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