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SHARPENING YOUR CONSULTING SKILLS

QB Connect 2018
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Subject Area Management Services
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 07, 2018
Date OfferedNov 08, 2018
Course Description

Everyone is talking about the need for accountants to become consultants—but how? In this session, you'll observe a live demonstration of how consulting works with a client. You'll learn valuable consulting tools, and see their positive impact when properly applied. You'll leave this session with new consulting skills, as well as tips for leveraging your existing knowledge.

Tools you can use with clients
New perspective on your own skills
A new mindset for success as a consultant

Learning Objectives

  • Identify consulting techniques that may help better serve your clients

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:15:00 minutes
QUESTION 2: 0:32:00 minutes
QUESTION 3: 0:48:00 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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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, and writing, speaking, and tweeting at EvenANerd.com. 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 Amazon.com.

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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 Presenter

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QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

Sign up at https://quickbooksconnect.com