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Self-Study CPE
PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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THE DNA OF A CAS FIRM
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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Free cpe webinars
Consulting in Real Life

CONSULTING IN REAL LIFE

Available Date(s)
Friday, December 27, 2019: 2:00PM EST

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

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 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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
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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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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.