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The leading certification for Accountants, Bookkeepers,
Brokers, Financial Planners and Business Consultants
looking to scale and grow their advisory services.
The Certified Professional Business Advisor (CPBA) course is an online, self-paced course, designed for anyone offering advice to small to medium sized businesses. We believe all professional advisors offering advice should be certified.
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With the current COVID-19 pandemic, consultants and advisors have a responsibility to help their clients, not only from a business perspective, but also at a personal level. This 144 page colour workbook goes through a 24 step program for you to work through with your clients to build personal
It’s important for consultants and advisors to help strategise new sources of revenue and to do ‘what if’ analysis when potentially cutting costs. This cash burn calculator will help you easily calculate and forecast how much cash your clients will need to survive the crisis.
Start a free trial or get a personalized product demo from the EntrilyCRM sales representative. Cut down the time & cost it takes to win new business. Interactive CRM like entrily eliminates back-and-forth and allows you to choose the pricing package that fits your needs.
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