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Best Practices for Accounting Firms to be True Business Advisor

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • How to start a business advisory?
    4 mins
  • The major mistake committed by accountants
    8 mins
  • Steps to follow once a business advisory is commenced
    10 mins
  • Key requisite for an accountant to be a good business advisor
    17 mins
  • Change and the accounting community
    19 mins
  • Conclusion
    22 mins

Course Description

In this podcast, Chris Rivera, Director Client Relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Matt Solomon, CEO, Center for Enlightened Business

They discuss on following subjects:

  • How to start a business advisory?
  • The major mistake committed by accountants
  • Steps to follow once a business advisory is commenced
  • Key requisite for an accountant to be a good business advisor
  • Embracing the change and the accounting community

This podcast focuses on the practices that accounting firms should follow to be true business advisors.

Learning Objectives

  • To explore the ways to start a business advisory
  • To recall the mistakes the accountants, commit while targeting advisory
  • To elaborate on how to move forward once a business advisory is started
  • To discuss the mindset of the accounting community towards embracing change 
  • To describe the key insights for embracing change in the accounting community

Recommended For

  • This Podcast is recommended for CPA, CFE, CMA, ACCA, CA-ICAEW, CA-Ireland, CA-Scotland, CPA-Ireland, accountants, and bookkeepers who desire to get better insights for moving towards an advisory role and want to increase revenue with reduced hours.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 0.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 0.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 0.5 CPE Credit for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for CA - ICAEW
  • 0.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • 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

Expert Speaker

Matt Solomon

Advisor, Center for Enlightened Business

Matt Solomon, is the CEO of The Center for Enlightened Business. His company provides a system and support for the small- to medium-sized accounting firm to price, sell, and deliver high profit work. They’ve helped over 10,000 accountants grow revenue, increase profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line.

 

He is a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for QuickBooks and Intuit, and trainer for fortune 500 companies.

About Company

Center for Enlightened Business

www.enlightened.business

Dedicated to empowering accounting firm owners to grow their practice exponentially and bring in highly profitable monthly engagements of $3000 to $15,000 per client per month.

For more than a decade, we’ve served and coached over 10,000 accountants by providing extensive knowledge and guidance to attract, price, sell, and deliver value to highly profitable monthly retainer clients. 

The Center for Enlightened Business is the culmination and evolution of our years of experience, coaching, and service to those we care about most - the small- to medium-sized accounting firm owners.

We’re all focused on changing one life at a time. Everyone here cares about the success of our members like they care about their own success. It’s a beautiful thing. We invite you to join us and begin today to grow your accounting business and improve the qualify of your life.

Host

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing, combined with his competitive nature make him a strong leader. Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations in practice, workflow management, team building, recruitment & retention, etc. On these grounds, he can now easily provide well analyzed opinions and solutions that can be immensely helpful to the professionals. 
Chris has also represented Entigrity at a number of major accounting conferences and networking events, speaking to audiences, explaining the traits of offshore hiring and remote working. He is a frequent presenter of webinars on platforms like myCPE. Besides everything, Chris also hosts his very own series of live podcasts “Entigrity Live with Chris Rivera” where he interviews thoughts leaders from accounting domain and highlights their insights on the latest trends in accounting industry. 

Chris Specializes in: 
  • Remote Working & Offshore Staffing
  • Practice Management & Development
  • Adapting Cloud Accounting 
  • Effective Content Development & Marketing
Chris’ past expert presentations include:

  • Building approach to Accounting firms’ growth
  • Building >60% net margin client accounting services business
  • Advisory practice for accounting firms
  • New approach to ‘Work Less-Make More’ for CPA firms

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

Faq

FAQs content

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