Complimentary for Members

January 23, 2025

Live Webcast

NYSED 1

Stop Doing Random Acts of Consulting Tech Session Webinar

This session was developed to teach you how to integrate Business Advisory Services into a small public accounting firm.

January 23, 2025
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Paul
    Roy

    View Bio

    Paul Roy

    Bio
    Paul has been in business since his late teens. A born entrepreneur. He has purchased existing businesses and also built businesses from the ground up. These include an Office Products Company, a Human Resource Company, Computer Forms Company, Partner in a Yachting Facility, COO of an Agricultural Facility with over 12 million in revenues. Vice President of a Call Centre who with Paul’s leadership took a small regional company to be a player on the national stage. Paul has been in the Business Coaching Business for 5 years and is a Co-Founder of CPA Business Coach.

  • Instructor

    Doug
    Hoffman

  • What really is Business Advisory Services? Why is it so important for your clients and for you?
  • Explore the opportunity and the Numbers. -Where do I find the time?
  • How do I start the conversation with my client about Business Advisory Services Questions?

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Define Business Advisory Services and articulate their importance for both clients and practitioners.
  • Analyze the opportunities and key financial metrics that highlight the value of offering these services.
  • Identify strategies for managing time effectively to incorporate Business Advisory Services into your practice.
  • Develop approaches for initiating conversations with clients about their Business Advisory needs.

Major Topics

  • What really is Business Advisory Services? Why is it so important for your clients and for you?
  • Explore the opportunity and the Numbers. -Where do I find the time?
  • How do I start the conversation with my client about Business Advisory Services Questions?

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Partners, Owners, Administrators of Small Certified Public Accounting Firms

Provider

Foundation for Accounting Education

This event has ended.