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Sellingyourvalue thomson

MOVE YOUR FIRM FORWARD: SELLING YOUR VALUE IN THE FACE OF FORCED CHANGE

This webinar is is focused towards accounting professionals including Enrolled Agents.
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

When your business is focused on organic growth, you’re always looking for reasons to talk with your clients. And your clients need communication from you more than ever when they’re facing forced change.
 
Forced change, through regulation or other sources, does not have to be viewed as negative. When you don’t need to “sell” the need to talk, the door is open to show the value you offer your clients — while lowering your cost of acquisition for providing additional services. But are you ready? Is your firm prepared to proactively drive these conversations while getting paid for the value, ideas, and knowledge you bring to your clients?

When you address your existing client base in a different (and proactive) manner, you can further cement your relationships while delivering enhanced value to those customers.

Join Thomson Reuters and Minnesota accounting firm owner, Paul Miller, as they share proven practices for positioning the value your firm brings to your clients — both during times of change and not.
 
Course Objectives:


  • Presenting your firm’s value with existing clients

  • Starting the habit of being proactive with your clients in the face of change

  • Prioritizing urgent planning opportunities

  • Setting an agreed-upon scope for now and moving forward

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For almost 20 years, Paul Miller has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset.

When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization, and overall business coaching difficult to find. After founding Business by Design in Edina, MN, his goal was to help other entrepreneurs and small businesses be more tax-efficient and make smarter business decisions, in addition to providing traditional accounting firm services.

Today, Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity-building strategies, clients see the value Business by Design delivers — thereby virtually eliminating the client-fee pressure situations many accounting firms find themselves in today.

The firm employs a unique “team” approach that pairs Paul’s own entrepreneurial expertise with a highly trained and diverse staff that includes accountants, CPAs, enrolled agents, paralegal, and administrative staff to provide high-level, results-oriented services to their clients. Paul’s focus on the progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

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Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.

Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.

In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
 

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  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.