Business Consulting for CPAs
Live Webcast Replay

Business Consulting for CPAs


Total Credits: 4 including 4 Management Services - Technical

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

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

Description

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

*Management

*Leadership


Course Materials

Faculty

James T. Lindell Related seminars and products: 10

CPA, CSP, CGMA, MBA, President

Thorsten Consulting Group, Inc.


James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and 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, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of 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 seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

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


Dates

Wed, Sep 05, 2018 - 01:00p to 04:27p CDT
Fri, Sep 28, 2018 - 09:00a to 12:27p CDT
Sat, Oct 06, 2018 - 12:00p to 03:27p CDT
Mon, Oct 15, 2018 - 12:00p to 03:27p CDT
Tue, Nov 06, 2018 - 08:00a to 11:27a CST
Wed, Nov 28, 2018 - 01:00p to 04:27p CST
Thu, Dec 20, 2018 - 09:00a to 12:27p CST
Thu, Dec 27, 2018 - 07:00p to 10:27p CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

*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


Yellow Book

No


Course Developer Thorsten Consulting Group, Inc.

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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2
1

Overall:     4.2

Total Reviews: 81

Comments

Mary E - ,

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

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