1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
adding financial planning to your practice
the definition of intangible assets as per ias 38
coronavirus impact on financial statements – going concern assumption
identifying leases under the new asc 842
ethics and conducts for ohio cpas
ethics and conducts for south carolina cpas
ethics and conducts for missouri cpas
ethics and conducts for michigan cpas
ethics and conducts for california cpas
ethics and conducts for oklahoma cpas
ethics and conducts for north carolina cpas
ethics and conducts for kansas cpas
ethics rules, interpretations and guidance for cpas in alaska
capital budgeting
practical guide to fraud 2020: including cash, inventory & general frauds
We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.
LR
It was a fabulously informative class. Steve helped understand the consulting aspect of the business and how a client advisory board may be of assistance. It was in line with the itinerary and very focused. It was great to know and understand about the opportunity zones possible. Thank you.
BC
It was indeed an informative webinar on how to play smart and the power of focused target market. Steve was excellent with presentation and showing how new bees can learn out of it. It was really a great webinar.
TP
It was an interesting webinar. I learned about new aspects of how client advisory boards help businesses. If this is true, they can be of really valuable help to the accounting professionals. Thank you Steve for a fantastic webinar...!
KW
I think the webinar was full of valuable information and insights. I loved the examples as they were from every walk of life. This is remarkably motivating as well as challenging. I would surely like to attend more webinars from Steve. Thanks.
DM
It was one of the best webinars I have ever attended. Excellent presentation and information nearly packed into a course. I loved your style Steve. You prepared well and delivered. I will surely recommend your webinar for accurate information and details.
