{"product_id":"the-language-and-practice-of-advisory-series-modules-1-10-0-2-nano-cpe-each","title":"The Language and Practice of Advisory Series: Modules 1 - 10 (0.2 Nano CPE Each)","description":"\u003ch2 data-start=\"252\" data-end=\"316\"\u003e\u003cstrong data-start=\"252\" data-end=\"316\"\u003eAdvisory Isn’t an Add-On. It’s the Future of the Profession.\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp data-start=\"332\" data-end=\"454\"\u003eGet all 10 Nano Courses in one bundle and learn how to move from compliance work to confident, scalable advisory services.\u003c\/p\u003e\n\u003ch2 data-start=\"547\" data-end=\"562\"\u003eWhat You Get\u003c\/h2\u003e\n\u003cul data-start=\"563\" data-end=\"787\"\u003e\n\u003cli data-start=\"563\" data-end=\"599\"\u003e\n\u003cp data-start=\"565\" data-end=\"599\"\u003e\u003cstrong data-start=\"565\" data-end=\"599\"\u003e10 expert-written Nano Courses\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"600\" data-end=\"626\"\u003e\n\u003cp data-start=\"602\" data-end=\"626\"\u003e\u003cstrong data-start=\"602\" data-end=\"626\"\u003eEach course: 0.2 CPE\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"627\" data-end=\"679\"\u003e\n\u003cp data-start=\"629\" data-end=\"679\"\u003eDesigned for \u003cstrong data-start=\"642\" data-end=\"679\"\u003epractical, real-world application\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"680\" data-end=\"710\"\u003e\n\u003cp data-start=\"682\" data-end=\"710\"\u003e\u003cstrong data-start=\"682\" data-end=\"710\"\u003e10–15 minutes per course\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"711\" data-end=\"787\"\u003e\n\u003cp data-start=\"713\" data-end=\"787\"\u003eDownloadable reference materials and real-world examples (when applicable)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"794\" data-end=\"812\"\u003eWho This Is For\u003c\/h2\u003e\n\u003cul data-start=\"813\" data-end=\"1113\"\u003e\n\u003cli data-start=\"813\" data-end=\"887\"\u003e\n\u003cp data-start=\"815\" data-end=\"887\"\u003eProfessionals who want to \u003cstrong data-start=\"841\" data-end=\"887\"\u003efuture-proof their firms beyond compliance\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"888\" data-end=\"969\"\u003e\n\u003cp data-start=\"890\" data-end=\"969\"\u003ePractitioners ready to move from \u003cstrong data-start=\"923\" data-end=\"969\"\u003ehistorical reporting to proactive guidance\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"970\" data-end=\"1032\"\u003e\n\u003cp data-start=\"972\" data-end=\"1032\"\u003eFirms exploring \u003cstrong data-start=\"988\" data-end=\"1032\"\u003eadvisory, CFO services, or hybrid models\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1033\" data-end=\"1113\"\u003e\n\u003cp data-start=\"1035\" data-end=\"1113\"\u003eProfessionals who want a \u003cstrong data-start=\"1060\" data-end=\"1101\"\u003eclear advisory language and structure\u003c\/strong\u003e, not theory\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1120\" data-end=\"1142\"\u003eLearning Objectives\u003c\/h2\u003e\n\u003cp data-start=\"1143\" data-end=\"1203\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul data-start=\"1204\" data-end=\"1647\"\u003e\n\u003cli data-start=\"1204\" data-end=\"1288\"\u003e\n\u003cp data-start=\"1206\" data-end=\"1288\"\u003eExplain the shift from compliance to advisory in clear, client-friendly language\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1289\" data-end=\"1370\"\u003e\n\u003cp data-start=\"1291\" data-end=\"1370\"\u003eDistinguish between tax advisory and CFO advisory — and know when to use each\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1371\" data-end=\"1437\"\u003e\n\u003cp data-start=\"1373\" data-end=\"1437\"\u003eCommunicate advisory value using outcome-focused conversations\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1438\" data-end=\"1496\"\u003e\n\u003cp data-start=\"1440\" data-end=\"1496\"\u003eConvert compliance clients into advisory relationships\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1497\" data-end=\"1568\"\u003e\n\u003cp data-start=\"1499\" data-end=\"1568\"\u003eDesign scalable advisory workflows, pricing, and meeting structures\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1569\" data-end=\"1647\"\u003e\n\u003cp data-start=\"1571\" data-end=\"1647\"\u003eQualify, win, retain, and grow advisory clients through repeatable systems\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1654\" data-end=\"1673\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: The Future Is Advisory – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eIntroduces the foundational shift from compliance to advisory services. Learn why compliance is becoming commoditized, what clients now expect, and how advisory delivers outcomes clients value — cash flow, margins, strategy, and confidence.