Grow Your Business From Within: Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success ON DEMAND
Available Until
Your Desk
4.0 Credits
Member Price $58.00
Non-Member Price $67.00
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 auditing CPE 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
Proven tips and techniques for ensuring your firm has the capacity to grow and expand.
Prerequisites
None.
Designed For
CPAs.
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
None.
Notice
None.
Leader(s):
Leader Bios
Jennifer Louis, Surgent McCoy CPE LLC
Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.
Non-Member Price $67.00
Member Price $58.00