AI-Enhanced Business Consulting for CPAs: Strategies and Tools
4.00 Credits
Member Price $149
Non-Member Price $179
Overview
Does your firm have an 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, how to recognize the needs of the client and how the practice can be leveraged using AI.
Highlights
- Business Consulting
- Types of Management Services
- Identification of clientneeds
- Managing Client Expectations
- Creating Value for Clients
- Techniques for Effective Consulting
- Application of AI
- Professional Standards Application
Prerequisites
None
Designed For
All CPAs
Objectives
- 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
- Learn how to apply AI to your consulting services
Preparation
None
Leader(s):
Leader Bios
James Lindell, ACPEN Business Professionals Network
James (Jim) Lindell, CPA, MBA is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA’s Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”. Jim is a 2-time recipient of the AICPA’s Outstanding Discussion Leader award and most recently is a 2012-13 recipient of the AICPA Outstanding Instructor Award.
Non-Member Price $179
Member Price $149