Over 100 Impactful Advisor Trainees
Michelle M.
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Tanya H.
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Sherri-Lee M.
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Dahemia G.
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Gina B.
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Pawel S.
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Lauren C.
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Arlene M.
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Max K.
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Joann B.
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Becken W.
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Tricia O.
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Michelle C.
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Alex M.
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Rachel S.
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Gale K.
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Claudia V.
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Sabine B.
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Meghan B.
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Brandy B.
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Frank L.
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David P.
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Tina W.
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Cathy P.
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Coral M.
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Heather W.
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Tammy B.
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Michelle M.
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Carolyn L.
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Jennafer T.
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Lin J.
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Christi D.
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Renate S.
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Paul C.
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Anne N.
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Melissa L.
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Jennifer T.
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Beverly L.
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John D.
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Elaine C.
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Tanya T.
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Jodi N.
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Michelle L.
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Rebecca T.
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Marie G.
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Noreen D.
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Leslie Q.
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Allene M.
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Ed M.
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Becky R.
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Sarah D.
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Korbyn G.
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Mariana A.
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Heather S.
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Lisa A.
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Summer Z.
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Mattie E.
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Gabe R.
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Jan H.
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Amy N.
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Jesse B.
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Janie W.
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Veronica S.
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James C.
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Rick J.
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Melanie T.
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Jordan S.
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Shannon R.
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Melanie H.
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Dan G.
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Donna R.
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Danielle M.
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Donald W.
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Jonathan G.
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Jedrick S.
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Dena M.
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Michael F.
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Chandra E.
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Wesley M.
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Jake T.
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Ricardo R.
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Francesca T.
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Michael B.
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Anna D.
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Mebea Y.
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Michael B.
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Jerica T.
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Nayo C.
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Miriam W.
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Elizabeth A.
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Jami D.
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Ken A.
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Rachelle C.
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Sendin B.
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Devin M.
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Dennis T.
Michelle M. 〰️ Tanya H. 〰️ Sherri-Lee M. 〰️ Dahemia G. 〰️ Gina B. 〰️ Pawel S. 〰️ Lauren C. 〰️ Arlene M. 〰️ Max K. 〰️ Joann B. 〰️ Becken W. 〰️ Tricia O. 〰️ Michelle C. 〰️ Alex M. 〰️ Rachel S. 〰️ Gale K. 〰️ Claudia V. 〰️ Sabine B. 〰️ Meghan B. 〰️ Brandy B. 〰️ Frank L. 〰️ David P. 〰️ Tina W. 〰️ Cathy P. 〰️ Coral M. 〰️ Heather W. 〰️ Tammy B. 〰️ Michelle M. 〰️ Carolyn L. 〰️ Jennafer T. 〰️ Lin J. 〰️ Christi D. 〰️ Renate S. 〰️ Paul C. 〰️ Anne N. 〰️ Melissa L. 〰️ Jennifer T. 〰️ Beverly L. 〰️ John D. 〰️ Elaine C. 〰️ Tanya T. 〰️ Jodi N. 〰️ Michelle L. 〰️ Rebecca T. 〰️ Marie G. 〰️ Noreen D. 〰️ Leslie Q. 〰️ Allene M. 〰️ Ed M. 〰️ Becky R. 〰️ Sarah D. 〰️ Korbyn G. 〰️ Mariana A. 〰️ Heather S. 〰️ Lisa A. 〰️ Summer Z. 〰️ Mattie E. 〰️ Gabe R. 〰️ Jan H. 〰️ Amy N. 〰️ Jesse B. 〰️ Janie W. 〰️ Veronica S. 〰️ James C. 〰️ Rick J. 〰️ Melanie T. 〰️ Jordan S. 〰️ Shannon R. 〰️ Melanie H. 〰️ Dan G. 〰️ Donna R. 〰️ Danielle M. 〰️ Donald W. 〰️ Jonathan G. 〰️ Jedrick S. 〰️ Dena M. 〰️ Michael F. 〰️ Chandra E. 〰️ Wesley M. 〰️ Jake T. 〰️ Ricardo R. 〰️ Francesca T. 〰️ Michael B. 〰️ Anna D. 〰️ Mebea Y. 〰️ Michael B. 〰️ Jerica T. 〰️ Nayo C. 〰️ Miriam W. 〰️ Elizabeth A. 〰️ Jami D. 〰️ Ken A. 〰️ Rachelle C. 〰️ Sendin B. 〰️ Devin M. 〰️ Dennis T.
