If you’ve been following our content lately (thank you!), you know how passionate I am about our new advisory services division, where SBS Accounting & Advisors can help transform your businesses and make your lives easier. In an effort to keep offering you the most essential advisory components and get deeper experience, I am excited to announce that I am now certified in the Mentor Plus Level 5 program.

You may be wondering if this is just another certificate to hang on my wall with a fancy name and not enough substance. I can assure you that it isn’t! Too often, programs help clients put together a plan with targets and goals, only to have poor execution and poor transparency in the end. We aren’t planners who get you started on a plan and then walk away. That’s not us and that’s not Level 5.

So, what exactly is this program, and what can it do for you? Here is what it’s all about, and how it helps take your business to the next level.

Breaking Down Mentor Plus Level 5 

Level 5 is all about helping you accomplish your goals and grow. Level 5 is unique because we determine the levers and leading indicators to help you discover your goals. We measure the activities to help you reach your goals, and then evaluate this over time. Rather than form a plan and walk away, SBS is actually there for you the entire time, providing a dashboard to see if we are doing the activities to meet your goals. That is our secret sauce (cat is out of the bag!).

What Exactly goes into Level 5? Here’s the Methodology  

The image above gives a visual of all the different layers and levels of the program, but it doesn’t really tell the whole story. At first glance, this may seem linear. The truth is that it’s a toolbox where we can pick any tool out of the toolbox at any of the five stages to help. In other words, all levels can be tapped into at any time to help grow your company.

In essence, we get your accounting in order so that you can spend more time with your family and grow your business. In the process, we provide you clarity of vision to grow your business and go to the next level, while being there for you every step of the way.

For a more technical deep dive, we start with getting your accounting foundation correct from the very beginning. After that, we help you become fluent in understanding your numbers and the untapped potential in your business. Next, we help you put together a roadmap to accomplish your goals. Then, we link goals to specific business activities, and measure and report outcomes of those activities. Finally, we help you monitor and strategically manage those critical activities that are necessary for you to reach your goals.

A Quick Thank You to the Leader of Mentor Plus Level 5

While I feel blessed to be able to offer you and your businesses the powerful solutions and insights I gained from this program, I have to thank Geni Whitehouse and her team for helping guide me every step of the way. I am also so grateful that she took some of her time to explain the program and speak so kindly of me.

“In the hands of an accountant like Jonathan – who really cares about his clients – the Mentor Plus Level 5 training program is a pathway to delivering a different level of service to clients. It takes courage for an accountant to ask questions that may lead in directions he or she can’t anticipate, but these tools provide the support that makes them willing to take the risk. Both his clients and Jonathan will benefit from the resulting impact of taking this leap.”

Ready to Launch Level 5 or Have Any Questions? We are Here to Help!

As you can see, this program exists to bring you powerful solutions to meet your goals and experience next-level growth. We are very excited about this new offering, and would love to discuss all options and opportunities with you.

If you are interested in learning more about the Level 5 methodology and how we can help elevate your business, don’t hesitate to contact us today. You’ll be one step closer to envisioning your future and accomplishing your goals.