Checkpoint Learning

Course Detail

The Accountant as Most Trusted Advisor: Expanding Your Practice Beyond Compliance Work  

CATEGORY: Management
2 CPE Credits
Level: Advanced

The bulk of most accountants’ practices consist of compliance work, whether it be financials, payroll, audits, tax preparation or even bookkeeping. As technology continues to overtake the accounting industry, a lot of bread and butter work has disappeared or become less profitable. Successful and profitable practices are moving from compliance based to consulting based. 

Clients are not utilizing their accountants to their full capabilities because the accountant has not taught their client how to value consulting services. The client is missing out on the wealth of advice and experience that the accountant can provide. This course will show you how to transform your practice from a compliance based one to a highly valued “most trusted advisor.”

Instructor: Rick Oelerich
Instructor assignments are fluid and subject to change.

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Course outline