AICPA business solutions

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1 AICPA business solutions The AICPA Business Solutions Workshop: Delivering on Your Trusted Advisor Status The AICPA Business Solutions program from CPA2Biz brings large-firm resources to all firms

2 You don t need to have all the answers. You just need to help your clients put a plan together. Attend this AICPA Business Solutions Workshop, where you ll learn practical tools, techniques and skills for strategic client planning, so you can return to the office with a concrete action plan to enhance your practice. Through solution-driven sessions, you ll learn how to translate the issues clients face into opportunities for consulting with them by hearing first-hand why some clients switch firms and what they re looking for from a CPA. You ll gain expert insight into how to determine optimum billing rates, cull low-margin clients and what technology is most important to invest in. And with hands-on training, you ll learn how to start a strategic dialogue by proactively managing your client relationships. If you don t have these strategic discussions with your clients, someone else will. One day of training really can impact the future of your firm register today. Who Should Attend Sole practitioners CPAs and partners in small- to mid-sized firms Staff looking to take on more leadership roles Why Attend Transform your clients problems into opportunities: Conduct more successful client planning meetings Collaborate with clients more insightfully Keep clients from switching CPA firms Plus much more... Great takeaways. This is one of the best of these types of workshops I have ever been to. The manual is full of great materials that I can actually use. Allyson Baumeister, CPA, Sanford, Baumeister & Frazier, PLLC, Fort Worth, TX Workshops coming to a city near you: Boston (Norwood), Massachusetts Thursday, May 10, 2007 Four Points by Sheraton Norwood Denver, Colorado Monday, June 11, 2007 Colorado Society of Bloomington, Minnesota Thursday, June 14, 2007 Minnesota Society of St. Louis, Missouri Monday, June 18, 2007 Missouri Society of Houston, Texas Tuesday, June 19, 2007 Texas Society of CPE Foundation, Inc. The CPA s business partner.

3 From the CEO of CPA2Biz, Inc. Dear Colleague, Servicing the varied needs of small businesses, CPAs perform numerous roles. Serving in the capacity of expert for accounting and tax-related services is where the CPA has made its mark. And while there are numerous opportunities for this technical expert role, there is also tremendous demand for the CPA to play the role of the trusted advisor to the small business. As we begin to roll out the Trusted Advisor Workshop nationally, we wanted to share with you our goals for the program. This AICPA Business Solutions Workshop was developed by CPA2Biz to bring the tools, techniques and skills for strategic planning to CPAs looking to expand their role from technical expert to premier business advisor. Typically course content and training of this nature is available only to CPAs in the largest of firms, delivered in retreat-like settings and at a substantial cost to the firm. Our program, which was developed by nationally known CPA firm consultants is unique because it packages the highlights of this valuable learning into a full one-day workshop and makes it available at very affordable pricing. We hope you take advantage of this unique opportunity, and we look forward to seeing you there. Sincerely, Erik Asgeirsson President & CEO CPA2Biz, Inc. This Workshop really hits home! The Workshop is a must for a Partner or someone who wants to be a Partner in a CPA firm. It forces you to stop and look at the easily overlooked aspects of your practice, your employees and your clients! Jim Bourke, CPA, Withum, Smith & Brown, Red Bank, NJ and President, NJ State Society of CPAs

4 8 CPE Credits available The AICPA Business Solutions Workshop: Delivering on Your Trusted Advisor Status 8:30 am From the Client s Perspective Interview with three clients about why they switched CPA firms Understanding small business needs 9:00 am Run a More Profitable Practice Key trends in the CPA marketplace Investing in technology and training Investing in marketing Determining appropriate billing rates and minimum fees Culling low-profit or marginal clients 10:45 am Break 11:00 am Building Client Loyalty with 5 Star Client Service Proactive relationship management Meeting and exceeding client expectations Developing value-added services 12:00 pm Lunch (provided) 1:00 pm Developing the Skills Necessary for Being Your Clients Most Trusted Advisor Some benefits you should expect from being a trusted advisor It s not about selling, it s about understanding clients needs You don t need all the answers you just need to help the client put a plan together You are the general contractor and will find the necessary resources 3:15 pm Break 3:30 pm How to Conduct a Successful Client Planning Meeting Meeting management and tips Review client resources and map them to the requirements Turn clients requirements into opportunities for expanded service offerings or referrals 4:00 pm General Contractor Concept Subcontracting to specialists e.g., retirement planning or banking Building a strong professional referral network 4:30 pm Recap, Action Planning and Toolkit Putting what you learned into practice Building your roadmap to becoming a more successful trusted advisor 5:00 pm Workshop Adjourns

