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Live Webcast Replay

Business Consulting for CPAs


Total Credits: 4 including 4 Management Services

Average Rating:
   86
Categories:
ACPEN Industry Institute |  Industry |  Practice Management
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 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

Faculty

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


Dates

Mon, Jul 22, 2024 - 01:00pm to 04:40pm CDT
Wed, Aug 07, 2024 - 03:00pm to 06:40pm CDT
Fri, Aug 16, 2024 - 09:00am to 12:40pm CDT
Wed, Aug 28, 2024 - 11:00am to 02:40pm CDT
Thu, Sep 05, 2024 - 11:00am to 02:40pm CDT
Mon, Sep 16, 2024 - 09:00am to 12:40pm CDT
Wed, Oct 09, 2024 - 09:00am to 12:40pm CDT
Mon, Oct 21, 2024 - 11:00am to 02:40pm CDT
Mon, Nov 04, 2024 - 09:00am to 12:40pm CST
Wed, Nov 20, 2024 - 11:00am to 02:40pm CST
Fri, Dec 06, 2024 - 09:00am to 12:40pm CST
Wed, Dec 11, 2024 - 11:00am to 02:40pm CST
Tue, Dec 17, 2024 - 03:00pm to 06:40pm CST
Fri, Dec 20, 2024 - 09:00am to 12:40pm CST
Wed, Jan 08, 2025 - 09:00am to 12:40pm CST
Tue, Jan 28, 2025 - 11:00am to 02:40pm CST
Mon, Feb 10, 2025 - 09:00am to 12:40pm CST
Thu, Feb 27, 2025 - 11:00am to 02:40pm CST
Sat, Mar 08, 2025 - 09:00am to 12:40pm CST
Tue, Mar 18, 2025 - 11:00am to 02:40pm CDT
Fri, Mar 28, 2025 - 09:00am to 12:40pm CDT
Thu, Apr 10, 2025 - 11:00am to 02:40pm CDT
Mon, Apr 21, 2025 - 09:00am to 12:40pm CDT
Fri, May 02, 2025 - 11:00am to 02:40pm CDT
Mon, May 19, 2025 - 09:00am to 12:40pm CDT
Sat, May 31, 2025 - 11:00am to 02:40pm CDT
Mon, Jun 09, 2025 - 09:00am to 12:40pm CDT
Fri, Jun 20, 2025 - 11:00am to 02:40pm CDT
Sat, Jun 21, 2025 - 09:00am to 12:40pm CDT
Tue, Jun 24, 2025 - 03:00pm to 06:40pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
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

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4
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Overall:      4.6

Total Reviews: 86

Comments

Shyam K

"great"

Anthony G

"Nicely done, thank you and keep up"

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."