CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Creating Value

1 Credits: Business Management & Organization

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Creating Value

Format
Webcast
Course Level
Basic
CPE Credits

1 Credits: Business Management & Organization

Course Description

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.

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Learning Objectives

Upon completing this course you will be able to:

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

Course ID
WC1621258859
Revision Date
October 22, 2021
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

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

Frank Castillo
Frank Castillo, CPA

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.

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