Elevate Your CAS Client Assessment Engagement

While it is common for CAS practices to do a basic client needs assessment as part of the new client onboarding process, few charge for the engagement. This workshop will teach firms to perform a high-value assessment that looks for more than basic needs: it allows the CAS team to ascertain the foundational information about a client’s business needed to generate a proposed strategy for onboarding, process improvement, and build a repeatable process of discovery and assessment that produces, at the basic level, a “health check” of the client’s current business. At the highest level, the assessment offers analysis of the strategic steps required to move the client to the desired future state. ​

Workshop attendees will receive templated guides and will spend time developing the foundation of their assessment process. 

LEARNING OBJECTIVES:

At the end of this workshop, attendees will be able to: ​

• Describe the differences between a basic client assessment and a higher-value assessment, both for the client and for the practice
• Explain the value of the assessment to drive scalable growth for the practice’s identified client niches ​
• Establish an assessment process to create scope, manage scope, evaluate scope and avoid scope creep​
• Identify the upskilling needs of the CAS team to be able to effectively do the discovery and complete the client assessment​
• Understand how to produce the client deliverables for the high-value client assessment process​
• Develop repeatable internal processes and best practices to plan engagement parameters that set appropriate firm and client expectations​
• Create a plan to implement a leveled set of repeatable client assessments​

For questions, contact workshops@hq.cpa.com.

Price listed is per attendee.

Agenda

CPE Credit

Prerequisite: None

Advanced Preparation: None

Field of Study: Business Management & Organization

Number of CPE credits: 10

Program Level: Basic

Delivery Method: Group Internet Based

Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.