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[PRESALE] Transform: Making the Switch from Compliance to Advisory Services

The complete guide to offering advisory services to your accounting and bookkeeping clients.

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At some point in virtually any accounting conference in the last five years you have heard “if you want your accounting firm to survive, you need to transition to business advisory services.”

It’s everywhere. It’s compelling stuff.

By now I’m willing to bet you understand the added value in advisory work, not just as a long-term strategy but also as a major profit center for your business.

Talk to any modern, growing accounting practice and you will hear the same story. Business owners with strong bookkeeping or accounting client-bases are earning more money with less time by making the switch to advisory services.

While this shift from compliance to advisory is promising for our industry, nearly every day our team at Malartu speaks with an accountant or bookkeeper who knows they should be offering advisory services but isn’t sure where to start.

Whether it’s pitching to clients, or pricing, or the service itself, the switch to advisory can seem overwhelming.

That's why I put together this course, and that's why we named it Transform.

Inside you will learn not just why advisory services are important to the longevity of your business but HOW to add them. From pitching, to pricing, to actually delivering value.


What do you get by enrolling in this course?

  • A copy of the Advisory Management Framework by Malartu
  • $150 credit to Malartu
  • 30 minute Q&A with Malartu Partner Advisor after Completing Course
  • Access to Private Facebook Group exclusive to Malartu Advisors
  • Copy of "Making the Transition to Advisory Services" eBook

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Transform teaches you a framework for adding value to your clients' business and adding margin to your services as quickly as possible.

Here's a taste of what you will learn:

The benefits of moving from compliance to advisory services

  • Discover why you're pre-position to do this work
  • Learn about using compliance work as a magnet for advisory services
  • Understand the difference between content expertise and process expertise and how you can leverage both to structure your new services

How to set your mission and goals within your own firm

  • Get familiar with the EOS (Traction) framework and walk through the mission and long-term goal setting exercise
  • Learn about building a culture of commitment within your firm and how the EOS framework will foster such a commitment culture.
  • Set a three-year plan
  • Set a one-year plan
  • Set quarterly goals

How to pitch advisory services to existing clients

  • Learn how to carry your new management framework over to client engagements
  • Clearly define project goals and align them with the vision of your client

How to use data analytics to demonstrate value

  • Get familiar with how advisors use Malartu to discover strategic issues in a clients business before starting a full engagement
  • Learn how to set and manage a scorecard for clients and monthly advisory meetings

How to price advisory services for value, not time

  • How to use the SPIN selling technique to identify the value of an advisory project
  • Demonstrating high ROI in value-based pricing, regardless of time

How to negotiate with clients

  • Overcoming a lack of urgency
  • Overcoming misaligned needs or wants
  • Building trust with clients

How to run a badass advisory meeting

  • Using the EOS framework to bring advisory meetings to "level 10"
  • Learn the specific agenda used by thousands of EOS implementors in advisory meetings everywhere
  • Learn how to identify and mitigate issues before they become major problems

How to build your brand as a trusted advisor

  • Being presentable
  • The importance of branding
  • Specializing in a niche
  • Taking a stand on critical issues

How to grow revenue from an existing portfolio of business

  • How to organize and curate a client list
  • How and when to raise prices

How to manage your pipeline

  • Organizing a pipeline by delivery dates in your CRM
  • Projecting expected income as a result of advisory services

How to grow your pipeline

  • Inbound marketing strategies
  • The importance of being specific
  • How to generate high-performing content that converts
  • How to distribute your content

Managing growth in your firm

  • How to scale while keeping focus and quality of service high

Your Instructor


Sean Steigerwald
Sean Steigerwald

Hello! My name is Sean, I'm one of the founders here at Malartu and steward of all things product. I love helping our customers uncover new insights through our data platform. It's an incredibly rewarding experience watching new Malartu partners take hold of their accounts and start to unlock the full potential in what we've built here. I hope you enjoy these courses as much as I've enjoyed making them - I look forward to connecting on the comment boards and through our platform. Let's get building!


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
What is Transform?
Transform is a bundle of helpful material for accountants and bookkeepers making the transition from compliance to advisory work. It is designed to give you foundation and framework for making the switch and adding value to client accounts.
How actionable is the course?
Extremely actionable. After completing this course you should be left with a blueprint and action plan for launching your own advisory services. In this course we literally fill out this framework together, including next-steps.
Is Transform mobile and tablet friendly?
Yes. The platform is 100% responsive and works on all mobile and tablet devices.
Do I have to show up at a certain time or can I attend this course whenever I like?
You can attend at any time. Transform is a completely self-paced online course - you decide when you start and when you finish. The course includes unlimited lifetime access as well. Once you enroll, you'll never lose access to the content, and can refer back to it as much as you'd like.
What happens when you update the course?
You get free updates of Transform for free, for life. Every time we update this course it will be pushed out to you automatically.
I have more questions
We have more answers. Email us at info@malartu.co

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