Self-Study Video
(SSMG427/26) Surgent’s Implementing Subscription Pricing to Your Practice
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and...
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Self-Study Video
(SSMG428/26) Surgent’s Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know
Starting and owning a small business has often been referred to as the "Third Pillar of Wealth," right behind investments and owning real estate. Essentially, all businesses start off as "small businesses." Small businesses, however, require a large amount of preparation in order to successfully launch and grow. Starting a business requires the owners and...
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Self-Study Video
(SSAA524/26) Surgent’s The CMA’s Guide to Project Management
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing...
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Self-Study Video
(SSAA477/26) Surgent’s Controllership Skills Update: Risk Management
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to...
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Self-Study Video
(SSMG400/26) Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent...
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Self-Study Video
(SSAA166/25) Surgent’s Controllership Skills Update: Current Survival Skills
The role of financial professionals has and continues to change in organizations. The stereotype of collecting and reporting data has been replaced by a broader vision, which focuses on improving an organization's results today and preparing it for the future. This brief program offers specific actions that can be implemented by financial personnel to expand...
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Self-Study Video
(SSMG131/25) Surgent’s Implementing Subscription Pricing to Your Practice
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and...
Read More
Self-Study Video
(SSAA170/25) Surgent’s Controllership Skills Update: Risk Management
The most recent recession and its fallout, weather (look at 2017), process and product failures, and unethical behavior have again highlighted failures by numerous organizations in identifying and managing risk. The size and reputation of organizations proved not to be the key to success. Again, we saw that failures can result in areas/industries thought to...
Read More
Self-Study Video
(SSMG102/25) Surgent’s Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent...
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Self-Study Video
(SSMG134/25) Surgent’s The Nimble Business: How to Thrive in a Rapidly Changing World
The recent pandemic showed us one very important thing: the nimble business was in a far better position to change quickly and survive. Some organizations are nimbler, but why? The reason is that they know that change will happen quickly, and they specifically plan for that change. This program will take a look at planning...
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