Instructors Directory > The Impactful Advisor
Impactfuladvisor

The Impactful Advisor
(877) 740-9473
theimpactfuladvisor.com

Accountants and bookkeepers everywhere have been told the same thing over and over:

In order to be relevant in the future of the industry, you must become a trusted advisor.

Every firm owner has the same simple question: How?

I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own. 

Self-Study CPE

SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM

Archived Webinars

ENTITY SELECTION STRATEGIES TO KICK-START YOUR ADVISORY PRACTICE
Recorded Date August 8, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
MAXIMIZING TAX ADVISORY TOOLS WITH REASONABLE COMPENSATION STRATEGIES
Recorded Date July 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
ADDING VALUE TO YOUR E-COMMERCE CLIENTS' YEAR-END RESULTS
Recorded Date March 13, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
WHY ADVISORY?
Recorded Date November 22, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
HOW TO DELIVER ADVISORY SERVICES
Recorded Date August 15, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
HOW TO CREATE CAPACITY FOR ADVISORY SERVICES
Recorded Date August 10, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
FINDING YOUR NICHE AS AN ACCOUNTANT
Recorded Date July 19, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner     
COMBATING COMMON TIME WASTERS IN YOUR ACCOUNTING FIRM
Recorded Date June 17, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
HOW TO CHANGE THE WAY WE THINK ABOUT OUR PRACTICES
Recorded Date May 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO STOP THE TYRANNY OF EMAIL IN YOUR ACCOUNTING FIRM
Recorded Date May 26, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
GET YOUR SHIFT TOGETHER IN YOUR ACCOUNTING FIRM
Recorded Date May 10, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
STOP HOUNDING YOUR CLIENTS: THERE IS A BETTER WAY
Recorded Date November 16, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
UPLEVELING YOUR ADVISORY SKILLS AND THE CLIENT EXPERIENCE
Recorded Date November 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
ELIMINATE THE DISRUPTION: HANDLE GLOBAL PAYMENTS THE EASY WAY
Recorded Date November 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO MAKE AN IMPACT FOR YOUR CLIENTS: MAKING THEIR CASH FLOW
Recorded Date August 24, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE BUSINESS OF CONSTRUCTION: LAYING THE FOUNDATION FOR ENTREPRENEURIAL SUCCESS
Recorded Date August 19, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Nonprofit Professional, Other, Real Estate Professional     
THERE'S MORE TO CASHFLOW MANAGEMENT THAN YOU THINK: THINGS YOU NEED TO KNOW
Recorded Date July 13, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
QUICKBOOKS ONLINE: MEASURABLE IMPROVEMENTS
Recorded Date April 21, 2020  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Accounting  Course Level Intermediate      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
HOW TO STOP COUNTING HOURS AND START DRIVING RESULTS
Recorded Date December 6, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FROM EFFICIENCY TO EFFECTIVENESS: REDEFINING THE AP PROCESS IN CONSTRUCTION
Recorded Date December 6, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
CONSULTING IN REAL LIFE
Recorded Date November 22, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
INFLUENCING BEHAVIOR: HOW TO DRIVE CHANGE BOTH OUTSIDE AND INSIDE YOUR FIRM
Recorded Date July 16, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
UNIQUE CHALLENGES OF GROWING BUSINESSES: LIFE AFTER SMALL BUSINESS ACCOUNTING
Recorded Date December 21, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
END OF YEAR MARKETING KPIS: EVALUATE HOW SUCCESSFUL 2018 REALLY WAS
Recorded Date December 17, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
EXPAND YOUR PRACTICE WITH CLIENT ADVISORY SERVICES THAT WORK
Recorded Date August 7, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Management Services  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
DEVELOPING A CULTURE OF INNOVATION
Recorded Date January 22, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
JOINING FORCES TO IMPROVE SMALL BUSINESS PAYROLL PROCESSING
Recorded Date January 19, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
A CASE STUDY IN OUTSOURCED FIRM TECHNOLOGY
Recorded Date December 6, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
CLOUD OVERLOAD! WHY DESKTOP APPS ARE STILL PREFERRED FOR ACCOUNTANTS
Recorded Date November 13, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
TOP 3 ACTIONABLE TIPS TO GROW YOUR PRACTICE
Recorded Date November 6, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
RAISING YOUR VALUE THROUGH INCREASED CLIENT ENGAGEMENT
Recorded Date September 25, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
EXTENDING THE CLOUD ACROSS INTERNATIONAL BORDERS
Recorded Date August 11, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE MISSING LINK: WHAT YOUR CLIENTS DON'T KNOW ABOUT INTERNATIONAL PAYMENTS
Recorded Date May 3, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO BUILD YOUR DREAM FIRM IN THE CLOUD
Recorded Date January 25, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
Recorded Date September 9, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, Other, Small Business Owner     
TARGETED SERVICES - HOW TO HIT THE BULLSEYE FOR YOUR CLIENTS
Recorded Date July 13, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other