Course ID: ACSI

Advising Clients on Strategy and Innovation

The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management – ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can you continue to differentiate your offering, and ensure your clients’ success?

Learning Objectives

After completing this course, you will be able to:

  • Better advise your clients on overall business strategy and innovation beyond the scope of accounting alone.
  • Better connect with your clients
  • Use your existing knowledge to better diversify your offering

Major Topics

During our presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

Advanced Preparations


Who Should Attend

Accounting Professionals

Fields of Study



Business Learning Institute

CPE Credits


This course is available for your group as:


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