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Firms - Etani Workshop - Revolutionary AI Advisory & Reporting: Modern Day Mastery Pricing Features Integrations
Etani helps accountants deliver Power BI as a service to their SME client base
Revolutionary AI Advisory & Reporting:
Modern Day Mastery
Are you using advisory services but haven’t scaled them? Or have you struggled with starting advisory services altogether? Maybe you're focused on reporting only and finding it hard to sell those services to clients. If any of these sound familiar, this workshop is for you.

We understand the challenges you face. Imagine taking your services to new heights with advanced tools and techniques, enabling you to achieve more than ever before. With a clear, structured approach, implementing advisory services can become straightforward and effective, allowing you to start right off the bat with confidence. Learn how to integrate advisory services seamlessly into your offerings and effectively communicate their value to your clients.
 
 
Clarity and Etani have joined forces to bring you a supportive and practical program. Our goal is to make advisory and advanced data analysis accessible to everyone, ensuring you leave with the confidence and tools to implement AI-driven solutions that will benefit your clients and your firm.
Revolutionise Your Practice with Learnings from the Workshop
  • Elevate Your Services: This workshop will guide you on how AI can enhance your business advisory and reporting services, enabling you to engage with clients and deliver results with greater confidence and speed.
  • Increase Your Profitability: Build trust and credibility, triple your profitability, and create a more satisfied and enthusiastic team and client base.
  • Optimise Your Process: Leverage detailed analytics and a structured, process-driven approach to efficiently scale your services and meet client needs more effectively.
    • Gain Insights from Recognised Experts
     
     
    Workshop Fee: A$497 (+GST)
    For just A$497, you're getting A$4000 worth of value, ensuring you receive top-tier training and support at a fraction of the cost.

    Inclusions:
  • Clarity's benchmarking product: A$500
  • Clarity access - 5 clients as solo: A$500
  • Etani platform subscription - 5 clients + 10 integrations and Power BI: A$500
  • Workshop value: A$1000
  • Training and ongoing support: A$1500
    • Post-Workshop Special Offer: Attendees will gain access to a special monthly subscription rate of A$497, inclusive of both Etani and Clarity platforms and services, which will automatically apply unless cancelled. They get access to A$4,000 worth of value, including step-by-step guidance to confidently implement AI in their advisory and reporting services.
    Payment Details: Upon registration, your payment details will be securely collected and used for setting up your Etani and Clarity platforms. This ensures a smooth transition from the workshop to your continued access to our services.
    Workshop Schedule
    9:00 AM AEST | 11:00 AM NZST

    Total of 4 sessions
    • 5 Sep Thu (2hrs): Setting the scene and foundation
      Dive into the fundamentals of reimagined business advisory in an AI-driven world.

      • Understand the transformative power of AI in business advisory.
      • Learn how to significantly increase your profits by leveraging AI.
      • Discover why clients value this scalable and repeatable model and how it leads to higher satisfaction.
      • Gain insights into overcoming historical challenges with AI and ensuring smoother operations.
      • Learn a step-by-step implementation plan to get started quickly and efficiently, integrating both advisory and reporting tools.

    • 10 Sep Tue (90mins): How to hold the initial meeting and make a sale
      Learn how to effectively engage with clients and secure advisory service agreements.

      • Strategies to secure initial client meetings through impactful AI-generated reports.
      • Techniques to generate excitement and interest, ensuring high engagement.
      • A step-by-step guide to conducting successful client meetings that inspire and convert, using insights from both advisory and reporting tools.
      • Insights on offering and pricing advisory services to maximise value and profits.
      • Best practices for post-meeting follow-ups to maintain momentum and client commitment.

    • 19 Sep Thu (90mins): Creating the ongoing delivery framework and how to deliver
      Develop a robust framework for delivering consistent and scalable advisory services.

      • Understanding the importance of service maps to streamline your offerings.
      • Connecting operational reporting with EVA for seamless data integration.
      • Creating on-the-fly AI business reports for real-time insights and decision-making, enhancing the advisory process.
      • Delivering advisory services at scale without compromising quality.
      • Conducting ongoing meetings and managing scope to maintain clarity and focus, supported by integrated AI tools.

    • 26 Sep Thu (90mins): How to scale
      Learn how to scale your advisory services and achieve sustained growth.

      • Evaluating progress, reflecting on wins and mistakes, and making necessary adjustments for continuous improvement.
      • Implementing a comprehensive plan for sustained growth and profitability, using combined AI advisory and reporting tools.
      • Participating in an open Q&A session to address specific concerns and gain expert advice.
      • Next steps to triple your profits with AI-driven business advisory and ensure long-term success through integrated solutions.
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    FAQs

    • Q: What if we miss a workshop session in September?
      • A: Don't worry! All sessions will be recorded, and you will have access to the recordings to watch at your convenience.

    • Q: How many people can join the workshop?
      • A: Each registration allows up to 3 people to join the workshop. We recommend including one partner and two junior staff members.

    • Q: Will there be hands-on exercises during the workshop?
      • A: Yes, the workshop will include practical, hands-on exercises to help you apply the concepts and tools discussed.

    • Q: Is there any support available during the workshop?
      • A: Absolutely! You will have access to support throughout the workshop to help you with any questions or technical issues.

    • Q: Can I get a certificate after completing the workshop?
      • A: Yes, participants will receive a certificate of completion after attending all the sessions and completing the workshop requirements.

    • Q: Will I have access to the Etani and Clarity platforms during the workshop?
      • A: Yes, you will have full access to the Etani and Clarity platforms during the workshop to practice and implement the skills being taught.

    • Q: What happens after the workshop?
      • A: After the workshop, you will continue to have access to the Etani and Clarity platforms with a special discounted subscription rate of A$497 (+GST) monthly, which you may cancel at any time.