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Using Valuation To Modernize and Grow Your Firm’s Services

August 4 @ 1:00 pm - 2:00 pm EDT

Free ADP CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.



Accounting firm owners are looking for a broader range of services to be offered to their clients to meet the everchanging economic landscape. Accounting professionals who understand business financials, budgets, financing limitations, overhead cost and more are in a unique position to provide a strategic advisory approach when working with clients.

Learn how valuation can be the basis of your client interaction and drive prospecting for your firm, as well as understand your firm’s value while differentiating your business beyond the traditional role of tax preparer.


Learning Objectives:

  • Overview of where tax firms and the accounting industry are heading and valuation as the client engagement tool
  • Steps firms can take to offer advisory services
  • On-demand solution for business valuations without the need for additional expertise
  • Build your book of business and grow your bottom line beyond referrals and reliance on repeat business


Delivery Method: Group Internet
Course Level: Basic
Field of Study: Specialized Knowledge
Prerequisites: None

This course is approved for 1 CPE credit.

NASBA Approved. Sponsor # 103021.

Wolters Kluwer 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

New York note: Wolters Kluwer is a registered Continuing Education sponsor with the New York State Board for Public Accountancy, State Education Department. (Sponsor #000085) | Texas note: We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor #000001). Please check with your State Board which has final authority on the approval of courses for CPE credit. The content presented during this webcast is for informational purposes only and should not be construed as legal or tax advice. ADP encourages you to consult with appropriate legal or tax professionals for circumstances related to your business.

ADP, the ADP logo and Always Designing for People are trademarks of ADP, Inc. All other marks belong to their respective owners. Copyright © 2021, Inc. ALL RIGHTS RESERVED.

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