Tired of Answering Questions for Free?
Learn to Lead Advisory Meetings Clients Will Pay For.
Gain the skills and confidence to guide strategic conversations and demonstrate your true value.
Interactive 2-Day Virtual Retreat
Join From Anywhere
Confidently Lead Meetings
Group Coaching
Bonus Follow-Up Group Q&A
Lifetime Access to Resources
Feeling Stuck, Overworked, and Undervalued?
All the time you spend answering client questions for free, putting out fires, or delivering compliance work doesn’t fully showcase your expertise.
You’ve built knowledge and insights over years, skills that could guide clients to better decisions, but you’re unsure how to structure meetings or explain the value in a way clients will pay for.
Some clients don’t understand their financials, others expect advice for free, and high-value opportunities often slip through your fingers.
You know there’s more potential in your firm and you’re ready for the framework to confidently lead advisory conversations that get results.
What You’ll Gain from The Confident Advisor Retreat
Whether you’re an accountant, bookkeeper or tax preparer, this retreat gives you the tools to lead advisory meetings.
Follow a structured meeting guideline so even clients who struggle to understand their financials stay engaged and understand the conversation.
As you lead the advisory meetings, clients will realize the impact of your insights, connect it to their goals, and take meaningful action.
You’ll leave with a clear framework, sharpened communication skills, and practical strategies to demonstrate your value. And, your fees will reflect the value of the insights and guidance you provide.
As featured in
WHY OUR COACHING IS DIFFERENT
Advisory Training
Build confidence and communication skills through interactive, hands-on coaching.
Proven Frameworks
Follow the structured meeting templates to turn conversations into measurable outcomes.
Live Coaching Sessions
Receive direct guidance to refine your delivery and client conversations.
Real-Time Practice
Apply what you learn immediately in supportive breakout discussions.
Bonus Q&A Session
Get follow-up support to troubleshoot challenges and strengthen your approach.
Peer Collaboration
Connect with accounting professionals refining their advisory skills and service delivery.
Immediate Implementation
Leave ready to lead advisory meetings with confidence and structure.
Lifetime Access
Revisit recordings and materials anytime to reinforce learning and growth.
Advisory Training
Build confidence and communication skills through interactive, hands-on coaching.
Proven Frameworks
Follow the structured meeting templates to turn conversations into measurable outcomes.
Live Coaching Sessions
Receive direct guidance to refine your delivery and client conversations.
Real-Time Practice
Apply what you learn immediately in supportive breakout discussions.
Bonus Q&A Session
Get follow-up support to troubleshoot challenges and strengthen your approach.
Lifetime Access
Revisit recordings and materials anytime to reinforce learning and growth.
Join our virtual retreat to confidently lead with advisory
Monday, Nov 3 and Tuesday, Nov 4 from 1pm to 4pm ET /10am to 1pm PT
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HOW IT WORKS
Join and Participate in the Live Coaching Sessions
Complete the Retreat & Immediately Get StartedÂ
Successfully Enroll Clients into Advisory
Ready to attract quality clients who value your expertise and not just the lowest price? YES, I’m ready!
Retreat Schedule and What You’ll Gain
Day 1 – Monday, Nov 3 | 1–4pm ET
Day 2 – Tuesday, Nov 4 | 1–4pm ET
Bonus Follow-Up Group Q&A – Monday, Nov 10 | 1-2pm ETÂ
Day 1: Session 1
Lead with the Advisor Mindset
Step into the confident advisor role your clients truly need.
This first session on Day 1 sets the foundation for everything that follows. You’ll reframe how you see your value, gain language to communicate it clearly, and learn how to lead advisory conversations that inspire trust and action.
In this section, you’ll
- Explore techniques to build rapport and engage clients in any conversation
- Learn how to lead meetings that focus on client outcomes, not reports
- Discover how to introduce advisory to new and existing clients in a client-centered manner
Day 1: Session 2
Structure Advisory Meetings for Maximum Client Impact
Guide clients confidently through meaningful conversations that inspire action.
Learn how to guide conversations so clients clearly understand challenges, see the consequences of inaction, and leave with actionable next steps.
This section covers how to
- Organize meetings to focus on client priorities and meaningful outcomes
- Make complex financials understandable, no matter your client’s level of comfort with numbers
- Keep meetings productive and actionable, focusing on the most important priorities without overwhelming clients
Day 2: Session 3
Navigate Difficult Conversations & Client Resistance
Build confidence to handle client objections and sensitive topics with ease.
Day 2 starts out with tools and strategies to confidently manage resistance, scope creep, and challenging financial or tax discussions. You’ll practice language and techniques that keep meetings productive and professional.
You learn:
- Approaches to effectively turn objections into productive conversations
- How to set clear boundaries and prevent scope creep without straining client relationships
- Communicate with empathy and professionalism, maintaining trust even during tough discussions
Day 2: Session 4
Communicate Value & Position Your Advisory Services
Clearly explain the benefits of advisory and turn client conversations into paid engagements.
In this session, you’ll lead client conversations, demonstrate the results your services deliver, and position your expertise to turn guidance into paid engagements that drive real business outcomes.
What we’ll cover:
- Techniques to communicate the value of your guidance in a way clients understand and act on
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Use value pricing to position fees around benefits, not time spent
- Exercises to clearly explain the benefits of advisory services and the investment for those services
Bonus Group Session
Fine Tune and Implement
Apply what you’ve learned and get live feedback in a hands-on session.
This bonus session provides additional practice, coaching, and personalized guidance to ensure you can implement the frameworks and strategies in real client meetings.
Here’s what to expect:
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Practice real-world scenarios, applying frameworks to your own client situations
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Receive personalized feedback, refining your messaging and approach
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The confidence to lead advisory meetings independently, knowing you have strategies for any challenge
See what others like you have experienced by working with BSS
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Fill your firm with premium clientsÂ
A proven system to attract clients who value your expertise
Tuition $700*
* Cancellations and Substitutions If you must cancel for any reason, notify our registration department 30 days prior to the event. Your registration will be refunded less a $25 processing fee. Cancellations after this are non-refundable. If you cannot attend the event due to unforeseen circumstances, you may transfer your registration to another person.
Our Money-Back Guarantee
We’re confident that our 2-day live virtual event will provide valuable insights and strategies to help you grow your accounting firm. However, if after attending the first session you feel the event isn’t a good fit, simply let us know after that session, and we’ll refund your registration fee – no questions asked.
Your satisfaction is important to us, and we want you to feel confident about your decision to join us.
FAQs
I’m too busy to add advisory meetings.
The retreat teaches a structured framework that makes meetings efficient, focused, and impactful to save you time while delivering more value to clients.
Clients won’t pay for advisory services.
You’ll learn how to clearly communicate value, focus on outcomes clients care about, and confidently implement value-based pricing.
I’m not sure I’m qualified to lead advisory meetings.
Through skill-building, mindset coaching, and guided conversation practice, you’ll leave ready to step into the advisor role with confidence.
I need to think about it or discuss with my partner.
Spots are limited, and the live sessions are interactive. With our risk-free, money-back guarantee after Session 1, you can join without worry.
Who should attend this retreat?
Accounting firm owners, bookkeepers, CPAs, and tax preparers who are ready to strategically offer structured advisory services.
What if I can’t attend live?
While the main sessions are recorded for review, the interactive breakout exercises are designed for live participation to get the full benefit.
How soon can I start offering advisory meetings?
Immediately. You’ll leave with practical scripts, frameworks, and skills to guide clients in structured, results-focused meetings.
Is there a guarantee?
Yes. If after the first session you’re not satisfied, simply email us for a full refund. No questions asked.