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Live Webcast Replay

Business Consulting for CPAs


Total Credits: 4 including 4 Management Services - Technical

Average Rating:
   31
Category:
ACPEN Industry Institute |  Industry |  Practice Management
Speaker:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Access for 30 day(s) after program date.

Dates
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
  • 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

Speaker

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

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products

President

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 an eleven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Also, Jim is a member of the Irish rock/folk music group “Deep Pool” and is unwilling to admit that he may have played his last rugby match.


Dates

Sat, Feb 18, 2023 - 09:00am to 12:40pm CST
Tue, Feb 21, 2023 - 01:00pm to 04:40pm CST
Sat, Mar 04, 2023 - 09:00am to 12:40pm CST
Mon, Mar 13, 2023 - 01:00pm to 04:40pm CDT
Wed, Mar 22, 2023 - 09:00am to 12:40pm CDT
Tue, Apr 04, 2023 - 09:00am to 12:40pm CDT
Thu, Apr 13, 2023 - 01:00pm to 04:40pm CDT
Sat, Apr 22, 2023 - 09:00am to 12:40pm CDT
Mon, May 01, 2023 - 01:00pm to 04:40pm CDT
Wed, May 10, 2023 - 09:00am to 12:40pm CDT
Fri, May 19, 2023 - 01:00pm to 04:40pm CDT
Thu, Jun 01, 2023 - 09:00am to 12:40pm CDT
Sat, Jun 10, 2023 - 01:00pm to 04:40pm CDT
Thu, Jun 15, 2023 - 05:00pm to 08:40pm CDT
Fri, Jun 16, 2023 - 09:00am to 12:40pm CDT
Thu, Jun 22, 2023 - 05:00pm to 08:40pm CDT
Fri, Jun 30, 2023 - 09:00am to 12:40pm CDT
Wed, Jul 05, 2023 - 01:00pm to 04:40pm CDT
Fri, Jul 14, 2023 - 09:00am to 12:40pm CDT
Thu, Jul 20, 2023 - 01:00pm to 04:40pm CDT
Thu, Jul 27, 2023 - 05:00pm to 08:40pm CDT
Tue, Aug 01, 2023 - 09:00am to 12:40pm CDT
Wed, Aug 09, 2023 - 01:00pm to 04:40pm CDT
Tue, Aug 22, 2023 - 09:00am to 12:40pm CDT
Sat, Sep 02, 2023 - 01:00pm to 04:40pm CDT
Mon, Sep 11, 2023 - 09:00am to 12:40pm CDT
Tue, Sep 19, 2023 - 09:00am to 12:40pm CDT
Mon, Oct 02, 2023 - 01:00pm to 04:40pm CDT
Sat, Oct 14, 2023 - 09:00am to 12:40pm CDT
Mon, Oct 23, 2023 - 01:00pm to 04:40pm CDT
Wed, Nov 01, 2023 - 09:00am to 12:40pm CDT
Mon, Nov 13, 2023 - 01:00pm to 04:40pm CST
Mon, Nov 20, 2023 - 09:00am to 12:40pm CST
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. 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
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.
Course Registration Requirements Online Registration

Promo Video

Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 31

Comments

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."

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