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Business Consulting for CPAs

Total Credits: 4 including 4 Management Services - Technical

Management Services
James T. Lindell, CPA, CSP, CGMA, MBA
4 Hours
Audio and Video
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Does your firm have interest in expanding its’ services beyond traditional CPA services?  Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand: where consulting business opportunities exist, what are the firm’s professional responsibilities and most importantly how to recognize the needs of the client.

Basic Course Information

Learning Objectives
  • Expand your firms services
  • Find new business opportunities
  • Learn responsibilities

Major Subjects
  • Management Services



James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products


Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area.  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.

Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.

Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.


Tue, Dec 14, 2021 - 12:00pm to 03:41pm EST
Fri, Jan 07, 2022 - 10:00am to 01:41pm EST
Wed, Jan 26, 2022 - 02:00pm to 05:41pm EST
Wed, Feb 09, 2022 - 10:00am to 01:41pm EST
Sun, Feb 13, 2022 - 02:00pm to 05:41pm EST
Mon, Mar 07, 2022 - 10:00am to 01:41pm EST
Wed, Mar 16, 2022 - 02:00pm to 05:41pm EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Thorsten Consulting Group, Inc.
Designed For All CPAs
Yellow Book No
Original Recording Date 03/26/2019
Date Added to Catalog 03/25/2019

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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