Skip to main content
Self-Study Courses

The Advisory Growth Accelerator

1 CPE Credits $65.00/credit hour
2.0 (1 rating)
The Advisory Growth Accelerator is a comprehensive learning program designed to help accounting professionals build the skills, frameworks, and strategies needed to transition from compliance-focused services to high-value advisory relationships. As automation, AI, and evolving client expectations continue to reshape the profession, firms have an opportunity to deliver greater strategic value and strengthen client relationships.

Through six structured modules, participants will learn how to uncover high-impact business challenges, develop internal champions, build compelling business cases, communicate value to decision-makers, navigate stakeholder groups, and deliver advisory engagements that create measurable outcomes. The program follows the complete advisory lifecycle, from opportunity identification and discovery through implementation and long-term relationship growth.

Practical frameworks, tools, and templates help participants immediately apply what they learn to client engagements and firm initiatives. By the end of the program, participants will have a structured approach for moving beyond reactive service delivery to proactively identifying opportunities, creating client value, and building sustainable advisory relationships.

Publication Date: August 2026

Topics Covered

  • Lesson 1.0: Course Overview & Foundations
  • Advisory industry transformation
  • Target audience and firm types
  • Business-client buying groups
  • Advisory opportunity identification
  • Advisory program structure
  • StackUp Tiles case study introduction
  • Lesson 1.1: The Industry Shift
  • Market forces driving advisory growth
  • AI and compliance commoditization
  • Advisory economics and profitability
  • Firm Advisory Readiness Scorecard
  • Capacity and staffing challenges
  • Proactive advisory mindset

Learning Objectives

  • Assess firm readiness across expertise, staffing, tooling, and pricing dimensions.
  • Identify the market forces driving the shift from compliance to advisory services.
  • Explain how AI and automation are affecting compliance-based service models.
  • Differentiate between compliance-focused and advisory-focused client relationships.
  • Define the characteristics of an effective champion using influence, incentive, and information criteria.
  • Distinguish between champions, influencers, coaches, and bystanders.
  • Apply the two-question champion diagnostic framework.
  • Map buying groups and influence networks within client organizations.
  • Identify advisory opportunities within existing client relationships.
  • Develop materials that help champions advocate internally for advisory recommendations.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge (1 hour)

Program Prerequisites
None

Advance Preparation
None

Instructor

Nate Nasralla

Nate Nasralla is a seasoned go-to-market advisor who has architected the complex selling motions behind major brands like OneStream, Autodesk, and many others. He's also a 2X software founder, 3X enterprise sales leader, and the bestselling author of the books Selling With and Brief & Brilliant. Currently living in Denver, Colorado, he loves laughing with his wife and kids, eating dark chocolate, and running the Rocky Mountains.
$65.00 / 1 CPE
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
CCH CPELink Chat - Support
By using our chat feature, you agree that your conversation may be recorded by Wolters Kluwer and agree to our Privacy Policy.