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BLOG PACKAGE or PROFESSIONAL MEMBERSHIP BLOG CONTENT GHOST WRITTEN BY US. CALL 888-406-0088 |
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June 9, 2016 and October 26, 2016: 1 - 2:40pm ET
Becoming a Trusted Advisor is Easy |
 The number one reason small businesses change accountants is because their accountant was not offering enough proactive advising services for their business. Attend this webinar and acquire the knowledge and skills to transform yourself into a Strategic Advisor. Confidently offer proactive advising services that will differentiate your practice and help you and your clients grow faster. Learn how to offer the services most desired by small businesses: budgeting, forecasting, cash flow management, KPI tracking, financial management dashboard, and strategic planning servicesPresenter, Sabrina Parsons, has served as CEO of Palo Alto Software since 2007. She and her husband, Noah, founded a UK software distribution company in 2001 that was acquired by Palo Alto Software in 2002. Sabrina is a successful Internet expert, having served as Director of Online Marketing at Commtouch, Senior Producer at Epinions, and founder of her own Web consulting company, Lighting Out. |
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Who Should Attend
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Learning Objectives
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| CPAs and CFOs
Accountants and bookkeepers Financial coaches and consultants |
Define the Lean Business Plan
Steps to build a pitch and a Lean Business Plan Recognize the impact strategic budgeting and forecasting Learn how to use LivePlan Learn how to move from “Accountant” to Strategic Business Advisor |
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids. CPE Credit: 2 Field of Study: Business Management and Organization Prerequisite: None Program Level: Basic Advanced Preparation:None Cancel at any time for a full refund. |
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Cost and Registration
(Click your membership level to register) |
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All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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CPA Leadership Institute, Inc. is registered with the National Association of the 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 the 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: www.nasba.org. |