Build your CAS business model at our Client Advisory Services Roadmap Workshop
Advanced technology has transformed client accounting services. Integrated cloud-based applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services to support clients' long-term financial success. More businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.
This workshop provides the content you need to begin building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested educational offering has been updated to offer an engaging virtual learning experience. This workshop can move progressive firms forward in their transition to higher-level advisory services, with a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.
LEARNING OBJECTIVES:
- Develop a strategic plan to build your own cloud-based client 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.
Agenda
