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Geni Whitehouse, CPA, CITP, CSPM

The Impactful Advisor
Co-Founder
geni@evenanerd.com

Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
 

About Us:

Accountants and bookkeepers everywhere have been told the same thing over and over:

In order to be relevant in the future of the industry, you must become a trusted advisor.

Every firm owner has the same simple question: How?

I believe the answer is all about the client relationship. An Impactful Advisor approaches all clients with a deep curiosity and appreciation for the uniqueness of their business. After advising clients for more than 20 years, I know the Level 5 training program is the best way to learn this technique. The course equips ambitious accounting professionals with the guidance, tools, and resources they need to own their advisory value and positively impact the lives of their clients, as well as their own. 

Upcoming Live Webinars

STOP HOUNDING YOUR CLIENTS: THERE IS A BETTER WAY

Available Date(s)
Thursday, October 28, 2021: 1:00PM EDT
Tuesday, November 16, 2021: 3:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

COMBATING COMMON TIME WASTERS IN YOUR ACCOUNTING FIRM

Available Date(s)
Thursday, November 04, 2021: 4:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

Self-Study CPE Offered

SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM

Date OfferedApril 27, 2021  CostFREE  Course Length2.0 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

Archived Webinars Offered

COMBATING COMMON TIME WASTERS IN YOUR ACCOUNTING FIRM

Date RecordedOctober 26, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

STOP HOUNDING YOUR CLIENTS: THERE IS A BETTER WAY

Date RecordedOctober 21, 2021  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

HOW TO MAKE AN IMPACT FOR YOUR CLIENTS: MAKING THEIR CASH FLOW

Date RecordedAugust 24, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

THE BUSINESS OF CONSTRUCTION: LAYING THE FOUNDATION FOR ENTREPRENEURIAL SUCCESS

Date RecordedAugust 19, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Nonprofit Professional, Other, Real Estate Professional    

THERE'S MORE TO CASHFLOW MANAGEMENT THAN YOU THINK: THINGS YOU NEED TO KNOW

Date RecordedJuly 13, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

QUICKBOOKS ONLINE: MEASURABLE IMPROVEMENTS

Date RecordedApril 21, 2020  CostFREE  Course Length2.0 hours  Subject AreaAccounting  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesRecommended for individuals with intermediate to advanced knowledge of QBO & bookkeeping principles  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

HOW TO STOP COUNTING HOURS AND START DRIVING RESULTS

Date RecordedDecember 6, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

FROM EFFICIENCY TO EFFECTIVENESS: REDEFINING THE AP PROCESS IN CONSTRUCTION

Date RecordedDecember 6, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

CONSULTING IN REAL LIFE

Date RecordedNovember 22, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

INFLUENCING BEHAVIOR: HOW TO DRIVE CHANGE BOTH OUTSIDE AND INSIDE YOUR FIRM

Date RecordedJuly 16, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

UNIQUE CHALLENGES OF GROWING BUSINESSES: LIFE AFTER SMALL BUSINESS ACCOUNTING

Date RecordedDecember 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

END OF YEAR MARKETING KPIS: EVALUATE HOW SUCCESSFUL 2018 REALLY WAS

Date RecordedDecember 17, 2018  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

EXPAND YOUR PRACTICE WITH CLIENT ADVISORY SERVICES THAT WORK

Date RecordedAugust 7, 2018  CostFREE  Course Length1.0 hour  Subject AreaManagement Services  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DEVELOPING A CULTURE OF INNOVATION

Date RecordedJanuary 22, 2018  CostFREE  Course Length1.0 hour  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

JOINING FORCES TO IMPROVE SMALL BUSINESS PAYROLL PROCESSING

Date RecordedJanuary 19, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

A CASE STUDY IN OUTSOURCED FIRM TECHNOLOGY

Date RecordedDecember 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaInformation Technology  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

CLOUD OVERLOAD! WHY DESKTOP APPS ARE STILL PREFERRED FOR ACCOUNTANTS

Date RecordedNovember 13, 2017  CostFREE  Course Length1.0 hour  Subject AreaInformation Technology  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

TOP 3 ACTIONABLE TIPS TO GROW YOUR PRACTICE

Date RecordedNovember 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

RAISING YOUR VALUE THROUGH INCREASED CLIENT ENGAGEMENT

Date RecordedSeptember 25, 2017  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

EXTENDING THE CLOUD ACROSS INTERNATIONAL BORDERS

Date RecordedAugust 11, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

THE MISSING LINK: WHAT YOUR CLIENTS DON'T KNOW ABOUT INTERNATIONAL PAYMENTS

Date RecordedMay 3, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm    

HOW TO BUILD YOUR DREAM FIRM IN THE CLOUD

Date RecordedJanuary 25, 2017  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO

Date RecordedSeptember 9, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, Other, Small Business Owner    

TARGETED SERVICES - HOW TO HIT THE BULLSEYE FOR YOUR CLIENTS

Date RecordedJuly 13, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other