Content Provider
Butlerandco

Sponsored by
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Butler buildingbrand

BUILDING YOUR BRAND VERSUS SELLING YOUR SERVICES

QB Connect
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateOctober 26, 2016
Date OfferedOctober 26, 2016
Expiration DateOctober 26, 2017
Series: Bookkeeper
Course Description

Business development is possible and necessary for everyone, especially for CPAs who are “not-naturally-a-rainmaker” types. This session will include ways to develop a personal brand, create and enhance a professional network, build a referral base, create “ask the expert” opportunities in your community, be unique in how you interact with prospective clients and deliver proposals, build collaborative relationships with other professionals, create new business opportunities and capitalize on your advanced technical knowledge to better serve your clients and increase practice profitability.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Ways to build a referral network without cold calling.

  • Establish a personal brand that will help grow a deep client base.

  • Change your way of intaking clients to strengthen new relationships from the start​.

Not logged
Additional Materials
Course Outline
Review Questions
Review Questions
QUESTION 1: 10:00 minutes
QUESTION 2: 30:30 minutes
QUESTION 3: 49:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Butlerandco

Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization and succession planning. Jason speaks at national conferences on a range of topics such as leadership training, private practice management, CPA firm top issues and practice development, as well as facilitating Trusted Business Advisor classes for the AICPA. Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine and a member of the Executive Committee for the Private Company Practice Section of the American Institute of CPAs. Jason has served as President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. Outside of the office, Jason enjoys spending time with his wife, Tina, his son, Levi, and their dogs. His hobbies include travelling, home-brewing beer and watching football as an avid Seattle Seahawks fan.

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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

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QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.