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.
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
Prerequisites
None
Designed For
All CPAs
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
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
James Lindell, President, Thorsten Consulting Group Inc
James (Jim) T. Lindell is the president of a Wisconsin based provider of strategic and financial consulting and executive coaching. Jim has an extensive background in senior management including positions as CFO and corporate assistant controller. He has worked with a variety of industries including: manufacturing, health care, non-profit, distribution and food processing. Jim has been involved in more than 50 M&A projects. He is a CPA with experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee), a member (and instructor) for the American Institute of CPA’s, the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim a 12-time recipient of the AICPA Outstanding Discussion Leader Award. Jim has received the Certified Speaking Professional (CSP) designation and is one of less than 10 CPAs to hold this credential.
Non-Member Price $179.00
Member Price $149.00