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 value-added 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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
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
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on April 25, 2023.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Roger Knecht
Universal Accounting Center
- President, Universal Accounting Center
- Assists owners, managers, and accounting professionals excel in business
- Host of the podcast: ‘Building the Premier Accounting Firm’
- Author of ‘Your Strategic Accountant’, and ‘Your Profit & Growth Expert’
- Can be contacted at [email protected], 801-265-3777, or https://www.linkedin.com/in/rogerknecht/
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
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You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
