Creating Value FLEXCAST

Overview

Value: the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our clients most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations during this session.

Highlights

The trusted advisor. Value evolution to revolution. Value pricing internal questions. Update engagement letters.

Prerequisites

None.

Designed For

CPAs, CFOs, controllers, leaders, and managers.

Objectives

Recall the advantages of a value billing approach. Identify ways CPAs can strengthen their relationships with clients. Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.