Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Jennifer Louis, Emergent Solutions Group LLC
Jennifer F. Louis, CPA has over 25 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 organizational 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 Charlotte, NC.
Non-Member Price $300.00
Member Price $250.00