Business Consulting for CPAs
Total Credits: 4 including 4 Management Services - Technical
- Average Rating:
- 113
- Categories:
- ACPEN Industry Institute | Industry | Practice Management
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
Does your firm have interest in expanding its’ services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.
Basic Course Information
Learning Objectives- Recognize the option to expand your firms services
- Identify new business opportunities
- Determine what is valuable to the client
- Recognize professional standards appropriate in consulting engagements
- Learn how to be a better informed business expert – not just a CPA
Major Subjects
- What is Business Consulting?
- Identify the types of Management services your firm could offer.
- How to become the trusted advisor – identification of client’s needs?
- Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.
- Know what it takes to create a valuable outcome for the client.
- Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.
- Learn techniques to become a more effective consultant.
- Professional standards application
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Business Consulting for CPAs Handout (3.3 MB) | Available after Purchase | ||
| Business Consulting for CPAs_Q&A (13.1 KB) | Available after Purchase | ||
Faculty
James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products
President
Thorsten Consulting Group, Inc.
Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.
Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.
Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.
Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Dates
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Fri, May 02, 2025 - 09:00am to 12:40pm PDT
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Mon, May 19, 2025 - 07:00am to 10:40am PDT
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Sat, May 31, 2025 - 09:00am to 12:40pm PDT
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Mon, Jun 02, 2025 - 06:00am to 09:40am PDT
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Mon, Jun 09, 2025 - 07:00am to 10:40am PDT
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Thu, Jun 19, 2025 - 11:00am to 02:40pm PDT
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Fri, Jun 20, 2025 - 09:00am to 12:40pm PDT
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Sat, Jun 21, 2025 - 07:00am to 10:40am PDT
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Tue, Jun 24, 2025 - 01:00pm to 04:40pm PDT
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Wed, Jul 02, 2025 - 09:00am to 12:40pm PDT
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Thu, Jul 31, 2025 - 12:00pm to 03:40pm PDT
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Sat, Aug 02, 2025 - 06:00am to 09:40am PDT
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Tue, Sep 02, 2025 - 09:00am to 12:40pm PDT
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Thu, Sep 11, 2025 - 11:00am to 02:40pm PDT
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Thu, Oct 02, 2025 - 09:00am to 12:40pm PDT
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Thu, Oct 23, 2025 - 12:00pm to 03:40pm PDT
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Mon, Nov 03, 2025 - 09:00am to 12:40pm PST
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Tue, Dec 02, 2025 - 06:00am to 09:40am PST
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Thu, Dec 04, 2025 - 12:00pm to 03:40pm PST
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Fri, Jan 02, 2026 - 09:00am to 12:40pm PST
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Thu, Jan 15, 2026 - 11:00am to 02:40pm PST
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Mon, Feb 02, 2026 - 06:00am to 09:40am PST
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Thu, Feb 26, 2026 - 12:00pm to 03:40pm PST
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Mon, Mar 02, 2026 - 09:00am to 12:40pm PST
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Thu, Apr 02, 2026 - 09:00am to 12:40pm PDT
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Thu, Apr 09, 2026 - 11:00am to 02:40pm PDT
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Sat, May 02, 2026 - 06:00am to 09:40am PDT
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Thu, May 21, 2026 - 12:00pm to 03:40pm PDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
Designed For All CPAs
Yellow Book No
Original Recording Date 02/09/2022
Date Added to Catalog 02/08/2022
Additional Information
Instructional Delivery Method Group Internet BasedComplaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration
Promo Video
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