Real impact starts with you.
As an Impactful Advisor, you’ll help clients achieve their goals in a way that makes them say, “This finally makes sense. I’ve got this!”
All you need is training and tools to support you in systematically delivering the kinds of services that matter.
You have come to the right place.
Accountants and bookkeepers everywhere have been told the same thing over and over:
In order to be relevant in the future of the industry, you must become a trusted advisor.
Every firm owner has the same simple question: How?
I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own (see Why Level 5).
Become an Impactful Advisor so you can:
Work with fewer clients, on a deeper level
Forge relationships that last with higher-value services
Move your clients from information to wisdom
Be a partner in their success
Help them create the life of their dreams
The Impactful Advisor offers a complete set of tools built on the Level 5 Advisory training created by Mentor Plus.
The online Level 5 Advisory training leads you through a step by step process that helps you change your mind, leverage existing skills in new ways, and apply new tools. It includes more than 14 hours of videos plus presentations, tutorials, documents, and checklists. Lots of checklists. Plus spreadsheets and guides licensed for use with your clients.
This proven training was created for accountants and tested through more than 20 years of live training and now it’s available online. You can learn at your own pace or sign up for coaching and mentoring.
“These tools allow for an iterative and collaborative process where one individual does not need to know all the answers.” — BW
It’s not just theory. Just like the consulting you will deliver for your clients, the training itself is actionable information.
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Here’s what a recent graduate says about the Level 5 Advisor Training:
“I feel like I now have a proven process and the tools to use to help clients improve their businesses and their lives without having to start from scratch every time.” — Christi D.
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What Makes THE Impactful Advisor different?
“It {the training} starts with questions that can open the door to the conversation about advisory services. Small changes can yield a big outcome.” —JB
“Conservative by nature, the accounting profession is cautious and slow to adopt new ideas, but if anyone can make them comfortable with the need to move up to advisory services, it’s Whitehouse, whose personal story and presentation style (and basset hounds) are helping lead accountants to get more out of their work for their clients, and themselves.”
— Daniel Hood, Accounting Today Top 100 Most Influential People in Accounting 2020
“Countess of communication, Even a Nerd Can be Heard, Whitehouse shows accountants how to be the most impactful advisors they can be at a time when their clients desperately need this kind of holistic guidance.”
— Accounting Today, Top 100 Most Influential People in Accounting 2022
About Geni Whitehouse
I want to help you move the needle for your clients.
I’ve seen first-hand how significant we accounting professionals can be in the lives of those we work with. The power of impactful advising goes far beyond the traditional ideas of success––it leads to a happier, more fulfilled life.
My love for demystifying numbers for clients knows no bounds, you can get to know me better here.
Let’s stay in touch!
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