Wendy faced a common challenge: how to build out a business advisory service line within an accounting practice, from developing the right framework, to training her team, to actually delivering it to clients. When she looked into Mindshop, it was a no-brainer.

In this testimonial, Wendy shares how the last seven years with Mindshop has helped her and her team build real advisory capability, practicing internally first, then confidently expanding client conversations beyond the numbers. She talks through winning her first true advisory engagement, growing it into ongoing client relationships and leadership coaching, and the indirect new business she’s generated through delivering Growth Hubs.

As Wendy puts it: it’s not just about the numbers, it’s about helping clients achieve what they want to achieve, and being part of that journey.