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.
Online Training Models
As of August 31, 2026, the registration links below take you directly to our new online training platform provided by Universal Accounting. Read our homepage announcement!
Do-It-Yourself DIY Training
12-month access to online training
For anyone who wants to learn online, on their own time and at their own pace. If you prefer learning by doing, this is the path for you.
DIY includes 12 months of access to the online advisory training program, which is broken up into eight modules, with an exam to obtain your Certification.
Finance Training over 12 months.
“Level 5 Certified Advisor: Mentor Plus” on Universal Accounting’s Website
DIY+ Training
12-month access to online training + live webinars
The “+” means you’d prefer having access to a little more support just to make sure you stay motivated.
Choose this option if you’d like invitations to live monthly webinar that cover topics related to what you’re working through in the training materials.
Finance training over 12 months.
“Level 5 Plus Bundle” on Universal Accounting’s Website
(PGE) Profit & Growth Expert Bundle Training