Business Consulting for CPAs

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Description

Business Consulting for CPAs

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Does your firm have interest in expanding its’ services beyond traditional CPA services?  Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.

Basic Course Information

Learning Objectives

  • Expand your firms services
  • Find new business opportunities
  • Learn responsibilities

Major Subjects

  • Management Services

James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area.  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.

Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.

Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.

 

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Business Consulting for CPAs

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