This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Analyze the various ways that data can be misleading.
- Recognize that data interpretation is affected by many factors.
- Identify how these factors can lead to pitfalls in interpretation.
- Overcome data interpretation pitfalls.
Major Topics
The major topics that will be covered in this class include:
- Balance sheet analysis
- Income statement analysis
- Cash flow statement analysis
- Clues in the notes and MD&A
- Industry nuances
