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“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

Are you interested in building authentic relationships that lead to reliable, predictable, and consistent growth in your business? This business challenge can be completed by any business owner, entrepreneur,  organizational leader, or sales professional who wants to generate a consistent and steady stream of Dream Clients.
Before we start, I need to ask you, “would you be willing to invest 5 hours of your time over 12 days in order to secure a steady stream of Dream Clients?”
The 12-Day Business Challenge is based on the proven fundamentals of Clientology. Every day will start with a short tutorial and then you can dive right into the exercise for the day.
There is no fluff and no extra information to process or absorb. The focus of the 12-Day Business Growth Challenge is to take massive action towards your client growth goals. We have in-depth courses if you are genuinely interested in the minutiae and want to understand further. For now, focus on taking massive action.
Everything you learn in the 12-Day Business Growth and Expansion Challenge can be applied to your business over and over as you see fit.

12-Day Business Growth Challenge (Video) (2 Hrs)

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
A/B
Suggested Courses

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

Are you interested in building authentic relationships that lead to reliable, predictable, and consistent growth in your business? This business challenge can be completed by any business owner, entrepreneur,  organizational leader, or sales professional who wants to generate a consistent and steady stream of Dream Clients.
Before we start, I need to ask you, “would you be willing to invest 5 hours of your time over 12 days in order to secure a steady stream of Dream Clients?”
The 12-Day Business Challenge is based on the proven fundamentals of Clientology. Every day will start with a short tutorial and then you can dive right into the exercise for the day.
There is no fluff and no extra information to process or absorb. The focus of the 12-Day Business Growth Challenge is to take massive action towards your client growth goals. We have in-depth courses if you are genuinely interested in the minutiae and want to understand further. For now, focus on taking massive action.
Everything you learn in the 12-Day Business Growth and Expansion Challenge can be applied to your business over and over as you see fit.

12-Day Business Growth Challenge (Video) (2 Hrs)

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
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Similar Courses

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

Are you interested in building authentic relationships that lead to reliable, predictable, and consistent growth in your business? This business challenge can be completed by any business owner, entrepreneur,  organizational leader, or sales professional who wants to generate a consistent and steady stream of Dream Clients.
Before we start, I need to ask you, “would you be willing to invest 5 hours of your time over 12 days in order to secure a steady stream of Dream Clients?”
The 12-Day Business Challenge is based on the proven fundamentals of Clientology. Every day will start with a short tutorial and then you can dive right into the exercise for the day.
There is no fluff and no extra information to process or absorb. The focus of the 12-Day Business Growth Challenge is to take massive action towards your client growth goals. We have in-depth courses if you are genuinely interested in the minutiae and want to understand further. For now, focus on taking massive action.
Everything you learn in the 12-Day Business Growth and Expansion Challenge can be applied to your business over and over as you see fit.

12-Day Business Growth Challenge (Video) (2 Hrs)

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
Suggested Courses

“Leading with Purpose: The Servant Leader CPA" is a transformative course designed to empower Certified Public Accountants (CPAs) with the principles and practices of servant leadership. Participants will delve into the core philosophy of servant leadership, exploring how to prioritize the needs of their teams, clients, and communities. The course will provide practical insights on fostering a collaborative and inclusive work environment, emphasizing empathy, active listening, and ethical decision-making. CPAs will learn how to cultivate a culture of service, unlocking the potential for enhanced team engagement and client satisfaction. CPAs will also learn how meshes seamlessly with the Agile approach to management.

By looking at case studies, practitioners not only see this method in action, but develop the skills necessary to lead with authenticity, humility, and a commitment to making a positive impact in both their professional practice and the broader community.

Leading with Purpose: The Servant Leader CPA (Video) (2 Hrs)

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Emotional Intelligence for CPAs (4 Hrs)

Are you interested in building authentic relationships that lead to reliable, predictable, and consistent growth in your business? This business challenge can be completed by any business owner, entrepreneur,  organizational leader, or sales professional who wants to generate a consistent and steady stream of Dream Clients.
Before we start, I need to ask you, “would you be willing to invest 5 hours of your time over 12 days in order to secure a steady stream of Dream Clients?”
The 12-Day Business Challenge is based on the proven fundamentals of Clientology. Every day will start with a short tutorial and then you can dive right into the exercise for the day.
There is no fluff and no extra information to process or absorb. The focus of the 12-Day Business Growth Challenge is to take massive action towards your client growth goals. We have in-depth courses if you are genuinely interested in the minutiae and want to understand further. For now, focus on taking massive action.
Everything you learn in the 12-Day Business Growth and Expansion Challenge can be applied to your business over and over as you see fit.

