About The Small Business Project
Learn the repeatable 4-Step Advisory process to turn ad-hoc advisory into predictable revenue with ongoing business improvement advisory from existing compliance clients.
About Us
The Small Business Project is a leading educator in modern advisory methodology for Accountants who realise the need to be key influencers for business improvement integrated with compliance.
Founded by Lynda Steffens, CPA, author of Accounting Revolution, The Small Business Project is a complete suite of highly practical Advisor Programs designed specifically to further professional development for Accountants in public practice.
Providing advanced education to close the gap between having the necessary technical skills for Accounting, with the sophisticated communication skills and structured framework to conduct effective advisory work.
Lynda Steffens
Lynda Steffens FCPA has been a practicing accountant for 20+ years. She also experienced feeling inadequately equipped with the skills to initiate and facilitate structured advisory conversations with her clients, and saw other Accountants experience the same frustration and challenges.
Motivated to create positive change within the accounting industry, Lynda developed a proven Advisor Methodology combined with sophisticated coaching techniques and a practical implementation roadmap to provide Accountants with the shortest pathway to advisory success.
You don’t need to wait years to build your capability in accounting for ongoing advisory work.
The Small Business Project Advisor Programs
Become a certified Small Business Project Practitioner on completion of the 3-Phased
Advisor Programs of The Small Business Project.
Phase 1
Business Metamorphosis® Advisor Method
Where advisory confidence begins.
Learn the repeatable 4-Step Advisory Sales Process
+
Core coaching tools to turn ad-hoc conversations into structured, valuable advisory.
Perfect for:
Firms ready to define, structure and confidently deliver Business Improvement Advisory.
Phase 2
Advisory Accelerator
Where advisory becomes a whole-firm capability.
Take what your advisory champions learned and scale it across your entire client-facing team.
Build consistency, confidence and shared language so every advisory conversation feels natural.
Perfect for:
Firms ready to roll out advisory beyond one or two champions.
Phase 3
Leading Edge Business™
Where advisory becomes leadership.
For firms who’ve embedded advisory and are ready to elevate their strategic influence.
Deepen your team’s skills in facilitation, coaching, leadership and the human side of advisory.
Perfect for:
Advisory leaders ready to guide mindset change, not just deliver reports.
Register to watch The FREE Advisor Masterclass.