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7 Powerful Advisory solutions you can easily deliver to clients.

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Why do your clients need your help?

Running a business is hard. Too many business owners find they’ve become a slave to their own business. They work even longer hours, they’re permanently stressed, and their family life and their health (physical and mental) suffer.

Even if you can’t relate to this yourself, many of your clients certainly can. And they need the help that you can bring as their trusted advisor. We’re on the verge of a recession. So, it’s more important than ever to support your clients in strengthening their businesses and helping them to keep going.

In a study of 5,055,129 failed businesses, it has been found that 11% of them failed due to lack of funding and 72% of them failed due to poor sales.

Most business failures are due to poor sales and even among those that haven’t failed, high numbers are struggling for the same reason. It’s the root cause of the problems that many of your clients will be facing. But some simple things can be applied to any business, in any sector that will boost its sales and profitability.

Done the right way, improving sales will improve profits, cash flow, and capital value.

Improved profits mean more investment back into the business, employing more people to free up time and scale up, and investing in software and/or equipment to streamline efficiencies. And, crucially, improved profits mean the business owner can have a less stressful life both inside and outside of the business.

In this online CPE webinar, Shane Lukas will show you 7 strategies that you can share with your clients and apply to your own accounting business too.

These strategies have been proven time and time again to work in any business sector, B2B or B2C. When you share them with your clients, they’ll love you even more. When you use them on your own business, you’ll benefit doubly from better profitability and the additional income you’ll gain from clients as you work with them in this way.

This CPE/CPD webinar is for you whether you’re currently delivering an advisory solution or you haven’t started yet. It gives you tried and tested strategies you can apply right away, to your clients’ businesses and on your own.

Learning Objectives

  • To discuss how and why to transition into delivering advisory solutions.
  • To explain the 7 profit-boosting strategies, you and your clients are missing out on.
  • To analyze the 7 specific tactics that can be applied easily and immediately to any business including your own, that will bring rapid, profitable results.
  • To identify how the wrong way of improving sales can reduce profits.

Recommended For

  • This CPE webinar is recommended for CPA, CFE, CMA, CFIRS, CWS, Accounting firms, and other professionals who want to learn simple and powerful advisory strategies that can be applied easily and immediately to any business that will bring profitable results.
  • This online CPE class will also be helpful to CPA (CA), ACCA, ICAEW, CA-Ireland, CA-Ireland, and CA-Scotland.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CA - ICAEW
  • CA - Ireland
  • CA - Scotland
  • CEO
  • Certified Fraud Examiner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CFO/Controller
  • Chartered Certified Accountant (ACCA)
  • CPA - Ireland
  • CPA - Small Firm
  • CPA in Business
  • Managing Director
  • Managing Director
  • Managing Partner
  • Partner
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit of Business Management and Organization for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)

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

Shane Lukas

, AVN - Inspiring Accountants

Shane Lukas…

  • has worked with accounting business owners for over 25 years.
  • owns and runs AVN Inspiring Accountants, a membership organisation for accountants around the world who are passionate about growing their firms and delivering added value. 
  • is an International Coach, enriching the lives of those accountants, their teams and their clients, by teaching them how to deliver advisory solutions.
  • is an energising and inspiring speaker; his TEDx Talk has had over 100,000 views and climbing.  
  • has authored many international best-selling books for business owners and accountants. These include the two best-selling books for accountants:

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!

About Company

AVN - Inspiring Accountants

www.avn.co.uk

AVN is a membership organisation for accountants in practice who want to grow their profits; enrich their lives by having more time and income to do the things they love; deliver advisory solutions to clients; and make more of a profound difference to them.

AVN has worked with over 4000 accountants over a 25 year period specialising in 1 – 2 partner firms where the owner(s) feel stuck in a rut, working too many hours for not enough income and have a desire to make more of a difference.

AVN takes accountants through a proven, structured process to make the changes they want to see. The accountants are supported by coaching and training delivered by Practice Growth Experts plus a wide range of tools and resources, the combination of which very quickly creates positive results in time, profits and fun.

Together, this turns their accounting business into a scalable, advisory-focused business that attracts the kind of clients they want to work with, earns the level of fees they deserve to charge, and does the kind of work they want and love to do. As a result, the owner(s) have the freedom and reward to pursue their life desires. 

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

4.3

32 Ratings

Excellent

15

Very Good

13

Average

4

Poor

0

Terrible

0

BS

Brian Shade, CPA (US)

Sep 14th, 2022

Good course for cpe credit

BK

Bansari Kinkhabwala, CPA (US)

Sep 26th, 2022

Good learning experience

RL

Robert Lafferty, CPA (US)

Sep 14th, 2022

Good

7 Powerful Advisory solutions you can easily deliver to clients.

FREE

1 Credit

Subject Area

Business Management and Organization

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