5 Contributors and Facilitators Workshop materials were developed by a leading group of CPA professionals. Contributing individuals include: Bill Reeb, CPA Bill developed and will appear in a number of segments in this program and made contributions throughout the workshop. Bill, author of several books, has been an advisor to small- and medium-sized firms and business for almost three decades. Bill is well respected in the CPA profession and is an award-winning public speaker. Accounting Today has recognized him as one of the Top 100 Most Influential CPAs and Inside Public Accounting listed him as one of the accounting profession s most recommended consultants by CPA firms. Bill actively counsels firms throughout the US and Canada. The program was very helpful. The book and materials will be an invaluable tool for practice. Margaret A. Caster, CPA, CFE, MSA, Margaret A. Caster, CPA, LLC, Providence, RI Troy Waugh, CPA, MBA Troy, founder of the successful Rainmaker Academy, developed and will appear in the segment on 5 Star Client Service. On-site facilitators include: The Workshop will be facilitated by CPAs who have successfully implemented the best practices outlined in this program. Dominic A. Cingoranelli, CPA, CMC, Wilson Downing Group, LLC Joe Fehrmann, Joe Fehrmann Consulting/Rainmaker Academy Instructor John F. Hudson, CPA, Hudson Consulting Group, LLC Nick Magone, CPA, CFP, Couto, DeFranco & Magone, P.A. William Pirolli, CPA, DiSanto Priest & Co., CPAs Eric Rigby, CPA/PFS, The Rigby Group The AICPA Private Companies Practice Section provides a rich array of valuable information and resources for firms of all sizes in the area of practice management. PCPS is committed to making practicing CPAs and their firms successful. Excellent practical application to improve our practice. Bruce Meyer, CPA/PFS, Blanchfield, Meyer, Kober & Rizzo LLP, Hauppauge, NY Get a glimpse inside the Workshop. Go to for more information regarding the Workshop watch videoclips from the previous sessions!

6 AICPAbusiness solutions AICPA/CPA2Biz 220 Leigh Farm Road Durham, NC Registration information 1 ONLINE*: 2 PHONE*: *Credit card registration only (AICPA VISA Credit Card, American Express, Diners Club., Discover, MasterCard or VISA ) CPE CREDIT Up to 8. This workshop was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs effective on January 1, The recommended CPE Credits are in accordance with these standards; however, your individual state board is the final authority on the acceptance of programs for CPE credit. WORKSHOP FEE Registration fees are determined by current membership status in the AICPA. Please indicate member number to obtain the correct discount. Fee includes all sessions, conference materials, refreshment breaks and luncheon. Please note: There is no smoking during the sessions. Suggested attire: Business casual. CANCELLATION POLICY Full refunds will be issued if written cancellation requests are received one month prior to the event date. Refunds, less a $100 administrative fee, will be issued on written requests received two weeks prior to the event date. Due to financial obligations incurred by CPA2Biz, no refunds will be issued on cancellation requests after two weeks prior to the event date. For further information, call AICPA Service Center at WORKSHOP FEES AICPA Member Nonmember $299 $349 7CPA2-023 The AICPA Business Solutions Workshop: Delivering on Your Trusted Advisor Status FIRST-CLASS PRESORTED U.S. POSTAGE PAID AICPA/CPA2BIZ Workshops coming to a location near you. Due to high demand, we ve added more locations and dates. Be sure to register early. Workshops fill up quickly and sessions are kept small for a more interactive and hands-on learning environment. Massachusetts Thursday, May 10, 2007 Four Points by Sheraton Norwood 1125 Boston-Providence Turnpike Boston (Norwood), MA Program Code: CPAMA507 Colorado Monday, June 11, 2007 Colorado Society of 7979 East Tufts Avenue Suite 1000 Denver, CO Program Code: CPACO607 Minnesota Thursday, June 14, 2007 Minnesota Society of 1650 West 82nd Street Suite 600 Bloomington, MN Program Code: CPAMN607 Missouri Monday, June 18, 2007 Missouri Society of 540 Maryville Centre Drive Suite 200 St. Louis, MO Program Code: CPAMO607 Texas Tuesday, June 19, 2007 Texas Society of CPE Foundation, Inc. Houston Chapter Training Facility 1700 West Loop South Suite 750 Houston, TX Program Code: CPATX607 Watch live videoclips of the previous Workshop. Go to to get a glimpse of what our workshop offers! Customer No. Promotion Code

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