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ZEN AND THE ART OF CONSULTING

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 15, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner
Series: Bookkeeper
Course Description

This webcast is dedicated to the possibility that an accounting professional can increase their effectiveness in working with their customers (not clients) if they adopt some concepts of consulting theory. Adopting these behaviors is not easy as it requires professionals to think differently than they have in the past. If you think you can think a bit differently about your professional relationships, you are invited to attend this webcast.

Learning Objectives

  • Learn to recognize the difference between "How" questions and "Yes" questions.

  • What is a consultant?

  • The three assumptions and goals that are involved in EVERY consulting engagement. ​

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Testimonials
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Lennytsie, FL

"Ed opened my eyes in terms on how to make effective questions and the big difference between consultant and manager. I consider that the topic was presented very well and easy to understand. Ed is a great speaker and can transmit a message in a very professional way. Thanks, Ed! Thanks, Scott and CPA Academy team! Have a blessed day!!! Lennytsie Gonzalez Ramirez, CPA"
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Natalie, OR

"I was so surprised at the Presenter. He made me laugh. truly enjoyed this session as I have always been quite intimidated with Consulting, even though I work for a CPA firm which the majority of our work is consulting. He made me see Consulting in another light. I am excited to hear more from him and I will be getting the book the presenter suggested."
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DENISE, MI

"I truly appreciate the opportunity to take part in this webnar. It really helped me to get a better understanding of my role as a consultant in ways that I hadn't before. It was very practical and made me think on a whole different level. Thanks."
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Joann, OH

"This webinar offered me a different way of thinking about consulting. I really learned a lot of new ways to look at these types of engagements, not exclusive to customers, but also dealing with opportunities for innovation in everyday practice."
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Betsey, CA

"I found the webinar to be insightful. I "fell" into "consulting gig as a career progression and never really considered that there are different consulting "roles" that runs the gamut from being "hands-off" to "hands-on"."
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Barbara, IL

"This presentation is an excellent and insightful approach to properly establishing a consulting relationship, explains levels of consulting, and explains what consulting is and is not. Very useful information!"
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James, CA

"One of the best webinars I've attended. Incredible content packed into one hour. Outstanding take-away's, highly motivating and resourceful. // James D. Bielenberg, www.BielenbergManagementConsultants.com"
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Richard J, IL

"Best consulting webinar ever for the time allotted. Basic but comprehensive. These slides will be a perfect guideline for every engagement in a growing consulting practice. OUTSTANDING!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Ed Kless

Sage
Senior Director of Partner Development and Strategy
ed.kless@sage.com
(214) 675-8792

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Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy for Sage Business Solutions in North America. He facilitates the Sage Leadership Academy, Sage Consulting Academy and is the liaison to the Sage Leadership Academy Alumni Association.

Before joining Sage Software, Ed worked with Tipping Point Advisors, an organization dedicated to software implementation in companies’ growth and development. Before that, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, in 1996, which grew to 20 team members and 5 million in revenue. At Third Wave, Ed developed the implementation methodology and managed the front and back office consulting teams.

Ed is a senior fellow at the VeraSage Institute, a think tank dedicated to eliminating billable hours in all professional organizations. He is a frequent contributor to industry publications and has spoken at many conferences worldwide. He is the co-host of VoiceAmerica’s radio show The Soul of Enterprise: Business in the Knowledge Economy, which spawned the book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, both with Ron Baker.
 

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.