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Live Webcast Replay

Business Consulting for CPAs

Total Credits: 4 including 4 Management Services - Technical

Average Rating:
   132
Categories:
ACPEN Industry Institute |  Industry |  Practice Management
Speaker:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Never Expires.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

Does your firm have 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 and most importantly how to recognize the needs of the client.

Basic Course Information

Learning Objectives
  • Recognize the option to expand your firms services
  • 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

Major Subjects
  • What is Business Consulting?
  • Identify the types of Management services your firm could offer.
  • How to become the trusted advisor – identification of client’s needs?
  • Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.
  • Know what it takes to create a valuable outcome for the client.
  • Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.
  • Learn techniques to become a more effective consultant.
  • Professional standards application

Handouts

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) Available after Purchase
Business Consulting for CPAs Handout (3.3 MB) Available after Purchase
Business Consulting for CPAs_Q&A (13.1 KB) Available after Purchase

Speaker

James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products

President

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Dates

Mon, Jun 09, 2025 - 10:00 AM to 1:40 PM EDT
Thu, Jun 19, 2025 - 2:00 PM to 5:40 PM EDT
Fri, Jun 20, 2025 - 12:00 PM to 3:40 PM EDT
Sat, Jun 21, 2025 - 10:00 AM to 1:40 PM EDT
Tue, Jun 24, 2025 - 4:00 PM to 7:40 PM EDT
Wed, Jul 02, 2025 - 12:00 PM to 3:40 PM EDT
Thu, Jul 31, 2025 - 3:00 PM to 6:40 PM EDT
Sat, Aug 02, 2025 - 9:00 AM to 12:40 PM EDT
Tue, Sep 02, 2025 - 12:00 PM to 3:40 PM EDT
Thu, Sep 11, 2025 - 2:00 PM to 5:40 PM EDT
Thu, Oct 02, 2025 - 12:00 PM to 3:40 PM EDT
Thu, Oct 23, 2025 - 3:00 PM to 6:40 PM EDT
Mon, Nov 03, 2025 - 12:00 PM to 3:40 PM EST
Tue, Dec 02, 2025 - 9:00 AM to 12:40 PM EST
Thu, Dec 04, 2025 - 3:00 PM to 6:40 PM EST
Fri, Jan 02, 2026 - 12:00 PM to 3:40 PM EST
Thu, Jan 15, 2026 - 2:00 PM to 5:40 PM EST
Mon, Feb 02, 2026 - 9:00 AM to 12:40 PM EST
Thu, Feb 26, 2026 - 3:00 PM to 6:40 PM EST
Mon, Mar 02, 2026 - 12:00 PM to 3:40 PM EST
Thu, Apr 02, 2026 - 12:00 PM to 3:40 PM EDT
Thu, Apr 09, 2026 - 2:00 PM to 5:40 PM EDT
Sat, May 02, 2026 - 9:00 AM to 12:40 PM EDT
Thu, May 21, 2026 - 3:00 PM to 6:40 PM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
Designed For All CPAs
Yellow Book No
Original Recording Date 02/09/2022
Date Added to Catalog 02/08/2022

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Promo Video

Reviews

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1

Overall:      4.7

Total Reviews: 132

Comments

Shyam K

"great"

Anthony G

"Nicely done, thank you and keep up"

Sarah C

"One of the best CPE I have attended - very useful and interesting conent."

Julia V

"Very interesting webinar"

Thomas M

"32 years of attending CPE and this was by far the best presented course I've attended. He is very knowledgeable and used great examples to make his point. I never lost interest in his presentation."
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