Client Advisory Services (CAS) is broken out into three components: accounting, controllership, and CFO-level services. In this Level 3 Learning Path, we take a deep dive into moving your practice from an outsourced accounting function into a true advisor to clients. In conversation with leaders in the CAS industry, we walk through client management best practices, growing your practice, and enhanced reporting.
Episodes in this learning path include:
-CAS Level 3: Episode #1 - Shifting the Practice from Compliance to Advisory
-CAS Level 3: Episode #2 - Client Management
-CAS Level 3: Episode #3 - Supporting Audit and Tax Engagements
-CAS Level 3: Episode #4 - Enhanced Reporting and KPIs
-CAS Level 3: Episode #5 - Budgeting
After purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.
Professionals managing CAS practices.
- Identify best practices for attracting new CAS clients
- Identify how CAS teams support audit readiness for clients
- Identify the opportunities and challenges involved in implementing enhanced reporting
5.00 credits
1.50 credits
1.50 credits
No result found