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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Advisory Services: How Do I Start?

ADVISORY SERVICES: HOW DO I START?

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
Course Description

Once you have found the capacity to provide advisory services and have educated your clients on the value you can deliver, you are ready to begin accepting new client engagements.

That’s when the real work begins. Now you need to create proposals, plan your workload, manage your team, and deliver results - all while keeping your client on track. This might seem overwhelming, especially when you are offering these new services for the first few times. Join us for an exciting live webinar presented by Geni Whitehouse - the “Countess of Communication”- an international accounting industry keynote speaker and author! 

This webinar is part 3 of our Advisory Services Series with Geni (you can watch parts 1 and 2 on-demand on our website), which will cover ideas for managing your work, creating proposals and building project plans, as well as holding your clients accountable to actions that you create together. You’ll leave this session with concrete action steps you can use as you begin the journey to delivering high-value advisory services.

Learning Objectives: 


  • Determine how to lay the foundation for delivering advisory services

  • Plan and create proposals

  • Recognize the true value of the services you can deliver

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Impactfuladvisor

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.
 

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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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 Sponsor

Coreaccountant
BQE Software makes innovative practice management software for professional services firms. Its products—including BQE Core, BQE BillQuick, BQE ArchiOffice and BQE EngineerOffice centralize and streamline the way firms enter and use information for time tracking, billing, project management and accounting. This gives them the speed, flexibility, and insight necessary to rapidly make informed decisions, increase productivity, and grow profits. The product development of BQE’s solutions is guided by industry experts, including an engineer, an architect, and an accountant who was twice named one of the most influential people in the field by Accounting Today. BQE has won numerous awards from trusted sources including CPA Practice Advisor, K2, the Sleeter Group, and more. With more than 400,000 users worldwide, BQE Software is trusted by leading architects, engineers, accountants, attorneys, IT specialists, and business consultants.