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  • Writer's pictureTanya Hilts


(Belleville, Ontario) accounting services FIRM Adds New Skills

Obtains Level 5 Certification from Mentor Plus

Belleville, Ontario — April 30, 2021 — Cloud Business Services, an accounting services and advisory firm focused on helping their clients achieve their business goals, today announced that Tanya Hilts, CPB has successfully completed the Level 5 Certified Advisor course. The course offers accounting professionals a comprehensive turnkey methodology for delivering proactive consulting services.

Created by Edi Osborne at Mentor Plus, and delivered by Geni Whitehouse, CPA the training includes tools to help accounting professionals first understand and clearly articulate client goals and then work with owners and teams to create plans for achieving them. The course incorporates concepts from authors like Geoffrey Moore, Simon Sinek, Tom Collins, and facilitation and training tools from TOPs, the Institute of Cultural Affairs, and more.

The Level 5 curriculum includes selling and education tools that are licensed for use by firms whose members complete the training: At Level 1, trained accounting professionals help their clients build a sound financial reporting foundation. In Level 2, accounting professionals teach the language of business and then help owners and teams identify critical business ratios and optimal scenarios. By Level 3, accounting professionals become group facilitators for client discovery and planning sessions. At level 4, accounting professionals 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.

Clients of firms who complete the Level 5 certification training can expect to have a different kind of relationship with their accounting professional.

Tanya Hilts, CPB, President of Cloud Business Services, said, “The change to this type of advisory service began with supporting our clients through COVID. We had to help some clients with full changes in business plans and operations with creative thoughts. We are proud to say, that over a year into COVID, all of our clients are still in operation, and almost 25% are doing better than they were before COVID due to their willingness to change during uncertain times.”

Cloud Business Services is part of an elite group of accounting firms around North America that 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’s philosophy is “Empowering entrepreneurs to reach their full potential.”


About Cloud Business Services

Cloud Business Services, (Rebranded from Cloud Bookkeeping Services in 2020), is proud to be a forward-thinking, multi-award-winning team. Our team took home Intuit's 2018 (and final) Global Firm of the Future title as recognition for leading the way within the accounting industry in the new age with online apps and real-time accounting to be able to serve our clients better and prove that we are more than just bookkeepers. We offer high-quality customer service as we invest ourselves with our client partners. We firmly believe that when our clients succeed, we succeed.

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