CPA.com Virtual Client Advisory Services (CAS) Roadmap Workshop
The CAS Roadmap Workshop helps firms develop a plan to build a CAS practice or expand an existing client accounting service line, using a proven and tested practice development approach to help your firm achieve success in Client Advisory and Accounting Services.
Location
, Live Online
NASBA Field of Study
Business Management and Organization
CPE Credits
15
Product Number
CASW0820MN
More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Our learning program helps you build that service with:
- Workflow analysis and design
- Effective consultative client interactions
- How to stay abreast of emerging technologies
- Successfully onboarding clients
- Performing impactful client assessments
With the same content as our well-known live workshop, this four-session virtual learning opportunity provides the instruction you need to get you started building a profitable, high-performance outsourced advisory practice. Our proven and tested educational offering has been updated for a new delivery format, offering an engaging learning experience combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.
Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org
Additional questions about this workshop? Email workshops@hq.cpa.com.
Learning Objectives
During the workshop, learn how to:
- Develop a strategic plan to build your own cloud-based client accounting services practice.
- Manage the client engagement process, including client assessment, services design, implementation, and more.
- Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
- Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
- Scope engagements through comprehensive engagement letter and service level agreement construction.
- Find and recruit top talent to manage your outsourced accounting services.
- Develop a marketing and sales plan to ensure you continue to build your clientele.
- Measure results with key performance indicators and critical success factors.
Dates (Virtual)
More dates available – visit https://www.cpa.com/cas-certificate#pricing
- Partners leading the development of the CAS service line.
- Senior staff being tasked with management of CAS operations.
- Staff that are honing new competencies to delivery high quality advisory services.
- Firm partners and team looking to take CAS to the next level within their practice.
Looking for group pricing?
We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at groupconference@aicpa-cima.com
Contact usThe Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
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