Webcast
Grow Your Business From Within: Striking the Right Balance Between a CPA Firm’s Financial, People, and Client Success
$392.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
8 Credits: Auditing
Course Level
Intermediate
Format
Webcast
Course Description
There are multiple tangible and intangible factors that can drive a CPA Firm’s long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your “business” from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.
Learning Objectives
Upon completion of this course, participants will be able to:
- Describe how to anticipate and prevent issues that could negatively impact your firm’s ability to be successful financially, satisfy your most important asset – your people, and excel at client service.
- Explain the importance of making value-added business advice to clients a priority for both financial and nonfinancial reasons.
- Recognize what differentiates your firm and its services from the competition, in order to be successful for the long-term in retaining people and clients.
Course Specifics
WC1924402435
November 12, 2024
Experience in public accounting
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of …
Webcast
