Expand your practice with Client Advisory Services

  • Accountant
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The pandemic provided accounting and bookkeeping professionals with an unprecedented opportunity to solidify stronger client relationships. However, many firms have struggled to understand how to convert these critical and supportive conversations into ongoing advisory services. In this session, speaker & thought-leader Geni Whitehouse will share the key steps that firms can take to codify their advisory services offerings and how to upgrade client relationships to deliver ongoing advisory value. 

This online CPE webinar covers following key topics:

  • What does advisory really mean? 
  • How do you start client advisory services?
  • How to avoid offering “Random Acts of Consulting” using a proven protocol. 
  • How to upgrade client relationships to deliver ongoing advisory value. 

Learning Objectives

  • To define what advisory services means to your practice
  • To identify which clients would benefit from advisory offerings
  • To determine how your firm can introduce these services to clients

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Geni Whitehouse, CPA (US), CITP, CSPM

Countess of Communication, Rewind

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, and writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects interesting, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry, and is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, which is available on Amazon.com.

Unique Qualifications:

  • Regular keynote presenter at CPA and Technology conferences around the world.  
  • Author “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.
  • Delivered TEDx talk in 2011, coached TEDxNapaValley speakers for 5 years following her talk. 
  • Trained in Stand-Up Comedy by Jeff Justice (Atlanta, GA). 
  • Former Tax Partner in an Atlanta CPA firm, Deloitte alum.  
  

About Company

Rewind

rewind.com

Since 2015, Rewind has been on a mission to help businesses protect their SaaS and cloud data. Today, over 80,000 customers in more than 100 countries use Rewind’s top-reviewed apps and support to ensure their software-as-a-service applications run uninterrupted. The Rewind platform enables companies to back up, restore, and copy the critical data that drives their business across multiple cloud platforms including QuickBooks Online, Shopify, Bigcommerce, and more. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

42 Ratings

Excellent

24

Very Good

14

Average

2

Poor

1

Terrible

1

DA

Dawnice Anglin

Apr 28th, 2021

I found the entire presentation to be very informative and beneficial.

AL

Anna Lien, CPA (US)

Apr 27th, 2021

great resources provided

JS

Justin Smith, CPA (US)

Apr 28th, 2021

Very informative

RT

Ryan Turcotte, CPA (US)

Apr 27th, 2021

Fantastic!

DL

David Longoria, EA

Apr 29th, 2021

I ENJOYED THE CLASS AND LEARNED MUCH FROM IR.

Expand your practice with Client Advisory Services

FREE

1 Credit

Subject Area

Management Services

Upcoming Webinars

Common Frauds in Governmental Entities
  • 4.6
  • (30)

Aug 22, 2022 | 10:00 AM EDT

The Structure and Organization of the IRS
  • 4.6
  • (1227)

Aug 22, 2022 | 10:00 AM EDT

How to Prepare Financial Statements
  • 4.2
  • (29)

Aug 22, 2022 | 10:00 AM EDT

From Mind-full to Mindful
  • 4.6
  • (236)

Aug 22, 2022 | 10:00 AM EDT

Negotiation Skills
  • 4.1
  • (11)

Aug 22, 2022 | 10:00 AM EDT

Fraud Update - Latest
  • 4.6
  • (165)

Aug 22, 2022 | 11:00 AM EDT

7 Reasons to Not Fear Retirement Planning
  • 4.0
  • (5)

Aug 22, 2022 | 11:30 AM EDT

We use cookies to make your experience on this website better