Description

According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.

Instructor: Christina Hilton, CPA

Target Audience

Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS space

Course Objectives

Assess a firm’s current abilities to service the CAS needs of clients

Implement a CAS program at a firm

Subjects

Details on CAS: new services or rebranding?

Review the value of timely accurate automated accounting  

Review the three levels of service 

Discuss technology options 

Assess your client base for who would benefit most from CAS

Staffing requirements for CAS

The value of servicing a niche