1.5 CPE Value!…the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our client's most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations during this session.
Learning Objectives
- Discover and recall the advantages of a value billing approach.
- Identify the ways CPAs can strengthen their relationships with clients.
- Explore and recall detailed steps CPAs should take to implement a value-based system for providing clients services.
Last updated/reviewed: August 27, 2023
2 Reviews (12 ratings)
Reviews
Nancy Dodd
(CPA / Owner at Nancy V Dodd CPA)
Important discussion of how tax prep and bookkeeping/financial statement prep services are being reduced due to technological developments like TurboTax and Quickbooks. Great suggestions about determining what services clients truly need and how they want them to be delivered. Instructor is a good and interesting presenter.
Louise Aldridge
( at Levenue LLC.)
Great points to consider and implement in my practice, I do get push back whenever I charge by hour and I'm glad I watched this course.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Frank CastilloAuthor
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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