Business Consulting for CPAs
Total Credits: 4 including 4 Management Services - Technical
- Average Rating:
- 111
- Categories:
- ACPEN Industry Institute | Industry | Practice Management
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: 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, Mar 28, 2025 - 09:00am to 12:40pm CDT
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Thu, Apr 10, 2025 - 11:00am to 02:40pm CDT
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Mon, Apr 21, 2025 - 09:00am to 12:40pm CDT
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Fri, May 02, 2025 - 11:00am to 02:40pm CDT
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Mon, May 19, 2025 - 09:00am to 12:40pm CDT
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Sat, May 31, 2025 - 11:00am to 02:40pm CDT
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Mon, Jun 02, 2025 - 08:00am to 11:40am CDT
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Mon, Jun 09, 2025 - 09:00am to 12:40pm CDT
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Thu, Jun 19, 2025 - 01:00pm to 04:40pm CDT
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Fri, Jun 20, 2025 - 11:00am to 02:40pm CDT
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Sat, Jun 21, 2025 - 09:00am to 12:40pm CDT
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Tue, Jun 24, 2025 - 03:00pm to 06:40pm CDT
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Wed, Jul 02, 2025 - 11:00am to 02:40pm CDT
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Thu, Jul 31, 2025 - 02:00pm to 05:40pm CDT
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Sat, Aug 02, 2025 - 08:00am to 11:40am CDT
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Tue, Sep 02, 2025 - 11:00am to 02:40pm CDT
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Thu, Sep 11, 2025 - 01:00pm to 04:40pm CDT
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Thu, Oct 02, 2025 - 11:00am to 02:40pm CDT
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Thu, Oct 23, 2025 - 02:00pm to 05:40pm CDT
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Mon, Nov 03, 2025 - 11:00am to 02:40pm CST
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Tue, Dec 02, 2025 - 08:00am to 11:40am CST
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Thu, Dec 04, 2025 - 02:00pm to 05:40pm CST
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Fri, Jan 02, 2026 - 11:00am to 02:40pm CST
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Thu, Jan 15, 2026 - 01:00pm to 04:40pm CST
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Mon, Feb 02, 2026 - 08:00am to 11:40am CST
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Thu, Feb 26, 2026 - 02:00pm to 05:40pm CST
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Mon, Mar 02, 2026 - 11:00am to 02:40pm CST
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Thu, Apr 02, 2026 - 11:00am to 02:40pm CDT
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Thu, Apr 09, 2026 - 01:00pm to 04:40pm CDT
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Sat, May 02, 2026 - 08:00am to 11:40am CDT
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Thu, May 21, 2026 - 02:00pm to 05:40pm CDT
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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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