Smart Service Strategies: Refining Your Offerings for a Happier Team, Delighted Clients and Better Profits
In today’s fast-changing accounting landscape, success isn’t about doing more—it’s about doing what matters most. Join AICPA and Carrie Steffen of The Whetstone Group to explore strategies for refining your firm’s focus, maximizing profitability, and enhancing both employee and client experiences. Learn how doing less can actually deliver more value.
Format
Webcast
Date
Nov 05, 2025
NASBA Field of Study
Business Management and Organization
Level
Overview
CPE Credits
1
Availability
3 months
Product Number
WC5051742
In today’s rapidly changing accounting landscape, smart leaders are continually refining their existing service offerings to stay competitive, maximize profitability, and enhance client experience. But when was the last time you truly pondered “what gives us joy”? Maybe the answer is to do less in order to deliver more. There is so much that accountants CAN do for clients, but what if you paused to ask yourself what do you WANT to do for clients?
The previous custom of doing all things for all clients whenever they ask puts undo pressure on your team and may not be the right thing for your clients. Focus is the answer, but where do you start? And how do you get the skeptics on board? As part of the AICPA’s Transforming Your Business Model webcast series the AICPA and Carrie Steffen of The Whetstone Group will introduce proven strategies and tools you can use to explore the possibilities, decide what is right for you and your firm. This session will explore how to create a win-win-win scenario—driving firm growth, improving employee engagement, and delivering greater value to clients all by doing less. You won’t want to miss this insightful and encouraging discussion.
Key Topics
- Refining Services for Profitability & Growth
- The Power of Doing Less
- Breaking the "Do-It-All" Mindset
- Getting Buy-In for Change
- Transforming Your Business Model
Who Will Benefit
Public Accounting Firms
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