3 Live Workshops + Open Hours · December 2026 · Up to 4.5 CPE
Build, Price and Deliver Better Advisory Services
with Damien Greathead and Penny Breslin
Bring your team with you. Choose the right clients. Strengthen your pricing. Put practical safeguards around AI.
Three workshops for accounting firm owners and partners building a CAS and advisory business, or looking for better results from the one they already have.
Join Damien Greathead and Penny Breslin to connect your plans for the firm with the people, clients and commercial decisions that make them possible. Learn practical frameworks, see the tools demonstrated live and apply them afterward using the included workbook and exercise toolkit.
- Live online: December 1, 3 and 8, 2026
- All workshops: 1:00–2:30 p.m. EST
- Plus, included Open Hours Q&A: December 10, 1:00–2:30 p.m. EST
- $79 per workshop · $149 for the complete series
Complete Series
$149
All three workshops for $149, vs. $237 registered separately. Save $88.
- Workshop 1: Build Your Advisory Business: Your Vision, Your Team — Dec. 1
- Workshop 2: Choose the Right Clients. Price Your Services for Profit. — Dec. 3
- Workshop 3: Protect Your Firm: Cybersecurity and AI Governance for Firm Leaders — Dec. 8
- Open Hours: Put Your Plans Into Practice — Dec. 10 (included)
- The complete workbook and exercise toolkit
Sessions at a glance · All sessions 1:00–2:30 p.m. EST
- Tue, Dec. 1Workshop 1: Build Your Advisory Business: Your Vision, Your Team · 1.5 CPE
- Thu, Dec. 3Workshop 2: Choose the Right Clients. Price Your Services for Profit. · 1.5 CPE
- Tue, Dec. 8Workshop 3: Protect Your Firm: Cybersecurity and AI Governance for Firm Leaders · 1.5 CPE
- Thu, Dec. 10Open Hours: Put Your Plans Into Practice · No CPE
Make the decisions that move your advisory business forward
The opportunity for advisory can be clear while the next step remains difficult. You need time to develop the business, a team that understands the direction, clients who value the service and fees that support the work.
This series helps you examine those decisions together. Start with the practice you want to build and the roles needed to support it. Identify which client relationships to develop and use practical calculators to assess delivery costs and proposed fees. Then examine the security responsibilities and AI policies that belong alongside your firm’s growth plans.
You’ll have tools to continue the work after each session, and an opportunity to bring your questions back on December 10.
Who should attend?
Designed for accounting firm owners and partners developing CAS and advisory services, this series is especially relevant if you are:
- Building an advisory offering alongside an established accounting practice.
- Providing valuable advice that remains informal or difficult to charge for.
- Finding that your current offering hasn’t generated the demand or margin you expected.
- Struggling to create capacity or bring your team along with changes.
- Looking for clearer ownership of cybersecurity and AI use across the firm.
Workshop 1
Build Your Advisory Business: Your Vision, Your Team
Tuesday, December 1, 2026 · 1:00–2:30 p.m. EST
You may have a clear ambition for advisory yet spend most of your week doing work that leaves little room to pursue it. Your team may be busy too, without understanding how their roles connect to the business you want to build.
This workshop starts with your own work. Using the Four Quadrants framework, Traffic Light assessment and $100K Question, we will examine which services deserve more attention and which could be delegated, outsourced, automated or stopped. You will see how those choices help clarify your unique value and create capacity for a different kind of practice.
We will then turn to the team. Explore four roles that support advisory delivery. Identify gaps and consider how to connect each person’s contribution to a shared purpose.
The Team Purpose Map provides a structure for listening to your people, recognizing those others trust and assigning meaningful responsibilities.
Live demonstrations will prepare you to complete the assessments afterward and turn your findings into specific commitments for yourself and your team.
Three practical takeaways
- A framework for deciding which work to retain, grow, delegate, automate, outsource or stop.
- Tools to clarify your unique value and the direction you want for the firm.
- A Team Purpose Map for reviewing roles, identifying gaps and planning team conversations.
