to make this type of advisory work a priority in their practice. Your story will help to fuel the fire they need to overcome many of the obstacles you likely encountered and overcame along your journey.

Additionally, there are accountants who are still wondering if they should even step outside the box. Your story will help them either see themselves in your successes or once and for all decide advisory services are not a good fit for them.

And finally, there are business owners who may be wondering if they should invest in the advisory services being offered to them by one of your fellow alumni. Your client success stories will help to reinforce the value that Mentor Plus trained practitioners bring to the table.

I know you are shy and don't want to toot your own horn. We give you permission to toot as much as you want.   

Go to "our clients" tab to hear some stories from your colleagues. 

Thank you for sharing.


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2 Comments

    • Aug 23 2009, 5:04 PM Tom Bayer
    • My journey began with Edi and her team in 2000 and its been a long journey. I think that the marketplace is starting to accept this idea of business intelligence and scorecards as a viable management tool as we see more and more technology firms promoting their tool. The challenge for any business owner is to engage a competent team to deliver a process that leads them to their metrics. We have evolved to a Balanced Scorecard approach and are starting to deliver monthly scorecards and dashboards as a service, after the initial planning stage. I have to credit Edi and her team for this vision, as it has become a passion for us to deliver better information to make better decisions for our clients. It takes focused resources, which we have learned, and we are succeeding in a marketplace that seems very eager to purchase this service. Life is good.

    • Aug 24 2009, 12:16 PM Brian DiBella
    • I took the PM course back in 2003. I really enjoyed the course and learned a lot from it. As Edi mentions above, I am constantly struggling to make this type of work a priority in my practice. I suffer from the out of sight out of mind syndrome. If I am not constantly working with PM services I tend to forget about them. Our firm is starting a new series of monthly breakfast roundtable type meetings with our clients and referral sources, etc. These will be a way for our clients to share their stories, challenges and concerns they have in the day to day operations of their business. We are limiting it to one person per industry so there is no competition among the group. I will be utilizing some of the tools and ideas I learned from the PM course. I think one of the challenges most CPAS have in offering these services is that we speak like accountants! We use language like accountants! However when selling consulting services we need to use a different language to get the message across.

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