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.

Learning Objectives
  1. Identify ways to deliver the maximum value to your clients on the engagements you are performing
  2. List key reasons for making value-added business advice to a clients a priority
  3. Identify techniques to anticipate and prevent issues that could negatively impact the client’s operations, compliance and financial reporting
  4. Recognize what differentiates your firm and its services from the competition
  5. Identify advanced value-added service levels
  6. List examples of tangible services and non-tangible value
Major Topics
  1. Developing client trust
  2. Understanding your client and the environment for leveraging engagement team discussions
  3. Value added business advice in audit and other attest services
  4. Striking the right balance between financial success, satisfaction of people and client service
  5. Advanced value-added service levels
  6. Improving your return
  7. Transforming the profession
  8. Traits of the non-thinking CPA
  9. Tangible services versus intangible value
  10. The right attitude
  11. Continuous improvement
  12. Creative thinking proven techniques
  13. Culture of intelligent application
Business Learning Institute
Course Level
Professional Area of Focus
Accounting & Auditing
CPE Field of Study
Communications and Marketing
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
Jennifer Louis
Experience in audit and nonaudit engagements
Online Webcast
Register Now
Jan 28, 2019
11:00 am - 1:00 pm EDT
Online Webcast
Total CPE Credits
Jennifer Louis


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

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