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Live Webcast Replay

Business Consulting for CPAs


Total Credits: 4 including 4 Management Services - Technical

Average Rating:
   67
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

Thu, Mar 28, 2024 - 04:00pm to 07:40pm MDT
Tue, Apr 09, 2024 - 02:00pm to 05:40pm MDT
Mon, Apr 29, 2024 - 08:00am to 11:40am MDT
Thu, May 02, 2024 - 10:00am to 01:40pm MDT
Tue, May 14, 2024 - 12:00pm to 03:40pm MDT
Sat, May 25, 2024 - 02:00pm to 05:40pm MDT
Thu, Jun 06, 2024 - 04:00pm to 07:40pm MDT
Tue, Jun 18, 2024 - 10:00am to 01:40pm MDT
Fri, Jun 28, 2024 - 12:00pm to 03:40pm MDT
Thu, Jul 11, 2024 - 04:00pm to 07:40pm MDT
Mon, Jul 22, 2024 - 12:00pm to 03:40pm MDT
Wed, Aug 07, 2024 - 02:00pm to 05:40pm MDT
Fri, Aug 16, 2024 - 08:00am to 11:40am MDT
Wed, Aug 28, 2024 - 10:00am to 01:40pm MDT
Thu, Sep 05, 2024 - 10:00am to 01:40pm MDT
Mon, Sep 16, 2024 - 08:00am to 11:40am MDT
Wed, Oct 09, 2024 - 08:00am to 11:40am MDT
Mon, Oct 21, 2024 - 10:00am to 01:40pm MDT
Mon, Nov 04, 2024 - 08:00am to 11:40am MST
Wed, Nov 20, 2024 - 10:00am to 01:40pm MST
Fri, Dec 06, 2024 - 08:00am to 11:40am MST
Wed, Dec 11, 2024 - 10:00am to 01:40pm MST
Tue, Dec 17, 2024 - 02:00pm to 05:40pm MST
Fri, Dec 20, 2024 - 08:00am to 11:40am MST
Wed, Jan 08, 2025 - 08:00am to 11:40am MST
Tue, Jan 28, 2025 - 10:00am to 01:40pm MST
Mon, Feb 10, 2025 - 08:00am to 11:40am MST
Thu, Feb 27, 2025 - 10:00am to 01:40pm MST
Sat, Mar 08, 2025 - 08:00am to 11:40am MST
Tue, Mar 18, 2025 - 10:00am to 01:40pm MDT
Fri, Mar 28, 2025 - 08:00am to 11:40am MDT
Thu, Apr 10, 2025 - 10:00am to 01:40pm MDT
Mon, Apr 21, 2025 - 08:00am to 11:40am MDT
Fri, May 02, 2025 - 10:00am to 01:40pm MDT
Mon, May 19, 2025 - 08:00am to 11:40am MDT
Sat, May 31, 2025 - 10:00am to 01:40pm MDT
Mon, Jun 09, 2025 - 08:00am to 11:40am MDT
Fri, Jun 20, 2025 - 10:00am to 01:40pm MDT
Sat, Jun 21, 2025 - 08:00am to 11:40am MDT
Tue, Jun 24, 2025 - 02:00pm to 05:40pm MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
Designed For All CPAs
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

5
4
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1

Overall:      4.7

Total Reviews: 67

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."