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Impactfuladvisor

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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
Finding the Capacity to Deliver Advisory Services 

FINDING THE CAPACITY TO DELIVER ADVISORY SERVICES 

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

Now, more than ever, clients are looking for more value for their money from their professional service providers. For people like you and me, there’s no better time than the present to make a real difference for our clients by providing advisory services. But making the shift is easier said than done. After all, who truly has the time to add even more work to their already busy workweek?

Join us for our upcoming webinar, presented by Geni Whitehouse, CPA, CITP, CSPM, the co-founder of Solve Services and accounting industry keynote speaker and influencer. During our time together, you will learn how to deliver advisory services to your clients. 

Geni will discuss the types of internal changes you can make—starting that very same day—all of which will provide you with the capacity to successfully implement client advisory services.

In addition, she will share tools that will help you: 


  • Identify client opportunities that already exist inside your firm

  • Define steps to begin delivering those services


You’ll leave this session with a complete roadmap of actionable steps for providing more client value AND making an actual difference for your clients, as well as your firm’s future!

Learning Objectives: 


  • Identify the limitations of your firm's current practices

  • Determine new ways to identify client opportunities in your firm

  • Recognize how to make the shift to advisory services

  • List tools that will help you more seamlessly make the transition

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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.


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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.