Loading Events

Event Description

In order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor. This module will provide tips and techniques for helping clients improve financial reporting, operations and compliance.

Designed For

Accountants with business advisory and client service responsibilities on audit engagements.


  • Describe the importance of making value-added business advice to clients a priority
  • Discuss how to build trust with the client to be a better business advisor
  • Explain how to anticipate and prevent issues that could negatively impact clients

Major Subjects

  • Importance of placing a priority on being a value-added business advisor
  • Identifying business advisory matters
  • Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance
  • Communicating financial analysis
  • Tips for cross-selling additional services


Experience on complex audit engagements


When you purchase a Surgent CPE on-demand course, it must be taken by June 30, 2019, to receive credit.
Within 5 minutes after your purchase, you will receive an email from info@surgent.com that explains how to access your course and materials.
Once you complete a course, please allow up to 30 days to receive you certificate of completion.
If you have further questions, please email info@surgent.com or call 800.778-7436. Their help lines are staffed Monday-Friday from 8:30 am to 5 pm Eastern Time.