Instructors Directory > The Impactful Advisor

The Impactful Advisor
(877) 740-9473

Accountants and bookkeepers everywhere have been told the same thing over and over:

In order to be relevant in the future of the industry, you must become a trusted advisor.

Every firm owner has the same simple question: How?

I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own.