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. 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.

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