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The Full Accounting Services Journey: From Bookkeeping to Accounting Consulting

THE FULL ACCOUNTING SERVICES JOURNEY: FROM BOOKKEEPING TO ACCOUNTING CONSULTING

This webinar was previously titled " THE FULL ACCOUNTING SERVICES JOURNEY: FROM BOOKKEEPING TO BUSINESS CONSULTING"
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Getting clear on your accounting role and the accounting services you are providing or planning to provide to your ideal clients is the first step in gaining more confidence in your accounting consulting journey. It's also fundamental in building a trusted client relationship where both the business and accounting professional understand the impact their role and services play in the sustainability and profitability of small business. This webinar will break down this professional journey from bookkeeping to accounting consulting. We will focus on WHAT the journey is so that you can focus on HOW to transition into these higher-valued services. 

Learning Objectives:


  • Identify how the fundamental accounting roles relate to your current and/or desired accounting services 

  • Give examples of clearer language to explain your accounting services 

  • Evaluate your current role and services and provide a path to accounting consulting

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
[email protected]
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

About Our Presenter

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MasterYourBooks collaborates with its training partners to provide content in QuickBooks, accounting, taxation, productivity, entrepreneurial empowerment, business planning, financial literacy, and bookkeeping best practices for accounting professionals.