QuickBooks ProAdvisor Program Member

The mentoring program is six months of unlimited access to me by e-mail, phone, fax, regular mail, etc. (There is also a special guided version explained below.) We can meet in person, as well, when convenient for both of us. I help people strategically (overall business goals and end-game strategies, how to set fees, how to gain visibility, how to position, etc.), and tactically (what to say at the meeting tomorrow, critiquing proposals, overcoming objections, etc.). The fee is $3600 which distinguishes those who are serious about their business, and is easily recouped through increased business and/or higher fees. Admission is limited. If there are no openings there is a "first-come-first-served" waiting list.

You and I reach a mutual decision as to whether the program is right for you. If it is, we begin with my studying your current situation, expectations, and fundamental value propositions. We then establish our mentoring goals. Some people call me daily, some weekly, some monthly. Some visit, others don't. The frequency and style are up to you. I return all phone calls within 90 minutes, and all written correspondence within 24 hours. Ten percent of the fee is required to begin the process or to claim a place on the waiting list. The remaining fee must be paid in six equal installments over the next six months. The fee is non-refundable, no exceptions. The process is available to small firms for $5500-7500, depending on size.

You may call a "freeze" in the mentoring process at any point, at which time we stop the calendar until you're ready to begin again. I'm notoriously lax about the six months and readily provide grace periods to take care of any loose ends.

Guided Mentoring Option

Some individuals who require a highly structured relationship with additional accountability for meeting their goals may qualify for Guided Mentoring. In this version of the program we choose those areas which are of highest priority and create:

  • A detailed game plan with specific completion dates, and
  • Formal, scheduled contact times to discuss accomplishments and any obstacles preventing short-term tasks from being completed.

The areas we may deal with include generating prospects and clients, assisting with marketing and advertising materials, creating proposals, assistance with web site creation, following-up on leads, establishing networking events, creating a brand, creating products, streamlining operations, maximizing sales and profit, etc. We generally choose about four or five areas for which I provide a template with specific tasks and completion dates, and we establish formal schedules for those completion dates. The Guided Program provides for externally-enforced discipline, ensuring you are accountable for specific completion activities because I follow-up with you.

The Guided Program is recommended for those at any level of their career who feel the need for increased structure, whose intellectual curiosity and talent cause them to wander from task to task prior to completion, and who require more urgency in creating results. Due to its targeted nature, you may not "freeze" the Guided Program during the six months. This version of the Mentoring Program is available for $4800.

Legacy Development Group <-- Services <-- The Mentoring Program