Course ID: GRWB

Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement

There are multiple tangible and intangible factors that can drive a CPA Firm’s long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “business” from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.

In-person and Live Webcast CPE credit: up to 8.0
On-demand and Webcast Replay CPE credit: 2.0

Learning Objectives

Upon completion of this course participants will be able to:

Describe how to anticipate and prevent issues that could negatively impact your firm’s ability to be successful financially, satisfy your most important asset – your people, and excel at client service.
Explain the importance of making value-added business advice to clients a priority for both financial and nonfinancial reasons.
Discuss what differentiates your firm and its services from the competition, in order to be successful for the long-term in retaining people and clients.

Major Topics

How to become a value-added business advisor to successfully grow the firm from within
Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services
Critical traits of a thinking auditor, tips for stretching yourself beyond the basics
Tips for value pricing and other ways to improve a CPA firm’s financial success
Managing change and promoting creative thinking
Choosing between varying levels of client service
Helping clients from the client’s perspective, including better managing enterprise-wide risk
How to better connect with existing and prospective clients in order to build value perceptions an differentiate your firm from the competition
Demonstrating traits clients crave
Maximizing financial analysis to help clients interpret financial results
Tips for better coaching, mentoring, and motivating your people to reduce turnover and improve satisfaction

Who Should Attend

Supervisors and above in public accounting who wish to learn how to leverage the time spent to become a value-added business advisor, which will improve profits, people satisfaction, and client retention.

Fields of Study

Auditing

Prerequisites

Experience in audit and non-audit engagements

Provider

Business Learning Institute

CPE Credits

8.0

Level

Intermediate

Markets We Serve