LF logo
by learnformula
search
Log in
search
Courses/Accounting & Tax/Soft Skills for Accountants

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
4.5
(41 reviews)
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

Your Instructor

Frank Castillo
Frank Castillo

Speaker / CPA / Coach

menu_book17 courses
star777 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

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.5
Student's Choice
41 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 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.