Offering Advisory Training + Coaching for Accounting Professionals

This is your roadmap to everything you need to know to become an Impactful Advisor. The Level 5 framework, created by Edi Osborne at Mentor Plus, has been tested and used with hundreds of accountants in live settings for more than 20 years. Now, the training is available online whenever you need it and with or without my support.

This proven advisory approach, the one I use with my own Napa Valley winery clients, can be leveraged across clients of all sizes and industries. 

I offer two Do-It-Yourself models of training depending on your need for additional support. Choose the approach below that works for you: