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

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

Learn proven tips and techniques for ensuring your firm has the capacity to grow business and increase value of services.

$75 - $90
Do you have an AICPA membership? Log in to apply your member discount.




Jul 29, 2021

NASBA Field of Study




CPE Credits



Jennifer Louis


3 months

Product Number


 Business & partner 
Product Details

Expand Your “Book of Business” in a Healthy Way

In this webcast, you'll learn techniques for:

  • Building trust with clients
  • Becoming an adviser
  • Adding value to audits and other attest services
  • Building capacity to retain clients and gain invaluable referral

Key Topics

  • How to build trust with clients and become a business adviser
  • Best practices for leveraging teams
  • How to differentiate your firm from the competition

Learning Outcomes

  • Determine ways to deliver the maximum value to your clients on the engagements you perform.
  • Identify key reasons for becoming a business adviser.
  • Use techniques for preventing issues that could negatively impact operations, compliance and financial reporting.
  • Identify advanced value-added service levels.
  • Identify examples of tangible services and non-tangible value.

Who Willl Benefit

  • Accountants and finance professionals who want to learn how to leverage the time spent on audit and other attest engagements to become a value-added business adviser
Credit Info
CPE Credits
NASBA Field of Study
Auditing, Communications and Marketing
Experience in audit and non-audit engagements
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
2 hr
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Jennifer Louis
Jennifer F. Louis, CPA has over 22 years of 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, LLC, where she focuses her energy on designing and delivering high-quality, practical and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She currently resides in Charlotte, NC.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Grow Your Business from Within: How to Deliver Maximum Value to Clients on Every Engagement
Jul 29, 2021
Select from the following options:
Jul 29, 2021
6pm8pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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