Expert Guidance

Learn from industry veterans with years of consultancy experience.

Practical Skills

Acquire hands-on tools and techniques to excel in client advisory services.

Networking Opportunities

Connect with like-minded professionals and expand your professional network.

About the Course

This course introduces CPAs to the core principles, skills, and practices that define effective consulting engagements. As trusted advisors, CPAs are uniquely positioned to offer consulting services that extend beyond traditional compliance work. The course covers consulting roles, client engagement models, communication strategies, and ethical considerations. It equips CPAs with foundational tools to deliver advisory value, manage client expectations, and structure engagements that produce measurable results.

Course Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: The CPA as a Consultant

    1. (Included in full purchase)

      The CPA as a Consultant

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Checks

  3. 3

    Module 2: Structuring the Consulting Engagement

    1. (Included in full purchase)

      Structuring the Consulting Engagement

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Checks

  4. 4

    Module 3: Client Communication and Relationship Management

    1. (Included in full purchase)

      Client Communication and Relationship Management

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Checks

  5. 5

    Module 4: Ethics and Professional Judgment in Consulting

    1. (Included in full purchase)

      Ethics and Professional Judgment in Consulting

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Checks

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

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