The Language and Practice of Advisory Series: Modules 1 - 10 (0.2 Nano CPE Each)

Advisory Isn’t an Add-On. It’s the Future of the Profession.

Get all 10 Nano Courses in one bundle and learn how to move from compliance work to confident, scalable advisory services.

What You Get

• 10 expert-written Nano Courses

• Each course: 0.2 CPE

• Designed for practical, real-world application

• 10–15 minutes per course

• Downloadable reference materials and real-world examples (when applicable)

Who This Is For

• Professionals who want to future-proof their firms beyond compliance

• Practitioners ready to move from historical reporting to proactive guidance

• Firms exploring advisory, CFO services, or hybrid models

• Professionals who want a clear advisory language and structure, not theory

Learning Objectives

After completing this series, professionals will be able to:

• Explain the shift from compliance to advisory in clear, client-friendly language

• Distinguish between tax advisory and CFO advisory — and know when to use each

• Communicate advisory value using outcome-focused conversations

• Convert compliance clients into advisory relationships

• Design scalable advisory workflows, pricing, and meeting structures

• Qualify, win, retain, and grow advisory clients through repeatable systems

Included Courses

Module 1: The Future Is Advisory – 0.2 Nano CPE
Introduces the foundational shift from compliance to advisory services. Learn why compliance is becoming commoditized, what clients now expect, and how advisory delivers outcomes clients value — cash flow, margins, strategy, and confidence.

Module 2: CFO Advisory vs. Tax Advisory – 0.2 Nano CPE
Learn the difference between CFO advisory and tax advisory, including focus areas, deliverables, engagement rhythms, and how combining both creates deeper client value.

Module 3: The Language of Advisory (How to Talk So Clients Listen) – 0.2 Nano CPE
Learn how to communicate like an advisor instead of a technician. Reframe technical conversations into outcome-focused guidance that builds trust and moves clients to action.

Module 4: Turning Compliance Clients into Advisory Clients – 0.2 Nano CPE
Learn how to identify advisory-ready clients, start the right conversations, and deliver early wins that lead to recurring advisory revenue.

Module 5: Finding and Winning New Advisory Clients – 0.2 Nano CPE
Learn how content, digital visibility, and professional partnerships create a steady pipeline of advisory-ready clients — without traditional sales tactics.

Module 6: How to Systematize and Scale Advisory Services – 0.2 Nano CPE
Learn how to build repeatable advisory workflows, use automation and AI, and scale advisory delivery without sacrificing quality.

Module 7: Delivering High-Impact Advisory Meetings – 0.2 Nano CPE
Learn a simple meeting framework that creates clarity, engagement, and forward momentum in every advisory conversation.

Module 8: Creating a Pricing and Packaging Model That Scales – 0.2 Nano CPE
Learn how to move beyond hourly billing and design value-based advisory pricing that’s predictable, scalable, and client-friendly.

Module 9: From Interest to Impact — Qualifying and Winning Advisory Clients – 0.2 Nano CPE
Learn how to qualify prospects, run strong discovery conversations, and confidently close advisory engagements.

Module 10: Building Lifetime Value and Referral Engines – 0.2 Nano CPE
Learn how to increase lifetime client value through better experiences, retention systems, and referral engines that fuel long-term growth.

Your Instructor

Lee Thomas Reams II, Founder & CEO, CountingWorks, Inc.
A pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind MAX AI and CountingWorks PRO, he brings deep insight into how professionals can harness AI to work smarter — not harder.

Course Details

CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Get the Bundle — Or Join Total Practice

You can:

• Buy the The Language and Practice of Advisory Series, or
• Join Total Practice and get:
  
  All Nano Courses
  Deep Dives
  Micro-Tax Updates
  Unlimited access to our full CE library