Personalized Learning

Empower CPAs to expand their role beyond compliance

Expert Guidance

Reinforce ethical considerations in consultative roles

Practical Application

Support firm growth through strategic advisory offerings

About the Course

This course helps CPAs expand beyond traditional tax preparation into high-value advisory services. It explores how CPAs can build stronger relationships, identify opportunities to offer strategic insight, and position themselves as trusted advisors. Participants will learn how to shift from transactional work to long-term client guidance while maintaining professional standards and ethical boundaries.

Course Curriculum

6 Chapters · 10 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Syllabus

  2. 2

    Module 1: From Preparer to Partner – Understanding the Shift

    1. (Included in full purchase)

      From Preparer to Partner

    2. (Included in full purchase)

      Module 1 Reinforcement and Knowledge Check

  3. 3

    Module 2: The Trusted Advisor Mindset

    1. (Included in full purchase)

      The Trusted Advisor Mindset

    2. (Included in full purchase)

      Module 2 Reinforcement and Knowledge Check

  4. 4

    Module 3: Delivering Advisory Value

    1. (Included in full purchase)

      Delivering Advisory Value

    2. (Included in full purchase)

      Module 3 Reinforcement and Knowledge Check

  5. 5

    Module 4: Integrating Advisory Services into Your Practice

    1. (Included in full purchase)

      Integrating Advisory Services into Your Practice

    2. (Included in full purchase)

      Module 4 Reinforcement and Knowledge Check

  6. 6

    Final Exam

    1. (Included in full purchase)

      Final Exam

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