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:
- Apply common ratio analysis to financial statements
- Consider qualitative analysis outside of the basic financial statements
- Understand how nuances within and between industries can affect the analysis
Major Topics
The major topics that will be covered in this course include:
- Ways in which data and information can be misleading
- Common pitfalls when encountering data
- How to re-evaluate the data to avoid those pitfalls
