Clients increasingly ask and expect their accountants to provide advisory services, which are proactive by definition. For many accountants, this is an unfamiliar role, as accounting has traditionally been reactive.
This module explains the difference between reactive and proactive accounting and why the ability to combine both skill sets can set you apart and help boost your career. The module explains the many different roles proactive accounting can take and explains how to define your role clearly when working with a new client. Finally, you will learn how to bring product design, strategy, and project management work into your portfolio of services.
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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