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: CFO Advisory vs. Tax Advisory – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn the difference between CFO advisory and tax advisory, including focus areas, deliverables, engagement rhythms, and how combining both creates deeper client value.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: The Language of Advisory (How to Talk So Clients Listen) – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to communicate like an advisor instead of a technician. Reframe technical conversations into outcome-focused guidance that builds trust and moves clients to action.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: Turning Compliance Clients into Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to identify advisory-ready clients, start the right conversations, and deliver early wins that lead to recurring advisory revenue.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: Finding and Winning New Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how content, digital visibility, and professional partnerships create a steady pipeline of advisory-ready clients — without traditional sales tactics.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: How to Systematize and Scale Advisory Services – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to build repeatable advisory workflows, use automation and AI, and scale advisory delivery without sacrificing quality.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 7: Delivering High-Impact Advisory Meetings – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn a simple meeting framework that creates clarity, engagement, and forward momentum in every advisory conversation.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 8: Creating a Pricing and Packaging Model That Scales – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to move beyond hourly billing and design value-based advisory pricing that’s predictable, scalable, and client-friendly.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 9: From Interest to Impact — Qualifying and Winning Advisory Clients – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to qualify prospects, run strong discovery conversations, and confidently close advisory engagements.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 10: Building Lifetime Value and Referral Engines – 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eLearn how to increase lifetime client value through better experiences, retention systems, and referral engines that fuel long-term growth.\u003c\/p\u003e\n\u003ch2\u003eYour Instructor\u003c\/h2\u003e\n\u003cp data-end=\"456\" data-start=\"109\"\u003e\u003cstrong data-end=\"168\" data-start=\"109\"\u003eLee Thomas Reams II, Founder \u0026amp; CEO, CountingWorks, Inc.\u003cbr\u003e\u003c\/strong\u003eA pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind MAX AI and CountingWorks PRO, he brings deep insight into how professionals can harness AI to work smarter — not harder.\u003c\/p\u003e\n\u003ch2 data-end=\"483\" data-start=\"463\"\u003eCourse Details\u003c\/h2\u003e\n\u003cdiv class=\"TyagGW_tableContainer\"\u003e\n\u003cdiv class=\"group TyagGW_tableWrapper flex w-fit flex-col-reverse\" tabindex=\"-1\"\u003e\n\u003ctable class=\"w-fit min-w-(--thread-content-width)\" data-end=\"1573\" data-start=\"484\"\u003e\n\u003cthead data-end=\"591\" data-start=\"484\"\u003e\n\u003ctr data-end=\"591\" data-start=\"484\"\u003e\n\u003cth data-col-size=\"sm\" data-end=\"508\" data-start=\"484\"\u003e\u003cstrong data-end=\"496\" data-start=\"486\"\u003eDetail\u003c\/strong\u003e\u003c\/th\u003e\n\u003cth data-col-size=\"md\" data-end=\"591\" data-start=\"508\"\u003e\u003cstrong data-end=\"525\" data-start=\"510\"\u003eInformation\u003c\/strong\u003e\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody data-end=\"1573\" data-start=\"701\"\u003e\n\u003ctr data-end=\"809\" data-start=\"701\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"725\" data-start=\"701\"\u003e\u003cstrong data-end=\"720\" data-start=\"703\"\u003eProgram Level\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"809\" data-start=\"725\" data-col-size=\"md\"\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"918\" data-start=\"810\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"834\" data-start=\"810\"\u003e\u003cstrong