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
Why Good Accountants do Bad things
Work Well Remotely: Healthy habits at home
The Beginner's Guide to QuickBooks Online
Abandoned Wages: How to Stay in Compliance When Reporting and Remitting
Personal Credit Mastery Course Intro
Casualties, Disasters & Settlements
Comprehensive Guide to Health Savings Accounts (HSAs)
Comprehensive Course on Personal Credit Mastery
Personal Finance Mastery
Introduction to Business Credit
How To Get Elite Credit Status
Salaried Means Exempt, Right? - Deciphering the Myths Surrounding Employee Classification
Forensic Accounting: Fraud Investigation Engagements
Developing and Implementing Employee Policies and Procedures in the Post-#MeToo Era
Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole lifecycle of their service portfolio.
One of the research has shown that firms focusing on delivering high-value advisory services to their clients, can anticipate growth in the region of 10 to 20% annually.
But how does one move their practice from a predominately compliance-based practice to finding time and pricing advisory services?
With all growth initiatives, the path from concept to implementation is never straightforward. It requires a change in mindset where firms are no longer selling minutes in a day, but an outcome and forecasts based on decisions.
It’s important to develop and refine a clear roadmap and business strategy to take to your partners, team, and clients.
If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this CPE webinar is for you.
Before we can look at how to make the move to advisory, we need to first ask two other questions.
‘What is advisory service, and why do we need it?’
In our modern world, with the rise of cloud technology and artificial intelligence, we are seeing compliance work become more and more automated. Compliance work can be done at the touch of a button, so we need to start changing our services away from simply adding up numbers and towards interpreting numbers. We need to move to advisory services.
This CPE course will explore the #1 reasons that accountants fail when trying to build a practice on advisory services and will list the 3 key steps to build a successful, long-term advisory practice.
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.
Founder, The Sales Seed
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
After working with accounting professionals for close to 20 years in both the accounting profession as CPAs and in the sales industry selling to the accounting market, the Sales Seed Founders recognized an incredible need for sales coaching and sales framework for those in professional services that are on the leadership track and need to grow a book of business. We developed programs and classes for firms looking to provide the necessary tools and resources to develop their potential leaders and grow their firm.
We recognize that sales can be intimidating, whether that means selling their own services or those of their firm, but this is necessary to move up in a career path. With the proper training and framework in place, becoming a “sales person” is actually very simple.
Jackie Compton, CPA (US), CGMA
Nov 13th 2021
Really good overview of advisory with great takeaways for pivoting to enhancing advisory offerings.
Something Just Gone Wrong.