PRSRT-STDU.S. POSTAGE

PAIDCINNAMINSON, NJ

PERMIT 579

AICPA Trusted Business Advisor Workshop:

∙ Learn how to build client loyalty while increasing revenue and profits in this one-day workshop

∙ Earn up to 8 CPE Credits

∙ Space is limited — Register by 05/07/10 and SAVE $50!

888.777.7077

www.cpa2biz.com/TrustedBusinessAdvisorThe CPA’s business partner.

West Columbia, SC • Friday, May 21, 2010 • South Carolina Association of CPAs

SM

Delivering on Your Trusted Business Advisor SM Status

AICPA/CPA2Biz220 Leigh Farm RoadDurham, NC 27707

www.cpa2biz.com/TrustedBusinessAdvisor888.777.7077

AICPA Trusted Business Advisor WorkshopSM

The AICPA Private Companies Practice Section provides a rich array of valuable information and resources for firms of all sizes in the area of practice management. PCPS is committed to making practicing CPAs and their firms successful.

EArly Bird diSCount RegisteR by 05/07/10 & saveAiCPA Member nonmember $299 $399

rEgulAr WorkShoP FEESAiCPA Member nonmember $349 $449

EArn 8 CPE CrEditS

Groups of 2 or more people from the same firm are eligible to receive a 10% discount on the workshop fees. Call 1-646-233-5078 or if

registering online, use coupon code RMD during checkout.

grouP diSCountS

Develop a personal roadmap for your firm and leave with: • an action plan to becoming a successful business advisor

• Useful questionnaire, forms and checklists for immediate use in your practice

• a valuable 150-page workbook to help put what you learned into practice

Space is limited. Register by 05/07/10 & save $50!

For more information go to www.cpa2biz.com/trustedbusinessadvisor

Dear Colleague,

Servicing the varied needs of small businesses, CPAs perform numerous roles. Serving in the capacity of expert for accounting and tax-related services is where CPAs have made their mark.

And while there are numerous opportunities for this technical expert role, there is also tremendous demand for the CPA to play the role of the trusted advisor to the small business.

This AICPA Trusted Business AdvisorSM Workshop was developed by CPA2Biz to bring the tools, techniques and skills for strategic planning to CPAs looking to expand their role from “technical expert” to “premier business advisor.” Typically, course content and training of this nature is available only to CPAs in the largest of firms, delivered in retreat-like settings and at a substantial cost to the firm.

Our program, which was developed by nationally known CPA firm consultants, is unique because it packages the highlights of this valuable learning into a full one-day workshop and makes it available at very affordable pricing. Thousands of CPAs have recently discovered the value — and are now sending their partners, colleagues and staff.

We hope you take advantage of this unique opportunity to become one of the many CPAs who have benefited from our workshop, and we look forward to seeing you there.

Sincerely,

Erik Asgeirsson, President & CEO CPA2Biz, Inc.

Nationally renowned tax expert Sidney Kess attended the Workshop and here is what he had to say:

“ Practicing as a CPA in a small to medium size firm has never been as difficult as it is today. Developing a powerful resource network improves your client relationships and increases your firm’s revenues. The AICPA Trusted Business AdvisorSM Workshop is an excellent way for the CPA to focus on how he can more effectively serve his or her clientele.”

Workshop materials were developed by a leading group of CPA professionals including:

Transform your clients’ problems into real opportunities.

AICPA Trusted Business AdvisorSM Workshop: Delivering on Your Trusted Business AdvisorSM Status

8 CPE Credits Available

Bill rEEB, CPA Bill developed and will appear in a number of video segments in this program.

Bill, author of several books, has been an advisor to small- and medium-sized firms and businesses for almost three decades. Bill is well respected in the CPA profession and is an award-winning public speaker. Accounting Today has recognized him as one of the Top 100 Most Influential CPAs and Inside Public Accounting listed him as one of the accounting profession’s most recommended consultants by CPA firms. Bill actively counsels firms throughout the US and Canada.

troy WAugh, CPA, MBA Troy, founder of the successful Rainmaker Academy, developed and will appear in the segment on 5 Star Client ServiceTM.

your on-SitE FACilitAtor:Our one-day Workshops are facilitated by experienced CPAs who have successfully implemented the best practices outlined in this unique program. Facilitators have been hand-picked by Bill Reeb and meet his highest standards of professionalism and knowledge.

For more information or to register go to www.cpa2biz.com/TrustedBusinessAdvisor

Space is limited. Register by 05/07/10 and Save $50!

Classify clients and distinguish partners’ roles and responsibilities for each client in order to build profitability and long-term viability for your firm

Apply the general contractor model to the delivery of services to your clients:• assess clients’ business issues and challenges• Draft an action plan• build a subcontractor network of financial specialists to meet objectivesDevelop a strategic plan to enhance your practice:•Draft a mission, vision and values statement• Perform a sWOt (strengths, weaknesses,

opportunities, threats) analysis to establish measurable goals

•Develop a plan to accomplish those goals

Attend the AICPA Trusted Business AdvisorSM Workshop and become part of a growing group of CPAs who are learning practical tools, techniques and skills for strategic client planning.

Through solution-driven sessions, you’ll learn how to translate the day-to-day issues clients face into opportunities for consulting with them — by hearing first-hand why some clients switch firms and what they’re looking for from a CPA.

After completing this workshop you will be able to:

Who Should Attend•sole practitioners

• CPas and partners in small- to mid-sized firms

• staff looking to take on more leadership roles