Course ID: CA-CWC

Color Accounting: Communicating with Clients – So that’s what they’re not getting!

This is a very different approach to understanding and using the language of accounting so that you can immediately apply it with your clients, increase their accounting literacy, get them talking, and calling you for input before they make those big decisions.


Learning Objectives

  • Explain fundamental accounting concepts in simple terms to your clients
  • Use the Color Accounting BaSIS Frameworkmodel as a communication and marketing tool
  • Communicate more clearly on accounting matters with paraprofessionals in the office

Major Topics

  • We use the materials from our accounting literacy workshop to demonstrate the key areas of confusion for your clients, and what you can do differently to help them “get it.”
  • Learning context and the balance sheet
  • Deducing the income statement
  • Mechanics of accounting
  • Application of concepts

Who Should Attend

CPAs who need to communicate clearly with non-accountants with the intention of better business outcomes and closer relationships


Fields of Study

Communications and Marketing

Prerequisites

None; This course is also intended for CPAs


Provider

Business Learning Institute

CPE Credits

4.0

Level

Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org
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