Full + Bundle Course
Tax & Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program
About this course
Advisory services are where accounting practices grow. They are also where most practitioners get stuck, not for lack of technical skill, but because no one taught them how to price advisory work, position it to existing clients, or build a service model that does not quietly recreate the same pressures in a different form.
The Cherished Advisor® Step-by-Step Program gives practitioners the complete roadmap. Over 90 days and 30 video lessons, participants define their purpose, build their client profile, overhaul their pricing, and develop a 12-month advisory services roadmap they own and can start using immediately. The program is built around Amy's Cherished Advisor® framework and includes downloadable worksheets for each module and access to a private community group.
The practitioners who finish this program are not just adding services. They are building the kind of client relationships where they get called first.
The online course includes:
4 Weeks of Live Group Coaching & Review: Weekly 1-hour live community sessions (Fridays, 1:00–2:00 PM ET) to review your weekly homework, refine your business plan, and get direct Q&A support.
4 CPE Credits: Earn 1 CPE credit for each live session attended (4 credits total).
Carl’s Cash Flow Forecasting & Modeling Course: Unlocks upon completion of the CAS Roadmap to deliver CFO-level modeling expertise.
Monthly Ongoing Live Community: Access to monthly group discussions and virtual coaching on the second Tuesday of every month (12:00–1:00 PM ET).
30 On-Demand Video Modules: Short, flexible video lessons you can stream anytime to fit your schedule.
Practical Worksheets & Templates: Downloadable PDF workbooks for each module to complete, submit ahead of sessions, and review together.
Private Mastermind Community: Exclusive membership in our private Facebook group to connect, share insights, and get peer feedback.
What you’ll get:
Personal & Practice Alignment: A defined personal purpose synced directly with your firm’s mission.
Value-Based Pricing: A proven pricing framework to break free from hourly billing and charge for the true value you deliver.
Targeted Client Strategy: A clear ideal client profile, plus a repeatable strategy to filter out or transition bad fits.
Advisory Sales Confidence: The skills and confidence to market and sell high-value advisory services to your ideal clients.
12-Month CAS Roadmap: An actionable, ready-to-execute Client Advisory Services roadmap you can deploy on day one.
Join us on this journey to create the practice of your dreams. Learn to inspire growth in your client relationships, cultivate business growth through collaborative dialogues, and more!