data-end=\"829\" data-start=\"812\"\u003ePrerequisites\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"918\" data-start=\"834\" data-col-size=\"md\"\u003eBasic \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1027\" data-start=\"919\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"945\" data-start=\"919\"\u003e\u003cstrong data-end=\"944\" data-start=\"921\"\u003eAdvance Preparation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1027\" data-start=\"945\" data-col-size=\"md\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1136\" data-start=\"1028\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1052\" data-start=\"1028\"\u003e\u003cstrong data-end=\"1048\" data-start=\"1030\"\u003eField of Study\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1136\" data-start=\"1052\"\u003e\n\u003cmeta charset=\"utf-8\"\u003eCommunications and Marketing\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1246\" data-start=\"1137\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1161\" data-start=\"1137\"\u003e\u003cstrong data-end=\"1155\" data-start=\"1139\"\u003eCredit Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1246\" data-start=\"1161\" data-col-size=\"md\"\u003e0.2 CPE (Nano Learning)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1355\" data-start=\"1247\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1271\" data-start=\"1247\"\u003e\u003cstrong data-end=\"1268\" data-start=\"1249\"\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1355\" data-start=\"1271\" data-col-size=\"md\"\u003eNano Learning\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1464\" data-start=\"1356\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1380\" data-start=\"1356\"\u003e\u003cstrong data-end=\"1377\" data-start=\"1358\"\u003eCPE Eligibility\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1464\" data-start=\"1380\"\u003eCPAs only (EAs and other professionals may attend for educational benefit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1573\" data-start=\"1465\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1489\" data-start=\"1465\"\u003e\u003cstrong data-end=\"1484\" data-start=\"1467\"\u003eRefund Policy\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1573\" data-start=\"1489\" data-col-size=\"md\"\u003eFor refund, complaint, or cancellation policies, call 1-800-384-1101\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 data-start=\"3038\" data-end=\"3059\"\u003e\u003cbr\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCountingWorks, 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. \u003c\/span\u003e\u003cspan\u003eState boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \u003c\/span\u003e\u003cspan\u003eComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"https:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-start=\"3319\" data-end=\"3349\"\u003eStart Mastering AI Today\u003c\/h2\u003e\n\u003ch2 data-start=\"2256\" data-end=\"2300\"\u003eGet the Bundle — Or Join Total Practice\u003c\/h2\u003e\n\u003cp data-start=\"2301\" data-end=\"2309\"\u003eYou can:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli data-start=\"2312\" data-end=\"2355\"\u003eBuy the\u003cspan\u003e \u003cstrong\u003eThe Language and Practice of Advisory Series\u003c\/strong\u003e\u003c\/span\u003e,\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"2349\" data-end=\"2355\"\u003eor\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"2358\" data-end=\"2390\"\u003eJoin\u003cspan\u003e \u003c\/span\u003e\u003cstrong data-start=\"2363\" data-end=\"2381\"\u003eTotal Practice\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eand get:\u003cbr\u003e\u003cbr\u003e\u003cstrong data-start=\"2395\" data-end=\"2415\"\u003eAll Nano Courses\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2420\" data-end=\"2434\"\u003eDeep Dives\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2439\" data-end=\"2460\"\u003eMicro-Tax Updates\u003cbr\u003e\u003c\/strong\u003e\u003cstrong data-start=\"2465\" data-end=\"2485\"\u003eUnlimited access\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eto our full CE library \u003c\/li\u003e\n\u003c\/ul\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52174105477409,"sku":"ADVISORY","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-Advisory-C1-881x728.jpg?v=1766789886","url":"https:\/\/www.taxcpe.com\/products\/the-language-and-practice-of-advisory-series-modules-1-10-0-2-nano-cpe-each","provider":"CountingWorks Learning Center","version":"1.0","type":"link"}