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The Accounting Services Journey: From Bookkeeping to Accounting Consulting

THE ACCOUNTING SERVICES JOURNEY: FROM BOOKKEEPING TO ACCOUNTING CONSULTING

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar focuses on clarifying your accounting services role and articulating it effectively for prospective clients. Together, we will walk through the accounting services journey from bookkeeping to accounting to accounting consulting. 

By attending this webinar, you will be able to identify the connection between your accounting role and your current or desired accounting services, and you will be able to use clearer language to explain your services and gain clarity on your current role to focus on building your accounting services journey.

Learning Objectives:


  • Identify how your accounting role relates to your current and/or desired accounting services

  • Recognize clearer language to explain your current accounting services to prospective clients

  • Define your current role and where to focus next to build your accounting services journey

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

About Our Presenter

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MasterYourBooks collaborates with its training partners to provide content in QuickBooks, accounting, taxation, productivity, entrepreneurial empowerment, business planning, financial literacy, and bookkeeping best practices for accounting professionals.