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Overview

8.0 Credits
ONLINE

Multiple tangible and intangible factors can drive a CPA firm's long-term success. Discuss proven tips and techniques for ensuring your firm can grow and expand your "business" from within healthily. Review how to improve in three key areas: financial success, people satisfaction and outstanding client service.

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.

Major Topics

• 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
• Helping clients from the client’s perspective, including better managing enterprise-wide risk
• How to better connect with existing and prospective clients in order to build value perceptions and differentiate your firm from the competition
• Demonstrating traits clients crave
• Maximizing financial analysis to help clients interpret financial results
• Tips for better coaching, mentoring, and motivating your people to reduce turnover and improve satisfaction

Prerequisite

Experience in public accounting

Sessions

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Friday, July 25, 2025

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