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Definitive Guide to Launching and Scaling High Value Client Advisory Services

  • Accountant
  • CMA
  • CPA (US)
  • CA - ICAEW
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

Recommended For

  • This CPE webinar is recommended for accountants and bookkeepers who want a simple way to launch and scale high-value client advisory services, transforming their traditional practice into a revenue-generating advisory profit center.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Certified Accountant (ACCA)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for CA - ICAEW
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • 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 through its website:


About Presenter

John Logan

Executive Vice President, Qvinci Software

John Logan is charged with formulating and executing the revenue growth strategies for Qvinci Software, the leading provider of automated financial reporting and business intelligence solutions.  For more than 20 years John has successfully led Sales and Customer Success Teams, mostly concentrated in the SaaS technology space. 

A primary component of John’s role is to consult with the Leadership Teams of accounting firms throughout North America and is known for his expertise in implementing advisory engagement programs that provide value-added insights for a firm’s clients and increased earnings for their accountants.

About Company

Qvinci Software

Qvinci is a cloud-based solution that enhances the capabilities of QuickBooks, Xero, MYOB, and Excel, empowering accountants and bookkeepers to save time and grow their client advisory revenue by providing actionable financial insights everyone understands.

  • Patented technology automates the near real-time collection, consolidation, and account mapping of financial data to a Standard Chart of Accounts. Accomplishes in seconds what normally takes hours.
  • Customizable Business Intelligence with color-coded trending (GREEN = Favorable / RED = Unfavorable) of Key Performance Indicators that generates value-added client advisory engagements.
  • Automated financial reporting with the ‘click’ of a mouse empowers accountants and bookkeepers to dive into the numbers with clients. 
  • Acclaimed Customer Success team that is ready to help every step of the way.


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.
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  • 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 :
  • 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


148 Ratings



Very Good









Steven Blake, CPA (US)

Dec 28th, 2021

This was an excellent course, and I really enjoyed it, and got a lot out of it.


Daniel Araya, CPA (US)

Dec 29th, 2021

Instructor was good and information was helpful


Shelly Cuff, CPA (US)

Dec 30th, 2021

informative webinar


Allyse Lobonc, CPA (US)

Dec 30th, 2021



R E Walck, CPA (US)

Dec 28th, 2021

This was an informative program, but one that doesn't fit my consulting practice. Thus, while good overall, it isn't something that I will implement, since I specialize in assessing the damages arising from specific one-off situations.

Client Advisory Services CPE Webinar


1 Credit

Subject Area

Business Management and Organization

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