Learning objectives
After completing this workshop, participants will be able to:
- Classify current services using the Four Quadrants and Traffic Light frameworks to identify priorities for change.
- Formulate a statement of their unique value using the $100K Question framework.
- Map team responsibilities across four delivery roles and outline a plan for developing shared purpose.
| CPE Credits | 1.5 |
| Field of Study | Business Management & Organization |
| Level | Basic |
| Delivery Method | Group Internet Based |
| Prerequisites | None |
| Advanced Preparation | None required. Bring a list of your firm’s current services and a rough view of how your week is spent to use with the follow-up exercises. |
| Recommended Audience | Firm owners and partners; advisory and client service leaders; managers responsible for team roles and capacity. |
Workshop 2
Choose the Right Clients. Price Your Services for Profit.
Thursday, December 3, 2026 · 1:00–2:30 p.m. EST
Growing an advisory business starts with deciding where your firm’s effort will have the greatest value. Some clients are ready for a deeper relationship. Others need a different service model, a revised fee or a planned transition.
This workshop connects client selection with a practical method for pricing recurring bookkeeping and accounting services. We will demonstrate how to evaluate clients by value and effort, identify promising advisory relationships and consider a vertical where your firm can build repeatable expertise. We will also explore how to introduce advisory through conversations about the client’s goals.
Three linked tools support the pricing discussion. The Client Portfolio Matrix helps you choose clients to assess. The True Cost Calculator examines what an in-house bookkeeping or finance function costs the client. The Firm Cost Builder models your own delivery tasks, role costs, administration and technology.
You will see how to compare proposed fees, delivery margins and potential client savings, while distinguishing recurring monthly work from setup fees and separately priced advisory projects. Apply the tools afterward to test the assumptions behind your own engagements.
Three practical takeaways
- A client assessment framework to prioritize relationships for development, repricing, automation or transition.
- A calculator for examining a client’s true in-house bookkeeping or finance costs.
- A delivery-cost model to assess proposed fees, margins and potential client savings.
Learning objectives
After completing this workshop, participants will be able to:
- Categorize clients by value and effort to prioritize advisory development and service changes.
- Calculate a client’s estimated in-house finance costs and the firm’s estimated cost to deliver a defined service.
- Assess a proposed recurring fee against delivery cost and the client’s alternative, distinguishing setup work and additional projects.
| CPE Credits | 1.5 |
| Field of Study | Business Management & Organization |
| Level | Intermediate |
| Delivery Method | Group Internet Based |
| Prerequisites | Experience delivering or managing bookkeeping or accounting engagements. Completion of Workshop 1 is helpful but not required. |
| Advanced Preparation | None required. Bring details of one or two clients you’re considering for repricing or advisory: fee, scope and approximate monthly delivery hours. |
| Recommended Audience | Firm owners and partners; CAS leaders; anyone who sets fees, scopes engagements or manages client profitability. |
Workshop 3
Protect Your Firm: Cybersecurity and AI Governance for Firm Leaders
Tuesday, December 8, 2026 · 1:00–2:30 p.m. EST
As your firm takes on more responsibility for client information and introduces AI into its work, leadership needs a clear view of the risks, controls and people involved. Delegating technical tasks still leaves important decisions with the owners and partners.
This workshop examines those decisions through the firm’s Written Information Security Plan (WISP), cyber-insurance questions, vendor relationships and incident-response arrangements. We will discuss where gaps can emerge across remote work, personal devices, access permissions, offboarding and staff training, and how leaders can assign responsibility for addressing them.
AI governance forms part of that wider picture. We will explore approved uses, client-information handling, human review and the questions to ask vendors about data location, retention and model training. Role-specific examples connect firm policies with the actions expected of partners, accountants, preparers and bookkeepers.
A breach tabletop discussion will help you examine how your firm would respond. Afterward, use the WISP & AI Governance Role Checklist to review what exists today, identify uncertainties and build a gap list with owners and deadlines.
Three practical takeaways
- A framework for reviewing leadership responsibilities across information security, vendors, insurance and incident response.
- Practical questions for assessing AI use and vendor data practices.
