Course ID: FCAS

Advanced Consulting for CPAs: Enhancing and Expanding Your Client Relationships


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)


LEARNING OBJECTIVES
  • 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

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs or accountants providing public accounting, auditing and various consulting and advisory services

PREREQUISITES
Management experience

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
8.0

LEVEL
Intermediate

This course is currently available for registration

DateHost OrgCPEFormat
11/29/17 Georgia Society of CPAs 8.0 Group Live Register Now

This course is available to be scheduled as:

Group Live
 

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