PRA2607. Small Firm, Big Advisory: Launching CAS for Impact

You’ve heard that Client Advisory Services (CAS) is the fastest-growing service in the accounting profession, but you may be wondering how to adapt CAS best practices for your small firm while still serving your current clients. This session will focus on how you can define services and right-fit clients, create capacity with staff and technology, and share the CAS opportunity with clients, all with a staff of ten or fewer.

Learning Objectives:

• Identify that the value of Client Advisory Services (CAS) lies in its standardized approach.
• Determine how to create a dedicated that can serve clients at both the transactional and advisory levels.
• Determine a strategy to limit referrals to your identified industry niche and “right-fit” clients.