K2’s Profiting from Client Advisory Services

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice. * This program was recorded in April 2020. The lesson quizzes that populate after each lesson are not part of the final exam. You must pass the final exam to receive your certificate of attendance with a 70% or higher.

K2’s Profiting from Client Advisory Services

K2’s Profiting from Client Advisory Services

Course Details

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Format: QAS On-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course.

Upon completing this session, you should be able to:

  • Select CAS technologies for your firm from proven options
  • List service offerings
  • Differentiate between levels of service
  • Create a profitable CAS plan for your firm
  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid
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<p><span style="font-weight: 400">Busy accounting and financial professionals who want to improve their personal and organizational productivity</span></p>
Computer Software and Applications
2

Fundamental knowledge of hardware, software, and technology trends

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