Content Provider
Impactfuladvisor

Sponsored by
Lisciologo
Self-Study CPE
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
View Details/Register
WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
View Details/Register
MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
Free cpe webinars
Why Advisory?

WHY ADVISORY?

This webinar is well-suited for any accounting or tax firm owner or manager who would like to add advisory services but is not sure where to start. Taught by Geni Whitehouse with her trademark wit and no-holds-barred style.
Available Date(s)
Monday, May 23, 2022: 9:00AM EDT
Monday, June 06, 2022: 5:00PM EDT
Friday, June 24, 2022: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

You’ve heard the hype. You’ve felt the burnout. Are you ready to finally learn how and why advisory can help you change the way you work?

In this session you’ll learn first how to identify advisory services (hint you’re probably doing them now but not billing for them) and then why they matter to you, your firm, and your clients. You’ll leave this session with more insights on the kinds of services your clients crave and tips for how to deliver them in a systematic way. 
 
Learning Objectives:


  • Define what advisory services are

  • Determine how providing advisory services can positively change the way you work

  • Recognize why your clients need your help now more than ever 

Linkedin Twitter
Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
 

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.