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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:
Busy accounting and financial professionals who want to improve their personal and organizational productivity
Fundamental knowledge of hardware, software, and technology trends
