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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
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Advanced Consulting for CPAs: Enhancing and Expanding Your Client RelationshipsCOURSE ID: FCAS
DESCRIPTION

All CPAs are consultants, even if we don’t call it “consulting.” CPAs provide a variety of expert accounting, financial and management-related services and must carefully manage interactions with clients. This course, based on Peter Block’s legendary book “Flawless Consulting,” is designed to help CPAs thoughtfully and successfully manage client communications and offer increased opportunities for building lasting and mutually beneficial client relationships.* (4 or 8-hour format available)

DESIGNED FOR: CPAs or accountants providing public accounting, auditing and various consulting and advisory servicesFIELD OF STUDY: CommunicationsLEVEL: IntermediatePREREQUISITES: Management experienceCOURSE PRODUCER: Business Learning InstituteCREDITS: 8.0OBJECTIVES:
  • Understand, enter into and foster client relationships
  • Manage client communications
  • Build lasting and mutually beneficial client relationships
  • Understand and deal with resistance
  • Discuss contracting: Overview, ground rules and agonies
  • Discover the difference between learning and teaching
HIGHLIGHTS:

* A consultant by any other name: Some definitions and distinctions * Techniques are not enough: “Flawless Consulting” and authenticity * The faces of resistance * Diagnosis to discovery: A whole system approach * Feedback: Concepts and skills * Implementation: Deciding doesn’t get it done * Engagement: Innovative engagement * Consulting ethics: The shadow side of consulting * The heart of the matter: Learning over teaching

UPCOMING SCHEDULED COURSES
DATE NAME LOCATION ORGANIZATION PUBLIC/PRIVATE CREDITS
11/29/17GSCPA – Advanced Consulting for CPAs:Georgia Society of CPAs AtlantaGeorgia Society of CPAsPrivate8.0
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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