Planning empowers businesses to reach their goals. Advisors guide clients through forecasting and budgeting processes to help them align with their business goals. In this session learn ways to connect the client’s vision to their budgeting and forecasting and develop strategic and tactical plans. Providing accurate, timely and insightful information is the value accounting services offer. Many practitioners are focused on the accurate, many prioritize timely, but not enough are providing the insight. Participate to learn skills for being an advisor, and ideas on how to add advisory services to your bookkeeping offering.
Learning Objectives:
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.
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