Advisory Foundations Bundle
Multiple Events Between -
Up to 8.0 Credits
Member Price $225.00
Non-Member Price $325.00
Overview
Develop the core skills that make you a trusted advisor. The Client Advisory Foundations Bundle combines four courses focused on strengthening your ethical decision-making, consulting approach, and financial management expertise. Learn how to confidently onboard new clients, grow your consulting services, and guide individuals and organizations toward long-term financial success. Whether you’re expanding into advisory work or refining your existing practice, these sessions provide the practical insight every CPA needs to deliver exceptional client value.
This bundle contains the following events:
New Client Ethical Challenges: The CPAs Guide WEBCAST
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Your Desk
2.0 Credits
How the CPA can meet the challenges presented by a new client. AICPA Code of Professional Conduct. AICPA Statements on Standards for Tax Services. IRS Circular 230. Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. How do we assure adequate cash availability without having idle cash? Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
How to create and capture value with consulting services.
Non-Member Price $325.00
Member Price $225.00