Description
In order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. This module will provide tips and techniques for helping clients improve financial reporting, operations and compliance.
Highlights
- Importance of placing a priority on being a value-added business advisor
- Identifying business advisory matters
- Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance
- Communicating financial analysis
- Tips for cross-selling additional services
Objectives
- Describe the importance of making value-added business advice to clients a priority
- Discuss how to build trust with the client to be a better business advisor
- Explain how to anticipate and prevent issues that could negatively impact clients
Designed For
Accountants with business advisory and client service responsibilities on audit engagements.
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$54.00
Non-Member Fee
$70.00
Your Price
$70.00
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