Unlock revenue growth through advisory.
How ready is your firm to unlock advisory revenue?
Most firm owners have always wanted to do more for their clients. Now there is finally a window to do it.
AI is making compliance faster and cheaper to deliver every year. Capacity is opening up. And the firms moving ahead are using that window to sit down with their best clients and have bigger conversations. Strategic conversations. Advisory conversations. The kind that help clients make better decisions before those decisions are made.
The question is not whether you want to add advisory. Most firm owners do. The question is whether your firm is set up to do it properly.
Answer 8 questions. Find out exactly where you stand.
Adding advisory alongside compliance requires the right foundations. The right team structure, client relationships, capacity, and framework. This assessment benchmarks your firm across six areas to show you what is already in place and what needs attention before you make the move.
It takes 2 minutes. The clarity lasts a lot longer.
Free. No credit card. Results delivered instantly.
Meet Jamie Johns
The accountant who built a firm that runs without him — and now teaches others to do the same.
Jamie Johns built Sky Accountants from the ground up in 2003, and then did something most firm owners never manage: he stepped back as the firm kept growing.
Along the way, the firm and Jamie collected some of the industry's most respected recognition — but the recognition wasn't the point. The real achievement was building a firm that ran without him, freeing him to co-found Wize Mentoring, where he now helps accounting and bookkeeping firm owners do the same thing.
Real results from real firms
We added $6,000 a month in coaching revenue within 60 days.
We're building deeper client relationships than we ever have before.
I went from not knowing where to start to signing my first coaching client in 8 weeks.
Ready to see where your firm stands?
8 questions. 2 minutes. A clear picture of your advisory readiness.
Free. No credit card. Results delivered instantly.