Advisory Training For Accountants In Public Practice

The 4-Step repeatable advisory conversation process that turns ad-hoc advisory services and unpredictable revenue into regular business improvement advisory solutions that deliver recurring revenue

The Small Business Project Advisor Training

The Advisory Demand Paradox


70% of Accounting firms who responded to the June 2020 CommBank Accounting Market Pulse report said they expected business advisory services to experience increasing demand ahead of business recovery & insolvency.

Yet, many accounting firms aren’t experiencing real revenue growth from advisory services.  Ad-Hoc advisory services are an unpredictable revenue stream that relies on client request and also lacks a repeatable advisory process.

While accounting firms may expect increasing demand from business clients, the truth is, clients don’t know you have solutions that will help them improve their business outcomes. 

It’s the responsibility of Accountants to invite and effectively communicate the benefits of regular advisory solutions so clients readily access higher value from accounting services beyond their compliance needs.

The Small Business Project Advisor Programs equip you with the knowledge and repeatable advisory conversation process to turn ad-hoc advisory services into a predictable and recurring advisory revenue stream for your accounting firm.

Close The Gap From Ad-Hoc Advisory To Ongoing Business Improvement Advisory Solutions

An Accountant’s skill set must be more than purely technical to leverage increased value with business clients now. The skills to deliver successful advisory work are different to the skills Accountants are taught for compliance work.

Most Accountants don’t have a repeatable process for starting advisory conversations and then delivering advisory the right way so they’re ill-equipped to work with clients beyond compliance and be effective with valued advisory work.

This leads to giving advice for free or not giving advice at all while attempting to demonstrate limited value through compliance.

At The Small Business Project it’s our goal to help more accountants in practice leverage the value of ongoing business improvement advisory solutions for clients that’s a win-win for everyone.

Meet Your Clients Where They Are

Your clients don’t need to understand accounting, they want to understand their business. Effective ongoing business advisory services are in demand when presented meaningfully to clients.

Accountants can take advantage of efficiencies with technology to streamline compliance services and increase capacity for effective advisory work.

Leverage your time and knowledge to deliver high value relevant ongoing advisory services that improve business outcomes.  This is what clients want, but don’t know how to ask for.

It’s up to you to invite them and guide them through an advisory process that shows them how your accounting services help them improve their business (and achieve their lifestyle goals as a result).  It all starts with knowing how to start advisory conversations with clients and having an ‘advisory first approach’.

Accountants and accounting teams learn the 4-Step Advisory Conversation Process to quickly close the gap between ‘doing’ ad-hoc advisory to ‘deliver’ effective ongoing advisory solutions focused on improving business outcomes.


Watch The FREE CPD Advisor Masterclass

The Advisor Training Programs 

Build value alongside compliance with the skills for in-demand ongoing business advisory solutions.

Four principles guide the Advisor Training for Accountants within The Small Business Project.

Each principle is required to ensure Accountants fully transition into high value advisory services and go beyond just having advisory knowledge.

As you complete the Advisor Training you apply the 4-Step Advisor Process with practical application working directly with your clients.


Learn essential skills you don’t use with compliance to gain an advisor mindset an confidently introduce and engage clients with advisory.


Weekly Coaching and individual support with an assigned Implementation Partner to assist you with securing your first two advisory clients*

The Advisor Framework

Ongoing business advisory is simplified with the step-by-step framework of Advisor Processes.



Embed new skills as you work progressively with clients through accountability milestones.

Phase 1

The Business Metamorphosis® Advisor Training

A 12-week paced online program for Accountants and accounting teams to gain an advisor mindset, receive weekly coaching, learn the 4-Step Advisory Conversation Process, complete the guided implementation program and see results with clients immediately.

The Small Business Project

Phase 2

Leading Edge Business

On completion of the Business Metamorphosis® Advisor Program develop advanced advisory skills for high value strategic ongoing advisory services for clients.

Leading Edge Business

Phase 3

Ready, Set, Coach

For accounting firms who want growth through a predictable business model and integration of forward-thinking leadership with business development.

Business Coaching Ready

Client Testimonial

The Business Metamorphosis® Advisor Training taught me the skills to quickly secure 2 new advisory clients at $20k+ each with upfront payment! I have the confidence and certainty to offer advisory services now I have an easy to implement process to follow. I highly recommend this program to all Accountants who are ready to take the steps to grow their business with advisory services.


Scott Edmonds, CA

Director, Brilliance for Business