After 25 years of offering the most comprehensive live training for developing and delivering business advisory services, we figured out the most important improvement we could make to our program is to make it available on-line.
Brand new as of May 1, 2018
Level 5 Certified Advisor Online Training
Level 5 is a complete consulting methodology for CPA firms or individuals who are looking to expand the services they offer their clients.
Designed for firms looking to create or enhance a niche practice or for firms who specialize in small closely held businesses, this training will change the way you work with your clients.
Now available online, this one-of-a-kind training program provides video instruction, downloadable tools and presentations, tutorials for each tool and guidance on how everything fits together. In total, it includes more than 100 different training resources for consultants. It has been tested on the road, with firms of all sizes, for more than 25 years and was the training offered through the AICPA’s PMP (Performance Management Professional) program.
Since Edi Osborne published her (newly revised in 2018) book, Firm Forward, we've gotten inquiries from all over the world. We've also gotten requests from firms that have already taken our training, asking for recordings of the sessions they can refer back to. For firms already seeing a significant cultural shift and for those looking to create one, there's a great deal of interest in having an on-line version as a means of on-boarding new hires (and rejuvenating existing team members) with the Level 5 Mindset.
Click here or on the button below for full details.
Designed for firms looking to create or enhance a niche practice or for firms who specialize in small closely held businesses, this training will change the way you work with your clients.
Now available online, this one-of-a-kind training program provides video instruction, downloadable tools and presentations, tutorials for each tool and guidance on how everything fits together. In total, it includes more than 100 different training resources for consultants. It has been tested on the road, with firms of all sizes, for more than 25 years and was the training offered through the AICPA’s PMP (Performance Management Professional) program.
Since Edi Osborne published her (newly revised in 2018) book, Firm Forward, we've gotten inquiries from all over the world. We've also gotten requests from firms that have already taken our training, asking for recordings of the sessions they can refer back to. For firms already seeing a significant cultural shift and for those looking to create one, there's a great deal of interest in having an on-line version as a means of on-boarding new hires (and rejuvenating existing team members) with the Level 5 Mindset.
Click here or on the button below for full details.