Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement
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.
|1. Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement||-|
Upon completion of this course, participants will be able to:
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.
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.