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CPAs and Accounting Firms: Creating Value

We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations during this session.

Created byFrank Castillo
BeginnerUpdated Dec 22, 2021
CPAs and Accounting Firms: Creating Value

What You'll Learn

  • check_circleDiscover and recall the advantages of a value billing approach.
  • check_circleIdentify the ways CPAs can strengthen their relationships with clients.
  • check_circleExplore and recall detailed steps CPAs should take to implement a value-based system for providing clients services.

About This Course

Value!…the holy grail of modern public accounting. But how do we go from wearing a green visor to becoming our clients 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.

Field of Study: Business Management & Organization

Course Content

2 activities • 1 videos • duration: 54m

  • videocamCPAs and Accounting Firms: Creating Value
    Duration 54:46
  • quizReview Questions

Your Instructor

Frank Castillo

Speaker / CPA / Coach

menu_book17 courses
star778 reviews

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals. He has had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of his absolute favorites are his wife Andrea and three children (Amanda, Dominick, & Mary) who remind him on a daily basis that laughter truly is the best medicine! www.frankcastillocpa.com

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.5 out of 5
Student's Choice
42 reviews
  • BB
    Beverly B.
    starstarstarstarstar

    Good job, to the point. We do need to change the way we invoice our clients.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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