Profiting from Client Advisory Services (2 hours) [NT]

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Jul 20, 2021

Registration: 8:30 AM / Program: 9:00 AM - 10:50 AM Pacific Time

Fees

Member Fee: $79.00
Nonmember Fee: $109.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Designed For

All

Objectives

Upon completing this session, you should be able to:

  • Select CAS technologies for your firm from proven options
  • List service offerings
  • Differentiate between levels of service
  • Create a profitable CAS plan for your firm

Major Subjects

  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid