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Self-Study CPE
EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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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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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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THE DNA OF A CAS FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Key Steps for Building an Advisory Practice

KEY STEPS FOR BUILDING AN ADVISORY PRACTICE

This course is designed specifically for firms owners or those actively looking to grow their practice.
Available Date(s)
Friday, July 24, 2020: 12:00PM EDT

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

If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 (and #2 and #3) reasons that accountants fail when trying to build a practice on advisory services and most importantly how to fix the problems.  
 
Learning Objectives:


  • Determine the #1 reason accountants fail building an advisory practice

  • Define the foundation of an advisory practice and how to implement

  • Explore how to find advisory opportunities

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Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

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
Nasba

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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We recognize that sales can be intimidating, whether that means selling services or those of your firm, but this business development is necessary to progress in your career in this industry. With the proper training and framework in place, becoming a “sales person” is actually very simple. That is what the Sales Seed is all about.