Grow Your Business from Within - Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
8.00 Credits
Member Price $250
Non-Member Price $300
Overview
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.
Highlights
- How to become a value-added business advisor to successfully grow the firm from within
- Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services
- Critical traits of a thinking auditor, tips for stretching yourself beyond the basics
- Tips for value pricing and other ways to improve a CPA firm's financial success
- Managing change and promoting creative thinking
- Choosing between varying levels of client service
Prerequisites
None
Designed For
Experienced accountants in a supervisory or other leadership role
Objectives
- Describe how to anticipate and prevent issues that could negatively impact your firm's ability to be successful financially, satisfy your most important asset - your people, and excel at client service
- Explain the importance of making value-added business advice to clients a priority for both financial and nonfinancial reasons
- Recognize what differentiates your firm and its services from the competition, in order to be successful for the long-term in retaining people and clients
Preparation
Experience in public accounting
Leader(s):
Leader Bios
Jennifer Louis, Business Learning Institute
Jennifer F. Louis, CPA, has more than 18 years of experience in designing and instructing high-quality training programs. In 2003 she formed Emergent Solutions Group, LLC, serving organizations by providing training services on a project-specific or parttime basis.
Most recently, Ms. Louis was executive vice president / director of trainingServices at AuditWatch, Inc., a premier training and consulting firm serving the audit profession. She began her career at AuditWatch as vice president of product development. Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP.
Ms. Louis also was an audit manager for Deloitte & Touche LLP. During her years at Deloitte & Touche’s Washington D.C. office, she was a frequent local and national instructor. She also served as an
instructor for the firm’s national “Train the Trainers” program.
Non-Member Price $300
Member Price $250