Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.
Learning Objectives
Identify new business opportunities Determine what is valuable to the client Recognize professional standards appropriate in consulting engagements Learn how to be a better informed business expert – not just a CPA Learn how to apply AI to your consulting services
Major Topics
Business Consulting Types of Management Services Identification of clientneeds Managing Client Expectations Creating Value for Clients Techniques for Effective Consulting Application of AI Professional Standards Application
