Level 1
Level 1 is where every accounting firm lives. It’s the technical foundation that makes up the profession's comfort zone. It’s something accountants are really good at, so naturally, they gravitate towards it.
At the same time, it’s difficult to differentiate services at this level; being good at Level 1 is an assumed competency. Clients expect (and rightly so) that you excel at the preparation and delivery of financial statements, taxes, and audits.
With proper training in our proven Mentor Plus Level 5 methodology, however, you can add tremendous value even at this level.
Level 1 is where every accounting firm lives. It’s the technical foundation that makes up the profession's comfort zone. It’s something accountants are really good at, so naturally, they gravitate towards it.
At the same time, it’s difficult to differentiate services at this level; being good at Level 1 is an assumed competency. Clients expect (and rightly so) that you excel at the preparation and delivery of financial statements, taxes, and audits.
With proper training in our proven Mentor Plus Level 5 methodology, however, you can add tremendous value even at this level.