CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Creating value

Frank Castillo

Frank Castillo CPA

Thursday, June 10, 2021 | 12:00 PM EDT

  • CPA (Canada)
  • CRMA
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • QIAL

1 Credit

$10

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPE credit for Certified Internal Auditors (CIA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certification in Risk Management Assurance (CRMA)

1 CPE credit for Internal Audit Practitioner (IAP)

1 CPE credit for Qualification in Internal Audit Leadership (QIAL)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

hiring professional fundraising consultants

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

manage your tax bill for 2020 and beyond!

(65)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

(31)

Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

(3)

Aug 02, 2021 | 11:30 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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Course Description

Value…! The holy grail of modern public accounting. 

The value to the client may be in the form of tax savings, increased profits, having a trusted adviser to call upon, or simply having a professional do the work. But how do we go from wearing a green visor to becoming our clients most trusted advisor? 

This CPE webinar will discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations.

Key topics included in the webinar:

  • The Trusted Advisor
  • What do we truly sell
  • Value evolution to revolution
  • Why make the switch
  • Why you can’t wait
  • Client portals
  • Value pricing
  • The Conversation
  • Trust your team
  • Courage and Conviction

Learning Objectives

  • To recall the advantages of a value billing approach.
  • To identify ways CPAs can strengthen their relationships with clients.
  • To recall detailed steps CPAs should take to implement a value based system for providing clients services.

Who Should Attend?

  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Auditors
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Risk Managers
  • Young CPA