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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Servicing Clients When It Matters Most (And It May Not Be When You Think!)

SERVICING CLIENTS WHEN IT MATTERS MOST (AND IT MAY NOT BE WHEN YOU THINK!)

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who should attend? Bookkeeper
CPA - small firm
Other
Course Description

We all know what tax season is about and the role it plays in your firm’s operations. But is it when your service matters the most? Historically we have placed a large proportion of our attention on tax season – where the deadline lives. But is that where we can make the most impact for the clients? Or is it that tax season is simply the part of the year that bears the most risk to the firm?

While firms are busy in tax season, the following months are even more crucial as it relates to helping your clients achieve their goals and clear the hurdles in their way.

Join us as we explore with an advisory firm to look at how they approach servicing their clients when it truly matters most.

Learning Objectives:


  • Identify ways to serve clients outside of tax season

  • Recognize how to convey value for advisory services

  • List ways to help structure your firm to offer the best path to help clients achieve goals

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Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.

Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
 

Glenn Harper

Harper & Co.
Tax and Consulting

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Glenn Harper started his Tax and Consulting career in December of 1989, while enrolled at The Ohio State University. Upon graduating from OSU in 1991, he continued his pursuit of bringing the intangibles to the accounting and consulting industry. After attaining his CPA in 1994, he continued to evolve and change the way he wanted CPAs to be perceived/used for their clients. The fundamental premise for his motivation is simply to help people. Being able to bring the insight needed to address client’s questions, issues, and problems; the ability to bring clarity, different perspectives, and to support clients is what makes Glenn and his team stand out among other CPA’s.

Additional Materials
How women can confidently and successfully build an advisory practice White Paper
The Big Shift White Paper
Learn more about Practice Forward
Advisory Services Resources
Frequently Asked Questions
  • 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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NASBA Approved

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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About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.