The Institute has selected partners that it feels offer high quality products, services and training to our Accountants, Bookkeepers and Business Coach members
KEAP CRM Software
KEAP is a CRM software program that is highly powerful and excellent for client management and sophisticated nurturing campaigns.
ATAP Canada
The Association of Tax & Accounting Professionals is a premier accounting body in Canada that recommends their advisors become Business Advisory certified
Microsoft Office 365
Office 365 is a subscription based productivity toolset that includes, word, excel, powerpoint and other apps
Institute Recommended Software
Learn more about the Institute
Our Vision
The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards.The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.
Our Purpose
The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.
Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.