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Tuesday, May 18, 2027 Live Webcast

AI-Enhanced Business Consulting for CPAs: Strategies and Tools (X4-8428868)

9:00 AM - 12:41 PM EDT
webcast

Vendor Platform

3 CPE Credits in MT
1 CPE Credits in SK

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.

DESIGNED FOR

All CPAs

BENEFITS

  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA
(4.8)

Thorsten Consulting Group, Inc.

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PRICING

$149.00 - Member

$179.00 - Nonmember

Register Today


Note: Online pre-registration will close on May 18 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN