Creating value

Frank Castillo

Frank Castillo CPA

  • CFE
  • CPA

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Before starting this self study program, please go through the instructional document.

Overview

  • The trusted advisor
    4 mins
  • Value evolution to revolution
    9 mins
  • Why you can't wait
    18 mins
  • Offerings
    28 mins
  • Value pricing
    37 mins
  • The conversation
    45 mins
  • Trust your team
    51 mins
  • Courage and conviction
    54 mins

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:

  • A client’s view
  • How we wish to be viewed
  • Connecting with clients
  • Know your client
  • Client transition
  • When to get to know them
  • Why aren’t you getting referrals
  • The Trusted Advisor

Recommended for:

This business management CPE webinar is recommended for CPAs and other professionals interested in increasing productivity and profitability of their firm

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?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Accountant
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA