Checkpoint Learning

Course Detail

Defining Your Advisory Services  

CATEGORY: Management
  Nano Learning
0.2 CPE Credits
Level: Overview

The power of advisory services is undeniable. The rise of DIY tax software is fueling the commoditization of tax preparation and placing increased pressure on firms to differentiate. At the same time, client demands and expectations are evolving, and the regulatory and legislative landscape continues to grow increasingly complex. It's a perfect storm that is bringing about significant changes for the profession and, with that, challenges. It's also presenting a wealth of opportunities for those accounting professionals who leverage innovative technology and resources and set their sights on offering higher-margin, high-value advisory services that extend beyond compliance. This course will help you define advisory services for your firm and offer suggestions for assembling advisory packages for your clients. This overview course is appropriate for professionals at all organizational levels.

Checkpoint Learning is committed to bringing innovative solutions to you, now including nano-learning! As per NASBA Standards, a nano-learning course is a 10-minute, electronic, self-study course in which you are eligible to earn 1/5 (or 0.2) CPE credits.

At this time, nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts nano-learning, you can ask your state board or visit the NASBA registry: (

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