Advisory Accelerator 101
Transform Your Accounting Practice Into a Strategic Advisory Powerhouse
Transform Your Accounting Practice Into a Strategic Advisory Powerhouse
The Market Reality: Adapt or Risk Obsolescence
Traditional accounting firms face an existential challenge. As AI and automation commoditize routine accounting work, 79% of clients are actively seeking deeper business insights from their trusted advisors. The firms that successfully pivot to advisory services are thriving—those that don't risk becoming obsolete.
The opportunity is unprecedented:
- CAS practices are growing at a 14% median rate
- Advisory services command an 85% realization rate
- Clients are ready and willing to pay for strategic guidance
Introducing the Clockwork Advisory Excellence 101 Program
Our comprehensive and foundational 4-week professional development program transforms accounting teams into indispensable strategic advisors. This isn't about abandoning your core strengths — it's about amplifying your financial expertise through powerful new advisory capabilities.
Registration Details
Pricing
$2,500 per individual
$5,000 per team (up to 4 people)
Dates
Wednesdays in August from 12-2pm ET
What You'll Master:
Week 1: Financial Models as Business Language
Turn your technical expertise into compelling business insights that drive client action
Week 2: Building Advisory Confidence
Develop the consultative skills to move from compliance expert to strategic advisor
Week 3: Pricing and Packaging
Create scalable service packages with pricing that reflects true advisory value
Week 4: Client Engagement and Acquisition
Systematize client relationships and scale your impact through proven frameworks
Why This Matters Now
The market signals are unmistakable. Forward-thinking firms that recognize and act on this advisory opportunity now will establish themselves as market leaders for the next decade.
This program builds from first principles, helping you leverage what you already know in more powerful ways while developing the new skills your clients increasingly demand.
Ready to future-proof your practice? Apply now.
Meet our speakers
Learn from industry experts with years of experience, ready to share actionable insights and proven strategies.




FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.
Firm Plan – Best for accounting firms, advisors, and fractional CFOs managing multiple clients. Scales as you grow. Business Plan – Ideal for in-house teams that want real-time forecasts, cash flow, and financial visibility — fast. Still not sure? Talk to us — we’ll help you choose the right fit.
Clockwork seamlessly integrates with QuickBooks Online and Xero. All you need to do is authorize the connection to your accounting system when you sign up, and Clockwork will automatically sync and analyze your transactions every hour to drive the financial models, train the forecasting AI, and provide key performance insights in real time. It’s also a one-way sync, so Clockwork will never change any data in your accounting system.
Clockwork connects directly to your accounting software (like QuickBooks or Xero) and uses historical transaction data to build a full 3-statement financial model instantly — no setup required. Our platform analyzes trends in revenue, expenses, payroll, and timing to create accurate, real-time forecasts that update automatically each week. You can customize assumptions, model scenarios, and see how changes impact your cash flow — all without spreadsheets.
No long-term contract required — Clockwork is month-to-month by default, so you can cancel anytime. Prefer to go annual? You’ll get a discounted rate when you choose an annual plan. It’s flexible either way — choose what works best for your team.
Yes — Clockwork has a dedicated Firm Plan built for CPAs, fractional CFOs, and advisory firms. You can manage multiple clients from a single dashboard, customize access, and scale as you grow. We also offer partner benefits, white-glove onboarding, and resources to help you deliver high-impact advisory services at scale.
Nope, all of the Clockwork plans come with unlimited users to be able to plan and coordinate with everyone on your team.
We’ve got you covered. Every Clockwork account includes access to live chat, email support, and step-by-step guides. Need more hands-on help? Our team offers onboarding sessions, product training, and advisory best practices — all tailored to how your firm works. Support from real humans. No ticket queues. No getting ghosted.
Clockwork connects directly to QuickBooks Online and Xero in just a few clicks — no setup calls, no custom mapping, and no IT team required. Once connected, Clockwork automatically pulls in your financial data to generate forecasts, cash flow projections, and reports in minutes. Your data stays synced in real-time, so everything stays accurate without any manual updates. Set it up once, and you’re good to go. Instant value, zero implementation.
Live Events with Clockwork
From insightful discussions to meaningful networking opportunities, each moment is designed to deliver value and foster professional growth.