Advanced Skills in Accounting

$149.00

SKU: 410151

Description

Understand the accounting skills needed and how to properly present and provide services to offer more value to clients.
For years the accounting profession has encouraged services to be expanded to offer more value to clients. As bookkeeping professionals, the specifics of what that may look like have not been clear. What are we doing for the client? How do we market, price, and provide these additional valueadded services in a profitable and competent way?
This presentation will help you understand what your clients need from you and are willing to pay for. Learn how to properly present and provide these services to confidently get paid what you are worth, giving your clients what they need to run their businesses.

Date: 2023-04-25 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to define the three core services business owners need from the accounting profession.

* You will be able to describe more clearly the features and benefits of the accounting services offered.

* You will be able to explain the value of working with a strategic accountant, a certified profit and growth expert.

* You will be able to identify which accounting services are offered and why they are essential to succeed in business.

The Three Core Accounting Services
• Bookkeeping and Accounting Defined
• Tax Planning and Preparation Defined
• CFO and Advisory Services Defined

Bookkeeping Essentials
• Accurate and Timely Financials
• Understanding the Client and What Matters to Them
• Educating the Client – Financial Reports

Accounting Fundamentals
• The Language of Business
• Translator and Interpreter
• Telling the Story of the Business

Advanced Accounting
• Ratios and Margins
• Comparative Reports and Analysis
• Forecasting – Planning for Tomorrow

Questions and Answers

AIPB ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Roger Knecht-Universal Accounting Center