FMN PLUS- 2024/January, Seg 3 - The Strategic Accountant: from Transactional to Advisory Services
More and more accounting firms have created, or are interested in creating, a more diversified selection of services, looking beyond the tax season to offer a variety of advisory services such as forecasting, budgeting, and strategy for their clients. Anna Halaburda, founder of Be Ready Exits, has 35 years of accounting, tax, audit, and consulting experience in the public and private sectors. In this segment, Anna discusses the importance of communication and collaboration skills in transitioning from a traditional CPA role to a business advisory role.
Learning Objectives:
- Recognize the professional and financial opportunity for the traditional accountant to evolve into advisory services
- Recognize the value of soft skills for career progression and encouraging long-term client relationships
- Identify the role of communication and collaboration in advisory engagements to enhance client satisfaction & retention
- Distinguish the importance of aligning with clients' goals and engaging all stakeholders
Prerequisites/Advanced Preparation:
None
Details
Course Code
:
FMN1544-FM
Release Date
:
01/10/2024
|
Expire Date
:
08/13/2025
|
Credits
:
|
Length
:
1hr 40min
|
Course Level
:
Update
|
Course Type
:
QAS Self-Study
|
Passing Grade
:
70%
|
Format Type
:
eLearning
Mobile Compatible
|
Field Of Study
:
Business Management and Organization
|
|
Theme
:
Management and Supervision
|