Financial Advisory and Coaching Certification for Accounting Professionals
What is a Certified Referral Partner?
A Certified Referral Partner (CRP) is an accountant, CPA, or financial professional trained by Financially Fit Business to deliver financial advisory and coaching services to their existing clients. The CRP program gives you the tools to help your clients’ financial statements come alive, so you can move beyond tax preparation and compliance work into higher value, higher margin advisory relationships.
Financially Fit Business is the tool you need in your tech stack if you are seeking new clients or looking to offer advisory services to the ones you already have.
Why Accounting Firms Are Adding Advisory Services
Tax preparation and bookkeeping are being commoditized. Clients compare pricing, larger firms are adding advisory services to win business, and staff who want more strategic work are leaving firms that cannot offer it. Financial advisory and coaching services let you:
- Justify premium pricing instead of competing on tax prep fees alone.
- Retain clients who are already asking, “Can you help us understand why profit is down?”
- Give staff a growth path so they stay instead of looking elsewhere for strategic work
- Add a recurring, higher margin revenue stream through monthly and quarterly advisory reviews
If a prospect has ever asked whether you offer advisory services and you had to say no, this program closes that gap.
Who Should Become a Certified Referral Partner The CRP program is built for:
- CPAs and Chartered Accountants
- Accounting firm owners with 2 to 15 staff
- Bookkeepers who want to move into advisory work
- Financial professionals who want a credential that adds legitimacy with clients and staff
No advanced financial analysis background is required. The program teaches the framework from the ground up.
Here Are The On-Line Sessions
Session 1 – Overview
Session 2 – Profit and Loss statement mistakes
Session 3 – Profit and Loss trailing graphs
Session 4 – Gross Margin graphs
Session 5 – Net profit per unit graphs
Session 6 – Productivity graphs
Session 7 – Balance sheet mistakes
Session 8 – Balance sheet graphs overview
Session 9 – Liquidity graphs
- Current ratio
- Acid test
- AR/AP or AR+Cash/AP+credit cards
Session 10 – Debt graphs
- Debt/equity
- LTDebt/Equity
Session 11 – Usage graphs
- Receivable days
- Inventory days
Session 12 – Wrap up
These sessions give you the knowledge to help your clients decipher their business trends and spot impending issues before they become major crises.
There is an assessment at the end of the course. When you pass it you are added to our certified referral partners list on the FinanciallyFit.Business website.
Click the button below to get started today.
How to Become a Certified Referral Partner
Take the class. Choose the NASBA group sponsored live class (6 CPE credits) or the on-demand online class (not NASBA sponsored).
Pass the assessment. Complete the short test at the end of the class or video series.
Get certified. Once you pass, you are added to the Certified Referral Partner list on the Financially Fit Business website, and you receive the Financial Advisory Services in 5 Easy Steps manual, ongoing webinars, and support as you need it.
What's Included in Your Certification
-6 CPE credits through the NASBA sponsored live class
-The Financial Advisory Services in 5 Easy Steps manual
-Ongoing webinars built specifically for Certified Referral Partners
-A second set of eyes from Financially Fit Business experts to review trends and prep questions before client conversations
-Listing on the Financially Fit Business Certified Referral Partner directory
Enrol in Our Financial Advisory Program