- A role-based WISP and AI governance checklist that turns findings into assigned actions.
Learning objectives
After completing this workshop, participants will be able to:
- Assess documented security arrangements to identify gaps in ownership, access, training and incident response.
- Evaluate AI uses and vendors against questions concerning client information, data handling and human oversight.
- Assign role-specific responsibilities and prioritize actions using the WISP & AI Governance Role Checklist.
| CPE Credits | 1.5 |
| Field of Study | Information Technology |
| Level | Intermediate |
| Delivery Method | Group Internet Based |
| Prerequisites | Basic familiarity with accounting firm operations, including how the firm stores client information and uses technology vendors. |
| Advanced Preparation | None required. Bring your firm’s WISP, if one exists, and a list of the AI tools and key vendors your staff use. |
| Recommended Audience | Firm owners and partners; firm administrators and operations managers; quality control and risk leaders; IT or technology leads. |
Practical tools to keep using after the workshops
Each workshop combines live teaching and demonstrations with structured follow-up exercises. The workbook and exercise toolkit help you apply the ideas to your own firm, using interactive tools and printable worksheets.
| Resource | How you’ll use it |
|---|---|
| Traffic Light Assessment | Review services and time allocation, then identify work to retain, grow, delegate, automate, outsource or stop. |
| The $100K Question | Explore your desired practice, define your unique value and make a specific commitment. |
| Team Purpose Map | Connect people and roles to the firm’s direction, identify gaps and plan a team listening tour. |
| Client Portfolio Matrix | Assess clients by value and effort and select relationships for further pricing analysis. |
| True Cost of an In-House Bookkeeper or CFO | Estimate costs beyond salary to support a better-informed client conversation. |
| What It Costs Your Firm to Deliver | Model tasks, time, role costs and technology to assess proposed fees and delivery margins. |
| WISP & AI Governance Role Checklist | Review documented arrangements, identify gaps and assign responsibilities and deadlines. |
Allow approximately 90 minutes after Workshop 1 and 70 minutes after Workshop 2 for the suggested exercises. Workshop 3 includes a follow-up assessment of your firm’s security and AI governance arrangements. Follow-up exercises are not part of the CPE credit.
Individual workshop registrations include the relevant workbook sections and exercises. Complete-series registrations include the full collection.
Included
Open Hours: Put Your Plans Into Practice
Thursday, December 10, 2026 · 1:00–2:30 p.m. EST
Bring questions and work in progress from any of the workshops to an open discussion with Damien and Penny.
You might want to explore a team-role gap, a client you’re considering repricing, assumptions in your delivery-cost calculation or an unclear responsibility in your WISP. Selected questions and examples will help connect the material with decisions participants are making in their firms.
Included with every individual workshop and complete-series registration. Access details are provided after you register.
No CPE credit is offered for this session.
Learn with Damien Greathead and Penny Breslin
Damien and Penny co-host It’s Not Just the Numbers and co-authored the book of the same name. Their work spans accounting firm operations, outsourced delivery, accounting technology and business development.
Together, they bring practical perspectives on the choices involved in building an advisory business, and the challenges of putting those choices into practice.
Choose your registration
Individual workshop
$79 per person
Focus on your most immediate priority.
- One 90-minute live workshop (1.5 CPE).
- The relevant workbook sections and exercise tools.
- Access to the December 10 Open Hours Q&A.
Complete series
$149 per person
Connect your decisions about direction, team, clients, pricing and responsible operations.
- All three 90-minute live workshops (up to 4.5 CPE).
- The complete workbook and exercise toolkit.
- Access to the December 10 Open Hours Q&A.
Save $88 with the complete series compared with purchasing all three workshops separately.
Make clearer decisions about your advisory business
And give yourself practical tools to follow through.
Register for the Complete Series — $149CPE Requirements & Policies
Requirements for credit: Attend the live session and respond to the polling questions presented during the program. Recordings are not eligible for CPE credit. Certificates are issued after attendance and polling participation are verified. A computer or mobile device with internet access is required to participate in polling.
Refund, cancellation and complaint policies: View our policies
