Turn your existing clients into premium advisory clients
Get the free Advisor Toolkit: Anil AI, a step-by-step video, the Advisor Blueprint guide and a community to help you start offering advisory.
Start your first advisory conversations within 6-12 weeks.
What's inside
Anil AI
A practical AI assistant trained on my advisory frameworks, with instant access when you sign up. Start with ready-made prompts to draft an advisory offer, think through pricing, prep a client review, plan the next meeting and get unstuck mid-conversation.
Video walkthrough
I walk you through the full Advisor Blueprint Framework, with its 4 mechanisms and 16 strategies, and show you how to start putting it into practice.
The Advisor Blueprint guide
The complete framework overview, a breakdown of each strategy with its outcomes and benefits, your implementation path and the four gaps the framework closes.
Community forum
Ask questions and share ideas with other accountants and bookkeepers adding advisory.
Group check-in
After your email series, join a group check-in to ask questions and plan your next step.
How it works
Who it's for
Accountants and bookkeepers with an established client base who want to offer advisory, but find something gets in the way. Which of these sounds like you?
The Advisor Blueprint framework is built to close all four.
What people say
About Anil
I'm a trained accountant with 15 years in public practice and commercial accounting roles, and 20+ years coaching business owners. I started Accountant 2 Advisor to help accountants and bookkeepers build the skills, confidence and frameworks to deliver high-value advisory.
Good to know: I can review chats with Anil AI so I can improve it and support you better. Please don't enter confidential client names or details - use initials or "Client A" instead.
Ready for the first step?
Get the free Advisor ToolkitGet the free Advisor Toolkit
Anil AI + Video + Guide
(We'll email you the Video Walkthrough and Advisor Blueprint Guide. If it's not in your inbox in a few minutes, check your junk or spam folder.)
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 4 weeks of downloading the Blueprint. Full implementation of all 16 strategies typically takes 6-12 months, depending on your starting point and commitment level.
Will this work for my specific type of 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.
