This course provides a pathway for participants to grow professionally from associate to advisor.
Course ID: BYAM
Building your Advisory Mindset
Learning Objectives
Upon completion of this course participants will be able to:
- Identify the internal and external trends and influences driving the growing demand for Client Advisory Services (CAS)
- Recall and be comfortable providing an overview of CAS, including differentiation from traditional write up and bookkeeping solutions
- Gain knowledge regarding Micro-Advisory at the Transaction level
- Identify non-financial and financial metrics, including differentiation between the two types of metrics
- Recognize the importance and challenges of developing intuitive financial reporting and integrating all of this into ensuring we are effective communicating with our clients within the CAS environment
Major Topics
Topics discussed in this course include:
- Hard and soft trends centered around Client Advisory Services and fractional CFO services
- Specific case studies and examples where associates encounter opportunities to assist their clients and cross sell advisory and other services provided by CPA firms
- Considerations for identification of scope, service based deliverables and identifying services that are outside the scope of services
- Guidance and insights regarding effective communication
Advanced Preparations
None
Who Should Attend
This course is designed for associates interested in growing professionally and better understanding the connections between the work they do and the other services offered by the firm.
Fields of Study
Management ServicesPrerequisites
Associate experience preferred