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

$75.00 (USD)

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.

Credits: 2
Estimated Length: 2 hour(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Online Lesson1. Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement -

Objectives

Upon completion of this course, participants will be able to:

  • 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   

Field of Study:  Auditing-1, Communications and Marketing-1 

Recommended CPE Credit Hours:  2.0 

Course Level: Intermediate 

Prerequisites:  Experience in audit and nonaudit engagements 

Designed For: 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. 

Instructor:  Jennifer Louis, CPA 

Publication Year:  2017

Expiration Date:  Course content is reviewed annually and revised with neccessary changes or else the course is removed.

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Jennifer's Biography:

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 Vienna, VA.

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