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Handout Materials
Presentation Slides
Free cpe webinars
Consulting in Real Life


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You’ve heard the hype; are you ready to deliver advisory services to your clients?  In this session you’ll learn how to take what you know and apply in it new ways that both serve your clients better and raise the value of your services.  Winery consultant Geni Whitehouse will share tools and examples from her own experiences both working with small businesses in Atlanta and now Napa Valley wineries.  You will leave this session with tools and techniques you can apply to every client engagement.
Learning Objectives:

  • Learn what it takes to be a consultant

  • Discover how to overcome your fears

  • Learn how to start delivering real value and insights

  • Receive tools that you can put to work immediately

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, and writing, speaking, and tweeting at Her mission in life is to make boring subjects interesting and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country and 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. 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 and is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on

About Our Sponsor

Sage logo bright green cmyk
Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.