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CPE Webcast Oct. 14: Advisory in Action: How to Help Your Professional Service Clients Grow Their Practice

In this session, you will learn secrets to delivering value added advisory services for your professional service clients. We will share tools and technology that you can use in working with these unique clients.You’ll start by helping them evaluate ...

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This event was originally held on October 14, 2021 and is now available for on demand viewing.
This archived version no longer qualifies for CPE, but please click below to register and view the event     
Sponsor: BQE
Duration: 1 Hour

Register Today!

In this session,  you will learn secrets to delivering value added advisory services for your professional service clients. We will share tools and technology that you can use in working with these unique clients.You’ll start by helping them evaluate their current practice, set goals, and document critical processes.  You’ll have everything you need to help them understand their process gaps and identify solutions that support them in achieving their desired results.

Program level: Basic (no prerequisites required).
Field of Study: Management Services 

Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by:


Geni Whitehouse, CPA
Founder
The Impactful Advisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


Gail Perry
Editor-in-Chief
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:


CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110