Add strategic advisory services to your accounting or bookkeeping firm

Join the network today!

Discover how you can easily implement our programs to add strategic advisory services to your firm, build a re-occurring revenue stream, and bring more value add to your clients!

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WHY WORK WITH US?

Strategic Advisory Services, E-learning Programs for Accounting, Bookkeeping firms
  • USE TECHNOLOGY TO ADD ADVISORY SERVICES

    Share our engaging e-learning programs with your small business clients. Get ahead of the curve in the industry shift to advisory!

  • BUILD AN EXTRA REVENUE STREAM

    Our system allows you to build an extra, re-occurring and scalable revenue stream from advisory services.

  • IMPLEMENT EASILY

    Our programs are ready to use by your clients right away and do not rely on 1:1 consulting. Our onboarding will guide you through everything your team will need to get started successfully.

  • ADVANCE YOUR TEAM

    Utilize our e-learning to advance anyone on your team to empower them to advise your clients. Alleviate the pressure from having to do all the advisory yourself as an owner, and use our programs as a knowledge transfer tool!

THE SHIFT TO ADVISORY
IN THE ACCOUNTING INDUSTRY

  • Automation of bookkeeping & taxes

    The fast advancement of AI is automating manual tasks, allowing the opportunity for stronger relationship building with clients.
  • 80%

    of accountants think their role will change significantly to higher value, strategic advisory by 2025. CPA.com study
  • Client demand for advisory is increasing

    Technology is shifting the way clients perceive value. The client of today sees most value in a relationship with a trusted advisor that goes beyond compliance.

WHAT OUR FOUNDING
PARTNERS ARE SAYING...

Small business owners that we serve are looking for resources to assist them in running their business. Many of them are looking for a simple way to educate themselves on the basics. The tools and resources that the Mastery Network is building will allow us to offer advisory services on demand for the clients looking for more than tax advice and records management. The tools will also offer our staff the ability to respond to client needs with an organized and clear response that business owners can act upon to improve their business.
Tim Nolan
Nolan Accounting Center
Greenfield, WI
As a practicing CPA for about 25 years, I have noticed a growing need from business owners to learn.  They want to advance and they see the value.  People by nature want to succeed.  I believe that The Mastery Network can provide the tools to make this happen.  A planned, organized system and tool for educating entrepreneurs?  I am all in.
Karen Simmons
CFO Consulting Services, Inc.
Mobile, AL

Interested in strategic advisory tools?

Contact us for a free demo and consultation today
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Strategic Advisory Services, E-learning Programs for Accounting, Bookkeeping firms