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Webinar

Business Consulting for CPAs

Thursday, April 10, 2025
11 a.m.-2:40 p.m. Central
4 CPE (4 technical)

Course code: 25WA-0261
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Does your firm have interest in expanding its' services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm's professional responsibilities and most importantly how to recognize the needs of the client.

Major subjects

  • What is Business Consulting?
  • Identify the types of Management services your firm could offer.
  • How to become the trusted advisor -- identification of client's needs?
  • Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.
  • Know what it takes to create a valuable outcome for the client.
  • Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.
  • Learn techniques to become a more effective consultant.
  • Professional standards application

Learning objectives

  • Recognize the option to expand your firms services
  • Identify new business opportunities
  • Determine what is valuable to the client
  • Recognize professional standards appropriate in consulting engagements
  • Learn how to be a better informed business expert -- not just a CPA

Who should take this program?

  • All CPAs

Pricing

Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00
Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor James Lindell, CPA, CSP, CGMA, MBA
Location Online
Area
of study
Consulting services
Field(s)
of study
Management Services - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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