AI-Enhanced Business Consulting for CPAs: Strategies and Tools

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.

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

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

Designed For

All CPAs

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.