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Free cpe webinars
The Accounting Services Journey: From Bookkeeping to Accounting Consulting

THE ACCOUNTING SERVICES JOURNEY: FROM BOOKKEEPING TO ACCOUNTING CONSULTING

Available Date(s)
Friday, April 26, 2024: 4:00PM 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

This webinar focuses on clarifying your accounting services role and articulating it effectively for prospective clients. Together, we will walk through the accounting services journey from bookkeeping to accounting to accounting consulting. 

By attending this webinar, you will be able to identify the connection between your accounting role and your current or desired accounting services, and you will be able to use clearer language to explain your services and gain clarity on your current role to focus on building your accounting services journey.

Learning Objectives:


  • Identify how your accounting role relates to your current and/or desired accounting services

  • Recognize clearer language to explain your current accounting services to prospective clients

  • Define your current role and where to focus next to build your accounting services journey

Linkedin

Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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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MasterYourBooks collaborates with its training partners to provide content in QuickBooks, accounting, taxation, productivity, entrepreneurial empowerment, business planning, financial literacy, and bookkeeping best practices for accounting professionals.