12-Day Business Growth Challenge (Video) (2 Hrs)

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)
A manager’s success depends largely on his or her ability to manage a company’s assets. This mission is complicated by the interdependent nature of a company’s finances. One short-term financial problem, such as a cash flow shortage, can cause a longer-term credit problem, such as denials for bank loans. The successful manager must be able to quickly identify and resolve such short-term problems in order to prevent their long-term deleterious effects. This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business’s finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems. In each case, it also points out potential ripple effects—the ways in which a problem in one sector can disrupt operations in other areas.

 

101 Financial Solutions: Diagnosis and Remedy (11 Hrs)
Course Details

Key Performance Indicators (KPIs) and KPI Dashboards (Course Id 2045)

QAS / Registry
  Add to Cart 
Author : Rob Stephens, Founder of CFO Perspective, Adjunct Instructor Gonzaga University
Course Length : Pages: 24 ||| Word Count: 15,735 ||| Review Questions: 8 ||| Final Exam Questions: 13
CPE Credits : 2.5
IRS Credits : 0
Price : $22.45
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 2045
Description :

In a survey of businesses that used KPIs, 68% of respondents noticed a positive impact on their business development after implementing a KPI Framework. Further, 43% of respondents noted improvement, defined as being able to 'objectively evaluate the level of results achievement. *

A KPI dashboard cuts through the clutter of numbers so a company can monitor the most important measures of its success. Business leaders can quickly see if they need to make changes or celebrate successes. Each KPI helps assess whether the business is achieving its business strategy.

KPIs improve a company’s performance by increasing:

  • Focus
  • Clarity
  • Alignment
  • Speed of Feedback
  • Communication
  • Motivation
  • Performance

This course covers:

  • The benefits and roles of KPIs
  • How to pick a set of metrics
  • Setting targets
  • The components of a KPI dashboard
  • Pros and cons of using spreadsheets, data visualization software, or dashboard software
  • Sample dashboards and metric displays
  • The process of implementing KPIs
  • Tips for managing with KPIs
  • Pros and cons of using KPIs to set compensation

The instructor has developed KPIs and KPI dashboards for small entrepreneurs to a $2 billion company.

* From The State of Performance Improvement and Key Performance Indicator Practice Report by The KPI Institute
Usage Rank : 22941
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Key Performance Indicators (KPIs)
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 24-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 2045
Keywords : Management Services, Key, Performance, Indicators, KPIs, KPI, Dashboards, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, you will be able to:
  • Discover the benefits of KPIs and KPI dashboards
  • Explore software options for building KPI dashboards
  • Discover the characteristics of effective KPIs
  • Explore the steps in implementing KPIs
Course Contents :

Chapter 1 - Key Performance Indicators (KPIs) and KPI Dashboards

Section 1: The Basics and Benefits of KPIs

1.1 Welcome to the Course

1.2 The Basics and Benefits of KPIs

1.3 The Role of KPIs

Section 2. Building Metrics

2.1 Critical Success Factors

2.2 Types of Metrics

2.3 Measuring Metrics

2.4 Picking a Set of Metrics

2.5 Setting Targets

Review Questions #1

2.7 Periodic Targets

2.8 Should You Set Stretch Targets?

Section 3. KPI Dashboards

3.1 Purposes of a dashboard

3.2 Dashboard Components

3.3 Communicating with Symbols

3.4 KPI Dashboard Software and Samples

Section 4. Implementing KPIs

4.1 Picking Metrics

4.2 Set Targets

4.3 Who Should See Dashboards and Metrics?

4.4 Rolling Out the KPI Dashboard

4.5 Ongoing Monitoring and Management

4.6 KPIs and Compensation

Section 5. Key Takeaways

5.1 Key Takeaways

Review Questions #2

Glossary/Index
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