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Business Coaching 101: How to earn $$ Coaching your clients

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS

Published: September, 2021

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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

  • Getting Smart Goals
    6 mins
  • What is Business Coach?
    9 mins
  • Growth Coaching
    23 mins
  • System Coaching
    32 mins
  • Leadership Coaching
    39 mins
  • Your Coaching Structure
    42 mins
  • Create Long Term Coaching Contracts
    46 mins

Course Description

This introductory course to business coaching provides professionals another potentially lucrative way to increase revenues in their firm. As a coach, you help your clients streamline their business operations, grow revenues, develop their teams, and ultimately succeed in business with less stress and greater profits.

This Online CPE Webinar provides tools and resources to successfully coach business owners. The educator is a business coach to several hundred business clients and will provide the basics on how to sell the service, how to make a great income, continue the relationship with the customer, and ultimately help your clients be successful.


This Online CPE Business Management Webinar covers the following Key Topics:

  • How to make this leap in becoming a business coach.
  • Ways to lead as a business coach.
  • How to structure a program to help your clients reach their goals and business needs.
  • The platform you need to effectively be the catalyst in the success of your client's businesses.


This Online webinar will help you differentiate and stand out with business coaching as an additional revenue stream.  

Learning Objectives

  • To identify the processes, the mentality, the purposes of a business coach.
  • To recognize keys to leading your clients and being a catalyst in their success, of holding them accountable and moving them forward.
  • To review the possible program and the resources you need to be an effective coach.

Recommended For

  • This CPE webinar is recommended for all CPAs and other professionals who wanted to learn business coaching.

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Practitioners
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization 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 :
    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

About Presenter

Jake Hanes

Certified Public Accountant (CPA), Action tax Services, LLC

As a public speaker, author, and a successful entrepreneur, Jake Hanes delivers high energy messages that motivate people to take action in life and build highly successful businesses.  As an entrepreneur, Jake has been coaching business owners for more than 20 years in every facet of growing their business.  He has succeeded, as well as failed, in business, and shares the experiences, concepts and tools audiences can use to take a five year leap in business success.  In his Amazon #1 Bestseller book, “The Seven Strategies of Highly Successful Business Owners,” he shares these concepts and many more.

Jake lived the first 40 years of life with epilepsy, having many thousands of seizures, and amid all the inherent challenges, he reached great heights, including summiting the five highest peaks in Washington and building several successful businesses.  Now cured of epilepsy, he continues to succeed by goal setting and achieving every day, and he brings his challenging experiences to life in educating and entertaining audiences of all sizes. 

About Company

Action tax Services, LLC

www.actiontaxteam.com

Action Tax Service, LLC began providing services to local businesses and individuals in the northwest region. With a special interest in the growth and success of small businesses and startup companies, Action Tax have been growing enthusiastically each year, in both income tax preparations, bookkeeping and payroll services, with a special niche in providing businesses with specialized training and support of QuickBooks accounting software.

The owners, Jake Hanes, are long time residents of Washington, with many years working in both public and private accounting. With a Bachelors degree in Accounting from Central Washington University, Jake worked 10 years in private accounting for a couple larger companies, then opened his first accounting and tax practice with his wife in 1999. As a Certified Public Accountant, and a Certified QuickBooks ProAdvisor, Mr. Hanes has helped many hundreds of small business owners succeed in starting and growing their own businesses by providing affordable and timely services. Jake are active in the community, supporting many worthy causes that help the youth and elderly. Following tax season of course, they enjoy spending family time in the outdoors with their family of five children.

Action Tax Service, LLC provides five primary services to individuals and businesses, including income tax preparations, bookkeeping, payroll, LLC and corporation organizations, and specialized QuickBooks. The team of professionals includes seasoned tax preparers, professional bookkeepers, payroll specialists, certified notary publics, certified QuickBooks ProAdvisors and Certified Public Accountants. Our goal is to provide a one-of-a-kind top quality experience for each individual who comes into contact with us. Let us know how we can meet your unique needs.

Action Tax Services LLC is located at 1833 Auburn Way Ste T, Auburn WA We are directly across from the Auburn Top Foods.

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.
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