Planning empowers businesses to reach their goals. Advisors guide clients through forecasting and budgeting processes to help them align with their business goals. In this session, learn ways to connect a client’s vision to budgeting, forecasting, and developing strategic and tactical plans. Providing accurate, timely, and insightful information is the value accounting services offer. Many practitioners focus on accuracy, many prioritize timeliness, but not enough provide insight. Learn skills for being an advisor and gain ideas for adding advisory services to your bookkeeping offering.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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