Individual Courses → 3 - Advanced

Key Steps to Building an Advisory Practice - 1 CPE (BD014)

If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 reason that accountants fail when trying to build a practice on advisory services. Second, this course will list the 3 key steps to build a successful, long-term advisory practice.

Participants will learn how to:
• Define advisory services
• State the #1 reason advisory services fail
• List the 3 key building blocks of an advisory practice
• Demonstrate the importance of client relationships
• List the 3 key considerations for shifting to advisory services

To register, visit and select “Self-Paced Training” or contact for firm specific options.
In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation.

Participants will receive 1.0 CPE Credits
Field of Study: Business Management & Organization

Additional Information:
Prerequisites: Attendees should be in a leadership role in an accounting firm
Who Should Attend: Anyone interested in adding advisory services into their practice. Attendees should be in a manager role or higher.
Advance Preparation: Individuals should be involved in leadership in a firm.
Program Level: Advanced
Delivery Method: QAS Self Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform ( Please email to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844.

The Sales Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
  • Course documentation
  • Key Steps to Building an Advisory Practice Workbook.pdf
  • Course Instructions
  • Video 1 - Introduction to Advisory Services
  • Review Question 1
  • course content
  • Video 2 - Mindset
  • Review Question 2
  • Video 3 - Clients
  • Review Question 3
  • Video 4 - Aligned Services
  • Review Question 4
  • Video 5 - Getting Started
  • Final Exam & CPE
  • Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
Completion rules
  • You must complete the units "Final Exam"
  • Leads to a certificate with a duration: Forever