Creating Value (Video) (Course Id 1805)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs and accounting professionals seeking to enhance client relationships and business practices.

• What is this course about or what problem does this course solve?
  The course focuses on how CPAs can transform their practices to deliver more value to clients, moving beyond traditional roles to become trusted advisors.

• How can the knowledge from this course be used?
  Learners can apply strategies such as value billing and relationship-building techniques to better meet client expectations and recalibrate their firm’s service delivery.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It emphasizes the importance of evolving the CPA’s role to stay competitive and client-focused, which is essential in today’s advisory-driven accounting landscape.

• When is this course relevant or timely?
  This course is particularly relevant now as firms adapt to client demands for more personalized and value-driven services, a trend ongoing since its 2021 release and recent 2024 revision.

• How is a course like this consumed or used?
  The course is delivered as a video-based QAS self-study module with review questions and a final exam, requiring no advance preparation or additional materials.

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.

Video - NASBA QAS - NASBA Registry - 1805

Course Learning Objectives

1. Recall the advantages of a value billing approach.
2. Identify ways CPAs can strengthen their relationships with clients.
3. Recall detailed steps CPAs should take to implement a value based system for providing clients services.

Chapter 1 - Creating Value

Chapter 1 Review Questions