Webinar: Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide

WS1114  |  Course  |  Basic  |  Scheduled

Description

According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Ad

Credits

Number of Credits Type of Credits
2.00 Business Management & Organization

Designed For

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

Prerequisites

None

Highlights

  • 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

Objectives

  • Assess a firm’s current abilities to service the CAS needs of clients
  • Implement a CAS program at a firm

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird)
$99.00
Non-Member (Early Bird)
$99.00
Member
$99.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.