Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement

Overview

There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within.

Highlights

Key Topics

• Developing client trust
• Understanding your client and the environment for leveraging engagement team discussions
• Value added business advice in audit and other attest services
• Striking the right balance between financial success, satisfaction of people and client service
• Advanced value-added service levels
• Improving your return
• Transforming the profession
• Traits of the non-thinking CPA
• Tangible services versus intangible value
• The right attitude
• Continuous improvement
• Creative thinking proven techniques
• Culture of intelligent application

Prerequisites

None

Designed For

Who Will Benefit

• Supervisors and above in public accounting who wish to learn how to leverage the time spent on audit and other attest engagements to become a value-added business advisor.

Objectives

Learning Outcomes

• Identify ways to deliver the maximum value to your clients on the engagements you are performing
• List key reasons for making value-added business advice to a clients a priority
• Identify techniques to anticipate and prevent issues that could negatively impact the client's operations, compliance and financial reporting
• Identify advanced value-added service levels
• List examples of tangible services and non-tangible value