Most accountants already give advice. They just do not call it advisory.

But clients today want more than historical reporting. They want help changing their numbers, making better decisions, improving cashflow, planning growth, and navigating uncertainty.

This workshop shows you exactly how to deliver that kind of advisory in a practical, real‑world way. No jargon. No complex consulting models. No pressure to “be more strategic”. Just straightforward conversations, simple tools, and a repeatable process you can use with any client.

Based on the proven frameworks in Changing the Numbers, you will walk away with a complete advisory system you can put into practice immediately.

Perfect if you are:

a small‑firm owner or sole practitioner
a team member stepping into advisory
an accountant who wants to grow recurring revenue
firm wanting to shift naturally from compliance to advisory
someone who’d like advisory to feel simple, not stressful

If you’ve ever thought, “I’m already giving advice… I just don’t have a structure for it,” this is for you.

By the end of the day, you’ll have:

a clear, repeatable advisory method you can use immediately
confidence to lead forward‑looking client conversations
practical tools including one‑page plans and meeting structures
a simple way to find advisory opportunities inside everyday compliance work
the know‑how to package and price advisory services
a personal 30‑day implementation plan that fits your working week

In other words, everything you need to deliver advisory that clients truly value without working longer hours.

9:30 - 9:45 - Course overview
We’ll set the tone for the day so you know exactly what we’ll cover and what you’ll walk away with.

9:45 - 10:30 - The mindset shift: from historian to navigator
Learn how to move from reporting numbers to influencing them with confidence and clarity.

Break

10:45 - 11:45 - Understanding the client’s real goals
Discover simple ways to uncover what business owners actually want, often very different from what they first tell you.

Break

12:00 - 13:00 - Turning insight into action: advisory tools & techniques
The practical part, including frameworks, questions, one‑page plans, and real examples from practice.

Break

14:00 - 14:45 - Delivering advisory services consistently
Because advisory only works when it becomes part of your regular rhythm rather than an occasional extra.

Break

15:00 - 15:45 - Marketing your advisory model
How to explain advisory clearly, how to talk about it without apologising, and how to get clients to say “yes”.

Break

16:00 - 16:45 - Building your own advisory action plan
A guided 30‑day plan so you finish the day knowing exactly what to do next.

16:45 - 17:00 - Reflection and questions
Wrap‑up, practical next steps, and space to get support on your specific challenges.

Author of Changing the Numbers and The Numbers Business, experienced practitioner, firm‑builder, adviser, trainer, and champion of simple, jargon‑free advisory.

You will get practical tools you can actually use. Nothing theoretical and nothing fluffy.

Our support doesn't end here! You'll be added to our weekly Top Tips emails, where we'll share extra tips and advice, as well as weekly updates from Della and upcoming events, including our free webinars.

Existing Minerva client? Enter discount CODE10 at the checkout.