Downloads

  • Video CPE Bundle

    Finance and Management Services Video CPE bundle. A total of 7 courses, 22.5 CPE hours. Included courses: Behavioral Finance ( 5 hrs) Business Loan Basics (2 hrs) Entrepreneurial Finance (6 hrs) Key Performance Indicators (2 hrs) Liquidity Management: Profitability vs. Cash Flow (3 hrs) Marginal Profitability Analysis (1.5 hrs) Objectives & Key Results – OKRs […]

  • Objectives and Key Results (OKRs)

    This VIDEO course takes you step-by-step through: The basics and benefits of OKRs: Get a solid foundation of the basics and learn why OKRs are so powerful. The OKR cycle: I show you the steps from setting stretch goals to scoring achievement. Managing with OKRs: Master the tips and tricks to implementing OKRs. Course No. […]

  • Conflict Management

    Overview of conflict that can occur within a CPA practice. Techniques that will lessen conflict and turn these issues into positives for the practice are presented. Course No. CH006 Format: Online pdf (62 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: Overview CPE Credit: 2 hrs. Field of Study: Personal Development/Non-Technical Course expiration:  You have […]

  • Improving Writing Skills for CPAs

    Improving Writing Skills for CPAs is a course that will provide both an overview and guidance for improving writing skills. This course will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods. Course No. CH005 Format: Online pdf (59 pages). Printed book available. […]

  • Effective Listening Styles for CPAs

    A training course that defines different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients. Course No. CH004 Format: Online pdf (61 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: Intermediate CPE Credit: 2 hrs. Field of Study: Communications […]

  • Effective Communication Sytles for CPAs

    Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs. Course No. CH003 Format: Online pdf (61 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: Intermediate CPE Credit: 2 hrs. Field of Study: Communications & Marketing/Non-Technical Course expiration:  You have one year from date […]

  • Project Management Duties for CPAs

    Discussion of the business and management duties that must be performed by the project manager or the practitioner leading the projects such as audits and reviews, consulting services, forensic accounting, financial planning, etc. Course No. CH002 Format: Online pdf (86 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: Intermediate CPE Credit: 3 hrs. Field […]

  • Introduction to Agile Project Management

    This course will describe the agile project management approach and compare it to a traditional project management approach.  This course will describe the four values for agile project management.  Finally, the twelve agile principles will be described in detail. Course No. CH001 Format: Online pdf (48 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: […]

  • Understanding the Statement of Cash Flows

    The cash flow report is important because it informs investors, creditors, company owners, and other interested parties of the business cash position of the company and can act as a strong indicator of a company’s overall financial health. This course is an overview of the purpose and importance of the statement of cash flows. Course […]

  • Information Security: Malware Trends and Mitigation Strategies

    Discussion of the most commonly seen malware with in-depth explanation on how the malware operates and best practices to properly deal with malware occurences. Course No. C016 Format: Online pdf (107 pages). Printed book available. Prerequisites: None Advance Preparation:None Level: Intermediate CPE Credit: 6 hrs. Field of Study: Information Technology (Counts as Federal Tax Related […]