Our training is designed for accounting firms of all sizes and people of all experience levels. Our courses have made staffers into partners and partners into managing partners. So whether you are just beginning to explore this new approach to serving your clients or you are an experienced passionate accountant, we have courses for you, delivered in a number of different ways.
Choose the course that fits your needs and click on the link for futher information.
| Level |
Course |
Duration |
Delivery Method |
| Beginner |
Passionate Accountant Fundamentals - an introduction to the client-centric service model.
|
2 hours |
Live via Webinar |
Intermediate |
Passionate Accountant $COPE of Services -a step by step model for creating a client-centric practice. |
8 hours over 4 days
|
Live via Webinar |
| Advanced |
CSPM Certification - a comprehensive training curriculum for accountants who want to change the way they do business and create a new firm-wide culture.
|
8 days over 12 months |
Live classroom and Web |
| Best Practices |
Consulting Accountants Roundtable (CART)- ongoing training, mentoring, and peer networking for accountants who have committed to developing a "client centric" accounting practice. By Invitation Only
|
3, 2-day meetings per year |
Live classroom |
We also offer a six part on demand (pre-recorded) training course designed for firms who want a Tax Season Tune-Up. Click here for more information.