| How to Engage Clients in Discussions on Business Growth and Profitability – Expanding your Role - December 2, 2020 @ 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. In particular, the program will help accountants begin to build their confidence and understand how to sell business advisory services to their clients, as well as understanding how to deliver those services. |
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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- Recognizing the need for business advisory services in the 21st century.
- Recognizing the challenges facing the accountant are two-fold:
- 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)
- How to position - the client (so that they understand they need help to grow their business).
- How to sell - business advisory services.
- How to deliver - business advisory services (choices the accountant needs to make).
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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: Business Management & Organization
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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