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Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement
Management Accounting
CPE Self-study

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

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.

$75 - $90
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Auditing

Level

Basic

CPE Credits

2

Author(s)

Jennifer Louis

Availability

1 year

Product Number

BLI343812

 View  
 Business & partner 
Product Details

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.

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.
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
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
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Auditing, Communications and Marketing
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$90.00
AICPA Members
Online
$75.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Jennifer Louis
CPA
Jennifer F. Louis, CPA has over 22 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She currently resides in Charlotte, NC.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
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Grow Your Business from Within: How to Deliver Maximum Value to Client's on Every Engagement
Select from the following options:
Online
$90.00
Nonmember Price
$90.00
Price excluding sales tax
$90.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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