CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

Advisory

Advisory Bootcamp

Level: Overview

Unlocking the right growth: how to go from free tax advice to monetized proactive advisory

This virtual advisory bootcamp will introduce the advisory methodology you can leverage today to redefine your business model. You will be able to distinguish between value-added advisory services and compliance services — and how you can monetize the value of that difference.

Our guest practitioners have effectively implemented these proven methodologies and are eager to share their success stories with you.

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Key Takeaways

  • Build your firm's advisory business model
  • Define clear scope of client engagements
  • Develop a standardized advisory offering

Enroll Now!

Your registration fee includes a virtual bootcamp session, and each attendee can earn up to 4.5 CPE credits for live attendance.

4.5 Hour Course (4.5 CPE)
  • Web Training - $595.00 per person
Class DateClass TimeEnroll
Wed 10/2311:00 AM - 3:30 PM EASTERN
Tue 11/1211:00 AM - 3:30 PM EASTERN
Wed 11/2011:00 AM - 3:30 PM EASTERN
Thu 12/511:00 AM - 3:30 PM EASTERN
Wed 12/1811:00 AM - 3:30 PM EASTERN

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