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Webinar(CA): K2’s Profiting from Client Advisory Services

Description

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? Vendors offer a variety of CAS programs. We’ll provide an independent blend of profitable strategies and straightforward advice so you can select the best.

Learning Objectives

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

Major Topics

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

Provider
California CPA Education Foundation
Course Level
Update
CPE Field of Study
Computer Software and Applications
2
Who Should Attend

Busy accounting and financial professionals who want to improve their personal and organizational productivity

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of hardware, software, and technology trends

Advanced Preparation

None

Location
Webinar
Register Now
When
Apr 29, 2021
9:00 am - 10:40 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$75.00

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$101.00
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Webinar(CA): K2’s Profiting from Client Advisory Services


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