In order to retain existing clients, lower fee pressures and gain invaluable referral sources to build out your client portfolio, public accountants must place a priority on being value-added business advisors to audit and other attest clients. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “book of business” in a healthy way.
DESIGNED FOR
CPAs, corporate finance teams, business leaders and other financial professionals.
BENEFITS
* Identify ways to deliver the maximum value to your clients on the engagements you are performing
* List key reasons for making value-added business advice to a clients a priority
* Identify techniques to anticipate and prevent issues that could negatively impact the client’s operations, compliance and financial reporting
* Identify advanced value-added service levels
* List examples of tangible services and non-tangible value
COURSE LEVEL
Intermediate