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Making the Transition to Advisory Services Webinar


Nov. 9
11:00 a.m. - 1:00 p.m.

CPE Credits



PICPA Member: $79 | Nonmember: $104

 More Information

Course No.


The accounting industry is going through tremendous change and rising challenges that are forcing us to branch out into advisory services. Learn what these changes mean and how to create your own action plan and the 3 major steps you need to make this transition. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


Topics Covered:
  • Opportunities for advisory services.
  • Types of advisory services.
  • Value pricing


Garrett Wagner CPA/CITP


The Entrepreneurial CPA, Garrett Wagner CPA/CITP is an industry thought leader and is on a mission to ignite the passion in the industry.  With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and helps others embrace the skills and knowledge needed to succeed.


Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods.  Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, and consulting for CPA firms across the country helping them to forge lasting change by understanding the unique needs of each firm organization.


Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders through education and leveraging technology any sized firm can be successful.


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