Value!…the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our client's 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.
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Discover and recall the advantages of a value billing approach.
- Identify the ways CPAs can strengthen their relationships with clients.
- Explore and recall detailed steps CPAs should take to implement a value-based system for providing clients services.
Last updated/reviewed: March 11, 2024
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Frank Castillo
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INTRODUCTION AND OVERVIEW
- Introduction to CPAs and Accounting Firms: Creating Value 1:01
- The Trusted Advisor 8:03
- Why Make The Switch? 11:06
- Client Portals 4:14
- Value Billing 11:13
- Value Pricing 13:59
- Trust Your Team 4:34
CONTINUOUS PLAY
SUPPORTING MATERIAL
- Slides: CPAs and Accounting Firms: Creating Value PDF
- CPAs and Accounting Firms: Creating Value Glossary/ Index PDF
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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