Virtual Advisory & Valued Advisor Bootcamp
Transform Your Practice, Elevate Your Value - In today's rapidly evolving business landscape, accounting firms must transcend traditional compliance work to become strategic partners with their clients. The Advisory and Valued Advisor Boot Camp is your gateway to mastering the art and science of advisory services while developing the skills that make you indispensable to your clients. This comprehensive boot camp is designed for accounting firms of all sizes—from firm owners to team members who are client-facing or being developed for advisory services. The program delivers a dual-focused approach that addresses both the structural foundation of advisory offerings and the personal skills needed to become a truly valued advisor.
Virtual Boot Camp
Initial: 1 Six Hour Virtual Boot Camp
Support: 4 Week Access to Group Calls
PRICING
Choose Your Registration
December 3 & 4, 2025 Virtual
Advisory & valued advisor bootcamp
$1250/person
2 Three hour days
Wednesday, Dec 3, 2025. Starting at 12PM ET / 9AM PT
Event Follow Up Support - 4 Weeks of Access to our Advisory & Valued Advisor Group Calls (Wednesdays @ 12PM ET / 9AM PT
December 3 & 4, 2025 Virtual
Advisory & valued advisor bootcamp
$1250/person
2 Three hour days
Wednesday, Dec 3, 2025. Starting at 12PM ET / 9AM PT
Event Follow Up Support - 4 Weeks of Access to our Advisory & Valued Advisor Group Calls (Wednesdays @ 12PM ET / 9AM PT
Advisory Learning Track
Develop a proven advisory offering framework for enhanced profitability and growth
Master the advisory structure that delivers scalable value and implements industry best practices
Learn strategies to keep advisory services fresh and impactful while maintaining their core effectiveness
Discover innovative methods to seamlessly incorporate advisory components into existing engagements for increased value and fees
Don't worry, we can help!
Valued Advisor Learning Track
Unlock the principles of delivering exceptional value in both advisory and non-advisory engagements
Define what it truly means to be a "Valued Advisor" in today's market
Learn strategies to keep advisory simple but highly valued & Master the art of consistently exceeding client expectations
Discover innovative methods to seamlessly incorporate advisory components into existing engagements for increased value and fees
And more...
Benefits for Attending
Create unified vision and direction between owners and team members for accelerated growth
Develop shared understanding of firm goals, priorities, and individual roles in achieving success
Build stronger internal communication and collaboration through common frameworks and language
Establish clear strategic planning processes that engage the entire team in meaningful contribution
Foster ownership mindset across all team levels, increasing engagement and accountability
Align personal and professional development goals with firm objectives for mutual benefit
Professional Development Excellence
Create unified vision and direction between owners and team members for accelerated growth
Develop shared understanding of firm goals, priorities, and individual roles in achieving success
Build stronger internal communication and collaboration through common frameworks and language
Establish clear strategic planning processes that engage the entire team in meaningful contribution
Foster ownership mindset across all team levels, increasing engagement and accountability
Align personal and professional development goals with firm objectives for mutual benefit
Industry Insights
"The future belongs to those who can combine technical excellence with strategic thinking. Advisory services represent the evolution of our profession." — American Institute of CPAs Strategic Planning Committee
The advisory services market for accounting firms has experienced explosive growth, with recent industry research revealing compelling trends:
73% of accounting firms report that advisory services now represent their fastest-growing revenue stream
Firms with established advisory practices see average revenue increases of 25-40% compared to compliance-only practices
85% of business owners prefer working with advisors who provide strategic guidance beyond basic accounting services
Advisory-focused firms report client retention rates 60% higher than traditional practices
The average billing rate for advisory services is 200-300% higher than standard compliance work
These statistics underscore a fundamental shift in client expectations and market dynamics that successful firms cannot afford to ignore.
Who's This Perfect For
Firm Owners and Partners
Managers and Senior Staff
Client-facing professionals
Practice development leaders
PRICING
Choose Your Registration
December 3, 2025 virtual
Advisory & valued advisor bootcamp
$1250/person
1 Six hour Virtual Advisory & Valued Advisor Bootcamp
Wednesday, Dec 3, 2025. Starting at 12PM ET / 9AM PT
Event Follow Up Support - 4 Weeks of Access to our Advisory & Valued Advisor Group Calls (Wednesdays @ 12PM ET / 9AM PT
December 17, 2025 virtual
Advisory & valued advisor bootcamp
$1250/person
1 Six hour Virtual Advisory & Valued Advisor Bootcamp
Wednesday, Dec 17, 2025. Starting at 12PM ET / 9AM PT
Event Follow Up Support - 4 Weeks of Access to our Advisory & Valued Advisor Group Calls (Wednesdays @ 12PM ET / 9AM PT
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