Strategic Focus for Your Practice: It’s Not Just Bookkeeping Anymore…

As small business growth continues to drive the economy, unique opportunities exist for today’s practitioner. This course discusses how to consider and approach some of the opportunities for the strategic entrepreneurial accountant.​

Learning Objectives

After completing this course, you will be able to:

  • Identify opportunities that exist for entrepreneurial accountants *Understand the importance of being a true strategic adviser for clients.
  • Apply a “CFO for hire” mindset in creating new entrepreneurial opportunities.

Major Topics

  • A “CFO for hire” Mindset.
  • Non-traditional Entrepreneurial Opportunities.
  • How technology plays a part.
  • Helping potential clients understand the importance of strategic focus.
  • Positioning, Collaboration and the “Right” Clients.

Advanced Preparations


Who Should Attend

Independent practitioners and firms considering non-attestation and taxation services and those looking to expand their management consultant offerings. Current or former CFO’s or Controllers considering entrepreneurial options.​

Fields of Study

Business Management and Organization




Business Learning Institute Dulaney Center II

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a COCPA team member will get back with you shortly.

Or, contact COCPA: (800) 523-9082 or
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