The True Advisory® Conversion Programme
Turn your practice into an advisory business.
A practical three-year programme designed to transform the way your practice operates while developing the skills, experience and confidence to deliver Financial and Business Advisory to your clients.
One hour per week. Learning by doing. Using your own practice as the starting point.
3 Years · 1 Hour Per Week · £250 + VAT Per Month
Advisory isn't something you simply add to a practice.
Moving from compliance into advisory requires more than new software, a new service page or a training course.
It requires new skills, new ways of working and the practical confidence to help clients solve problems beyond traditional compliance.
That's why the True Advisory® Conversion Programme starts with your own practice.
Instead of learning advisory in theory and immediately attempting to sell it to clients, you'll apply the same principles to your own business first — developing your skills through real experience before progressively taking them to your clients.
Your practice becomes your first advisory client.
A manageable route to True Advisory®
3 years
A progressive transformation rather than a disruptive overhaul.
1 hour per week
Around 150 hours across the programme, delivered online.
1 module per month
Approximately four hours of practical work around each module.
Learning by doing
Work together on real issues within your practice rather than hypothetical exercises.
Your three-year journey
Year 1 — Build the Business
Start transforming your practice into a professionally managed business. Develop strategic planning disciplines, identify opportunities for improvement and begin building the structures needed to support advisory.
Year 2 — Develop Financial Consultancy
Build practical experience in forward-looking financial management — including budgeting, cash-flow forecasting, management reporting and performance review — and progressively apply those capabilities with clients.
Year 3 — Develop Business Advisory
Extend your capabilities across the wider business — from People and Operations to Systems, Finance, Marketing and Value — building the experience and confidence to operate as a True Advisory® practice.
Build a stronger business while learning to advise others
Throughout the programme, you'll develop and implement strategies across six fundamental areas of your own business:
People — Build commitment, capability and productivity.
Operations — Improve the effectiveness of your products and services.
Systems — Create more efficient processes and better management information.
Finance — Strengthen profitability, cash flow, forecasting and funding.
Marketing — Attract the right customers and create sustainable demand.
Value — Build a stronger, more valuable and less owner-dependent business.
Build the business around what you want from it
A better business isn't the same thing for every practice owner.
The programme connects the development of your practice with your own personal objectives — helping you define what you want the business to achieve and build a plan around it.
Your priorities might include:
Recovery · Effectiveness · Diversification · Lifestyle · Exit · Growth
From there, you'll learn how to translate those ambitions into a practical hierarchy of Vision, Mission, Objectives, Strategies, Action Plans and KPIs.
Where could your practice be in three years?
The objective isn't simply to learn about advisory. It's to build a practice capable of delivering it.
By working through the programme, you'll be developing towards:
A professionally managed business
With clearer strategy, stronger financial management and better decision-making.
A capable, committed team
With greater responsibility and less dependency on the practice owner.
More efficient systems and processes
Designed around productivity, control and scalability.
A more valuable practice
Built around profit, systems, people and transferable value rather than owner dependency.
Real advisory capability
A team with practical experience diagnosing problems, developing solutions and managing improvement projects with clients.
An advisory-led culture
Where Financial and Business Advisory become a natural extension of the client relationship.
One programme. Three outcomes.
1. Transform the practice
Convert a traditional accountancy practice into a professionally managed business.
2. Develop the team
Build the skills, experience and confidence needed to undertake Financial and Business Advisory work with clients.
3. Build a True Advisory® practice
Establish the capabilities to become a centre for broader business support within your client community.
Start your journey to True Advisory®
Transforming a practice doesn't need to mean stepping away from your clients or finding hundreds of hours for another training programme.
The True Advisory® Conversion Programme is designed to happen progressively — around your existing practice and at a manageable pace.
£250 + VAT per month, per practice
1 hour per week · Online · Three-year programme
Ready to explore whether the programme is right for your practice?
[Book an Introductory Call]