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Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
A/B
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Course Details

Managing Conflicts in a Practice (Course Id 1917)

QAS / Registry
  Add to Cart 
Author : Colten Christensen, Author
Course Length : Pages: 26 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $17.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1917

Description :

CPAs, by nature, work alongside others in a practice to accomplish the services required by their clients. Just like any other career field, there are times when conflict arises in the workplace that needs to be dealt with in a civil, respectful, and safe manner. 

Managing Conflict in a Practice is a course that will provide an overview of conflict that can occur within a CPAs practice. This course will identify the issues that lead to conflicts between office team members.  This course will also define techniques that can be used to resolve conflicts. Being able to correctly identify conflict before it arises may present an opportunity to diffuse the conflict altogether. This shows the importance of learning the techniques that will lessen conflict and turn these issues into positives for the practice.

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the CPA must carry out. Due to this, the CPA can view each of these tasks as a project. Because the services of CPAs can be viewed as projects, there is a plethora of information that CPAs can learn from the Project Management career field, especially situations dealing with managing conflict.

PMI® (Project Management Institute) is recognized by most project managers as the leading organization for creating project management standards. PMI’s standards are recognized around the world. These standards provide guidelines and rules, which are widely accepted and provide the foundation for the project management profession. PMI publishes standards in many different areas of project management and related to project management.

A Guide to the Project Management Body of Knowledge (PMBOK® Guide) is the most recognized and referenced standard for project managers. This document is published by the PMI® and it describes industry recognized best practices for managing all types of projects. It is also an evolving document, which continues to be updated and refined as more information is known and documented.

Usage Rank : 19412
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1917

Keywords : Management Services, Managing, Conflicts, Practice, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, students will be able to:
  • Identify the areas in the PMBOKPMI Guide that address conflict management.
  • List the common sources of conflict during a project.
  • Recognize the different methods for resolving conflicts.
  • Recognize the five approaches for resolving conflicts defined by the Thomas-Kilman Model.
  • Recognize the six methods defined in the PMBOKPMI Guide that addresses conflict management.
Course Contents :

Chapter 1 - Managing Conflicts in a Practice

Course Learning Objectives

Introduction

Conflicts

Conflict Management

Project Resource Management

Project Resource Management Processes

Manage Project Team

Manage Team Description

Manage Team Tools and Techniques

Project Stakeholder Management

Project Stakeholder Management Processes

Manage Stakeholder Engagement Description

Manage Stakeholder Engagement Tools and Techniques

Manage Communications

Manage Communications Description

Sources of Conflict

Conflict Not Addressed

Negative Aspects of Conflict

Conflict During the Project Life Cycle

Initiating Phase

Planning Phase

Executing Phase

Monitoring and Controlling Phase

Closing Phase

Avoiding Conflict

Thomas-Kilman Model

Competing

Avoiding

Accommodating

Collaborating

Compromising

Resolving Conflicts

Recognized Techniques for Conflict Resolution

Conflict Management Exercise

Glossary

Practice Management CPE Courses: https://www.cpethink.com/practice-management-cpa-courses
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