Gain an understanding on advisory services that your firm could be offering.
Many CPAs and accountants miss out on providing existing, as well as potential new, client's advisory services. Often times these clients will go to other professionals for these services. In addition, these CPAs and accountants may already be providing a form of these services but not realizing the full fee potential. This topic provides those already providing some level of tax and/or financial services with potential lucrative additional services they can provide. Learn how to identify those services, price them appropriately, and market them to maximize the value of your knowledge and expertise. Stop leaving dollars on the table!
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Add Advisory Services
Assessing Adding Advisory Services
- Understanding Existing Client Needs
- Identifying Potential Advisory Services
- Industry Specialization
Implementing Advisory Services
- Developing Expertise and Staff
- Pricing
- Marketing
Management of an Advisory Services Practice
- Auxiliary Service or Separate Department
- Software
- Human Capital - Compensation/Cost
- Time and Billing
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 29, 2020.
Call 1-866-352-9540 for further credit information.
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
John T. Alfonsi, CPA/ABV/CFF, CFE, CVA, MST
Cendrowski Corporate Advisors
- Managing director of Cendrowski Corporate Advisors
- Practice focuses on taxation of high-net-worth individuals and investment entities, including partnerships and S corporations
- Adjunct professor at Walsh College, where he teaches courses in their Masters of Science in Taxation program (partnership taxation and tax accounting)
- Recognized valuation and economic damages expert in federal and various state circuit courts
- Frequent speaker for the Michigan Association of Certified Public Accountants on topics covering taxation, business valuation, and forensic accounting
- Member of the AICPA, MICPA, ACFE, and NACVA
- M.S. degree in taxation, Walsh College; B.A. degree in business administration, University of Michigan-Dearborn
- Can be contacted at [email protected] or 866-717-1607
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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