Transform Your Accounting Practice into a High-Value Advisory Business

The proven 4-step system that transforms Accountants into high-value Advisors, helping you confidently deliver strategic insights, command premium fees, and build deeper client relationships - all while leveraging your existing expertise and reclaiming your passion for making a real difference in your clients' businesses.

WHY change?

THE COMPLIANCE TRAP

Most accountants are stuck in a frustrating cycle. You've spent years mastering compliance work, but now find yourself:

  • - Working longer hours for clients who see you as a necessary expense rather than a valuable asset

  • - Watching your margins shrink as compliance becomes increasingly automated and commoditized

  • - Knowing you could provide more strategic value, but lacking the framework to confidently deliver and price advisory services

  • - Feeling more like a technician than the trusted business advisor you aspire to be

  • - Struggling to differentiate yourself in a crowded market where clients often choose based on price alone

The result? Burnout, stagnant income, and the nagging feeling that your expertise is being underutilized.

TRANSFORM YOUR PRACTICE AND RECLAIM YOUR PURPOSE

The Accountant2Advisor program provides a clear path to becoming the high-value advisor your clients truly need:

  • + Command Premium Fees: Transition from hourly billing to value-based pricing that reflects the true impact of your strategic guidance

  • + Deepen Client Relationships: Move from annual compliance meetings to ongoing strategic partnerships that clients genuinely value

  • + Develop Structured Advisory Skills: Master our proven 4-step system that transforms technical knowledge into actionable business insights

  • + Join a Supportive Community: Connect with like-minded accountants making the same journey, sharing challenges and celebrating wins

  • + Leverage Existing Expertise: Build on your financial knowledge rather than starting from scratch—we help you reframe what you already know

  • + Create Predictable Revenue: Establish recurring advisory relationships that smooth out seasonal fluctuations and increase practice value

  • + Reclaim Your Time: Work more efficiently with clients who respect your boundaries and value your input

PROGRAM

Mindset & Model

Transform your professional identity from compliance technician to confident advisor. Develop a clear vision for your advisory future, build unshakeable confidence in your ability to deliver strategic value, design a comprehensive service portfolio that positions you as a trusted advisor, and align your entire team around the advisory transformation journey.

Mapping

Learn how to thoroughly understand your clients' businesses and create clear roadmaps for their success. Master our proven Strategic Insights Questionnaire and assessment tools to analyze your clients' current capabilities, map their organizational strengths and opportunities, identify their key growth areas, and establish measurable goals and KPIs that will guide their business transformation.

Momentum

Implement our battle-tested systems and frameworks to drive immediate results for your clients. Deploy The "7 P's of Profit" model to deliver measurable business improvements to your clients, provide them with practical implementation toolkits they can use right away, deliver training that position you as their trusted expert, and build client success communities that accelerate their results.

Mastery

Continuously develop your advisory expertise and demonstrate real impact through your client work. Build advanced skills through our structured Advisory Skills Matrix, access ongoing mentoring and support systems, connect with a network of successful advisory peers for shared learning, and track meaningful metrics that prove the tangible value you're delivering to every client.

Partner Accreditation

Complete the A2A program and you are eligible to become an Accredited Partner of the Biz Success Hub – our exclusive network of advisory-focused professionals.

As an Accredited Partner, you are showcased on the Biz Success Hub online directory, and you gain access to our advisor network to enhance the support that you can provide to your clients. We have trusted specialists in areas such as marketing, HR, IT, legal and finance to help accelerate your clients' results.

ABOUT ANIL PURI

Anil Puri is the founder and Head Coach of The Profit Coach group. As a trained accountant, Anil spent the first 15 years of his career mastering various accounting roles - from public practice to commercial positions across Australia and the UK.

For the past 20 years, he has led his Business Coaching and Advisory Firm, transforming hundreds of small and medium-sized businesses into highly profitable, scalable, and fulfilling operations. His clients have achieved remarkable outcomes for themselves, their families, and their communities.

Now, Anil is channeling his expertise into a focused mission: empowering accountants and bookkeepers with the advisory skills he's refined over two decades of business coaching. Having walked in your shoes, he uniquely understands both the challenges you face and the extraordinary impact you can have on your business clients.

The Accountant2Advisor program represents the culmination of Anil's journey—bridging the gap between technical accounting expertise and high-value business advisory services.

FAQS

Who is the Advisor Blueprint for?

This framework is designed for accountants, bookkeepers, and financial professionals who want to transition from compliance-only work to providing strategic advisory services. Whether you're a solo practitioner, partner in a firm, or senior accountant, this blueprint will help you make that shift.

I'm already doing some advisory work. Is this still relevant?

Absolutely. Even if you're doing advisory work, most accountants struggle with consistency, confidence, or knowing how to systematically scale their advisory services. The Advisor Blueprint gives you a proven framework to structure, price, and deliver advisory services more effectively.

Do I need to be an expert in all areas of business to offer advisory services?

No. The beauty of the Advisor Blueprint Framework is that it gives you a structured system to guide clients, even in areas where you're not the technical expert. You become the strategic guide who helps clients identify priorities, create plans, and stay accountable—not the person who needs to know everything about every business function.

How long does it take to implement?

You can start using elements of the framework immediately. Most accountants begin having advisory conversations with clients within 2-4 weeks of downloading the Blueprint. Full implementation of all 9 strategies typically takes 6-12 months, depending on your starting point and commitment level.

Will this work for my specific type of accounting practice?

Yes. The framework is designed to be flexible and adaptable. Whether you work with trades, professional services, retail, manufacturing, or any other industry, the core principles of advisory transformation remain the same. You'll adapt the tools and approaches to fit your situation and your clients' specific needs.

Testimonials

Anil has a wealth of experience across accounting and business and his models and tools are practical and easy to implement. I highly recommend his programs if you want to develop your advisory skills and make a real impact to your clients.

PETER, LRF

Anil has helped me to transform my bookkeeping business into one that is now highly profitable, systemised and adding real value to my clients. I love meeting with his other clients to share ideas, gain insights and stay motivated as I grow my business.

BIANCA, KB OPERATIONS

Anil and I have a common client, and I've seen firsthand how his models and approach have helped this client's business. I'm now learning how I can apply this to myself and to my other clients, and I'm excited about what this will mean for my business and theirs.

NATHAN, NTS