Chet Buchman, founder of the Certified Numbers Coach(TM) Certification program, has learned over the years that the majority of his team members are bilingual - they speak both Numbers and English. He has also found that many of the clients are bilingual as well, but instead speak Entity (business or non-profit) and English. In this immersive course, Chet will provide attendees with tools and techniques to help clients translate their numbers to English in a way that is easy to understand, allowing the development of actionable insights.
Which Numbers Matter
What key performance indicators should you be using to gain insight from existing data?
Communication Styles That Work
How can you listen and learn what those KPI really mean from the client perspective?
New Advisory Skils
How can you bridge the cap between your core accouting services and advisory services?
Time Management Techniques
How can you create expectations of time commitment and stick to them?
Why "Cash is King"
7-Step Coaching Process
These skills can be used year-round and can normalize seasonal revenue trends.
Deepen Client Relationships
Your clients will see the firm as a trusted advisor and will see you as a partner in their business.
Improve Employee Retention & Engagement Happy clients mean happy employees, and this program can give them the skills to reach their personal goals.
Develop Advisory Skills
Chart a formal process to grow beyond core accounting services.
Simplify Business Development
With a reputation as a trusted advisor, you can see more referrals and shorter lead closing times.
Accelerate Firm Growth
Don't just choose between growing existing retainers or finding new clients, you can do both.
How Does Everyone Win?
They will get the help they need before they know they need it.
Fewer clients, but with deeper relationships which means increased revenue
Team members will develop confidence needed to help clients reach their Point B.
Swindoll, Janzen, Hawk & Loyd, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Chet Buchman, CPA, CVA, CEPA, CGMA
Chet Buchman is the Managing Partner of Swindoll, Janzen, Hawk & Loyd, LLC (SJHL), a full-serviced accounting firm with offices in McPherson, Hutchinson, and Wichita, Kansas. Chet entered the accounting profession with KPMG in Kansas City, MO in 2003, he joined SJHL in 2006, was admitted as a partner in 2011, and became managing partner in 2014.
Chet holds a Bachelor of Science degree in Accounting and Finance from McPherson College, McPherson, Kansas and a Masters’ Degree of Accounting with an Emphasis in Taxation from Kansas State University. He also holds the designations of Certified Public Accountant (CPA); Certified Valuation Analyst (CVA); Certified Exit Planning Advisor (CEPA); and Chartered Global Management Accountant (CGMA). Chet uses his specialized training to help fulfill his passion of helping people -- whether it’s clients, community members, or teammates – his focus is on helping them get from where they are . . . to where they want to be.