You know it is time to start delivering advisory services. You’ve gotten the message year after year from every direction. But what does advisory really mean? How do you start? In this session, you will learn how to avoid offering “Random Acts of Consulting” using a proven protocol. You’ll hear stories of life changing (for both the client and the consultant) opportunities to help businesses succeed and get free tools you can put to work immediately.
Linda Finnegan (Right On Time Bookkeeping)
"To become a Client Advisor using a step by step methodology was something I never thought of. I'm also glad they thought of the steps! Very knowledgeable and engaging presenters."Ken Meyer (CM2 Accounting, LLP)
"For those who are convinced that advisory is the future of the accounting profession but don't know how to go about it, this webinar is a 'must'."Diane Polangin (Total Tax Service)
"This is the best way to spend my lunch hour. Always learn something."Nikki Robbins (Nikki Robbins CPA)
"So many great ideas! I thoroughly enjoyed this webinar."Anil Sharma (Individual)
"I enjoyed the webinar new things I learned thanks."David, TX
"The overall value of this webinar comes down to learning about the huge opportunity to offer additional services to existing clients, services they are begging for but somehow have not made that apparent. I also thought the advice to actually visit the client's business and learn everything about it was a home run! I appreciate the tools offered by the presenters and will incorporate those into my practice."Malinda, CA
"I was beyond impressed with Edi Osbone and Geni Whitehouse. Their content could not have been more spot on as to what the tax profession needed to hear and learn. Their presentation style was superb--engaging, energetic, and informative it does not get much beter than that! I'm passed it On! Also, excellent benchmark tool examples, assessment charts, and software recommendations...Thanks"Irina, NY
"Very lively and interesting discussion"Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
Mentor Plus
Chief Executive Officer, Motivational Mentor
edi@mentorplus.com
(925) 485-1983
Edi is a highly sought after speaker and regular contributor to accounting publications. She’s been recognized as one of the most Powerful Women in Accounting and a Thought Leader by CPA Advisor Magazine. She has received advanced training in Behavioral Assessments, Emotional Intelligence, Graphic Facilitation and Group Facilitation methods. She authored and delivered training programs and keynote address for the AICPA, Intuit, Wolters Kluwer, and many Accounting Associations.
A recognized leader in the area of Business Performance Measurement and Management, Edi shares her methodologies in her book Firm Forward: A Journey From Compliance to Reliance which has helped firms of all sizes generate more than $200 million in additional consulting revenues. In May of 2018 , she launched an online version of her Level 5 Certified Advisor training which makes more than 25 years of accumulated training insights available to practitioners on demand.
Whether she’s delivering a key-note address, training professionals, or working one-on-one with firm leaders, Edi’s generous and heartfelt approach for driving change is both inspiring and motivating. She provides practical, down-to-earth solutions for developing and delivering high value advisory services that provide for instant gratification and a sterling return on investment. Many will say her training was the most expensive they ever attended and the best money they ever spent.
In her TEDx Talk , Edi shared her journey to put all of her talents to work in service of the accounting profession.