DCPA24V001. Introduction to Client Advisory Services (CAS) | Virtual Only Pre-conference Workshop (Additional Fee)

NOTE: This workshop is not included in the main conference. Additional $349 fee required during registration. Contact us here [https://www.cpa.com/contact?fo...] with any questions. As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). In fact, it is the fastest growing firm segment in the profession. If you are evaluating whether a CAS practice is the right strategy for your firm, or have just joined a CAS practice, you will benefit from this half-day "Introduction to CAS Workshop." During the four CPE credit hours, you will identify the attributes of top performing CAS practices and take steps to apply these ideas to your CAS strategy.

Learning Objectives:

• Shift the firm mindset to see the value in building and offering client advisory services (CAS).
• Differentiate between CAS and bookkeeping or consulting services that are not CAS.
• Identify needs for dedicated staff, including the potential to use non-traditional talent.
• Understand that technology drives efficiency in a CAS practice.
• Plan for success by standardizing client services, processes and reports.
• Establish pricing models that benefit from technology and standardization efficiencies.
• Define a strategy to communicate the changes introduced by client advisory services to firm, staff and clients.