Staff alignment matters in a CAS practice.
Client Advisory Services is one of the fastest growing practice areas in the accounting profession, and rapidly growing CAS practices need to get staff onboarded and trained quickly. CPA.com has trained thousands of CAS leaders, and is now offering this workshop just for staff new to the CAS practice. During the three-hour workshop, they will explore the key practices and decisions that top performing CAS leaders make, and consider how client advisory services staff will support these decisions, leading to success for staff, clients, and the firm.
Our CPA.com facilitators will walk your team through activities to understand how the CAS services they deliver contribute to the practice success, how technology supports optimization, efficiency, and communication with clients, how to identify scope creep that can impact the pricing techniques that are positioning your practice for revenue growth, and how practice KPIs can be measured by role in weekly and monthly work. Finally, attendees learn to communicate what CAS is – and what it isn't – to your firm staff and to your clients.
LEARNING OBJECTIVES:
At the the end of this workshop, attendees will be able to:
- Differentiate between CAS and traditional write-up and bookkeeping services that are not CAS.
- Identify needs for dedicated staff, including the potential to use non-traditional talent.
- Understand that technology drives efficiency in a CAS practice.
- Support success by standardizing client services, processes and reports.
- Recognize the potential for scope creep and ways to avoid it.
- Define a strategy to communicate CAS processes and benefits with other staff and clients.
Contact Us
Price listed is per attendee.
Agenda
| 11:00 AM - 2:00 PM (EDT) | |||
|---|---|---|---|
| Amy Bridges, CPA.com Elise Spencer, CPA.com |   | |
CPE Credit
Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management & Organization
Number of CPE credits: 3.0
Program Level: Basic
Instructional Method : Group Internet Based
Location: Virtual
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: www.nasbaregistry.org
AGREEMENTS
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY
You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.