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Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive

Amy Vetter, CPA

The B3 Method Institute

Tuesday, May 26, 2020 | 02:00 PM EDT

  • CPA

1 Credit

$15

Subject Area

Business Management and Organization

Upcoming Webinars

ias 1 financial statement presentation- ifrs

(1)

Jun 23, 2021 | 09:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jun 23, 2021 | 10:00 AM EDT View Details

ethics for tax professionals (latest 2021)

(170)

Jun 23, 2021 | 10:00 AM EDT View Details

practical guide to fraud including cash, inventory & general frauds (latest)

(1)

Jun 23, 2021 | 10:00 AM EDT View Details

how to deal effectively with irs examinations and criminal investigations?

Jun 23, 2021 | 10:00 AM EDT View Details

tips on engaging employees in the midst of crisis

(1)

Jun 23, 2021 | 10:30 AM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jun 23, 2021 | 10:30 AM EDT View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

Jun 23, 2021 | 08:00 AM PDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jun 23, 2021 | 08:00 AM PDT View Details

mastering irs representation

Jun 23, 2021 | 08:00 AM PDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Jun 23, 2021 | 08:00 AM PDT View Details

14 ways to minimize data entry in excel

(153)

Jun 23, 2021 | 12:00 PM EDT View Details

regulatory ethics – data

Jun 23, 2021 | 12:00 PM EDT View Details

controller confidential: 4 ways automation powers accounts payable efficiency

Jun 23, 2021 | 12:00 PM EDT View Details

understanding, detecting and preventing payroll fraud

(1)

Jun 23, 2021 | 12:30 PM EDT View Details

Course Description

As professionals, we strive to improve our company or clients’ businesses with the information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance as well as meeting deadlines. This doesn’t leave the necessary amount of time in our day to advise each stakeholder on how to improve their business results at a holistic level. With technology’s gift of more time, we can learn to create the value that business leaders request by clearly communicating and analyzing the meaning of data in a way that helps the company succeed and thrive. As a result, we can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that we are considered a strategic, highly valued partner whom the business can’t imagine living without when making key strategic decisions.

Learning Objectives

  • Know how to re-tool to create a differentiated experience for your stakeholders, and develop the soft skills needed to build collaborative relationships;
  • Create value by going beyond the numbers by telling the story behind them to help business leaders make informed decisions;
  • Become an integral part of the business's decision-making processes, in a proactive, rather than reactive way; and,
  • Shift your mindset and cultivate the skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the business leaders you work with.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • Cloud Accountants
  • Cloud Firms
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA