CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Creating value

  • CPA (CA)
  • CRMA
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • QIAL
Creating value

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

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Oct 26, 2021 | 09:00 AM EDT View Details

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Dealing With IRS Collections Division (Part II)

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Quickbooks for Desktop PC Exploring the Interface - For Beginners

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Oct 26, 2021 | 10:00 AM EDT View Details

Excel Accountant: Intro to Spreadsheets In-Depth

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Oct 26, 2021 | 10:00 AM EDT View Details

IRA Contributions 2020 and 2021

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Oct 26, 2021 | 10:00 AM EDT View Details

How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies and Trends

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Oct 26, 2021 | 10:00 AM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

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Oct 26, 2021 | 10:30 AM EDT View Details

The Number 1 Tax Strategy for the Small Business Owner: Setting up an S Corporation step by step.

(15)

Oct 26, 2021 | 10:30 AM EDT View Details

Corporate Accounting & Auditing Best Practices

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Oct 26, 2021 | 11:00 AM EDT View Details

Segregation of duties, Documentation and other essentials for Management of Internal Controls

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Oct 26, 2021 | 11:00 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