Content Provider
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Clientservices whitehouse


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

You know it is time to start delivering advisory services.  You’ve gotten the message year after year from every direction.  But what does advisory really mean?  How do you start?  In this session, you will learn how to avoid offering “Random Acts of Consulting” using a proven protocol. You’ll hear stories of life changing (for both the client and the consultant) opportunities to help businesses succeed and get free tools you can put to work immediately.

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on


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Edi Osborne

Mentor Plus
Chief Executive Officer, Motivational Mentor
(925) 485-1983

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Edi is a highly sought after speaker and regular contributor to accounting publications.  She’s been recognized as one of the most Powerful Women in Accounting and a Thought Leader by CPA Advisor Magazine. She has received advanced training in Behavioral Assessments, Emotional Intelligence, Graphic Facilitation and Group Facilitation methods. She authored and delivered training programs and keynote address for the AICPA, Intuit, Wolters Kluwer, and many Accounting Associations.

A recognized leader in the area of Business Performance Measurement and Management, Edi shares her methodologies in her book Firm Forward: A Journey From Compliance to Reliance which has helped firms of all sizes generate more than $200 million in additional consulting revenues. In May of 2018 , she launched an online version of her Level 5 Certified Advisor training which makes more than 25 years of accumulated training insights available to practitioners on demand.   
Whether she’s delivering a key-note address, training professionals, or working one-on-one with firm leaders, Edi’s generous and heartfelt approach for driving change is both inspiring and motivating. She provides practical, down-to-earth solutions for developing and delivering high value advisory services that provide for instant gratification and a sterling return on investment. Many will say her training was the most expensive they ever attended and the best money they ever spent.
In her TEDx Talk , Edi shared her journey to put all of her talents to work in service of the accounting profession.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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For over 20 years Mentor Plus has focused on elevating the advisory skills of accounting professionals and small business advisors. They teach business fundamentals pure and simple. They teach accountants how to apply their accounting skills to measure and manage all areas of business performance. They also focus on developing their people skills so their clients can communicate and interact more effectively with clients and others on their team.