A Solid Foundation
For Creating Business Advisory Opportunities With Clients
We teach you how to “Look Business Smart” in front of your most successful business owner clients.
A big next step toward transforming your business is to change the way you communicate and work with business owner clients. We help you do this through a self-paced training course that gives you everything you need to implement the 21st Century Advisor model and begin providing business advisory services to your best clients. Designed to be a “DIY” solution, this option is ideal for accountants who are new to the concept of providing business advisory services and who want a low-risk way to learn and implement business advisory solutions in their firm. Our Foundational Course, “Painting by Numbers,” gives you the framework, scripts, and guidance needed to have productive, meaningful business-related conversations with clients that lead to valuable opportunities – and where you have the option to outsource the solutions.