CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How to Launch and Scale High-Value Client Advisory Services In 3 Easy Steps

  • CPA (CA)
  • CMA
  • CPA (US)
  • CA-UK
Client Advisory Services CPE Webinar

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

The accounting profession is undergoing an irreversible disruption. DIY software and cheaper outsourcing are shrinking the client prospect pool more so every year while driving compliance billable rates lower and lower.

Fortunately, Qvinci Software saw this detrimental trend coming and paved a simple way for accountants, accounting firms, and bookkeepers to stay safely ahead of the curve. Introducing Qvinci’s Turnkey Advisor Program – a simple 3-step process for launching and providing high-value client advisory services.

  • Step 1: “Review the Metrics with Qvinci’s Advisory Portal – Deliver color-coded financial insights that clearly highlight areas negatively impacting client profitability and motivate you to reach out to your clients and prospects to create advisory opportunities.
  • Step 2: “Generate the Reports with Qvinci’s automated KPI Scorecard and Financial Reporting – Provide easy-to-read business intelligence and financial reports to clients and prospects that are proven to motivate them to call their accountant, bookkeeper, or advisor for corrective advice.
  • Step 3: “Spread the Word” with Qvinci’s Marketing Kit – Learn how to deploy the free, comprehensive Marketing Kit which includes easy-to-follow instructions and email templates that accountants and bookkeepers can upload to educate their staff and market their advisory services to existing clients and prospects.

This in-demand CPE course is an accelerated deep dive into forward-thinking strategies and current best practices for providing highly profitable client advisory services at minimal cost or effort. According to Journal of Accountancy, “As technology performs more compliance-related tasks and CPAs shift their focus to advisory services and value-added strategic input, the prospects for profit and growth appear to be as bright as at any point in the profession’s history.” (Ken Tysiac & Jeff Drew). Significantly increasing your earnings without working longer or harder is simpler than it seems.

This online CPE webinar for CPAs and bookkeepers will cover the 3-step process of launching and scaling high-value client advisory services.

Learning Objectives

  • Learn why accountants, accounting firms, and bookkeepers must take immediate steps to deploy strategies and technologies to launch and/or scale client advisory services within their practice.
  • Learn how financial insights and business intelligence that color-codes Key Performance Indicators (GREEN = Favorable / RED = Unfavorable) and automated financial reporting saves tons of time — so simple that anyone can understand — and are proven to generate substantial, highly profitable client advisory engagements.
  • Learn how to effectively market your advisory services and become your clients’ trusted advisor by utilizing a comprehensive marketing strategy (provided by Qvinci) including expertly crafted email templates, business intelligence, and financial reports to boost high-value advisory revenue.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Management Consultant
  • Young CPA







a little bit too salesy, also the presentation format looks very wordy and outdated..