Turn Advisory into a Team Sport
Build confidence,clarity and ateam-wide advisory capability
Most firms don’t fail to deliver advisory.
They fail to structure it.
If advisory in your firm feels inconsistent, personality-driven, or stuck in one partner’s head, you’re not alone. And you’re not broken. You’re simply missing a repeatable framework.
The Small Business Project gives accounting firms a proven method to implement Business Improvement Advisory with structure, confidence and momentum – not just good intentions.
Advisory does not need to be vague.
It can be repeatable. It can be teachable. And it can be firm-wide.
Built by accountants. Designed for public practice.
Founded by Lynda Steffens FCPA, The Small Business Project is a complete advisory implementation pathway built specifically for accounting firms who want to move beyond compliance and lead clients with confidence.
Sound like you? We’d love to have you join us! Start by getting clarity, alignment and a clear path to firm-wide advisory confidence with an Advisory Strategy Session.
The problem isn’t advisory. It’s inconsistency
You already know clients want more than compliance. You already know advisory is the future.
Yet most firms are still wrestling with one or more of these realities:
Advisory happens, but it’s ad hoc and inconsistent.
Reporting-based advisory isn’t resonating with clients.
Only one or two people in the firm feel confident leading advisory conversations.
Advisory work stalls between deadlines, not because it isn’t valuable, but because it isn’t prioritised.
Everyone is busy, momentum fades, and clients disengage.
Without structure, advisory becomes uncertain, difficult to scale, and exhausting to sustain.
With the right structure, confident conversations lead to clear action, clients stay engaged, and accountants step into their role as trusted partners in growth.
Curious to understand what kind of advisory your firm is actually delivering, and why your current approach may not be producing the results you expected?
The Small Business Project
provides a clear pathway
from intention to implementation
This isn’t another course library.
It’s a complete implementation ecosystem built around a practical client roadmap.
The roadmap shows you:
-
Where advisory conversations typically stall
-
How to move clients from discussion to decision
-
What to focus on next, depending on the client’s stage
-
How to deliver advisory consistently, without relying on one or two people
You get:
-
A proven advisory framework
-
Shared language your whole team can use
-
Coaching and accountability to maintain momentum
-
A structured roadmap that guides the next step, every time
Advisory confidence doesn’t come from knowing everything.
It comes from having a clear process to follow.
How the Client Roadmap works
The Client Roadmap breaks advisory delivery into five clear stages.
Each stage removes guesswork and gives your team confidence about what to focus on next.
Step 1 – Strategy
Define direction, align leadership, build a 90-day plan.
Step 2 – Build Confidence and Capacity
Train your team in the structure and language of advisory.
Step 3 – Roll Out
Embed advisory across the firm and client base.
Step 4 – Lead
Develop advisory leaders who guide deeper conversations.
Step 5 – Stay Supported
Maintain momentum with accountability and support.
Not sure where to begin?
Start with strategy and get clarity on your next step.
Choose your entry point
Not sure where to start? Pick the step that feels easiest.
Start With Strategy (Recommended)
A practical working session for firms who want clarity and alignment.
Take the Advisory Quiz
Find out what kind of advisory you’re really delivering – and why.
Explore Training
See the advisory training pathway for confidence, rollout and leadership.
The Business Metamorphosis® Advisor Training taught me the skills to quickly secure two new advisory clients at $20k+ each with upfront payment!
I now have the confidence and certainty to offer advisory services – with an easy-to-implement process to follow.
I highly recommend this program to all Accountants ready to grow their business with advisory services.
The Business Metamorphosis training provided a simple, structured approach to defining and delivering advisory services. It’s surprising how easy the program can be when applied to clients at every level.
The training gave me a clear, step-by-step process that removed the overwhelm of trying to be an expert in everything. Instead, I learned how to guide clients to their own answers and become a true advisor. This training is well worth the time, energy, and investment. It’s empowering, practical, and will continue to deliver value as you grow your practice.
Advisory Training that builds real capability
Your firm doesn’t need more information. It needs confidence and consistency. Build real capacity for advisory with:
Business Metamorphosis® Advisor Method
Where advisory confidence begins.
Advisory Accelerator
Where advisory becomes a whole-firm capability.
Leading Edge Business™
Where advisory becomes leadership.
Confidence comes from clarity. The Strategy Session is where your advisory roadmap begins.
The firms that grow embed advisory.
Most firms talk about advisory.
The ones who grow make it part of how the firm operates.
If you’re ready to implement advisory with clarity, consistency and confidence, start with the step that makes everything else easier.
