Becoming a Cherished Advisor®: The Skills Needed to Help Companies Succeed and Thrive

May 25, 2021 | 12:00 p.m. Eastern Time | Presented by Amy Vetter and David Leary | 1.0 CPE Credit

As accounting professionals, we strive to improve our company or clients’ businesses with the financial information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance as well as meeting deadlines. This doesn’t leave the necessary amount of time in our day to advise each stakeholder on how to improve their financial results at a holistic level. With technology’s gift of more time, we can learn to create the value that business leaders request by clearly communicating and analyzing the meaning of financial data in a way that helps the company succeed and thrive. As a result, we can earn a seat at the table when decisions are being made, rather than finding out after the fact. Becoming a Cherished Advisor means that we are considered a strategic, highly valued partner whom the business can’t imagine living without when making key strategic decisions.

Learning Objectives:

• Identify how to re-tool to create a differentiated experience for your clients and stakeholders;
• Describe how to develop the soft skills needed to build collaborative relationships;
• Identify how to create value by going beyond the
• numbers by telling the story behind them to help your clients and business leaders make informed decisions;
• Define how to become an integral part of your clients' or company's decision-making processes, in a proactive, rather than reactive way; and,
• Demonstrate the mindset shift and skills needed to become better connected to your clients and company leaders to become a “Cherished Advisor" they can't imagine living without when making key business decisions.

Subject Area: Accounting

Course level: Basic

Instruction method: Internet webinar

Prerequisites: None

Advanced preparation: None

Who should attend: Accountants, Bookkeepers, CPAs (small/medium/large firms), Enrolled Agents, Other

Series: No

Webinar length: 1.0 hours

CPE Credits: 1.0

Cost: Free

Refund Policy: Non-refundable

To receive CPE credit, you must be registered for the class, logged in to the class for the entirety of the training, and engage with the polling questions.

Contact Information: Insightful Accountant 105 Idlegate Court Johns Creek, GA 30022 gdehart@insightfulaccountant.com or (770)545-3159

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