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COLORADO CPA FIRM Adds New Skills
Obtains Level 5 Certification from Mentor Plus
Castle rock, co — July 9th 2024 — Brecken Business Solutions, CPA, an accounting and advisory firm focused on helping their clients achieve their business goals, today announced that the firm has successfully completed the Level 5 Certified Advisor course. The course offers accountants a comprehensive turnkey methodology for delivering proactive consulting services.
Created by Edi Osborne at Mentor Plus, the training includes tools to help accountants first understand and clearly articulate client goals and then work with owners and teams to create plans for achieving them. The course incorporates concepts from authors like Geoffrey Moore, Simon Sinek, Tom Collins, and facilitation and training tools from TOPs, the Institute of Cultural Affairs and more.
The Level 5 curriculum includes selling and education tools that are licensed for use by firms whose members complete the training: At Level 1, trained accountants help their clients build a sound financial reporting foundation. In Level 2, accountants teach the language of business and then help owners and teams identify critical business ratios and optimal scenarios. By Level 3, accountants become group facilitators for client discovery and planning sessions. At level 4, accountants help their clients link activities to outcomes and chart a path to organizational success. By Level 5, their role shifts to a focus on accountability and continuous improvement.
Clients of firms who complete the Level 5 certification training can expect to have a different kind of relationship with their accountant.
Devin Mortensen, managing partner of Brecken Business Solution, said, “We signed up for this course to provide a longer lasting and more powerful impact on how our clients run and grow their businesses.”
Brecken Business Solutions is part of an elite group of accounting firms around the country who specialize in Strategic Performance Measurement. These firms, who are certified in the Mentor Plus Level 5 methodology, combine their traditional accounting practices with innovative, custom solutions that help businesses achieve measurable results. The company’s philosophy is to show up, own it, and deliver and they plan meet these goals at another level with these new skills!
About Brecken Business Solutions
Brecken Business Solutions was founded in 2017 by Devin Mortensen, CPA. The goal was to provide seamless bookkeeping for small to medium-sized businesses that would not only be accurate but meet the tax, performance and end goals of every client. Over the years they have worked with hundreds of clients to clean up their existing financials, set up proper payroll processing, review sales tax processes and so on. They maintain a 5 star google review and you can look at the many reviews speaking their praises. If your company is looking for a firm that can not only do the financials and get you ready for taxes but help you run the business to it’s true potential don’t hesitate to reach out!