Business Consulting for CPAs
Saturday, May 31, 2025
11 a.m.-2:40 p.m. Central
4 CPE (4 technical)
Course code: 25WA-1551
View pricing
- Thursday, April 10, 2025 - Webinar
- Monday, April 21, 2025 - Webinar
- Friday, May 2, 2025 - Webinar
- Monday, May 19, 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
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What is Business Consulting?
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Identify the types of Management services your firm could offer.
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How to become the trusted advisor -- identification of client's needs?
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Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.
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Know what it takes to create a valuable outcome for the client.
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Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.
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Learn techniques to become a more effective consultant.
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Professional standards application
Learning objectives
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Recognize the option to expand your firms services
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Identify new business opportunities
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Determine what is valuable to the client
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Recognize professional standards appropriate in consulting engagements
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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
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to receive member fee.
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.
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