Business Consulting for CPAs
Live Webcast Replay

Business Consulting for CPAs

Total Credits: 4 including 4 Management Services

Average Rating:
  4.2   (1 comments)
ACPEN Industry Institute |  Industry
Faculty :
James T. Lindell
Course Level:
4 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a   insignia begin after 5pm or air on the weekend.


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.

Basic Course Information

Learning Objectives

*Identify the types of services your firm could offer

*Determine your clients 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 to business consulting engagements

Major Subjects



Course Materials


James T. Lindell Related seminars and products: 6


James (Jim) T. Lindell is the President of Thorsten Consulting Group, Inc. a 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, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including manufacturing, health care, nonprofit, distribution and food processing. He has been involved in more than 50 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 for of the American Institute of CPA's and the Wisconsin Institute of CPA's as well as a member of the National Speakers Association. .

Jim’s new book – “Moving from Controller to Business Partner,” will be published by the AICPA in May of 2014.  In addition, he is the author of “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA's Controllership:  25 Critical Lessons from the Trenches.” Jim authored and moderated the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”.  He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

Jim is a three-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group “Deep Pool”, coach of the boys’ high school rugby club and still plays “old boys” rugby.


Mon, Jul 10, 2017 - 09:00a to 12:27p CDT
Fri, Jul 28, 2017 - 01:00p to 04:27p CDT
Fri, Aug 04, 2017 - 10:00a to 01:27p CDT
Fri, Aug 18, 2017 - 09:00a to 12:27p CDT
Tue, Sep 05, 2017 - 11:00a to 02:27p CDT
Wed, Sep 20, 2017 - 12:00p to 03:27p CDT
Mon, Oct 02, 2017 - 12:00p to 03:27p CDT
Thu, Oct 26, 2017 - 08:00a to 11:27a CDT
Sat, Nov 04, 2017 - 10:00a to 01:27p CDT
Fri, Nov 17, 2017 - 11:00a to 02:27p CST
Thu, Dec 07, 2017 - 01:00p to 04:27p CST
Thu, Dec 21, 2017 - 09:00a to 12:27p CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Yellow Book


Course Developer Thorsten Consulting Group, Inc.

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:
Instructional Delivery Method Group Internet Based
Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:     4.2

Total Reviews: 49


Mary E - ,

"Very interesting material. Speaker was brilliant and included many interesting facts and resources."

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