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: March 11, 2024
2 Reviews (12 ratings)

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.

5
Member's Profile
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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to CPAs and Accounting Firms: Creating Value1:01
  The Trusted Advisor8:03
  Why Make The Switch?11:06
  Client Portals4:14
  Value Billing11:13
  Value Pricing13:59
  Trust Your Team4:34
CONTINUOUS PLAY
  CPAs and Accounting Firms: Creating Value54:10
SUPPORTING MATERIAL
  Slides: CPAs and Accounting Firms: Creating ValuePDF
  CPAs and Accounting Firms: Creating Value Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam