Advisory for Accountants: Why It’s Essential Today 1.5 Credits 1.5 Credits
The Accountant’s Advisory Growth Series - Part 1
Learning mode
The accounting industry is evolving, and firms that solely focus on compliance may struggle to stay ahead. As automation and artificial intelligence reshape traditional accounting roles, the demand for strategic advisory services is rising. But what does "advisory" really mean for accountants? How can you integrate it into your practice without feeling overwhelmed or losing focus on core services? This course will break down these questions and show you a clear path forward.
Join Shane Lukas as he simplifies the advisory landscape, showing how it’s a natural progression from your existing expertise. You’ll explore practical steps to transition from reactive compliance work to proactive, high-value advisory services that clients truly appreciate. Whether you’re in the early stages of your firm’s journey or looking to optimize an established practice, This course will help you navigate the shift with confidence and clarity. This course is the first part of a comprehensive 12-part Advisory Series designed to equip accountants with the knowledge and tools needed to thrive in an advisory role.
Key Topics
Now is the time to rethink your role as an accountant and embrace the potential of advisory services. This session will provide the strategies, tools, and mindset shifts needed to future-proof your firm, elevate client relationships, and create a business that works for you—not the other way around. Join us and take the first step toward transforming your practice.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1.5 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1.5 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Shane Lukas…
Putting Excellence Into (your) Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business.
and
What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity.
Shane’s core beliefs include…
Accountancy is a noble profession that can make a profound difference to its clients and deserves to be well rewarded.
AND
It’s not really success if it comes at the expense of family, friends and health!
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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