Courses

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

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Member Price: $99.00 Non-Member Price: $129.00

Date/Time:: Mar 28, 2025, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Business Management & Organization: 2.00
Fields of Study:: Business Management & Organization
Level:: Basic

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.

Objective

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

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

Designed For

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

Prerequisite

None

Advanced Preparation

None