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Area of Focus Sessions

DCPA2606. From Compliance to Competitive Edge: Helping Clients Win With Smarter HR Strategies

As clients face talent shortages, retention challenges, and increasing compliance complexity, they’re turning to their accountants for more than just numbers. In this session, we’ll explore how firms are expanding into HR advisory – offering strategic support on workforce planning, onboarding benefits, and more. Featuring a CPA firm that’s helping clients optimize both compliance and culture through smart HR solutions, this session will show how your firm can add value (and services) where clients need it most.

Learning Objectives:

  • Assess the strategic impact of integrating HR advisory services to drive firm growth and differentiation
  • Identify key HR advisory strategies that align with client needs and complement a CAS practice
  • Share firm HR advisory success stories/use cases/suggested tech stack to achieve better business results and revenue streams
Date/Time
CPE Credits
1.5
NASBA Field of Study
Personnel/Human Resources
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
none
Session Tags
CAS
Digital CPA