Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
Total Credits: 8 including 8 Auditing- Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Accounting and Auditing
- Faculty:
- Jennifer Louis, CPA
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
- Expires 30 day(s) after program date.
Description
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.
Basic Course Information
Learning Objectives- Describe how to anticipate and prevent issues that could negatively impact your firm's ability to be successful financially, satisfy your most important asset - your people, and excel at client service
- Explain the importance of making value-added business advice to clients a priority for both financial and nonfinancial reasons
- Recognize what differentiates your firm and its services from the competition, in order to be successful for the long-term in retaining people and clients
Major Subjects
- How to become a value-added business advisor to successfully grow the firm from within
- Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services
- Critical traits of a thinking auditor, tips for stretching yourself beyond the basics
- Tips for value pricing and other ways to improve a CPA firm's financial success
- Managing change and promoting creative thinking
- Choosing between varying levels of client service
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase | ||
| Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success Handout (3.4 MB) | Available after Purchase | ||
| Glossary (13.2 KB) | Available after Purchase | ||
Faculty
Jennifer Louis, CPA Related Seminars and Products
President
EMERGENT SOLUTIONS GROUP
Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters. Over her six years at AuditWatch, Jennifer served many roles. She began her career at AuditWatch as Vice President of Product Development. Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses. Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs. She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings. She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).
Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.
Jennifer was also an Audit Manager at Deloitte, in Washington, DC. During her five years with Deloitte, she was a frequent local and national instructor. Jennifer also served as an instructor for the firm’s national “Train the Trainers” program.
Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn
Dates
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Sat, Feb 14, 2026 - 9:00 AM to 4:40 PM EST
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Tue, Feb 24, 2026 - 11:00 AM to 6:40 PM EST
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Thu, Mar 12, 2026 - 9:00 AM to 4:40 PM EDT
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Fri, Mar 27, 2026 - 11:00 AM to 6:40 PM EDT
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Wed, Apr 08, 2026 - 9:00 AM to 4:40 PM EDT
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Tue, Apr 28, 2026 - 11:00 AM to 6:40 PM EDT
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Thu, May 07, 2026 - 9:00 AM to 4:40 PM EDT
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Sat, May 23, 2026 - 11:00 AM to 6:40 PM EDT
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Wed, Jun 03, 2026 - 9:00 AM to 4:40 PM EDT
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Tue, Jun 16, 2026 - 11:00 AM to 6:40 PM EDT
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Mon, Jun 29, 2026 - 9:00 AM to 4:40 PM EDT
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Wed, Jul 08, 2026 - 1:00 PM to 8:40 PM EDT
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Thu, Jul 23, 2026 - 10:00 AM to 5:40 PM EDT
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Wed, Aug 12, 2026 - 1:00 PM to 8:40 PM EDT
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Thu, Aug 27, 2026 - 10:00 AM to 5:40 PM EDT
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Thu, Sep 10, 2026 - 1:00 PM to 8:40 PM EDT
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Fri, Sep 25, 2026 - 10:00 AM to 5:40 PM EDT
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Mon, Oct 12, 2026 - 1:00 PM to 8:40 PM EDT
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Tue, Oct 27, 2026 - 10:00 AM to 5:40 PM EDT
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Wed, Nov 04, 2026 - 1:00 PM to 8:40 PM EST
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Thu, Nov 19, 2026 - 10:00 AM to 5:40 PM EST
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Sat, Dec 05, 2026 - 1:00 PM to 8:40 PM EST
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Tue, Dec 08, 2026 - 10:00 AM to 5:40 PM EST
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Fri, Dec 18, 2026 - 1:00 PM to 8:40 PM EST
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Wed, Jan 06, 2027 - 10:00 AM to 5:40 PM EST
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Thu, Jan 21, 2027 - 1:00 PM to 8:40 PM EST
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Wed, Feb 10, 2027 - 10:00 AM to 5:40 PM EST
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Thu, Feb 25, 2027 - 1:00 PM to 8:40 PM EST
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Wed, Mar 03, 2027 - 10:00 AM to 5:40 PM EST
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Mon, Mar 22, 2027 - 1:00 PM to 8:40 PM EDT
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Mon, Apr 12, 2027 - 10:00 AM to 5:40 PM EDT
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Tue, Apr 27, 2027 - 1:00 PM to 8:40 PM EDT
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Wed, May 05, 2027 - 10:00 AM to 5:40 PM EDT
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Thu, May 20, 2027 - 1:00 PM to 8:40 PM EDT
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Tue, Jun 08, 2027 - 10:00 AM to 5:40 PM EDT
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Fri, Jun 18, 2027 - 1:00 PM to 8:40 PM EDT
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Sat, Jun 26, 2027 - 10:00 AM to 5:40 PM EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation Experience in public accounting
Designed For Experienced accountants in a supervisory or other leadership role
Original Recording Date 04/2025
Course Developer EMERGENT SOLUTIONS GROUP
Date Added to Catalog 03/2025
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

