Why your clients don't take your good advice; Understand the gap and how to bridge it. The goal is to position the accounting professional as a business advisor to improve profit and cash flow.
Many small business owners see accounting as a commodity—believing all professionals offer the same value. This course challenges that assumption by helping accounting professionals communicate their true worth. Through twenty years of research, we’ve learned that the gap between what accountants offer and what clients understand is largely due to language. Business owners often don’t act on good advice because they don’t grasp its importance. This course shows how to “speak Greek to clients”—using strategic, simplified communication to help them clearly see the value of your expertise.
By bridging this communication gap, accountants can transform their role from mere service providers to trusted business advisors. You'll learn how to educate clients on the strategic impact of your work—without adding time or cost—and shift from being viewed as an expense to an essential investment. Ultimately, this shift enables you to deliver high-value advisory services and price your work based on the outcomes you help create, not just hours or keystrokes.
Dawn Fotopulos is Distinguished Professor of Business at The King’s College, award-winning author of Accounting for the Numberphobic; A Survival Guide for Small Business, and a successful entrepreneur. She has held senior positions in banking, product marketing, and real estate development. She has been a guest expert on MSNBC’s “Your Business” and is a member of Jim Blasingame’s braintrust on his live radio show "The Small Business Advocate". She is the small business expert contributor to Entrepreneur.com and FedEx Money Matters for Small Business. Ms. Fotopulos is a veteran panel moderator for the New York Times American Express Small Business Summit Conference, a speaker at Scaling New Heights and Intuit’s Connect Conferences. She is a certified facilitator for the Kauffman Foundation’s Fast Track Programs and is beloved for her talks on Accounting for the Numberphobic. You can find a treasure trove of advice on Dawn Fotopulos.com as well as courses for accounting professionals on Hidden Profit Academy.com. Professor Fotopulos holds a Bachelor of Science degree from Cornell University and a Masters Degree in Business Management with distinction from The Stern School, New York University."
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
