This is an online event. 



Jennifer L. Katrulya, CPA, CITP, CGMA 
BMRG Advisory Program 
(203) 791-0085 

Business Plan Workshop Series for Accountants and Bookkeepers: Growing Your High-Value Client Accounting Services Practice

Have you been trying to start or grow your Client Accounting and Advisory Services practice and want help taking your next steps?  Are you struggling to select the industry leading hosted and cloud technology services that are right for your firm and for your clients?  Get your business and financial plans ready so that you can plan for success and track your progress in the months ahead!

Creating a business plan can seem like an incredibly intimidating process, and it can seem even more overwhelming if you do not know how to use your plan effectively once you’ve created it. 


 In this interactive workshop, we’ll show you how to use LivePlan by Palo Alto Software to break apart the components of the business plan into manageable steps, clearly define your business, research your competition and target market, develop your operating and marketing plans, and update the financial strategy for your practice.  

We’ll also show you how easy it is to load and manage your financial information, giving you the opportunity to use the LivePlan Scoreboard to get the ongoing information you need about the financial performance of the company as well as other key metrics. 

Once we show you how easy it is to complete these steps for your firm, we'll show you how you can use what you've learned to create year-round revenue opportunities providing high-value accounting and advisory services for your clients!

The workshop will be broken in to 6 sessions, each lasting 90 minutes (60 minutes of instruction followed by 30 minutes of optional Q&A). 

Course Schedule:

  1. December 3, 2013 - LivePlan Overview and The One Page Pitch
  2. December 10, 2013 - Executive Summary and Company Overview
  3. December 17, 2013 - Target Market, Strategy and Implementation
  4. January 9, 2014 - Personnel Plan
  5. January 16, 2014 - Financial Plan and Scorecard
  6. January 23, 2014 - Train the Trainer - Using LivePlan to create year-round revenue opportunities for your client accounting and advisory services practice

All courses are from 12:00pm-1:30pm EST.  

Cost:  This is a FREE Course!  However, please note that we will be using LivePlan (by Palo Alto Software) as our recommended software solution for this course, both for your business plan and for the "train the trainer" portions of the course where we will show you how to create year-round revenue opportunities providing advisory services to your clients.  If you are a BMRG Advisory Program member, depending on your membership level you may already be eligible for a complimentary 12 month LivePlan License.  For discounted LivePlan pricing, click here.  

CPE: Earn up to 9 CPE Credits!  (All sessions are based on a 50 minute credit hour)

  Instructor:  Jennifer Katrulya, CPA, CITP, CGMA 

Jennifer Katrulya is a CPA, an Advanced Certified QuickBooks ProAdvisor, a Xero Certified Partner, and a Certified Intacct Services Provider. She holds the AICPA’s Certified Information Technology Professional (CITP) credential and Certified Global Management Accountant (CGMA), and is founder of Business Management Resource Group, LLC (a CPA firm) and BMRG Advisory Services.

Since 2004, BMRG has provided outsourced accounting and advisory services to several hundred small and mid-sized privately held companies using cloud based technology. As of 2012 BMRG also employs a fully virtual U.S. based staff.

BMRG Advisory Services provides business coaching, networking opportunities, and turn-key resources for accounting and technology consulting firms seeking to build outsourced accounting and advisory practices using best-of-breed cloud technology solutions.

In 2011, Jennifer was retained by CPA2Biz (a subsidiary of the AICPA) as the founding writer and facilitator for their Trusted Business Advisor 2 Day Workshop, and in July of 2013 she was featured on the cover of the Journal of Accountancy, appearing in an article that discussed the industry trends in outsourced accounting and advisory services.  In August 2012 she was featured on the cover of Accounting Today as a “cutting edge” CPA firm that has used cloud technology to establish a fully virtual client accounting services and advisory practice.  She was selected as one of the Top 25 Most Powerful Women in Accounting by CPA Practice Advisor in 2013 and in 2012, and in 2013 she was also selected as one of the Top 100 Most Influential People in Accounting by Accounting Today.  


     BMRG, LLC 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.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.