Beginning Client Advisory Services 1 Credit
Learning mode
Are you ready to revolutionize your accounting firm, make more time for yourself, and adopt the right mindset for success? Join our exclusive CPE webinar to embark on a journey toward transforming your accounting practice into a modern and dynamic firm. In this engaging one-hour webinar, we will delve into the critical realm of advisory services and why they are essential for accountants in today's rapidly evolving financial landscape.
During this engaging webinar by Andrew Berg, we will explore not only the "why" but also the "how" of advisory services. You'll discover the foundational steps that will enable you to incorporate advisory services seamlessly into your practice.
We'll also delve into the critical aspect of adopting the right mindset for advisory success. This is an opportunity to acquire practical strategies and techniques that can be easily integrated into your day-to-day operations.
By the end of the webinar, you'll leave with a tangible deliverable, ready to implement and enhance the value you offer to your clients. This CPE Business Management course is your ticket to more than just accounting; it's your pathway to a more dynamic, client-focused, and modern accounting firm.
Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
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Credit
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Pre-requisites
Advance Preparation
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.
Andrew C. Berg, CPA is currently the managing member of Berg Advisors and Lightyear Business Advisors both originally located in the Philadelphia area, and currently 100% virtual. Andrew has been a CPA in the Philadelphia area for more than 30 years, and a partner of several CPA firms over the last 23 years. Berg Advisors primarily supports small businesses with growing needs, with a specialty in Ecommerce and technology businesses. Berg Advisors provides traditional services such as bookkeeping, accounting, and tax. But what separates Berg Advisors is their advisory based services. Embracing advisory, Berg takes an active role in advising businesses on strategic planning, day-to-day planning, technology, financing/funding, and managing business. Berg Advisors was established in 2011 and currently employs nine people in the US and two overseas, who service over 250 businesses.
Andrew worked two years on the Intuit Accountants Council along with fifteen other accountants from across the US.
Berg Advisors was a runner-up at Intuit’s 2015 Firm of the Future competition and was named a 2023 Top 50 Accounting Services Practice by the Woodard Institute.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
TA
Very interesting - may be better to make this 30 minutes longer and slow down a bit -- but still very goos
DB
Great presentation and use of slides. Concept of buckets very valuable.
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
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