Course ID: GRWB

Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement

In order to retain existing clients, lower fee pressures, and gain invaluable referral sources to build out your client portfolio, public accountants must place a priority on being value-added business advisors to audit and other attest clients. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “book of business” in a healthy way. (Available in 2 or 4 hour format)


Learning Objectives

  • Identify techniques to anticipate and prevent issues that could negatively impact the client’s operations, compliance and financial reporting
  • Discuss the importance of making value-added business advice to clients a priority
  • Discuss what differentiates your firm and its services from the competition, in order to retain existing clients and successfully market to prospective clients

Major Topics

  • How to build trust with the client to be a better business advisor
  • Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services
  • How to better connect with existing and prospective clients in order to build value perceptions and differentiate your firm from the competition

Who Should Attend

Supervisors and above in public accounting who wish to learn how to leverage the time spent on audit and other attest engagements to become a value-added business advisor


Fields of Study

Communications and Marketing

Prerequisites

Experience in audit and nonaudit engagements


Provider

Business Learning Institute

CPE Credits

4.0

Level

Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org
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