Total Credits: 4 including 4 Management Services - Technical
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.
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Business_Consulting_Handout (2.6 MB) | Available after Purchase |
James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, 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. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.
Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.
Jim is a seven-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 still plays “old boys” rugby.
Fri, Jan 22, 2021 - 10:00am to 01:41pm EST
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Thu, Feb 11, 2021 - 11:00am to 02:41pm EST
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Mon, Feb 22, 2021 - 10:00am to 01:41pm EST
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Thu, Mar 04, 2021 - 02:00pm to 05:41pm EST
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Tue, Mar 23, 2021 - 12:00pm to 03:41pm EDT
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Wed, Apr 07, 2021 - 11:00am to 02:41pm EDT
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Thu, Apr 29, 2021 - 10:00am to 01:41pm EDT
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Fri, May 07, 2021 - 12:00pm to 03:41pm EDT
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Tue, May 25, 2021 - 11:00am to 02:41pm EDT
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Wed, Jun 16, 2021 - 12:00pm to 03:41pm EDT
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Tue, Jun 29, 2021 - 01:00pm to 04:41pm EDT
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Mon, Jul 05, 2021 - 04:00pm to 07:41pm EDT
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Wed, Jul 28, 2021 - 01:00pm to 04:41pm EDT
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Fri, Aug 13, 2021 - 10:00am to 01:41pm EDT
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Tue, Aug 17, 2021 - 11:00am to 02:41pm EDT
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Wed, Sep 01, 2021 - 02:00pm to 05:41pm EDT
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Mon, Sep 20, 2021 - 10:00am to 01:41pm EDT
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Mon, Oct 11, 2021 - 11:00am to 02:41pm EDT
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Fri, Oct 22, 2021 - 10:00am to 01:41pm EDT
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Tue, Nov 09, 2021 - 02:00pm to 05:41pm EST
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Mon, Nov 15, 2021 - 12:00pm to 03:41pm EST
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Fri, Dec 03, 2021 - 11:00am to 02:41pm EST
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Tue, Dec 14, 2021 - 12:00pm to 03:41pm EST
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