Grow Your Business from Within: How to Deliver Maximum Value to Client’s on Every Engagement
Description
In order to retain existing clients, lower fee pressures, and gain invaluable referral sources to build out your client portfolio, public accountants must place a priority on being value-added business advisors to audit and other attest clients. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “book of business” in a healthy way.
Learning Objectives
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
Major 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
Provider
Business Learning Institute
Course Level
Intermediate
Professional Area of Focus
T Shaped Professional Data / Digital / Technical
T Shaped Professional Communication
T Shaped Professional Anticipating and Serving Evolving Needs
CPE Field of Study
Auditing
1.0
Communications and Marketing
1.0
Who Should Attend
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.
