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Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (CAS2)

  • Format Self-Study Webcasts
  • Credits 2.00
  • Level Basic
  • Field of Study Business Management and Organization (2)

Overview

According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.



Major Topics:

  • 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

Learning Objectives:

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

Who should take this course:

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

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QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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