Pick Your Perfect Advisory Model in 10 Minutes or Less
Not sure how to move into advisory? This cheat sheet shows you the
3 proven models — and helps you pick yours fast.
Built for experienced accountants & tax pros
who want to stay valuable, not overwhelmed.
Inside this quick-read guide:
What You’ll Get
✅The 3 models used by high-trust advisory firms
✅ How to choose the one that fits
you
✅ What to offer, price, and sell first
✅ The next steps to get your first advisory win
No fluff. Just clarity..
Why This Matters
✅You don’t need to become a coach.
✅You don’t need a 12-month plan.
✅You just need a model that fits how
you work.
Most accountants stay stuck in “what do I offer?”
This guide fixes that in one page.
Ready to Stop Spinning?
✅Pick your model
✅Build your micro-offer
✅And start advising—without guessing.
Already know your model?
Book a 15-Minute Build Call
No spam. No fluff. Just the clarity tool every
future-ready accountant should have.
Debbie Z. Lattuga, Author
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