Accountants Who Want To Attract Advisory Clients
Experience for yourself how a book about you — not by you — can create an Emotional Buying Urge™ that turns readers into advisory clients.
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Being able to do advisory is not the same as being able to market advisory — which is definitely not the same as being able to sell advisory.
If you're an accountant in 2025, you're likely experiencing the most challenging period the profession has ever faced. Every conference, every publication, every consultant delivers the same message: "transition to advisory services or die."
They're not wrong. Advisory services offer higher fees, more meaningful client relationships, and protection from automation. The firms that have made this transition are thriving.
But despite knowing that advisory is the future, most firms struggle to make the transition:
The traditional advice sounds hollow: "Just raise your fees." "Market more aggressively." "Educate your clients." It's like telling someone who wants to lose weight to "just eat less and exercise more" — technically correct but unhelpful in practice.
"A book is worth a thousand social media posts — if it's the right kind of book."
A book is the ultimate authority builder. You probably already know that. Maybe you've thought about writing one. Maybe you already have.
And it probably moved the needle — a little. But not as much as you hoped.
Here's why: Most business books are books by you. They showcase what you know. Your methodology. Your expertise. Your credentials.
The problem? Your prospects don't buy expertise. They buy people.
They buy from people they feel they know. People they like. People they trust.
A book about your methodology doesn't create that feeling.
A book about you does.
A Book BY You
A Book ABOUT You
Your book is a "business novelette" — a fictionalized, based-on-real-life account of what it's like to be one of your clients.
It immerses potential clients in a story that closely relates to their own experience — what it's like to have (and with your help overcome) the challenges preventing them from achieving the results they want.
It engages them at an emotional level, allowing them to vividly imagine working with you. Which is where all buying decisions actually get made.
We call this the Emotional Buying Urgeâ„¢.
In your book, we make YOU the main character in a fictionalized story based on what you do and who you do your best work for. Through interaction and dialogue with the other main character — an avatar of your ideal client — we:
After reading your book, potential clients will:
"The book that tells your client's story better than they can tell it themselves."
A Unique Selling Proposition is the holy grail of marketing. With a genuine USP, growth becomes exponential instead of incremental.
The problem with intangible services like advisory? Coming up with a USP is notoriously hard. How do you differentiate advice? How do you stand out when everyone claims to be a "trusted advisor"?
Your book is the USP.
There is no other CPA in your city who has a book like this. Not a dry "how-to" manual. Not a credential-stuffed biography. A story — featuring real locations in your city, real situations your clients face, and you as the guide who understands them better than anyone else.
Your prospects have never experienced anything like it. And they can't get it anywhere else.
Each chapter demonstrates a different aspect of your advisory value — through story, not lecture.
The Treadmill
The Unexpected Introduction
The Question Nobody Had Asked
The Busiest Month That Lost Money
The Three Types of Business Owner
The Number That Changes Everything
The Cash Flow Confession
The Customer She Should Have Fired
The Scorecard
The Other Business Owner
The Conversation She'd Been Avoiding
The Tax Bill That Didn't Have to Happen
The Growth Question
The Exit Conversation
One Year Later
The Ripple Effect
The Invitation
Here's what you might want to know next.
How long does it take to have the book written?
30–90 days depending on which package you choose. Most clients have their complete book within 60 days of our initial conversation.
A book sounds expensive. How much will it cost?
Probably less than you think. Because I specialize in writing advisory books for accountants, I'm not starting from scratch each time. Most clients are able to get a 100% return on investment within one or two clients — and many see that return before the book is even finished.
I'm busy. How much time will I have to put into it?
Traditional ghost writers often require dozens of hours of your time. Because I've already developed the frameworks we'll be sharing, I need less than two hours to get your service dialed in — but mostly to get your characterization right. This is your book. It needs to sound like you.
But how does a book actually get me clients?
This is not a vanity project. The book you'll be holding in your hands 60 days from now is just 20% of what we provide. The plan for getting the book into the right hands — the systematic distribution strategy — is 80%. We provide both.
Will I end up with a garage full of books?
No. Apart from a half-dozen copies to have on hand, you'll use a 48-hour print-on-demand service that we'll set up for you. Books are printed only when needed. No inventory. No storage. No waste.
What if my city is already taken?
Then this offer isn't available to you — but you'll want to check. Many cities are still open, and once a city is claimed, it's closed permanently to other accountants in that area.
See your name in print. Hold it in your hands. Experience the Emotional Buying Urgeâ„¢ for yourself.
This isn't false scarcity. You'll receive a completely original book with full copyright. I write for just one accountant per city — because the book only works when it's exclusive.
Today may be the last time this offer is available in your city.
Check If Your City Is Available →