Client Advisory Services (CAS) is broken out into three levels: accounting, controllership, and CFO-level services. In this Level 1 learning path, we're getting down to the basics of how to execute accounting-level services. We cover key concepts of accounting theory, how to record journal entries, how to complete the month-end close process, and best practices for understanding financial statements and communicating financial insights to your clients. We even take a sneak peek into Level 2 services with an introduction to budgeting and forecasting. Mastering accounting-level services is the basis for escalating to Level 2 and 3 and becoming a full-suite trusted advisor for our clients... So let's get started!
Episodes in this learning path include:
- CAS Episode #1: Introduction to Client Advisory Services
- CAS Episode #2: Accounting & Financial Statement Basics
- CAS Episode #3: The Month-End Close Process
- CAS Episode #4: Financial Statement Analysis
- CAS Episode #5: Introduction to Budgeting
- CAS Episode #6: Introduction to Forecasting
- CAS Episode #7: Sales Tax for CAS Practices
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 starting their journey in Client Advisory Services or looking to learn more about this area of practice.
- Recognize the purpose and key components of the four main financial statements
- Discuss common insights and performance metrics computed from the income statement
- Describe the five-step process to preparing budgets
- Recall why sales tax is a natural fit for CAS practices
8.00 credits
1.50 credits
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