The Impactful Advisor

“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

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

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

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

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

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.

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.