Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success WEBCAST
Overview
There are multiple tangible and intangible factors that can drive a CPA Firm’s long-term success. Specifically, public accountants must place 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
Experience in public accounting.
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 non-financial 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 $300.00
Member Price $250.00