Advisor Blueprint: Move Beyond Compliance with a Clear Advisory Roadmap
A practical 60-minute workshop for accountants who want to move beyond compliance and build a structured, confident advisory approach.
A SYSTEMATIC FRAMEWORK FOR BUILDING YOUR ADVISORY PRACTICE
For Accountants Ready to Move Beyond Compliance
** Enter the promo code ACCESSTIX to grab your free ticket **
Is This You?
Your clients need more than tax returns and financial statements. They're making critical business decisions without the financial clarity or strategic guidance they need.
Maybe you're already offering advisory services, but it feels inconsistent. You're unsure how to price it, structure it, or deliver it systematically.
Or you want to start offering advisory, but don't know where to begin. What frameworks? What tools? How do you have those conversations with confidence?
This workshop will give you a clear, systematic approach.
What You'll Walk Away With
Your Advisor Readiness Score
So you can clearly see what’s already strong - and what’s quietly holding you back from delivering advisory with confidence.
Your #1 focus area for the next 30 days
So you stop trying to fix everything at once, and start building momentum with one clear priority.
The Advisor Blueprint Framework (3 parts, 9 steps)
A simple roadmap you can follow to build a structured advisory offer and delivery rhythm over the next 6-12 months.
The 7 P's of Profit Model
A simple, visual framework you can use with clients to guide them through four levels: Profit & Cash Flow → Getting Organized → Growth → Freedom. This becomes your roadmap for every advisory relationship.
Insights Into Practical Advisory Tools
Including discovery questions, meeting structure, and templates that help you run consistent, value-driven advisory sessions.
Your Next Steps
A clear path forward whether you’re starting from scratch or you’ve already begun offering advisory.
About Your Presenter: Anil Puri
After 15 years as an accountant in public practice and commerce, Anil opened his own business coaching and advisory firm. For the past 20+ years, he's helped hundreds of small business owners improve profitability, planning, teams, systems, and growth.
The frameworks and tools he developed are what he now teaches through Accountant 2 Advisor - helping accountants confidently deliver high-value advisory services.
Background:
- Masters of Management, trained accountant
- 35+ years business experience
- 20+ years coaching and advisory
- Board Member and Treasurer
- Creator of the Advisor Blueprint Framework
Why This Approach is Different:
Most advisory training focuses on firm-wide transformation, expensive technology, or generic consulting that doesn't fit the accountant-client relationship.
This workshop focuses on developing the individual - your capability, confidence, and a system you can implement with your clients.
Who Should Attend
Accountants wanting to transition from compliance to advisory
Practitioners already doing advisory who want to formalize their approach
Partners and senior managers seeking practical frameworks
Bookkeepers expanding into advisory services
Register Now
** Enter the promo code ACCESSTIX to grab your free ticket **
Secure your spot using the registration button above. After registration, you'll receive your Zoom link, and masterclass workbook.
Questions? Visit accountant2advisor.com or contact us directly.
A practical 60-minute workshop for accountants who want to move beyond compliance and build a structured, confident advisory approach.
A SYSTEMATIC FRAMEWORK FOR BUILDING YOUR ADVISORY PRACTICE
For Accountants Ready to Move Beyond Compliance
** Enter the promo code ACCESSTIX to grab your free ticket **
Is This You?
Your clients need more than tax returns and financial statements. They're making critical business decisions without the financial clarity or strategic guidance they need.
Maybe you're already offering advisory services, but it feels inconsistent. You're unsure how to price it, structure it, or deliver it systematically.
Or you want to start offering advisory, but don't know where to begin. What frameworks? What tools? How do you have those conversations with confidence?
This workshop will give you a clear, systematic approach.
What You'll Walk Away With
Your Advisor Readiness Score
So you can clearly see what’s already strong - and what’s quietly holding you back from delivering advisory with confidence.
Your #1 focus area for the next 30 days
So you stop trying to fix everything at once, and start building momentum with one clear priority.
The Advisor Blueprint Framework (3 parts, 9 steps)
A simple roadmap you can follow to build a structured advisory offer and delivery rhythm over the next 6-12 months.
The 7 P's of Profit Model
A simple, visual framework you can use with clients to guide them through four levels: Profit & Cash Flow → Getting Organized → Growth → Freedom. This becomes your roadmap for every advisory relationship.
Insights Into Practical Advisory Tools
Including discovery questions, meeting structure, and templates that help you run consistent, value-driven advisory sessions.
Your Next Steps
A clear path forward whether you’re starting from scratch or you’ve already begun offering advisory.
About Your Presenter: Anil Puri
After 15 years as an accountant in public practice and commerce, Anil opened his own business coaching and advisory firm. For the past 20+ years, he's helped hundreds of small business owners improve profitability, planning, teams, systems, and growth.
The frameworks and tools he developed are what he now teaches through Accountant 2 Advisor - helping accountants confidently deliver high-value advisory services.
Background:
- Masters of Management, trained accountant
- 35+ years business experience
- 20+ years coaching and advisory
- Board Member and Treasurer
- Creator of the Advisor Blueprint Framework
Why This Approach is Different:
Most advisory training focuses on firm-wide transformation, expensive technology, or generic consulting that doesn't fit the accountant-client relationship.
This workshop focuses on developing the individual - your capability, confidence, and a system you can implement with your clients.
Who Should Attend
Accountants wanting to transition from compliance to advisory
Practitioners already doing advisory who want to formalize their approach
Partners and senior managers seeking practical frameworks
Bookkeepers expanding into advisory services
Register Now
** Enter the promo code ACCESSTIX to grab your free ticket **
Secure your spot using the registration button above. After registration, you'll receive your Zoom link, and masterclass workbook.
Questions? Visit accountant2advisor.com or contact us directly.
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