Turn Your Client’s Accounting Department into a Profit Center

Are You Looking to Help Your Clients Improve Their
Financial Literacy and Business Success While Making More for Yourself?

Are you considering making the transition from accountant to “Trusted Advisor” but don’t know where to start?

Do you wonder how to market, price, and sell advisory services and especially whether your clients will bite?

Have you heard about how you “must” become a Trusted Advisor, but don’t have a clue what they’re talking about?

If so, you’re in the perfect place to find out about a new one-of-a-kind course that we’re offering with you in mind.  It’s called Advisor Accelerated. It’s designed to help you take your monthly accounting clients to a higher level of financial literacy and business success.    If you’re looking for more monthly clients, you’ll have a higher level of service to offer them.

Here’s what it is:

  • A series of 4 service modules and 16 literacy documents you can use in consulting with and training your client on their business & financial skills
    • Service modules include Revenue, Profit, Pricing, and Cash Flow
    • Document topics include “How to read a balance sheet” and “How to improve your cash flow” as well as analyzing systems fits and improved data workflow
  • We will go over each service module in detail and train you to deliver it to clients.
  • You’ll become a Certified Business Profit Consultant after an Exam.
  • You’ll earn 5 CPE.

This course is unique because:

  • It’s designed for the solo practitioner or small accounting firm generating under $1 million in revenue. No one else in the industry is serving the smaller firms.
  • It’s comprehensive – these are done-for-you service modules.
  • It’s all run and designed by a CPA and top industry thought leader.
  • You’ll earn a certification at the end.

Collaborative and consultative in nature, Advisor Accelerated is the path to truly becoming the trusted advisor we’re all hearing so much about.


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CPE Information:
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Self-study (QAS)
Field of Study: Finance
CPE: 5 hours