The Masten Solutions Trusted Advisory Training Programs offer a tiered approach to enhance advisory skills, suitable for both novices and seasoned professionals.

It combines basic principles with advanced techniques, emphasizing practical tools, mindset shifts, and continuous learning through quarterly updates.

With structured courses at various price points, including discounts for further progression, the program aims to equip participants with the knowledge to elevate their business and client services.

Future plans include accredited options and additional learning resources to support ongoing professional development.

Trusted Advisor Training Programs

Pick the perfect plan that fits your exact needs.

Basic Plan


Exactly what you need to become a trusted advisor, no frills no fluff.

Advanced Plan

Get everything in the basic plan with some extra cushion.

Deep Dive


The most intensive plan, that will soon be accredited for CEU’s

TAAP Pricing

Our pricing model is designed to support all bookkeeping and accounting businesses in starting to offer advisory services ensuring if you are just beginning or want to expand the level of advisory services


Additional Educational Content SUMMER 2024

  • E-books
  • 1-hour videos
  • Mini-courses
  • 30-minute videos priced from Free to $9.95-$19.95

CPE Accredited Deep Dive Plan SUMMER 2024

This version will count towards your CPE requirements and keep you up to speed on best practices.