Course curriculum

  • 1

    Advisory Playbook

    • Advisory Playbook

    • Advisory Work Checklist

    • Business Plan in a Page

    • Cash Flow Discovery Questionnaire

    • Content Marketing Strategy Table

    • Pitch Creation Worksheet

    • Pricing Strategy Table

    • Scope of Work Questionnaire

    • Value Proposition Worksheet

    • Advisory Contract

  • 2

    LinkedIn / InTouch

    • How to Set Up + Promo Code

  • 3

    Existing Client Communications

    • Prospecting Existing Clients for New Services with the Insights Panel

    • Call to Action for More Frequent Bookkeeping

    • Partner to Client Email Drip

  • 4

    Prospecting Communications

    • Generalized Approach to Engaging New Prospects

    • LinkedIn Messaging Script

    • Cold Call Script

    • Prospecting New Leads for New Services

  • 5

    Images for Website and Social Media

    • Dryrun Partner Badge

    • 4 Stages of Forecasting Infographic

    • Business on a Page Infographic

    • Cash Flow Iceberg Infographic

    • Cash Flow Stats Infographic

    • Powered by Dryrun Slides

    • Own Your Future Slides

    • In Partnership With Slides

    • Other Side of This Slides

  • 6

    Articles

    • Advisory Service is all about the People

    • After Tax Season, What's Next?

    • Are Your Client's Poor Business Habits Hurting Your Business?

    • Avoid Analysis Paralysis

    • Baby Steps: Moving Your Practice into Advisory Services

    • Being Responsible: CPA Firms Supporting Their Clients with Cash Flow Advisory When They are Vulnerable

    • Best Practices: Client View on Advisor Services

    • Best Practices: Internal Fraud

    • Blue Ocean Strategy: The Case for Not Telling People You’re an Accountant

    • Bringing Back Consumer Confidence in the COVID-Era

    • Bringing More Value to Your Clients Through Advisory Services

    • Budgeting & Planning

    • Build a Process with Your Cash Flow to Stay Positive

    • Building Strong Cash Flow Now & Into the Future

    • Cash Flow: How to Monitor, Manage, and Model It for Business Success

    • Cash Flow in Action

    • Cash Flow in COVID-Era

    • Cash Flow Literacy: Understanding What It All Means

    • Cash Flow Nightmares: The Power of AP/AR

    • Cash Management: Work of Art & Science

    • Change Your Practice Workflow

    • Changing Your Business Focus When the World Changes

    • Client Advisory Services (CAS)

    • Cloud-based SaaS Can be Your Pandemic Era Super Power

    • Common Mistakes with Cash Management

    • Communication: The Secret Weapon in Managing Client Expectations and Service

    • Constant Recalibration: A Fresh View for Your Business

    • Coping with Seasonal Cash Flow

    • Curiosity: A CFO’s Best Friend

    • Dare to Try - Do It Now!

    • External Influences on Your Business & its Cash Flow

    • Failing at Cash Flow is Real. Here’s How to Become Profitable After Failure.

    • Fear of the unknown: Cash Flow Management Advisory

    • Finding Strength with Strategic Partners

    • Finding the Right Bookkeeping System

    • Focus on Cash Management, Not Profits

    • For Profit: Cash Management

    • From Tax Hell to Advisory Bliss

    • Get Paid What You Deserve: Pricing Your Advisory Services

    • Get what you need from your CPA - especially now

    • How Cloud-based Software assists Clients from Afar

    • How Much Are Clients Willing to Pay for your Advisory Services?

    • How to Build and Maintain a Business' Cash Reserve

    • How to Deliver Bad News To Your Clients

    • How to Lose a Client in 30 Days

    • How to Manage Risk Through Information

    • How to Shorten a Cash Flow Cycle

    • How to Turn Regular Bookkeeping into Cash Management

    • It's Not Magic - It's Called Process Management

    • LivePlan vs Dryrun

    • Looking at Expert Advisory Through the Business Owner Lens

    • Making the Jump to a Service-Based CPA Work Environment

    • Managing Your AP/AR: Weekly/Daily

    • Marketing Techniques: Ideas to Market your New Focus

    • Meaningful Data in Cash Flow Management Solutions

    • Mistakes in Cash Management for CPA Clients

    • Move to Weekly Bookkeeping with Cash Management

    • My Business' Cash Flow is Failing: What Do I Do?

    • Networking Remotely to Find New Clients for Your Firm

    • Next Generation Accountants

    • No One is an Expert at Cash Flow Advisory... Yet

    • Prevent Cash Flow Issues with Helpful Tips - Part 1

    • Prevent Cash Flow Issues with Helpful Tips - Part 2

    • Prevent Cash Flow Issues with Helpful Tips - Part 3

    • Prevent Cash Flow Issues with Helpful Tips - Part 4

    • Ready for Cash Flow Management with your CPA?

    • Reducing Client Turnover By Offering More Value

    • Rewinding Cash Flow Advisory

    • Sales Forecasting in COVID-Era

    • Sales Forecasting & Modelling for Success

    • Scenario Planning: Building Financial Forecasts in the COVID-19 Era

    • Service-based Businesses Require People Needing Services

    • Slowing Down During Chaos

    • Soft Skills for Hard Numbers People

    • Tax Season is for Beer Money!

    • The 3 M's of Dryrun: Monitor, Manage & Model

    • The Crumbling House of Cards

    • The Non-Accountant Perspective of Cash Management

    • The Potential Impact of Bad Debt on Your Business

    • The Rise of the CPA Pro-Advisor

    • The Zombie Business - Real or Fake?

    • Transformation: This is the Correct Word for Change

    • Transparently Communicating Strategic Priorities to Banks and Investors

    • Turning Strategy into Results

    • Understanding the Difference Between Consulting, Advisory, and Implementation

    • Understanding the Thought Chain of Handling an Emergency Cash Shortage

    • Value Yourself & The Tools You Use

    • Vertical Specific Challenges and How to Handle Them

    • Ways to Implement Effective Risk Management

    • What “Cash Management” Really Means for Your Firm

    • What if a Client Has Less Than a 90-day Runway?

    • What is Business Accounting?

    • What is Cash Flow?

    • What is the Value of Cash Flow Management?

    • What's Your Story? Why Did You Want to Get into Cash Management?

    • What to Look for in a Good Cash Management Advisor

    • Why Pay for a Cash Flow Management Tool?

    • Working Remotely - New World Management

  • 7

    Additional Supporting Resources

    • 7 Sales Tactics for Finding New Customers

    • Website Evaluation Rubric

    • Value Proposition Worksheet

    • Pitch Creation

    • Content Creation Templates

    • Ideal Vs. Current State of Business

    • ROI Actuals Spreadsheet

    • Concerns Worksheet

  • 8

    Pandemic Cash Flow

    • Pandemic Cash Flow by Blaine Bertsch

  • 9

    Weekly Featured Articles

    • Top Cash Flow Issues For Construction Companies 

    • Coping with Seasonal Cash Flow

    • My Business' Cash Flow is Failing: What Do I Do?

    • How to Get Capital for a Startup

    • What if a client has less than a 90-day runway?