Catalyst For Growth: Offering Differentiated Advisory Services

“Build an advisory practice” is a common refrain and great advice, but no one provides instructions on the “how” or the “what”. Learn the basics of becoming a “CEO Whisperer” by changing your conversation with business owners from “rules based” to “value based”. Truly differentiated advisory services produce measurable and impactful business outcomes that are valued by owners. Every accountant and bookkeeper that works with small businesses should understand these fundamental frameworks and have this level of business acumen.

Learning objectives:

Understand the three fundamental questions that all businesses must answer.

Obtain an understanding of top-tier advisory frameworks that get to the heart of a key challenge most every business faces – profitability.

Improve business acumen and gain insights into how to think and act differently than the competition.

Cost - FREE

CPE Credits Available - 1

Subject Area/Field of Study: Practice Management

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who should attend: Bookkeepers, CPAs, EAs, Accountants, Small Business Advisors, Tax Professionals