Advisor Intensives
For Public Practice Accountants


Structured Advisory Programs to equip Accountants with the skills and structure needed to facilitate effective advisory conversations and deliver business improvement solutions that make a difference.

Business Metamorphosis Online Advisor Training

A Roadmap of Professional Advisor
Programs for Accountants


Adding ongoing advisory services into accounting firms requires a shift in thinking and presenting value progressively to develop lasting client advisory relationships. Each Advisor Intensive Program provides the next level strategies and structure to continue development of advisor skills and professionalism with advisory services alongside compliance.

The Small Business Project Certification is achieved on completion of the three phases of Advisor Intensive Programs and acknowledges the professional skillset required for Advisory.

Register below to watch The FREE Advisor Masterclass.


The Business Metamorphosis® Advisor Program

The Business Metamorphosis® Advisor Method for successful ongoing Business Advisory (18 hours CPD)

Delivered over 16 weeks online with weekly coaching to progressively build capability, demonstrate higher value and develop effective ongoing advisory solutions.

The Small Business Project


Set the foundation for successful business advisory conversations and be recognised as a true Advisor


Implementation strategies and personalised development sessions with a designated Implementation Partner to fast track success (includes workbook, scripts, advisory planning resources and 60-day Implementation Acceleration Program)

The Advisor Framework

Remove the guesswork with a defined structure to confidently conduct a professional business advisory process and set accountability milestones with clients



Develop your professional skills for advisory in the way you’ve never had the opportunity to do with compliance and permanently close the skills gap.

Phase 2

Leading Edge Business™ Advanced Advisor Incentive

Advanced Advisory Framework For Structuring In-Depth Client Advisory Strategies (18 hours CPD)

The 5P Strategic Advisory Framework delivered over 3 Days

Leading Edge Business

Develop the Advisory blueprint for success.

Have a systemised Success Strategy for clients engaged with ongoing Advisory services.

 Achieve future-focused results within a
comprehensive structured advisory framework
and accountability milestones.

Use the proven 5-step PLAN, PROTECT,
POSITION, PROGRESS and POWER framework to adapt client’s business goals within an
advisory relationship

 60 Day Implementation Acceleration Program to embed skills, strategy and achieve real
outcomes through business improvement.

Phase 3

Ready, Set, Coach

Advanced Professional Coaching And Development Program To Elevate Your Firm’s Advisory Expertise

Business Coaching Ready

Personalised 4-6 month coaching program for Leaders in Accounting Firms

Transition your Accounting Firm into Advisory by developing team capability and increase their enthusiasm for their work

A transformational professional coaching and development program designed specifically for high performance with advisory for Accountants and Accounting Firms alongside compliance.