The 6 Key Aspects of Business Advice
November 11, 2021 @ 1-1:50pm ET |
The program will help accountants who are interested in developing and expanding their role into business advisory services and helping their clients to grow and expand profits and value. In particular, the program will help accountants build their confidence by focusing on 6 Key Aspects of Business Advice (representing 80% of everything an advisor will need to know to begin adding value to clients). |
Who Should Attend
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Accountants who are interested in the above program and who are directly responsible for working with business owner clients. |
Learning Objectives
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- Learn what is driving the need for business advisory services in the 21st century.
- Learn the two-fold challenges facing the Accountant:
- Building the confidence of the Accountant.
- Changing the perception of the Client (that the Accountant has no value to add when it comes to business advisory).
- Learn how to "position" the client (so that they understand they need help to grow their business).
- Understand the 6 Key Aspects of Business Advice (at a high level).
- Learn how to help “sell” and “deliver” the above advisory areas to your clients.
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ADDITIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Management Services
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
 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. |
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