According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients.
DESIGNED FOR
Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS space
BENEFITS
- Assess a firm’s current abilities to service the CAS needs of clients
- Implement a CAS program at a firm
HIGHLIGHTS
- Details on CAS: new services or rebranding?
- Review the value of timely accurate automated accounting
- Review the three levels of service
- Discuss technology options
- Assess your client base for who would benefit most from CAS
- Staffing requirements for CAS
- The value of servicing a niche
COURSE LEVEL
Basic
ADVANCE PREPARATION
None