Are you a business owner?
Need an advisor who can help you move your business forward in the direction of your dreams?
You have come to the right place.
On this page you will find a listing of the accountants who have made the investment in learning more than 100 tools they can use to help you find the answers you seek.
They won’t magically swoop in with the answers, but will be armed with different questions so you can work together to gather the data that will support better decisions.
We might be biased, but we know they have learned from the best - us.
We were trained by our mentor, Edi Osborne, and now have the rights to her Level 5 Advisory Training tools and education.
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Tanya Hackman-Hilts, AIA*
One of our first two graduates of a six month hands on training program, Tanya is a recognized leader in the accounting space, the Top Global ProAdvisor of 2019 (Intuit) and an instructor and mentor to bookkeepers everywhere.
Reach her at Cloud Business Services.
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Sherri-Lee Mathers, AIA*
Another trail-blazing graduate of our first cohort, Sherri-Lee is an industry expert focused on the craft beer space and is a frequent speaker and authority on tech and accounting for her clients. She has an innate ability to apply automation in solving business problems.
Reach her at Balsam Way
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Tricia O'Connor, CPA
In her own words, Tricia is “ferociously committed to helping entrepreneurs realize their business dreams and potential with radical new thought processes and rock solid strategies that work better than you ever imagined.” She is a true champion for the Level 5 Advisory training and a hero to her clients.
Reach her at O’Connor CPA Firm, LLC
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Lauren Clawson, Partner
Lauren began the training as the partner in charge of her firm’s Client Accounting Service professionals. through the Level 5 Advisory Training and has since taken on additional roles in managing the firm.
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Leslie Quesada, CAAS Supervisor
Leslie and four of her colleagues were part of a private firm advisory training cohort I held in 2022. Through the training Leslie learned that, “we don't have all the answers, but we do have all the questions required to help you grow your company in the desired direction with the end in mind. The data is in our hands! We now have tools to analyze this data and help our clients establish short- and long-term goals. Proving we are more than just their bookkeeper but their trusted business advisor.”
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Heather J. Weiler, CPB, AIA*
Heather completed her advisory training with as a group/cohort training class. Heather is passionate about helping small businesses to organize their books, form strategies to make the best decisions for their business, as well as providing them with tools to create lasting wealth.
Reach her at Red Oak Business Services
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Melanie Hurt, Owner
Sound Accounting Solutions specializes in accounting and fractional CFO services. Melanie has a master's degree in accounting, over 20 years of accounting management experience, almost 15 years in executive leadership roles AND is now a Level 5 Certified Advisor. Industries she specializes in are construction, service, retail and real estate.
Reach her at Sound Accounting Solutions, LLC
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Jon Godwin, Owner Godwin & Assoc. CPA
Godwin & Associates CPA is a virtual firm based out of Greenville, SC who work exclusively with entrepreneurs and small business owners. Their innovative business model provides customers a subscription-based service framework to address needs of small business owners in the start up phase, to maintaining & thriving, and even retiring.
Reach him at Godwin & Associates CPA
Watch Jon in Why Level 5 Advisory Training
Are you an advisor who wants to be added to my directory?
Complete this short form and we will be in touch for more details.
*What is an AIA? That is an Accredited Impactful Advisor, and is awarded to graduates of a six month coached online training program and then apply and implement the training with a client.