{"id":2434,"date":"2022-03-03T00:20:11","date_gmt":"2022-03-03T00:20:11","guid":{"rendered":"https:\/\/www.oconnorcpafirm.com\/blog\/?p=2434"},"modified":"2026-01-12T11:32:27","modified_gmt":"2026-01-12T18:32:27","slug":"new-advisory-skills-and-certification","status":"publish","type":"post","link":"https:\/\/www.oconnorcpafirm.com\/blog\/2022\/03\/new-advisory-skills-and-certification\/","title":{"rendered":"New Advisory Skills and Certification!"},"content":{"rendered":"\n

O\u2019Connor CPA Firm<\/em>, <\/strong>an accounting and advisory firm focused on helping their clients achieve their business goals, today announced that Tricia O\u2019Connor CPA has successfully completed the Level 5 Certified Advisor course. The course offers accountants a comprehensive turnkey methodology for delivering proactive consulting services. <\/p>\n\n\n\n

O\u2019Connor CPA Firm<\/em><\/strong> is part of an elite group of accounting firms around the country who specialize in Strategic Performance Measurement. These firms, who are certified in the Mentor Plus Level 5 methodology, combine their traditional accounting practices with innovative, custom solutions that help businesses achieve measurable results. The company\u2019s philosophy: Ferociously committed to helping entrepreneurs realize their business dreams and potential with radical new thought processes and rock-solid strategies that work better than you ever imagined<\/em><\/strong><\/p>\n\n\n\n

Originally created\nby Edi Osborne at Mentor Plus, and now supported by Geni Whitehouse at www.TheImpactfulAdvisor.com\n, the training includes tools to help accountants first understand and clearly\narticulate client goals and then work with owners and teams to create plans for\nachieving them.  The course incorporates\nconcepts from authors like Geoffrey Moore, Simon Sinek, Tom Collins, and\nfacilitation and training tools from TOPs, the Institute of Cultural Affairs\nand more. <\/p>\n\n\n\n

The Level 5 curriculum includes education tools and resources that are licensed for use by firms whose members complete the training: At Level 1, trained accountants help their clients build a sound financial reporting foundation. In Level 2, accountants teach the language of business and then help owners and teams identify critical business ratios and optimal scenarios.  By Level 3, accountants become group facilitators for client discovery and planning sessions. At level 4, accountants help their clients link activities to outcomes and chart a path to organizational success. By Level 5, their role shifts to a focus on accountability and continuous improvement. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Clients of firms who complete the Level 5 certification training can expect to have a different kind of relationship with their accountant.  Asking the right questions, determining the critical success factors for a particular business, finding solutions, processes and performance measurements to ensure that what is critical to success is delivered, measured and leveraged is the new accounting model for the accounting firms of the future.<\/p>\n\n\n\n

\u201cWe signed up for this course because we knew we needed a\nhigher skill set to deliver the services, consultation and partnership our\nbusiness clients were needing in today\u2019s challenging and competitive business\nenvironment.  Our industry has long\nfallen short of delivering the enhanced engagements our business clients were\nwanting.  We, as accounting and tax\nprofessionals, are in a unique position to bring added value and impact to\nbusinesses that far exceed the bank reconciliations and tax returns that many\nCPA firms limit themselves to.  We are\nexcited to use this robust skill set to take our business clients to a new\nlevel of business advisory.\u201d  Tricia O\u2019Connor,\nCPA, MBA<\/em><\/strong><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

A CPA Firm that asks the right questions, determines the critical success factors for a particular business, findd solutions, processes and performance measurements to ensure that what is critical to success is focused on.<\/p>\n","protected":false},"author":2,"featured_media":2734,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[279,126,26,280,281,92,193],"yoast_head":"\nNew Advisory Skills and Certification! - O'Connor CPA Firm<\/title>\n<meta name=\"description\" content=\"Asking the right questions, determining the critical success factors for a particular business, finding solutions, processes and performance measurements to ensure that what is critical to success is delivered.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oconnorcpafirm.com\/blog\/2022\/03\/new-advisory-skills-and-certification\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Advisory Skills and Certification! 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