Advisory
Mentor Plus Launches Online Training Turnkey Consulting Course Has Over 100 Resources
The L5CA online training covers the three elements: Mindset, Skillset and Toolset that are vital to the success of Certified Public Accountants (CPAs) looking to deliver specialized services. Throughout the training, students learn to ask different ...
May. 01, 2018
Mentor Plus, an organization that teaches accountants in public practice how to deliver the kinds of proactive services their clients crave, today announced the launch of their Online Level 5 Certified Advisor (L5CA) Training. After more than 20 years of live training, CEO Edi Osborne has captured all of her wisdom in an easily accessible online format. The more than 100 resources include recorded videos, downloadable tools, and hands on tutorials forming a single repeatable protocol for accountants looking to build or expand a consulting practice.
The L5CA online training covers the three elements: Mindset, Skillset and Toolset that are vital to the success of Certified Public Accountants (CPAs) looking to deliver specialized services. Throughout the training, students learn to ask different questions that uncover opportunities for helping their clients in all aspects of their business from: Level 1 – getting the basics right, to Level 2 – speaking the language of business, to Level 3 – mapping a plan from current results to desired outcomes, to Level 4 – associating measures with activities, to Level 5 – continuous improvement. The training is designed to give accountants the confidence they need to leverage their existing skills in new ways.
In 2013, Osborne first released her book, “Firm Forward: A Journey from the Land of Compliance to the World of Reliance”, which uses a business fable to explain the impact of Level 5 services on businesses and the accountants who deliver them. The online training now makes her methodology accessible to accountants everywhere.
According to Osborne, “as I have traveled around the country, I have met accountants who recognized an urgent need to be more proactive about helping clients with their business issues. The profession is heading in a new direction and the Mentor Plus® Level 5 Certified Advisor on-line training is the way to get CPAs there. We are on a mission to eliminate random acts of consulting.”
Skeptical CPAs have an opportunity to access the first two levels of the program and follow the Mentor Plus structured advisory process before deciding if the training has paid for itself. If not, their money will be refunded and they can keep the tools. With this latest offer, Mentor Plus has effectively eliminated the excuses that keep CPAs from learning to offer services that can both change their clients’ results and improve their accounting practice.
For full course details and registration information visit the Mentor Plus website here .