Profiting from Client Advisory Services

The start date for this course has passed. Registration is no longer available.

This course is 2.00 credits
Field of Study
Technology
Course Level
Intermediate
Vendor
BPN, Inc ACPEN

Registration Fees

MSCPA-AICPA Member
$79.00
MSCPA Member
$79.00
AICPA Member
$109.00
Non-Member
$109.00
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Monday, Mar 1, 2021
10:00am – 11:50am

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Designed For

All

Course Objectives

Upon completing this session, you should be able to:

  • Select CAS technologies for your firm from proven options
  • List service offerings
  • Differentiate between levels of service
  • Create a profitable CAS plan for your firm

Major Subjects

  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid

Prerequisites

None

The start date for this course has passed. Registration is no longer available.