SS605  |  OSCPA Self Study

OSCPA's Being the Business Advisor Our Clients Want and Need - Self-Study

Sunday, May 1, 2022 - Sunday, April 30, 2023

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Fellow Member Robert Wagner, CPA covers how to translate your skills as CPAs to become true business advisors to your clients.

Please Note: This event was originally recorded on 10/18/22. Course must be completed prior to 4/30/23 for credit.

Objectives

  • Participants will learn key impact areas to focus their efforts to help improve their clients' or employer's business and profitability
  • Participants will learn how to set up a recurring meeting agenda and annual planning calendar to provide valuable and strategic advice to their clients or their employers

Instructors

Designed For

Oklahoma CPAs

Your Price: $40.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $40.00 on this event. Not a member? Join today.

Instructors

Robert B. Wagner

Robert Wagner, CPA leads the Advisory practice at HoganTaylor. He has more than 30 years of accounting and executive experience. Prior to joining HoganTaylor, He was co-founder of a CFO consulting practice. This practice was merged into HoganTaylor in 2013. His additional experience includes serving as CFO of a $100MM publicly-held technology company for 22 years, as well as working as an auditor for Price Waterhouse. He is the author of the recently published book, "The 55 Questions to Ask Before You Sell Your Business". The book leverages his extensive experience in middle market merger and acquisition transactions to provide a guide to business owners and their advisors in helping companies prepare for the sale process.

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