Description

As firms look to expand their value beyond compliance work, many are asking how to successfully transition from traditional bookkeeping to higher-impact advisory services. This session will explore the key differences between bookkeeping and advisory, helping you clearly define what each service entails and where the greatest opportunities lie.

Participants will learn how to build a compelling case for shifting to advisory services, along with a practical roadmap for developing and scaling these offerings within their firm. We’ll also highlight the talent, services, and processes needed to support long-term success, so you can confidently evolve your CAS practice and drive greater value for your clients.

Instructor: Tom Wadelton & INCPAS Staff

Target Audience

For Client Advisory Services Member Section members only!