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The operating system accounting firms use to deliver strategic advisory.

advisory without overwhelm? structured, paid advisory in 30 days

Without structure, advisory stays informal, hard to price, hard to repeat and difficult to scale. The Strategic Advisory Operating System helps firm operationalise advisory through one connected workspace, methodology and implementation pathway.
Discover
Gather better client insights
– DISCOVERY
Insights
Turn information into strategic direction
– INSIGHTS
Goals
Build a clear strategic roadmap
– GOALS
Actions
Drive accountability and execution
– ACTIONS
AI
Access advisory intelligence on demand
– AI & RESOURCES
AI
Run better advisory conversations
– MEETINGS
SCROLL & DRAG

what changes when advisory runs on an operating system

Step beyond
compliance
safely
Stop relying
on instinct
Run structured
sessions with a
clear agenda
Turn insight
into action for your clients
Enable your whole team
Share
capability beyond
partners
Price advisory confidently
Build recurring advisory
revenue
Make advisory repeatable
Scale with confidence
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the workspace behind every conversation

The Advisory Workspace is where strategic advisory happens. From discovery and planning through to actions, accountability and implementation, every client conversation lives in one connected environment.

how we guarantee structured, paid advisory in 30 days

We don’t leave implementation to chance. We have an exact path from workspace setup and guided activation sessions to signed revenue.
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capability that gets you delivering faster

Certification training prepares accountants to confidently deliver the Strategic Advisory Operating System in real client conversations.

From compliance to confident advisory in their own words

What happens when accountants use structure, not
instinct, to deliver advisory.

Peter Knights

Principal, Knights Norfolk
"I've been. advising or talking to clients for 30 years, but doing it better is something that is a bit of a big driver for us to get some satisfaction out of it and take our clients to a better result."

Stephen McHenry CA

Founding Partner, McHenry Partners
“From my experience, Leaders in Business offer the platform, framework and training support for Accountants to effectively support their business clients with this important service to add real value.”

Ellena Amanatidis

Senior Client Advisor, SEIVA
“The framework and structure have made such a difference. It’s helped me show up with more clarity, give better advice, and really back the small business legends I work with.”

Kate Slater

CEO / Senior Client Manager, Camtech & Slater Financial Group Pty Ltd
"With the structure that I’ve learned over the last couple of days, it’s helped me be able to piece all the different pieces in my mind and put them in a logical sense to be able to package up and deliver to the client."

Chris Mullins

Principal, O’Brien Accountants & Advisors
“The fact that Brent is giving access to this content is a testament to his desire for small businesses to succeed and develop a competitive advantage.”

Sonny De Silva

Partner, DS Advisory
“As business owners, we’re already really busy. We don’t have the time to think about how to structure content, programs and software. This is exactly what this program caters for.”

Liz Shimmin

CEO, Bluebird Accounting
“It’s definitely put the structure in so that we can provide clients specific outcomes and specific actions to meet their goals, vision and purpose.”

Rachel Crowther

Director, Mintco Business Solutions
“We can have structure around a product and that we’re actually valuing our services rather than just giving away advice and tools for free.”

Miranda Bravo Holland

Director, Bravo Accountants
“The first thing I’m going to do is go back and run the process through my own business, because there are big parts I hadn’t covered. I already have clients in mind I can start this with straight away.”

trusted by the networks you trust

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Built in practice, not theory. Supported by Australia’s top accounting bodies and networks.

why strategic advisory matters

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See where structure, clarity and confidence will make the biggest difference in your firm.

A structured advisory program for those who give a damn about small businesses

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