AICPA Trusted Business Advisor Workshop: SM
Delivering on Your Trusted Business Advisor Status SM
West Columbia, SC • Friday, May 21, 2010 • South Carolina Association of CPAs ∙ Learn how to build client loyalty while increasing revenue and profits in this one-day workshop ∙ Earn up to 8 CPE Credits ∙ Space is limited — Register by 05/07/10 and SAVE $50! www.cpa2biz.com/TrustedBusinessAdvisor 888.777.7077
The CPA’s business partner.
AICPA Trusted Business Advisor Workshop SM
AICPA/CPA2Biz 220 Leigh Farm Road Durham, NC 27707
PAID
CINNAMINSON, NJ PERMIT 579
www.cpa2biz.com/TrustedBusinessAdvisor 888.777.7077
Space is limited. Register by 05/07/10 & save $50! Develop a personal roadmap for your firm and leave with: • An action plan to becoming a successful business advisor • Useful questionnaire, forms and checklists for immediate use in your practice • A valuable 150-page workbook to help put what you learned into practice Earn 8 CPE credits The AICPA Private Companies Practice Section provides a rich array of valuable information and resources for firms of all sizes in the area of practice management. PCPS is committed to making practicing CPAs and their firms successful.
PRSRT-STD U.S. POSTAGE
Early Bird Discount Register by 05/07/10 & save AICPA Member Nonmember $299 $399
Regular Workshop FEES AICPA Member Nonmember $349 $449 Groups of 2 or more people from the same firm are eligible to receive a 10% discount on the workshop fees. Call 1-646-233-5078 or if registering online, use coupon code RMD during checkout.
Group Discounts
For more information go to www.cpa2biz.com/TrustedBusinessAdvisor
Dear Colleague, Servicing the varied needs of small businesses, CPAs perform numerous roles. Serving in the capacity of expert for accounting and tax-related services is where CPAs have made their mark. And while there are numerous opportunities for this technical expert role, there is also tremendous demand for the CPA to play the role of the trusted advisor to the small business.
Nationally renowned tax expert Sidney Kess attended the Workshop and here is what he had to say:
This AICPA Trusted Business AdvisorSM Workshop was developed by CPA2Biz to bring the tools, techniques and skills for strategic planning to CPAs looking to expand their role from “technical expert” to “premier business advisor.” Typically, course content and training of this nature is available only to CPAs in the largest of firms, delivered in retreat-like settings and at a substantial cost to the firm. Our program, which was developed by nationally known CPA firm consultants, is unique because it packages the highlights of this valuable learning into a full one-day workshop and makes it available at very affordable pricing. Thousands of CPAs have recently discovered the value — and are now sending their partners, colleagues and staff. We hope you take advantage of this unique opportunity to become one of the many CPAs who have benefited from our workshop, and we look forward to seeing you there. Sincerely,
“ Practicing as a CPA in a small to medium size firm has never been as difficult as it is today. Developing a powerful resource network improves your client relationships and increases your firm’s revenues. The AICPA Trusted Business AdvisorSM Workshop is an excellent way for the CPA to focus on how he can more effectively serve his or her clientele.”
Erik Asgeirsson, President & CEO CPA2Biz, Inc.
AICPA Trusted Business AdvisorSM Workshop: Delivering on Your Trusted Business Advisor Status SM
Transform your clients’ problems into real opportunities. Attend the AICPA Trusted Business AdvisorSM Workshop and become part of a growing group of CPAs who are learning practical tools, techniques and skills for strategic client planning. Through solution-driven sessions, you’ll learn how to translate the day-to-day issues clients face into opportunities for consulting with them — by hearing firsthand why some clients switch firms and what they’re looking for from a CPA. After completing this workshop you will be able to: Classify clients and distinguish partners’ roles and responsibilities for each client in order to build profitability and long-term viability for your firm Apply the general contractor model to the delivery of services to your clients: • Assess clients’ business issues and challenges • Draft an action plan • Build a subcontractor network of financial specialists to meet objectives Develop a strategic plan to enhance your practice: • Draft a mission, vision and values statement Who Should Attend • Perform a SWOT (strengths, weaknesses, • Sole practitioners opportunities, threats) analysis to • CPAs and partners in establish measurable goals small- to mid-sized firms • Develop a plan to accomplish those goals • Staff looking to take on more leadership roles
8 CPE
Credits Available
Workshop materials were developed by a leading group of CPA professionals including: Bill Reeb, CPA Bill developed and will appear in a number of video segments in this program. Bill, author of several books, has been an advisor to small- and medium-sized firms and businesses for almost three decades. Bill is well respected in the CPA profession and is an award-winning public speaker. Accounting Today has recognized him as one of the Top 100 Most Influential CPAs and Inside Public Accounting listed him as one of the accounting profession’s most recommended consultants by CPA firms. Bill actively counsels firms throughout the US and Canada.
Troy Waugh, CPA, MBA
Troy, founder of the successful Rainmaker Academy, developed and will appear in the segment on 5 Star Client ServiceTM.
Your on-site facilitator:
Our one-day Workshops are facilitated by experienced CPAs who have successfully implemented the best practices outlined in this unique program. Facilitators have been hand-picked by Bill Reeb and meet his highest standards of professionalism and knowledge.
Space is limited. Register by 05/07/10 and Save $50!
For more information or to register go to www.cpa2biz.com/TrustedBusinessAdvisor