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Business Consulting for CPAs

Total Credits: 4 including 4 Management Services - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Practice Management
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Product Setting: Expires 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
  • 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

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

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products


Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

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


Fri, Dec 01, 2023 - 01:00pm to 04:40pm CST
Sat, Dec 09, 2023 - 09:00am to 12:40pm CST
Tue, Dec 12, 2023 - 05:00pm to 08:40pm CST
Mon, Dec 18, 2023 - 01:00pm to 04:40pm CST
Tue, Dec 26, 2023 - 05:00pm to 08:40pm CST
Wed, Dec 27, 2023 - 09:00am to 12:40pm CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
Designed For All CPAs
Yellow Book No
Original Recording Date 02/09/2022
Date Added to Catalog 02/08/2022

Additional Information

Instructional Delivery Method Group Internet Based
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 submitted to the National Registry of CPE Sponsors through its website:
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.
Course Registration Requirements Online Registration

Promo Video



Overall:      4.6

Total Reviews: 58


Sarah C

"One of the best CPE I have attended - very useful and interesting conent."

Julia V

"Very interesting webinar"

Thomas M

"32 years of attending CPE and this was by far the best presented course I've attended. He is very knowledgeable and used great examples to make his point. I never lost interest in his presentation."