Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement
Learn proven tips and techniques for ensuring your firm has the capacity to grow business and increase value of services.
Format
Webcast
NASBA Field of Study
Auditing
Level
Intermediate
CPE Credits
2
Instructor
Jennifer Louis
Availability
3 months
Product Number
BLI3050021
Expand Your “Book of Business” in a Healthy Way
In this webcast, you'll learn techniques for:
- Building trust with clients
- Becoming an adviser
- Adding value to audits and other attest services
- Building capacity to retain clients and gain invaluable referral
Key Topics
- How to build trust with clients and become a business adviser
- Best practices for leveraging teams
- How to differentiate your firm from the competition
Learning Outcomes
- Determine ways to deliver the maximum value to your clients on the engagements you perform.
- Identify key reasons for becoming a business adviser.
- Use techniques for preventing issues that could negatively impact operations, compliance and financial reporting.
- Identify advanced value-added service levels.
- Identify examples of tangible services and non-tangible value.
Who Willl Benefit
- Accountants and finance professionals who want to learn how to leverage the time spent on audit and other attest engagements to become a value-added business adviser
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 order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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