Since 1990 Edi Osborne has coached, mentored, and trained hundreds of business owners, managers, and accounting firms on how to maximize their potential.
Steve Osborne's skills as a technology consultant and his training in HR blended with his years of experience administering a regional accounting firm, gives him a unique perspective on the value CPAs can bring to their clients.
Together they created Mentor Plus in 1996. In Edi’s words “Steve's understanding of the inner workings and culture of an accounting firm melded with my background as a business performance consultant, to create the most comprehensive advisory training program available to the profession.”
Not long after Steve and Edi began their series of workshops, the American Institute of CPAs approached Mentor Plus to launch a strategic alliance making the Mentor Plus Advisory Training more accessible to its membership. The AICPA saw the Mentor Plus program as the missing link for the expanded advisory role practitioners would need to adopt to be successful in the future. Although that vision for the future has not changed, Mentor Plus programs have continually improved to keep up with ever changing business landscape.
In 2020, the program is being led by Geni Whitehouse on behalf of Edi and Steve.
She has been using these tools with wineries and sharing her stories of Level 5 success or almost 20 years.
P.O. Box 389
Carmel Valley, CA 93924
Geni Whitehouse, CPA.CITP,
Countess of Communication
more info ...