Advisory Strategy Session
With Lynda Steffens
You Know What to Do with Advisory. But Your Team Doesn’t.
It’s time to turn that around with a strategy designed just for your firm, and a framework your team can confidently use.
Sound Familiar?
You’re already doing advisory. You’re booked solid.
But your team? They’re unsure. Unprepared. Or just not getting traction.
And the truth is, until they know what to do when a client asks for help…you’re stuck being the bottleneck.
That’s where this strategy session comes in.
Advisory is not a personality. It’s a process.
And without that process? You get:
- Inconsistent delivery
- Missed client opportunities
- “Advisory” that looks good on paper but delivers little in practice
- A leadership team that lacks confidence – or worse – avoids the conversation altogether
You can’t scale advisory by winging it.
But you can scale it with the right strategy and a team that knows exactly what to do.
What Is The
Advisory Strategy Session?
This is a deep-dive strategy experience with Lynda Steffens, designed specifically for accountants in practice who are at capacity, motivated to grow advisory, and ready to empower their team – but unsure where to start.
You’ll walk away with:
- Clarity on where your firm sits on the advisory journey
- A fully customised 90-day action plan to move your team forward
- A follow-up accountability call within 21 days to check your progress
And yes – this is designed for your leadership team to attend.
Who Is This Session For?
Accountants in public practice
Ready to do more, but need a structure their team can follow
Motivated to lead change – just not interested in cookie-cutter advice
What’s Included:
Advisory Strategy Session
CORE
Best for: Firms with a smaller leadership group ready to align and take the first strategic step.
3 hours | Up to 3 participants | AU $1,995
Advisory Strategy Session
LEADERSHIP TEAM
Best for: Firms with broader leadership group wanting to build alignment, structure, and confidence across the team.
4.5 hours | Up to 5 participants | AU $2,995
Deep dive into current state, barriers & opportunites
A tailored 90-day action plan to get started
Follow-up check-in call within 21 days
Next Step: Let’s Have a Virtual Coffee
Before we lock in your Advisory Strategy Session, let’s jump on a quick virtual coffee together.
No pressure. No pitch.
Just a real conversation with Lynda to help you:
- Get clear on where you are right now with advisory
- Define what you want advisory to look like in your firm
- See whether the Strategy Session is the right fit
- Book a time that works for your leadership team (if it is!)
Bring your questions, your ideas, or just your curiosity.
Want to Start Small?
Download the Free Advisory Unpack Template
Not quite ready to book a session?
Start with the Advisory Unpack Template – a free, practical tool designed to help you take stock of where your firm is right now and where you’d like to go with advisory.
This isn’t just a list of services. It’s a numbers-based snapshot of your advisory potential.
Use it to:
- See what advisory services you currently offer — and what they generate
- Identify future services you’d love to offer, with pricing clarity
- Measure advisory’s contribution to your overall revenue (now + future)
- Break down your business vs. individual client mix — and where you want it to shift
- Start building clarity and momentum before committing to your next move
This template is your first step toward building an advisory strategy that’s based on data, not guesswork.
What Firms Are Saying
Final Note
If you’re ready to get out of the bottleneck and finally give your team what they need to lead advisory with confidence, this session is your next step.
Not a course. Not a webinar.
A practical, actionable plan tailored to your firm.
