Instructor for this course
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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: April 18, 2021

1 Review (1 rating)Reviews

5
Member's Profile
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.

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:01Introduction to CPAs and Accounting Firms: Creating Value
  8:03The Trusted Advisor
  11:06Why Make The Switch?
  4:14Client Portals
  11:13Value Billing
  13:59Value Pricing
  4:34Trust Your Team
CONTINUOUS PLAY
  54:10CPAs and Accounting Firms: Creating Value
SUPPORTING MATERIAL
  PDFSlides: CPAs and Accounting Firms: Creating Value
  PDFCPAs and Accounting Firms: Creating Value Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM