Is  Trusted Advisor right for you?

What is Trusted Advisor?

An exclusive hand-picked community of accounting professionals who are using the Trusted Advisor System™ to help them build highly profitable businesses using a consultative approach first… We help you deliver to your clients what they “want” and they will let you provide what they “need”.

What are the Key Benefits?

  • Easily attract higher quality clients who are searching for quality professionals to provide premium level business services
  • Learn the skills needed to be the Trusted Advisor for all of your clients
  • Finally switch from a time-for-money pricing structure to highly profitable value-based packages so you can stop working harder (and love what you do even more)!
  • Get nuts-and-bolts specifics on how to focus on high-value business services (and less on typical tax compliance and bookkeeping only).
  • Learn to switch from bean counter to Proactive Advisor to the business.
  • Become a trusted friend and Trusted Advisor to your new and existing clients even if they do not know already!
  • Gain more confidence and skills knowing that you’re on the leading edge of a major shift in our industry where you can reach your financial goals (and beyond), and help your clients thrive in the process

What’s included in the Trusted Advisor Program?

Step-by-step training and guidance on how to integrate the simple yet powerful Trusted Advisor System into your existing service offerings to make you stand head and shoulders above the competition

Done-for-you website templates, marketing materials, and systems for your website, LinkedIn, Facebook, presentations, live workshops, email and more!

Distinctive Trusted Advisor certification credentials and logo for your website and promotional materials to immediately brand you as a top-notch service provider

Your Back Office License for each active member.  Our amazing software platform that will allow you to offer higher level services to your client

Annual Event for the community.  You will have the opportunity to meet live with the entire Trusted Advisor Network to increase your network and learn from industry leaders!  A must attend event…

Unlimited online access to University – our exclusive educational and implementation platform for you and your clients to fast-track effective results, no matter how busy your schedule. We have many courses, resources, and materials, including:

  • Scale With Purpose: The Science behind growing and scaling a business to 7 and 8 figures. Great tool to use for your business and with your clients.
  • Trusted Advisor Mastery Course: A course and library of materials to help you gain the knowledge, mindset and skills to be the Trusted Advisor to your clients.
  • The CEOs Mindset: A book and course to help better understand the needs of the CEO and your role as the Trusted Advisor.

Unlimited support every step of the way to attract and work with high quality clients who are eager to work with you as their Trusted Advisor™

Monthly group community calls to allow for collaboration and group learning

Online community of collaborative professionals who support each other’s success while championing entrepreneurial financial health from the inside out

Do You Qualify?

You do if you have…

  • A basic understanding of the  Trusted Advisor System…
  • An established bookkeeping, accounting or financial consulting practice (with an existing client base). 
  • A willingness to roll up your sleeves, take action and apply our Trusted Advisor System to YOUR business
  • A passion for providing high quality services that support your clients’ financial health
  • A burning desire to take your practice to the next level of success by becoming your clients’ Trusted Advisor for long-term business profitability and success