Your clients may come to you with requests beyond the scope of your financial services, which could include incorporating or forming LLCs. You may outsource that work to avoid putting your business at risk by giving the appearance of “practicing law.” Why turn them away when you can turn those requests into a new revenue stream to grow your firm? This session will clearly explain what accountants and CPAs can and cannot do when it comes to business incorporation services for their clients along with a refresher course on business entity and compliance basics.
- Recognize what types of business incorporation and compliance requests CPAs can assist with
- Recognize what types of business incorporation and compliance questions are considered legal advice that CPAs should refer out
- Identify what services your firm can offer to become more of a full-service firm
- Understand the basics of business entities and corporate compliance requirements to steer clients in the right direction
- None required.
Who Should Attend
CPAs who advise clients on corporate entity compliance and those who are interested in adding corporate entity compliance services to their firm.
- CEO and Co-Founder
Nellie Akalp is an entrepreneur, business expert, professional speaker, published author, and mother to four amazing kids. Nellie has dedicated her entrepreneurial career to helping other entrepreneurs and business professionals succeed at business ownership.
As CEO and Co-Founder of CorpNet.com, she has helped more than half a million small businesses and licensed professionals get their businesses and clients off the ground. She has developed a strong following within the small business community and has been honored as a Small Business Influencer Champion and was named women entrepreneur of the year by the National Association of Women Business Owners.
- (888) 449-2638
|Encoursa 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 website: NASBAregistry.org.|
Date & Time
Thursday, September 12, 2019
1:00 PM EDT
(see additional timezones)
|Subject area:||Business Management & Organization|
|Delivery method:||Group Internet Based|
- CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes. For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple attendees: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.