Course Description

Advising and Consulting to the Small Business

Consulting

(7 credits) $95.95

The external CPA firm many times is asked or assumes the role of outside business advisor to its small business clients. This course focuses on making the CPA more effective as an advisor or consultant to small business clients and how to develop such services into a billable profit center for the firm.

By completing this course, participants will acquire an increased understanding of:

$ Effective methods for analyzing client needs
$ How to recognize billable small business consulting services
$ Providing consulting services to the small business client
$ Performing the role of external business advisor/consultant
$ On-going relationships with your small business clients

• Operational Review: Maximum Results at Efficient Costs (text and workbook)
• Benchmarking Strategies: A Tool For Profit Improvement
• Managing Cash Flow: An Operational Focus (Peter Heyler co-author)
• Improving the Economy, Efficiency, and Effectiveness of Not-for-Profits (Conducting Operational Reviews)

If you are interested in more information as to any of these books you can visit Reider Associates web site at: www.reiderassociates.com

If you wish to contact Rob Reider or Peter Heyler you can do so via email at:
    Rob: hrreider@reiderassociates.com
    Pete: pheyler@montanaheylers.com

Major Subjects:

	Overview: what is business advising and consulting for small business clients?
	How to identify the need for additional services
	Analyzing the small business client's situation
	Identifying the client's needs and scope of services
	Performing the role of external business advisor and/or consultant
	Developing an internal small business consulting practice
	Conducting the small business advising/consulting practice
	Developing on-going relationships with your small business clients
	Case situations: small business advising and consulting