Business Consulting for CPAs WEBCAST
Overview
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, the firm’s professional responsibilities and most importantly, how to recognize the needs of the client.
Highlights
What is business consulting? Identify the types of management services your firm could offer. How to become a trusted advisor. 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 and disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application.
Prerequisites
None.
Designed For
All CPAs.
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
James Lindell, Thorsten Consulting Group Inc
James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. . Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”. James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers. James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.
Non-Member Price $159.00
Member Price $129.00