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Smart Service Strategies: Refining Your Offerings for a Happier Team, Delighted Clients and Better Profits

Overview

In today's rapidly changing accounting landscape, smart leaders are continually refining their existing service offerings to stay competitive, maximize profitability, and enhance client experience. But when was the last time you truly pondered "what gives us joy"? Maybe the answer is to do less in order to deliver more. There is so much that accountants CAN do for clients, but what if you paused to ask yourself what do you WANT to do for clients?

The previous custom of doing all things for all clients whenever they ask puts undo pressure on your team and may not be the right thing for your clients. Focus is the answer, but where do you start? And how do you get the skeptics on board? As part of the AICPA's Transforming Your Business Model webcast series the AICPA and Carrie Steffen of The Whetstone Group will introduce proven strategies and tools you can use to explore the possibilities, decide what is right for you and your firm. This session will explore how to create a win-win-win scenario -- driving firm growth, improving employee engagement, and delivering greater value to clients all by doing less. You won’t want to miss this insightful and encouraging discussion.

Prerequisites

Basic

Objectives

  • Intermediate

Highlights

  • Refining Services for Profitability & Growth
  • The Power of Doing Less
  • Breaking the "Do-It-All" Mindset
  • Getting Buy-In for Change
  • Transforming Your Business Model

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

4937057

1 CPE Credits
Business management: 1 Credits

Registration

Member Price:
$75
Non-member Price:
$89

Registration is open through 07/22.

Tuesday, July 22nd

2:00pm to 3:00pm

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