AI-Enhanced Business Consulting for CPAs: Strategies and Tools (4 hours) 1 Tech & 3 [NT]

Overview

Does your firm have an interest in expanding its services beyond traditional CPA services?  Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm’s professional responsibilities, how to recognize the needs of the client and how the practice can be leveraged using AI.

Highlights

• Business Consulting
• Types of Management Services
• Identification of clientneeds
• Managing Client Expectations
• Creating Value for Clients
• Techniques for Effective Consulting
• Application of AI 
• Professional Standards Application

Designed For

All CPAs

Objectives

• Identify new business opportunities
• Determine what is valuable to the client
• Recognize professional standards appropriate in consulting engagements
• Learn how to be a better informed business expert – not just a CPA
• Learn how to apply AI to your consulting services

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!