Business advisory services is one of the fastest growing, most needed (especially at this time) and potentially the most profitable service businesses in the world. A small shift in mindset is all that is necessary for CPAs to be a catalytic agent of change. This webinar will open your mind to the opportunities you may be leaving on the table.

Presenter, Ric Payne, is President and CEO of Principa. He has presented practice profitability growth solutions to thousands of accountants and advisors around the world and has been named in the top 100 most influential people in the accounting profession.

View the course syllabus.

Who Should Attend

• Owners and team members of public accounting firms with client facing roles

What You Learn

• How to identify hidden value-creating opportunities in your existing client base
• How compliance services create the perfect opportunity to open a robust dialog about business performance enhancement
• How to review a P&L Statement with your clients in a way that will totally change how they look at their business and the value you bring to the table
• How to deal with ‘fear of not knowing all the answers' while you win the respect of your clients
• How to use an annual financial performance review to explore opportunities for providing consulting services

Benefits of Attending

• You'll discover how to identify which of your clients are not profitable to service and what you can do about it
• You'll be able to differentiate your business simply by the way you converse with your clients
• You'll take the relationship you have with selected clients to a new level
• You'll take away a tool that will help you anchor a consulting services sale presentation

Program Level: Intermediate

Prerequisite: Understanding financial statements and experience communicating with business clients

Advanced Preparation: None

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.