Consultants
for
Professional
Advisors
Consultants for Professional Advisors wants to help you build relationships with CPAs. Hosting Continuing Professional Education, CPE, classes will provide a large exposure for your firm to the CPA Community.
As you know, many of the larger advisory firms are expanding their client base with a “Business Development Director” or “Practice Development Manager”. Unfortunately, a person in that capacity, full-time, can be very expensive and cost prohibitive for small and even medium-sized firms.
Consultants for Professional Advisors brings the CPAs to you! You provide the classroom, breakfast, and CPE class credit(s). We do the rest!
Option I –This provides the CPA with an entirely complimentary CPE.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. The charge is $35.00 per CPA. You provide breakfast, a place to hold the event and a PowerPoint projector. Benefit: Your firm is perceived as sponsor in good will.
Option II – The CPA pays $35.00 to attend the CPE class.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. You provide breakfast, a place to hold the event and a Power Point projector. Benefit: low cost to your firm and a sense of commitment from the CPA to show.
Option III – The CPA pays $17.50 to attend the CPE class and you pay $17.50 of the balance of CPAs cost.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. The charge to you is $17.50 per CPA. You provide breakfast, a place to hold the event and a PowerPoint projector. Benefits: Your firm is perceived as sponsor in good will, moderate cost and a sense of commitment from the CPA to show.
Whether you choose Option I, II or III, your firm has the opportunity to develop business friendships with professionals in the accounting world.
$100 Deposit/Fee will secure the date. (Deposit non-refundable)
As you know, many of the larger advisory firms are expanding their client base with a “Business Development Director” or “Practice Development Manager”. Unfortunately, a person in that capacity, full-time, can be very expensive and cost prohibitive for small and even medium-sized firms.
Consultants for Professional Advisors brings the CPAs to you! You provide the classroom, breakfast, and CPE class credit(s). We do the rest!
Option I –This provides the CPA with an entirely complimentary CPE.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. The charge is $35.00 per CPA. You provide breakfast, a place to hold the event and a PowerPoint projector. Benefit: Your firm is perceived as sponsor in good will.
Option II – The CPA pays $35.00 to attend the CPE class.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. You provide breakfast, a place to hold the event and a Power Point projector. Benefit: low cost to your firm and a sense of commitment from the CPA to show.
Option III – The CPA pays $17.50 to attend the CPE class and you pay $17.50 of the balance of CPAs cost.
Consultants for Professional Advisors will handle all of the invitations (per our e-mailer and/or phone conversation), registrations and provide CPE certificates for each CPA in attendance. You will be provided with a complete contact list with e-mails, addresses, and phone numbers of the CPAs in attendance. We request an allowance for Rocky VII Business Checks, Inc. to present a CPE in Merchant Card Services. The charge to you is $17.50 per CPA. You provide breakfast, a place to hold the event and a PowerPoint projector. Benefits: Your firm is perceived as sponsor in good will, moderate cost and a sense of commitment from the CPA to show.
Whether you choose Option I, II or III, your firm has the opportunity to develop business friendships with professionals in the accounting world.
$100 Deposit/Fee will secure the date. (Deposit non-refundable)
