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Thursday, February 13, 2025 Live Webcast

Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (X1-CAS2-2025-01-WEBNR-44-01)

9:00 AM - 11:00 AM EST
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

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

INSTRUCTOR

Christina Hilton

Christina Hilton

PRICING

$89.00 - Member

$109.00 - Nonmember

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Note: Online pre-registration will close on February 13 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

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