Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
Available Anytime
Location:
Online
2Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$119.00 Regular Price
Product Code: SU24-CAS2-SSWC
Level: Basic
Vendor: Surgent
Field of Study: Business Management & Organization
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.Objectives:
- Assess a firm’s current abilities to service the CAS needs of clients
- Implement a CAS program at a firm
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
Designed For:
Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS spacePrerequisite:
NoneAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.