AI-Enhanced Business Consulting for CPAs: Strategies and Tools

Course Details

Date

Saturday, March 27, 2027

9:00am – 12:41pm

Course Number

A8426452

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

None

Description

Does your firm have an 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, how to recognize the needs of the client and how the practice can be leveraged using AI.

Highlights

    	
  • Business Consulting
  • 	
  • Types of Management Services
  • 	
  • Identification of clientneeds
  • 	
  • Managing Client Expectations
  • 	
  • Creating Value for Clients
  • 	
  • Techniques for Effective Consulting
  • 	
  • Application of AI 
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  • Professional Standards Application

Objectives

    	
  • Identify new business opportunities
  • 	
  • Determine what is valuable to the client
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  • Recognize professional standards appropriate in consulting engagements
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  • Learn how to be a better informed business expert – not just a CPA
  • 	
  • Learn how to apply AI to your consulting services

Designed For

All CPAs

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$149.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$179.00
Your Price $179.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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