Resources

Firm Forward by Edi Osborne

This book is the heart and soul of The Impactful Advisor Training Program. The author of Firm Forward, Edi Osborne, is the person who developed the Level 5 methodology and taught it to thousands of accountants in North America. This is the business fable that tells the advisory story. You will think Edi has been spying on your firm when you read about these fictional accountants and their journey from Compliance to Reliance

Archived Newsletters

Check out what you’ve missed. If you are new to my newsletter or if you are just feeling nostalgic, all of my past newsletters are provided for you here. Stay up to date with what’s going on in Advisory Services, new technologies and the latest in my tales of grits and basset hounds.

https://theimpactfuladvisor.com/video-webinar-resources

Educational Videos

Interested in Advisory, but not sure where to start? Check out a few of my free webinars and online videos that will give you some insight.

How to Make a Boring Subject Interesting

I am out to permanently remove the blight of boring that has tarnished the accounting profession and many other professions. I believe every subject has at least one interesting aspect and every speaker has something valuable to say. My book offers hope and 52 steps for anyone who has to speak or write about a subject that others might consider boring. This book is for presenters who want to have more fun with their material, who want to connect with their audience and who want to be heard.

Understanding Financial Statements

This is a tool I created in the form of a slideshow that uses a tree analogy to understanding financial statements. While financial statements mean something to us in the accounting profession but may mean absolutely nothing to the owner of the business. This model brings transactional data to life for people in the front lines of a small business.