The Impactful Advisor

09/01/2026

🗞️Hot off the presses🗞️ The Impactful Advisor Joins Forces with Universal Accounting Center to Expand Training for Accounting and Bookkeeping Professionals.

This partnership brings 100+ advisory tools, expanded course offerings, and bundled training to accounting and bookkeeping professionals…

Read the full press release on our website:TheImpactfulAdvisor.com

04/20/2026

“What sets this course apart is that it moved beyond the vague suggestion we often hear, ‘you should be offering advisory services.’ Instead it provided a clear, systematic, and repeatable framework for what that actually looks like in practice. With this structure in place, the only barrier to success in advisory is allowing other obstacles to get in the way.”
- Ugochi Williams, Level 5 Graduate

Advisory training for accountants & bookkeepers: TheImpactfulAdvisor.com

Check out Practice Success Podcast: The Cost of Overcomplicating
https://m.youtube.com/watch?v=1AOx6NslYYc

04/14/2026

What does advisory look like? Listen to Canopy Practice Success Podcast🎙️The Cost of Overcomplicating Accounting

🔗 https://www.getcanopy.com/blog/practice-success-podcast

03/10/2026

If you joined us for 𝗙𝘂𝘁𝘂𝗿𝗲-𝗥𝗲𝗮𝗱𝘆 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: 𝗧𝗵𝗲 𝗧𝗲𝗰𝗵 𝗦𝘁𝗮𝗰𝗸 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀, you heard a consistent message: technology is powerful, but only when it supports a clear strategy.

Before you invest in new systems, layer in AI, or automate another workflow, step back. What is working in your firm? What is not? What are you actually trying to accomplish financially and operationally? Without that clarity, automation simply accelerates inefficiency.

Be sure to watch the full video for more:
https://www.youtube.com/watch?v=F7l_x2_sqek

02/16/2026

I’m excited to compare notes with another wine industry veteran Zane Stevens as we talk about tools and tech with the always brilliant Seth Fineberg. Thank you Ace Cloud Hosting for bringing us together!

Join us Feb.18th 12PM EST/ PST
🔗 https://zoom.us/webinar/register/4217698464099/WN_b5gjh90tQiG1qhjCNHfCjw #/registration

02/04/2026

Thank you Melio! Don’t stop short of prescribing real solutions for your clients... you can guide them to use the right tools, help them to streamline their operations, and most importantly, connect the data to the decisions they care about most….

Guide for advisors: diagnose root causes of cash flow problems through AR and AP process mapping, then prescribe integrated solutions that actually work.

10/28/2025

𝚂𝚝𝚒𝚕𝚕 𝚊𝚏𝚛𝚊𝚒𝚍 𝚝𝚘 𝚜𝚝𝚊𝚛𝚝 𝚊𝚍𝚟𝚒𝚜𝚘𝚛𝚢? Be confident in the knowledge and abilities you already have because you can leverage your skills in NEW ways, you just need a tool set and a roadmap to get you started.

This week is the last week to start your training through The Impactful Advisor at the reduced pricing before it increases Nov. 1st. Use link in bio.

10/17/2025

𝐼’𝓋𝑒 𝓃𝑒𝓋𝑒𝓇 𝓁𝑒𝒶𝓇𝓃𝑒𝒹 𝒽𝑜𝓌 𝓉𝑜 𝓈𝓉𝑜𝓅 𝒷𝑒𝒾𝓃𝑔 𝒶𝒻𝓇𝒶𝒾𝒹 𝒷𝓊𝓉 𝓌𝒽𝒶𝓉 𝐼 𝒽𝒶𝓋𝑒 𝓁𝑒𝒶𝓇𝓃𝑒𝒹 𝒾𝓈 𝓉𝒽𝒶𝓉 𝐼 𝒸𝒶𝓃 𝓈𝓊𝓇𝓋𝒾𝓋𝑒 𝓉𝒽𝑒 𝒻𝑒𝒶𝓇.

The things that didn’t work out the way I thought they would gave me the passion to make it better for everyone else. That’s why I became a speaker. Not because I enjoyed being up in front of a crowd, but because I cared enough about trying to change the world - for us as a profession and for the clients who aren’t getting the service they require from us.

09/09/2025

Advisory Amplified starts in 2 weeks y’all!!
First stop 🥁 🥁 🥁 drumroll please.... Seattle!

This tour is all about bringing Advisory to the people! A six-city tour, each one-day event will connect you with the people, ideas, and energy to empower you to turn up the volume on your firm’s impact! Let’s stop talking about advisory. It’s time to take action and make progress.

I’ll be the official Emcee 🎙️ for the Los Angeles leg of tour with the honor of announcing a killer set-list featuring rock-stars like:

🎸⭐ Ian Vacin
🎸⭐ Madeline Reeves
🎸⭐ Ryan Embree
🎸⭐ Blake Oliver
🎸⭐ Valerie Heckman
🎸⭐ Jamie Engelhardt

There are so big name rockstars in our industry lined up at each tour stop, I only wish I could hit the road with them all as a die-hard fan!

If you’ve been waiting to grab your ticket, this is your sign
👉 https://www.advisoryamplified.com/
Or

Huge shout out to like-minded partners that advocate for progress and innovation in our industry and bring events like to life:

08/26/2025

Level 5 Advisory Training Testimonial from my most recent Impactful Advisor graduate! Can I just brag about Ugochi of Stainless Books for a minute y’all! Not only did she pass with flying colors…she also now holds the record for 𝙏𝙃𝙀 𝙁𝘼𝙎𝙏𝙀𝙎𝙏 time working through eight modules of course materials from enrollment to final exam!

I am so excited for her, for the non-profits that are lucky to have Stainless Books championing their books and their missions AND the future success ahead for both Ugochi and her clients.