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Small Business Owner
Join us in an exciting live webinar presented by Geni Whitehouse, the “Countess of Communication,” a national/international accounting industry keynote and author! This webinar is part two of our Advisory Services series with Geni (part one was presented in May) and discusses how to successfully shift your firm’s focus from hours (or effort) to results and impact once you’ve decided to offer this valuable service.
In addition, Geni will guide you through every step of the conversation you’ll likely have with a prospective client so you can see how to reset their expectations from the very first meeting.
In addition, you’ll also learn specific strategies for changing your approach with your clients, using Geni’s tools that help elevate the perception of your services in their eyes.
Learning Objectives:
- Identify the perceived barrier to offering advisory services
- Determine how to overcome the objections to billing for the value of your work
- Recognize how to leverage technology in building a foundation for advisory services
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) 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.
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