Business Consulting for CPAs
Monday, April 21, 2025
9 a.m.-12:40 p.m. Central
4 CPE (4 technical)
Course code: 25WA-0601
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
- Thursday, April 10, 2025 - Webinar
- Friday, May 2, 2025 - Webinar
- Monday, May 19, 2025 - Webinar
- Saturday, May 31, 2025 - Webinar
- Monday, June 9, 2025 - Webinar
- Friday, June 20, 2025 - Webinar
- Saturday, June 21, 2025 - Webinar
- Tuesday, June 24, 2025 - Webinar
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?
Pricing
|
Standard Member Fee |
$129.00
|
 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.
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
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
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
Search CPE catalog
